Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice.
23060 (Richmond, VA)
23320 (Chesapeake, VA)
33634 (Tampa, FL)
89144 (Las Vegas, NV)
75024 (Plano, TX)
19801 (Wilmington, DE)
68521 (Lincoln, NE)
56301 (St. Cloud, MN)
The responsibilities of this role include facilitating in a virtual environment by providing learning with materials that support our US Card curriculum. This individual will partner closely with key business associates providing input as needed, be familiar with adult learning theory, and communicate business intent learning materials effectively in a virtual environment. This will be done through coaching, performance management and people leadership while supporting new hires and internal agents on their learning journey.
Learning Associate Job Description:
* Facilitates both virtual and in person learning experience aligned to industry best practices
* Deliver on identified learning objectives
* Manage challenging classroom situations; oversees performance management of the classroom experience
* Prepare for class in a well-managed way following the Virtual Classroom Guide (class set-up, roster, communication, logistics, technology access, etc)
* Integrate business strategy and priorities into delivery as appropriate
* Partner with appropriate stakeholders to include compliance and other specialty projects
* Consult with clients to understand needs and provide recommendations
* Stay current on team meeting materials & updates
* Complete admin. duties as needed (Class Folder Updates, Weekly Training Report Completion, System access request follow up
* Deliver coaching and feedback to learners
* Able to adapt to different learning styles and technological platforms
What we value:
* Collaboration: You will engage with peers to balance urgency and quality, ensuring that our learners have the necessary information, tools, resources to service our customers .
* Kindness: In our dynamic business environment, you will demonstrate understanding and optimism, serving as a positive change agent who fosters an inclusive and supportive atmosphere.
* Assurance: You will achieve impactful results that enhance the skills and expertise of millions of customers, instilling a sense of trust in our training processes.
Basic Qualifications:
* High School Diploma, GED, or equivalent certification
* At least 2 years of experience facilitating trainings
* At least 2 years of experience in Microsoft Office or Google Suite
Preferred Qualifications:
* 3+ years of experience using facilitator tools such as Zoom, Snag It and virtual training tools
* 3+ years of experience facilitating trainings
Work from Home Technology Requirements
* Secure home office environment that is free from background noise and distractions
* Reliable private internet connection that is not supplied via cellular data or hotspot is required
* A private network that is password protected where you have ownership or line of site sight to every device on the network
* Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)
* Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions
* ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
* To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page
* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met
Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.
Work from Home Location Requirements
Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), or 19801 (Wilmington, DE), 68521 (Lincoln, NE), or 56301 (St Cloud, MN) and report in person, when required, with at least 24 hours notice.
We are unable to consider applicants who:
* Do not maintain network-compatible internet access
* Live or work beyond the 100 mile radius of their dedicated location, or
* Live or work in the state of California.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $66,700 - $76,100 for Learning Associate
Chesapeake, VA: $66,700 - $76,100 for Learning Associate
Tampa, FL: $66,700 - $76,100 for Learning Associate
Lincoln, NE: $66,700 - $76,100 for Learning Associate
Las Vegas, NV: $66,700 - $76,100 for Learning Associate
Wilmington, DE: $66,700 - $76,100 for Learning Associate
Richmond, VA: $66,700 - $76,100 for Learning Associate
St Cloud, MN: $66,700 - $76,100 for Learning Associate
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$66.7k-76.1k yearly 2d ago
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Principal Associate, Project Management - Integration Campaign Delivery Lead (Hybrid)
Capital One 4.7
New York, NY jobs
The Team
Our marketing operations delivery team within the Discover Integration team is looking for a dynamic Campaign Delivery Project Manager. The Card Marketing Delivery organization leads end to end delivery across all Marketing & Servicing intent in support of Integration. In this exciting role, you will work closely with internal and external stakeholders to deliver and amplify Card's most impactful work, solve complex problems from our distinct vantage point, all while balancing strategy and tactics.
The Role
As a Campaign Delivery Project Manager for Discover, you will collaborate with smart and passionate leaders to build and deliver communications across various different stages of integration. The core responsibilities include:
* Effectively manage scope, schedules, prioritization and capacity management across the end to end workflow of intent and supporting delivery teams
* Lead and orchestrate communication delivery of intent to ensure flawless execution across all delivery channels (ie: digital, direct mail, statements etc)
* Partner with project stakeholders to provide strategic and tactical recommendations in support of project delivery
* Design, develop, and manage project plans in a complex dynamic environment, revising needs to meet changing requirements
* Ensure projects are being documented appropriately to mitigate risk and are delivered on time
The Ideal Candidate:
* Exhibit outstanding influencing, collaboration and organizational skills to effectively drive intent delivery
* Demonstrate a proven track record of excellent project management skills, bringing the ability to thrive in gray space and quickly putting structure in place to manage a complex roadmap of deliverables
* Have excellent communication and partnership skills which are essential for interacting and communicating with key stakeholders to manage, inform and influence as needed
* Can manage the details of multiple projects, deadlines and changing priorities, while maintaining excellent and accurate work.
* Has an interest, and ideally experience, in Salesforce Marketing Cloud delivery platform
Basic Qualifications:
* Bachelor's degree or military experience
* At least 3 years of experience supporting, partnering or interacting with internal business clients
* At least 3 years of Process or Project Management experience
Preferred Qualifications:
* Masters degree or MBA
* 4+ years of experience with project management tools (Workfront)
* 4+ years of experience working, supporting or partnering with internal business clients
* 4+ years of Project or Process Management experience
* BPM, PMP, Lean, Agile or Six Sigma certification
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $109,900 - $125,400 for Principal Project Manager
McLean, VA: $120,800 - $137,900 for Principal Project Manager
New York, NY: $131,800 - $150,500 for Principal Project Manager
Richmond, VA: $109,900 - $125,400 for Principal Project Manager
Riverwoods, IL: $109,900 - $125,400 for Principal Project Manager
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$131.8k-150.5k yearly 2d ago
Part Time Sales Associate
Ace Cash Express, Inc. 4.4
Dayton, OH jobs
Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail
* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$103k-127k yearly est. 5d ago
Mortgage Loan Originator
Honor Credit Union 3.8
Kalamazoo, MI jobs
Mortgage Loan Originator Location: Kalamazoo, MI Job Id: 3117 # of Openings: 1 Mortgage Loan Originator - Greater Kalamazoo Area (Full-Time) This is a Remote Work Eligible position. You will be required to work in the local markets to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we aspire to be great, and that starts with the people that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced people, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR: We are seeking an MLO with a proven track record in sales. If you're interested in being part of an elite team, have an entrepreneurial spirit, and are looking for great income potential, a career as a Mortgage Loan Originator for Honor Credit Union may be the right fit for you. Apply today!
Responsible for the origination of mortgage, land and construction loans.
Responsible for promoting mortgage products as a professional sales representative to prospective accounts via face-to-face, the Internet, email and telephone.
Responsible for making sales calls and attending networking with prospective referral partners.
Partners with our Community Assistant Vice Presidents and Business Development Officers to build new relationships.
Meets scheduling, documentation requirements and production expectations (assigned goals) as determined by the AVP of Real Estate Sales.
Must be or become registered as an MLO and have a nationwide Mortgage Licensing Number.
WHAT WE EXPECT FROM YOU:
EDUCATION/CERTIFICATION:
High School diploma or equivalent. Additional college coursework in business or related field preferred.
Must be/or become registered as an MLO and have a Nationwide Licensing Number.
EXPERIENCE REQUIRED:
One to two years of related loan processing and sales experience. Real estate background helpful.
KNOWLEDGE/SKILLS/ABILITIES:
Understanding of the foundation of determining credit worthiness.
Knowledge of company loan policies, products, procedures, processing and underwriting guidelines.
Familiarity with title reports, insurance, and appraisals.
Must have a demonstrated ability to keep finances in order.
Strong interpersonal and public relations skills.
Excellent sales and organizational abilities.
Well organized.
Problem solving abilities.
Able to use computer tracking system.
WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer:
Medical with prescription coverage, Dental, and Vision.
401k employer contribution & matching program.
Paid time off and paid holidays (including your birthday!).
Paid community volunteer hours.
Wellbeing spending account.
Various discounts on credit union products and services for team members & their families.
Additional perks included.
ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loan officers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
Apply for this Position
$36k-50k yearly est. 3d ago
Senior Manager, Senior Counsel - Capital One Software International Counsel (Hybrid)
Capital One 4.7
Chicago, IL jobs
Capital One Software provides enterprise B2B software and data management solutions to help other businesses accelerate their cloud journeys, manage cloud costs, and secure sensitive data. These products are based on tools Capital One developed internally to support its own large-scale cloud and data management operations, making the bank's technology innovations available to the wider market. The Capital One Software Legal team needs help to support this high growth business.
In this role, you will be the business counsel for Capital One Software's highly visible and strategic international expansion. Capital One Software currently has customers in the U.S. and seeks to quickly increase its global footprint by offering its flagship products, Slingshot and Databolt, internationally. This requires dedicated legal expertise to navigate the complex challenges of global B2B software sales. This role is essential for enabling our Go-To-Market teams and ensuring our expansion is executed in a well-managed and compliant manner.
You will oversee all legal advice across international markets for both existing and new product launches. You will work closely with business leaders to understand the business intent, work with outside counsel and/or internal subject matter experts to identify legal obligations and risks, and then provide recommendations to help the business effectively manage those risks, including by revising user-facing content, drafting product terms and disclosures, and assisting with contractual modifications. Due to the business' rapid international growth, this is a highly visible role within the Legal Department and Capital One and offers a chance to develop meaningful relationships across the enterprise. You should be comfortable thinking "outside the box". Your (to be learned) understanding of Capital One's banking history and technology journey, the commercial software industry, and applicable international law will allow you to work around the corners of novelty.
A successful candidate will display:
* Excellent communication skills
* Top-shelf judgment
* A desire to work collaboratively
* The ability to influence and drive consensus
* A successful track record of thriving in a dynamic environment
* Willingness to tackle new challenges and novel legal issues
Specific responsibilities include, but are not limited to:
* Providing strategic, clear and contextualized legal advice to business development, go to market, marketing, operations, product development, and tech teams on a variety of complex issues and topics
* Translating applicable laws, regulations, and legal requirements into actionable advice
* Collaborating with international colleagues and outside counsel to ensure compliance with applicable foreign laws and regulations
* Developing and maintaining legal resources that are required for products, such as terms of service and other disclosures
* Helping design and implement legal department and compliance processes to keep up with our growth and facilitate further expansion
* Building relationships and collaborating with business stakeholders across Capital One
* Understanding business needs and providing appropriate solutions to reach the desired goals
* Working autonomously, but also working collaboratively with other members of the Legal Department to provide advice in a consistent, well-reasoned manner
Basic Qualifications:
* Juris Doctor from an accredited law school
* Active member in good standing of at least one state bar
* At least 4 years of experience as an attorney in a law firm environment, at a government agency, as a military judge advocate, or as in-house counsel
Preferred Qualifications:
* 5+ years of experience as an attorney in a law firm, at a government agency, as a military judge advocate, or as in-house counsel
* 2+ years of experience in advising technology companies or banks
* Experience advising technology or financial services companies on marketing, regulatory, or product development matters
* Experience advising multinational companies on international aspects of their operations
* Ability to build collegial and effective relationships with attorneys, business managers, creative teams, analysts, project managers, and corporate compliance professionals
* Excellent written and oral communication skills with the ability to influence others
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
This role is hybrid meaning associates spend 3 days per week in-person at one of our offices listed on this job posting.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
McLean, VA: $193,000 - $220,300 for Sr. Manager, Sr. Counsel
Plano, TX: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
Richmond, VA: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
Riverwoods, IL: $175,500 - $200,300 for Sr. Manager, Sr. Counsel
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$193k-220.3k yearly 2d ago
Customer Service Representative- Lima Shawnee - Lima, OH
Wesbanco Bank Inc. 4.3
Lima, OH jobs
Back Customer Service Representative- Lima Shawnee #12-8581 Lima, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Lima, OH.
Market Findlay Work Hours per Week 22.5 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Lima, Ohio, United States
$30k-34k yearly est. 3d ago
Private Events Sales
Groundfloor 2.9
Los Angeles, CA jobs
Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible - which also makes them a strong fit for the right kinds of private rentals.
Overview
We're looking for a self-directed Private Events Sales lead to grow private event and rental bookings for our Echo Park, Los Angeles location. This is a fully commission-based, part-time role designed for someone who values autonomy, flexibility, and upside.
You'll own the full sales cycle - from outreach to closing - and work independently on your own schedule. You'll also host a limited number of on-site tours during set windows each week and, when needed, be on-site to help support or host private rentals alongside the Groundfloor team.
What you'll do
Generate and close private event and rental bookings for the LA space
Proactively source leads through outreach, relationships, and referrals
Manage inquiries from first conversation through signed agreement
Clearly set expectations with clients around space use and constraints
Maintain a simple pipeline and report bookings to the Groundfloor team
Host scheduled tours 3 days per week (Tuesday-Thursday, 11am-2pm)
Be on-site for private rentals as needed to support setup, hosting, and smooth handoff in coordination with the Groundfloor team
Who this is for
Experience in event sales, venue rentals, hospitality, or similar
Comfortable being on-site and supporting or hosting private rentals when needed
Comfortable working independently without day-to-day oversight
Confident setting boundaries while staying flexible in real-world situations
Motivated by commission, ownership, and flexibility
Compensation
100% commission-based
40% commission on all booked private rentals
$30 commission per successful tour conversion
Target: $30K/month in booked rentals
Uncapped upside
Equity included
Schedule & Structure
Part-time
Flexible, self-directed hours
On-site for tours Tues-Thurs, 11am-2pm
On-site for private rentals as needed
Fully remote outside of on-site needs
Los Angeles-based
Perks
Free Groundfloor membership
Flexible, autonomous work
High-upside commission structure
Meaningful ownership in a growing, mission-driven company
$45k-65k yearly est. 2d ago
Sr. Life Insurance Underwriter (Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
Implement underwriting policies and procedures for new business processing and other department processes.
Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
Manage aging cases and referrals from other underwriters and screeners.
Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
Minimum of 3 years' experience in an Underwriter role or above.
Daily application of critical thinking and complex problem-solving skills.
Strong verbal and written communication skills.
Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$49k-86k yearly est. Auto-Apply 15d ago
Part Time Associate Banker Columbus Central East (30 Hours)
Jpmorgan Chase & Co 4.8
Bexley, OH jobs
JobID: 210628897 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$19k-40k yearly est. Auto-Apply 16d ago
Financial Analyst - Corporate Forecast (Hybrid)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team!
In this role, you will be responsible for developing and maintaining complex financial models based on an assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.
Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.
This is a hybrid position located in McKinney, Texas.
What You Will Do:
* Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
* Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
* Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
* Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
* Support the development of corporate strategic business analysis and insights for executive talking points.
* Develop capital planning models, reports, and templates.
* Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
* Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
* Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
* Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
* Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
* Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
* Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives.
* Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
* Develop the financial business cases for presentation to senior leadership.
* Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
* Mentor and train other members of the Corporate Financial Planning & Analysis team.
* Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.
What You Can Bring:
* Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
* 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
* Holding or actively working towards a CPA, CFA, or MBA is a plus.
* Demonstrated knowledge of corporate financial planning, reporting, and analysis.
* Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
* Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow.
* Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
* Balances data and information, making decisions based on both a sense of what is correct and logical.
* Ability to clearly communicate compelling messages to senior leaders and partners.
* Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
* Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions.
* Balances a high sense of urgency with presenting detailed and accurate financial information.
* Takes initiative and is not satisfied with the status quo.
* Leads and actively participates in team meetings and is involved in developing individual and team project plans.
* Demonstrates a willingness to persist when faced with obstacles or adversity.
* Willingness to accommodate the rigor of the annual and quarterly reporting cycle.
* Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis.
* Experience with corporate performance management software solutions Anaplan is a plus.
* Experience with data visualization software (Power BI or Tableau) is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
Back Consumer Loan Resolution Specialist - Credit Resolution #51-8256 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be Bank Plaza - Wheeling, WV, Ellwood City - Ellwood City, PA, Youngstown Main - Youngstown, OH and West Dixie - Elizabethtown, KY.
Market Wheeling Work Hours per Week 22.5 Requirements
High school diploma or General Education Degree (GED).
One year of related experience or training preferred.
Job Description
SUMMARY:
Manages the day-to-day collections of a portfolio of credit lines and consumer and personal loans both secured and unsecured. Maintains a comprehensive knowledge of applicable state and federal regulations relating to collections and ensure that the Bank's policies and procedures are compliant with the same. Prepares files as an account progresses in delinquency and make recommendations to management as to the required action needed to secure possession of our collateral and/or payment of the past due amount.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Initiates outbound and receives inbound phone calls relating to the collection of delinquent accounts.
Reduces delinquency, prevents repossessions and/or foreclosure, and minimizes charge offs/charge downs on assigned accounts.
Determines reason for non-payment.
Completes Skip Trace on accounts to locate customers for which you have not established phone contact to verify phone number, address, place of employment for the maker and co-maker(s) on the account.
Reviews all bank systems as needed (FIS/IBS, Image Centre, etc.) to determine the scope of the customer relationship as well as facilitate in the collection of the account.
Prepares necessary documentation for modifications, extensions, and file evaluation.
Negotiates payment arrangement with borrower(s).
Maintains detailed tracking log on all accounts as you work through the collection process.
Processes GL and Payment Tickets as applicable when payment is received.
Researches and resolve billing and/or payment disputes on assigned accounts.
Verifies "Proof of Insurance" for collateralized loans as needed.
Orders appraisals when appropriate.
Analyzes loan/collateral file to make recommendation for appropriate action.
Reviews personal credit and asset reports to make recommendations as to appropriate strategy.
Organizes and prepare files to be referred for repossession and/or foreclosure.
Makes appropriate file notations for all correspondence and any other events to Intellect system.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to research problem situations and recommend appropriate action.
Professional appearance and demeanor, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Possess effective organizational skills and ability to handle detail-oriented work with promptness.
Ability to work in a fast-paced environment.
Full-Time/Part-Time Part-time Area of Interest Credit Administration All Locations Wheeling, West Virginia, United StatesEllwood City, Pennsylvania, United StatesElizabethtown, Kentucky, United StatesYoungstown, Ohio, United States
$33k-51k yearly est. 3d ago
Principal Associate, Project Management - Integration Campaign Delivery Lead (Hybrid)
Capital One 4.7
Riverwoods, IL jobs
The Team
Our marketing operations delivery team within the Discover Integration team is looking for a dynamic Campaign Delivery Project Manager. The Card Marketing Delivery organization leads end to end delivery across all Marketing & Servicing intent in support of Integration. In this exciting role, you will work closely with internal and external stakeholders to deliver and amplify Card's most impactful work, solve complex problems from our distinct vantage point, all while balancing strategy and tactics.
The Role
As a Campaign Delivery Project Manager for Discover, you will collaborate with smart and passionate leaders to build and deliver communications across various different stages of integration. The core responsibilities include:
* Effectively manage scope, schedules, prioritization and capacity management across the end to end workflow of intent and supporting delivery teams
* Lead and orchestrate communication delivery of intent to ensure flawless execution across all delivery channels (ie: digital, direct mail, statements etc)
* Partner with project stakeholders to provide strategic and tactical recommendations in support of project delivery
* Design, develop, and manage project plans in a complex dynamic environment, revising needs to meet changing requirements
* Ensure projects are being documented appropriately to mitigate risk and are delivered on time
The Ideal Candidate:
* Exhibit outstanding influencing, collaboration and organizational skills to effectively drive intent delivery
* Demonstrate a proven track record of excellent project management skills, bringing the ability to thrive in gray space and quickly putting structure in place to manage a complex roadmap of deliverables
* Have excellent communication and partnership skills which are essential for interacting and communicating with key stakeholders to manage, inform and influence as needed
* Can manage the details of multiple projects, deadlines and changing priorities, while maintaining excellent and accurate work.
* Has an interest, and ideally experience, in Salesforce Marketing Cloud delivery platform
Basic Qualifications:
* Bachelor's degree or military experience
* At least 3 years of experience supporting, partnering or interacting with internal business clients
* At least 3 years of Process or Project Management experience
Preferred Qualifications:
* Masters degree or MBA
* 4+ years of experience with project management tools (Workfront)
* 4+ years of experience working, supporting or partnering with internal business clients
* 4+ years of Project or Process Management experience
* BPM, PMP, Lean, Agile or Six Sigma certification
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $109,900 - $125,400 for Principal Project Manager
McLean, VA: $120,800 - $137,900 for Principal Project Manager
New York, NY: $131,800 - $150,500 for Principal Project Manager
Richmond, VA: $109,900 - $125,400 for Principal Project Manager
Riverwoods, IL: $109,900 - $125,400 for Principal Project Manager
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$131.8k-150.5k yearly 4d ago
Mortgage Loan Originator
Honor Credit Union 3.8
Niles, MI jobs
Mortgage Loan Originator Location: Niles, MI Job Id: 3059 # of Openings: 1 Mortgage Loan Originator - Niles, Dowagiac and Buchanan (Full-Time) This is a Remote Work Eligible position. You will be required to work in the local markets as needed to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we aspire to be great, and that starts with the people that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced people, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR: We are seeking an MLO with a proven track record in sales. If you're interested in being part of an elite team, have an entrepreneurial spirit, and are looking for great income potential, a career as a Mortgage Loan Originator for Honor Credit Union may be the right fit for you. Apply today!
Responsible for the origination of mortgage, land and construction loans.
Responsible for promoting mortgage products as a professional sales representative to prospective accounts via face-to-face, the Internet, email and telephone.
Responsible for making sales calls and attending networking with prospective referral partners.
Partners with our Community Assistant Vice Presidents and Business Development Officers to build new relationships.
Meets scheduling, documentation requirements and production expectations (assigned goals) as determined by the AVP of Real Estate Sales.
Must be or become registered as an MLO and have a nationwide Mortgage Licensing Number.
WHAT WE EXPECT FROM YOU:
EDUCATION/CERTIFICATION:
High School diploma or equivalent. Additional college coursework in business or related field preferred.
Must be/or become registered as an MLO and have a Nationwide Licensing Number.
EXPERIENCE REQUIRED:
One to two years of related loan processing and sales experience. Real estate background helpful.
KNOWLEDGE/SKILLS/ABILITIES:
Understanding of the foundation of determining credit worthiness.
Knowledge of company loan policies, products, procedures, processing and underwriting guidelines.
Familiarity with title reports, insurance, and appraisals.
Must have a demonstrated ability to keep finances in order.
Strong interpersonal and public relations skills.
Excellent sales and organizational abilities.
Well organized.
Problem solving abilities.
Able to use computer tracking system.
WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer:
Medical with prescription coverage, Dental, and Vision.
401k employer contribution & matching program.
Paid time off and paid holidays (including your birthday!).
Paid community volunteer hours.
Wellbeing spending account.
Various discounts on credit union products and services for team members & their families.
Additional perks included.
ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loan officers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
Apply for this Position
Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice.
23060 (Richmond, VA)
23320 (Chesapeake, VA)
33634 (Tampa, FL)
89144 (Las Vegas, NV)
75024 (Plano, TX)
19801 (Wilmington, DE)
68521 (Lincoln, NE)
56301 (St. Cloud, MN)
The responsibilities of this role include facilitating in a virtual environment by providing learning with materials that support our US Card curriculum. This individual will partner closely with key business associates providing input as needed, be familiar with adult learning theory, and communicate business intent learning materials effectively in a virtual environment. This will be done through coaching, performance management and people leadership while supporting new hires and internal agents on their learning journey.
Learning Associate Job Description:
* Facilitates both virtual and in person learning experience aligned to industry best practices
* Deliver on identified learning objectives
* Manage challenging classroom situations; oversees performance management of the classroom experience
* Prepare for class in a well-managed way following the Virtual Classroom Guide (class set-up, roster, communication, logistics, technology access, etc)
* Integrate business strategy and priorities into delivery as appropriate
* Partner with appropriate stakeholders to include compliance and other specialty projects
* Consult with clients to understand needs and provide recommendations
* Stay current on team meeting materials & updates
* Complete admin. duties as needed (Class Folder Updates, Weekly Training Report Completion, System access request follow up
* Deliver coaching and feedback to learners
* Able to adapt to different learning styles and technological platforms
What we value:
* Collaboration: You will engage with peers to balance urgency and quality, ensuring that our learners have the necessary information, tools, resources to service our customers .
* Kindness: In our dynamic business environment, you will demonstrate understanding and optimism, serving as a positive change agent who fosters an inclusive and supportive atmosphere.
* Assurance: You will achieve impactful results that enhance the skills and expertise of millions of customers, instilling a sense of trust in our training processes.
Basic Qualifications:
* High School Diploma, GED, or equivalent certification
* At least 2 years of experience facilitating trainings
* At least 2 years of experience in Microsoft Office or Google Suite
Preferred Qualifications:
* 3+ years of experience using facilitator tools such as Zoom, Snag It and virtual training tools
* 3+ years of experience facilitating trainings
Work from Home Technology Requirements
* Secure home office environment that is free from background noise and distractions
* Reliable private internet connection that is not supplied via cellular data or hotspot is required
* A private network that is password protected where you have ownership or line of site sight to every device on the network
* Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)
* Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions
* ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
* To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page
* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met
Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.
Work from Home Location Requirements
Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), or 19801 (Wilmington, DE), 68521 (Lincoln, NE), or 56301 (St Cloud, MN) and report in person, when required, with at least 24 hours notice.
We are unable to consider applicants who:
* Do not maintain network-compatible internet access
* Live or work beyond the 100 mile radius of their dedicated location, or
* Live or work in the state of California.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $66,700 - $76,100 for Learning Associate
Chesapeake, VA: $66,700 - $76,100 for Learning Associate
Tampa, FL: $66,700 - $76,100 for Learning Associate
Lincoln, NE: $66,700 - $76,100 for Learning Associate
Las Vegas, NV: $66,700 - $76,100 for Learning Associate
Wilmington, DE: $66,700 - $76,100 for Learning Associate
Richmond, VA: $66,700 - $76,100 for Learning Associate
St Cloud, MN: $66,700 - $76,100 for Learning Associate
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$66.7k-76.1k yearly 2d ago
Principal Associate, Project Management - Integration Campaign Delivery Lead (Hybrid)
Capital One 4.7
McLean, VA jobs
The Team
Our marketing operations delivery team within the Discover Integration team is looking for a dynamic Campaign Delivery Project Manager. The Card Marketing Delivery organization leads end to end delivery across all Marketing & Servicing intent in support of Integration. In this exciting role, you will work closely with internal and external stakeholders to deliver and amplify Card's most impactful work, solve complex problems from our distinct vantage point, all while balancing strategy and tactics.
The Role
As a Campaign Delivery Project Manager for Discover, you will collaborate with smart and passionate leaders to build and deliver communications across various different stages of integration. The core responsibilities include:
* Effectively manage scope, schedules, prioritization and capacity management across the end to end workflow of intent and supporting delivery teams
* Lead and orchestrate communication delivery of intent to ensure flawless execution across all delivery channels (ie: digital, direct mail, statements etc)
* Partner with project stakeholders to provide strategic and tactical recommendations in support of project delivery
* Design, develop, and manage project plans in a complex dynamic environment, revising needs to meet changing requirements
* Ensure projects are being documented appropriately to mitigate risk and are delivered on time
The Ideal Candidate:
* Exhibit outstanding influencing, collaboration and organizational skills to effectively drive intent delivery
* Demonstrate a proven track record of excellent project management skills, bringing the ability to thrive in gray space and quickly putting structure in place to manage a complex roadmap of deliverables
* Have excellent communication and partnership skills which are essential for interacting and communicating with key stakeholders to manage, inform and influence as needed
* Can manage the details of multiple projects, deadlines and changing priorities, while maintaining excellent and accurate work.
* Has an interest, and ideally experience, in Salesforce Marketing Cloud delivery platform
Basic Qualifications:
* Bachelor's degree or military experience
* At least 3 years of experience supporting, partnering or interacting with internal business clients
* At least 3 years of Process or Project Management experience
Preferred Qualifications:
* Masters degree or MBA
* 4+ years of experience with project management tools (Workfront)
* 4+ years of experience working, supporting or partnering with internal business clients
* 4+ years of Project or Process Management experience
* BPM, PMP, Lean, Agile or Six Sigma certification
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Chicago, IL: $109,900 - $125,400 for Principal Project Manager
McLean, VA: $120,800 - $137,900 for Principal Project Manager
New York, NY: $131,800 - $150,500 for Principal Project Manager
Richmond, VA: $109,900 - $125,400 for Principal Project Manager
Riverwoods, IL: $109,900 - $125,400 for Principal Project Manager
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$131.8k-150.5k yearly 4d ago
Sr. Life Insurance Underwriter (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
* Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
* Implement underwriting policies and procedures for new business processing and other department processes.
* Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
* Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
* Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
* Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
* Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
* Manage aging cases and referrals from other underwriters and screeners.
* Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
* Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
* Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
* Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
* Minimum of 3 years' experience in an Underwriter role or above.
* Daily application of critical thinking and complex problem-solving skills.
* Strong verbal and written communication skills.
* Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$32k-53k yearly est. 10d ago
Customer Service Representative - Ottawa - Ottawa, OH
Wesbanco Bank Inc. 4.3
Ottawa, OH jobs
Back Customer Service Representative - Ottawa #12-8689 Ottawa, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Ottawa banking center.
Market Findlay Work Hours per Week 27.5 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Ottawa, Ohio, United States
$30k-34k yearly est. 3d ago
Part Time Associate Banker Columbus West (30 Hours)
Jpmorgan Chase & Co 4.8
Dublin, OH jobs
JobID: 210628898 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$19k-40k yearly est. Auto-Apply 60d+ ago
Customer Consultant I - 19 hours (Hybrid)
Ion Bank 3.7
Naugatuck, CT jobs
Job Type: Hourly, Part Time, 19 hours - Hybrid Schedule: Wednesday, Thursday, Friday 3:00PM to 8:00PM Saturday 10:00AM to 2:00PM
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people.
As a Customer Consultant 1 you are responsible for:
The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations.
Responsibilities:
Employee is required to attend work.
Ensure company service standards are continually achieved in area of responsibility.
Project a positive and highly professional image of the Bank by providing high quality customer service.
Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals.
Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately.
Keeps current on changes in technology and alternative delivery methods.
Achieve established goals for the department.
Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer.
Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner.
Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer.
Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams.
Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up.
Receive, verify, and process through the PC customer transactions.
Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department.
Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud.
Balance daily work.
Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals.
Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations
Education and Qualifications:
A High School diploma is required, along with additional college coursework or bank-related training.
Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential.
Benefits:
401k and Employer Match
Life Insurance
Disability
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days (Will be tailored to level)
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.