Personal banker jobs in Kentucky - 163 jobs

About the Role: Join our team at Baird Trust as a Trader, where you will play a vital role in managing and executing trade orders for our diverse clients. In this dynamic position, you'll oversee all aspects of trade order processing across every business area, including Full-Service Trust Clients and Advisory Strategies. We are seeking someone with strong expertise in investment management technologies and a solid understanding of complex trading systems and procedures supporting client accounts with various custodians. As a valued member of our team, you'll collaborate closely with our Fixed Income Advisor on acquiring fixed income securities from multiple dealers and partner with our Equity Team to execute trades using SMA models. This is an exciting opportunity to contribute meaningfully while advancing your career in a collaborative and growth-oriented environment. This position offers flexibility with 4 days/week in our downtown Louisville, KY office and 1 days remote. The Impact You'll Make: * Executes trading activities for equity and fixed income securities. * Prepares and produces trading reports for management and compliance purposes. * Conducts research on investment opportunities and helps monitor the credit quality of bond issuers. * Supports the development of fixed income investment strategies, including researching and implementing new ideas while ensuring compliance with client Investment Policy Statements. * Carries out both individual and multi-security equity trades, such as block trades. * Builds and maintains strong relationships with brokers and dealers to ensure best execution of portfolio trades. * Collaborates with portfolio managers to design investment portfolios for both retail and institutional clients. * Works closely with portfolio managers and compliance teams to oversee trading activity. * Consistently implements internal controls and ensures adherence to company policies and procedures. * Reviews upcoming reorganizations and informs portfolio managers accordingly. * Handles proxy voting responsibilities, including evaluating upcoming meetings, providing research for proxy vendors, voting physical proxies, and coordinating information with the chief investment officer. * Manages the trading error process, which involves preparing written summaries, making necessary adjustments to client and firm accounts, and reporting to the investment committee. * Follows up on audit findings and tracks corrective actions taken. * Acts as a backup for other Traders and performs additional tasks and projects as assigned. What You'll Bring to Baird: * Undergraduate degree in related field. Experience may replace education requirement Three to five years of securities industry experience * Previous trading experience required * Proficient knowledge of portfolio investing principles. * Familiarity with rating agency credit methodologies as well as industry investment concepts and products. * Solid understanding of intermediate accounting, economics, and finance principles. * Knowledge of effective communication concepts, methods, and techniques. * Proficient with Microsoft Word and Excel at an intermediate level. * Experience in security selection for both taxable and tax-exempt fixed income, common stocks, and mutual funds; working understanding of investment theory. * Strong analytical and technical skills. * Professional telephone etiquette and ability to interpret and apply organizational policies and procedures. * Meticulous attention to detail, strong organizational abilities, accuracy, and advanced math skills. * Excellent organizational and time management capabilities to prioritize tasks and ensure timely completion of projects. * Highly self-motivated with a dedication to excellence. * Effective communication skills and professional demeanor for interaction across all levels of management, colleagues, and external counterparts. * Ability to organize, manage, prioritize, and track multiple detailed assignments in a dynamic environment while meeting strict deadlines. * Proven capacity to establish and maintain productive working relationships throughout the organization. * Demonstrated aptitude for working collaboratively in a team setting as well as independently, employing initiative to solve problems and contribute to team success. Licenses/Certifications: * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 6 months of hire. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Relationship Banker General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities. Overview: Through a consultative approach, the Relationship Consultant strives to understand all current and potential members' unique financial needs to provide the best solution for GECU products and services with a focus on building and fostering relationships to promote an impactful member experience. Essential Responsibilities: Greet and direct members as they enter the branch Uncover members' financial goals and needs through consultative conversations Advise members on GECU products and services that help achieve desired outcomes and financial goals Responsible for managing a book of business that consistently meets sales and service goals through consultative conversations and outbound calls to current and prospective members Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures Perform account maintenance activities using the required systems, processes, and procedures (such as assisting with updating addresses, name changes, etc.) Investigate and resolve member account issues, collaborating with internal team members as necessary Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier's checks, change orders, etc. Responsible for cash handling activities Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as necessary Notarize member documents per GECU policy Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following appropriate safety protocol Responsible for daily operations of the branch including reviewing accounts for quality control purposes Education and Experience: High school diploma or GED required; college degree preferred Minimum two years of customer service experience required Minimum one year of experience working in a financial institution (FI) or related industry required Basic understanding of FI products and services Fundamental experience in consultative conversations; proficient in opening and closing accounts Working experience to analyze financial data including credit reports Knowledge, Skills, and Abilities: Strong interpersonal and customer service skills needed to create an exceptional member experience Good communication skills, both written and verbal, with ability to explain products and services effectively to members Ability to function well in a fast-paced environment Ability to learn and maintain proficiency in multiple computer systems including Microsoft Office Products and Credit Union systems Good problem-solving skills to evaluate information and find appropriate solutions quickly At GECU, we want to support your wellbeing by offering a wide range of benefits: Health, Dental and Vision insurance Life and Disability insurance options Paid Time Off starts accruing once hired and take your birthday off - paid 401k Retirement plan with up to a 10% match of your base gross compensation Tuition reimbursement opportunities & professional development Volunteer opportunities -and earn additional PTO hours! On-site clinics for Vaccines and Mammograms And many more! Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives! General Electric Credit Union is an Equal Opportunity Employer

State Farm Insurance Agent located in Bardstown, KY is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Sarah Curtsinger - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Detail oriented Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Reports to: Branch Manager Supervises: 0(Direct) 0 (Indirect) Starting Wage: $17.00 per hour ESSENTIAL FUNCTIONS 1. Assist branch in meeting performance standards monthly in addition to meeting individual performance standards monthly. 2. Interview members and process applications for all types of consumer loans. Review application and documentation for completeness and accuracy according to credit union compliance guidelines. 3. Conduct all member account functions, including processing requests for new services, providing counseling, and cross-selling appropriate credit union products or services to benefit the member and achieve established sales goals. 4. Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations. 5. Accurately receive, inspect and verify cash and negotiable instruments for deposit, accept loan payments and a variety of other monetary transactions as directed and in accordance with established policies and procedures. Balance transaction input at the end of each workday. 6. Regular and predictable attendance 7. Perform additional job duties as assigned by the manager. EDUCATION/ EXPERIENCE A high school education or GED. One year to three years of similar or related experience. OTHER SKILLS AND ABILITIES Upholds Y12 Federal Credit Union's culture and core values Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Ability to accurately process account entries and transactions, write routine reports and construct basic professional and grammatically correct correspondence. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms and documents, operating and maintenance instructions and procedure manuals. Ability to add, subtract, multiply and divide in all units of measure using whole numbers, fractions and decimals. Ability to compute rate, ratio and percentages. Ability to apply reasonable understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving variables in situations. Maintains a positive attitude with employees and members and remains flexible while focused on accepted practices, policy, productivity and effectiveness. PERFORMANCE MEASUREMENTS: Within established levels of authority, process member's financial transaction, resolve problems, and answer questions regarding Y-12 Federal Credit Union products and services. Actively participate in branch/department and staff meetings in order to maintain awareness of organizational issues and promotional campaigns. Remain current on changes in policies, procedures, compliance and product development. Attend continuing education classes to enhance job knowledge and performance in order to provide exceptional service to internal and external members. Take initiative for personal career development and seek opportunities to learn new skills. SERVICE STANDARDS: Own the Issue o Build confidence that you will help through your words and actions. o Minimize the team/member's effort. Personalize the Experience o Show that you care about the person and the issue. o Adapt to the team/member's pace, style, and emotional tone. Be Authentic o Be genuine. o Be present in the conversation to avoid sounding mechanical. Understand, then Solve o Aim for one-call resolution. o Address the underlying issue vs. just the request. o Be crystal clear on next steps. Be Curious to Exceed Expectations o Pick up on cues and clues indicating other needs. o Engage in conversation to discuss broader needs. o Help the member access additional resources, products, and services to gain more value. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: May be exposed to mild to moderate stress levels associated with the performance of the job duties as described. We are an EEO Employer All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Supervisors as deemed appropriate may assign additional functions and requirements. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Job Description Financial Services Sales Representative (1099) Louisville, KY Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What You'll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $18 - $20 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Role: By emphasizing ONE Park, ONE Mission, One Team, the eTeam Service Specialist I supports members through multiple communication channels, including phone, online chat, and message boards. This role involves assisting members with their service requests, troubleshooting issues, and processing transactions related to accounts, loans, and ATM/Debit Card programs. The eTeam Service Specialist I also provides mentorship and support to eTeam Service Representatives, handles escalated calls, and recommends process improvements to enhance service quality and efficiency. Additionally, this position maintains a strong knowledge of digital services and cross-sells products to align with members' financial needs. Essential Functions & Responsibilities: Assist current members and potential members with their correspondence requests through a variety of channels including but not limited to telephone, online chat and online/mobile banking message boards; answer questions about products and services; resolve issues that are within their authority to resolve and refer those outside their authority to their supervisor; process requests for additional services as needed. Provide information to members on remote services including access, troubleshooting, and navigation focusing on clear communication to ensure ease of use. Maintain documentation as required for review. Prepare and maintain assigned reports in a timely and accurate manner as assigned or requested. Assist members with opening and closing accounts; assess risk, and detect possible fraud when making decisions regarding the approval of online membership applications; remain up to date on regulations and policies involving the credit union including awareness of fraudulent activity and methods to minimize credit union risk and/or losses; perform required transactions; service loans and assist in member inquiries regarding their loans; ensure all documents necessary are completed accurately and input in computer system timely; perform transactions related to ATM/Debit Card programs including ordering cards and placing blocks per credit union guidelines. Provide information regarding these transactions and resolve issues that are within authority referring issues outside authority to manager. Support eTeam Service Representatives for questions and assistance as needed; provide support within the department and mentor new eTeam Service Representatives, assisting with coaching and training as needed. Answer calls in the Specialist Queue and assist eTeam Service Reps and other departments with policy and procedure questions. Provide support and assistance to other departments as requested. Provide guidance to eTeam Service Reps on appropriate action on a per issue basis. Recommend changes to eBranch processes to ensure quality assurance and for maximum efficiency. Suggest edits to N&G documentation to ensure eBranch processes are clear and consistent with CU operations. Follow up on escalations as assigned by management. Assume responsibility of difficult calls from eTeam Service reps as needed. Provide direction to eTeam Service Reps as to appropriate escalation paths when appropriate. Maintain records and member account information. Keep manager informed of issues that may arise when assisting members. Remain abreast of the digital technology and delivery methods as they develop and/or change. Follow all security policies and report suspicious activity to management. Maintain knowledge of all products and services offered. Identify cross-sell opportunities and cross-sell services to members to assist in achieving individual and established departmental goals. Monitor call center and loan queues and alert management of the need for queue assistance. Coordinate breaks and lunches with peers to ensure appropriate queue coverage. Test and implement new communication channels, new policies, and new processes/procedures. Provide feedback on success/failure, and make recommendations that benefit the business and its members. Perform other duties as assigned. Performance Measurements: 1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: • Vibrant Connections • Inclusive Excellence • Bold Compassion • Endless Empowerment 2. To provide friendly, professional and accurate service and support to all members and coworkers. 3. To communicate via telephone, email and online chat along with accurate spelling, good grammar and punctuation. 4. To accurately receive calls daily and effectively troubleshoot or direct the call. 5. To answer telephone within 3 rings, respond to written correspondence within 24 hours, respond to text and chat messages within 5 minutes. 6. To actively strive to achieve an 85% Quality Grade of Service as reported by the ACD software. 7. To process member transactions with zero errors. 8. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations. 9. To follow the credit union's Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error. 10. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. 11. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately. Knowledge and Skills: Experience One year to three years of banking experience. Education A high school education or GED. Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills -Excellent written and verbal communication skills. The ability to communicate clearly and effectively through various channels (i.e. telephone, chat, message board, etc.) -Great listening and telephone skills -Working knowledge of Word, Excel, and various internet browsers. -Experience with technology and the proven ability to communicate via email and Online chat along with accurate spelling, good grammar, and punctuation. Physical Requirements WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers. PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds. Park Community Credit Union is an Equal Opportunity Employer/ VETERANS/ DISABLED

Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve' and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful. Our Financial Service Representatives play a crucial role in delivering extraordinary experiences to members -- both current and prospective -- across all communication and service channels, ensuring prompt and accurate responses while fostering strong, positive relationships. This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance. The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence. As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction. The duties of a Financial Service Representative include, but are not limited to: Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service. Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person. Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge. Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings. Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success. Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations. SATURDAY HOURS ARE REQUIRED.

Job Title: Video Banking Specialist Summary of Duties and Responsibilities: As a Video Banking Specialist, you will help customers complete various transactions, solve routine problems, and serve as a line of defense for the bank and customers to control risk and promote security controls and so much more. What You'll Do: * Day in the Life - Your focus will be supporting our external customers in a variety of ways including engaging in meaningful conversations to verify account information, perform loan and deposit transactions, answering online chat requests, miscellaneous reporting, reaching out to customers to offer solutions, uncovering needs, and more. * You're Part of a Team - You are a member of the video banking team. You will work closely with the Contact Center including the opportunity to cross train as a call center agent. This position reaches across the organization as you connect clients to departments throughout the company. This role offers amazing insight into the world of banking behind the scenes and our local operations. * And you have to be able to juggle - Multiple and conflicting priorities will come up under specific time constraints. In concert with your leader and other team members, you have to be quick to act when issues arise. What it Takes: * Ability to: communicate effectively (written and verbally), maintain confidentiality, multitask, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member. * Attention to detail and ability to work well in teams and individually. * Proficiency in Microsoft Word and Excel Bonus Points: * Previous customer service experience in a professional setting * Bilingual/Multilingual * Knowledge of Banking What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Educational Assistance Program * Wellness benefits * Life event coverage * Paid parental bonding leave * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: 1854 Midland Trail, PO Box 189 Shelbyville, Kentucky, 40065 United States About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

Job DescriptionBenefits: Health Insurance Stipend Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Lance Kirtley - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Generate leads and actively pursue new business opportunities. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. Maintain accurate client records and manage policy updates efficiently. QUALIFICATIONS: Excellent communication and relationship-building abilities. Experience in sales or customer service preferred. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment. Life/Health insurance license (required).

Digital Banking Specialist I DEPARTMENT: Deposit Administration-Customer Care Department REPORTS TO: Customer Care Center Officer, AVP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: E HOURS: Regular full-time 40 hours, no Saturday rotation required. SUMMARY: Responds to a variety of customer inquiries via telephone and mobile messaging while meeting customer service quality and production standards. Performs research to resolve issues, educate clients, and promotes products and services. Recognizes selling and referral opportunities and offers new products, services, and solutions to meet customers' needs as appropriate. Meets the needs of customers by becoming familiar with all bank products and services, to assist and refer them to appropriate departments for additional sales opportunities. Proficient in navigating multiple online computer applications with technical proficiency. Provides consistent, courteous, professional, accurate, timely, knowledgeable, and patient service to the customer while performing duties within the realm of banking regulations which protects the customer and the bank. EDUCATION & EXPERIENCE: High school diploma or equivalent. Minimum of (1) year call center experience preferred. Experience with Jack Henry core banking system preferred. Ability to work with CRM. Attends and completes Field & Main University courses. Prior customer service experience preferred. Knowledgeable in a variety of bank products and services. Excellent sales, interpersonal communication, organizational skills, and computer skills. Above average computer and keyboard skills. Strong interpersonal and customer service skills. Ability to work independently and in a team environment. Ability to work in an open-office environment with interruptions. Proven problem-solving skills. Cash handling/teller experience preferred. Understanding basic mathematical skills. ESSENTIAL DUTIES & RESPONSIBILITIES: Prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud. Responds to inquiries from internal and external customers. Has meaningful conversations to identify customer needs and offers new opportunities by cross-selling and/or referring appropriate business lines to deepen customer relationships. Proficient in a wide variety of bank products and services. Processes electronic transactions; deposits, withdrawals, safe deposit box payments, credit card payments, etc. Identifies and corrects discrepancies found in customer information profiles (CIF). Scan and indexes all necessary documents in Synergy. Research transactions in 4Sight image repository. Performs maintenance at CIF and account level. CUSTOMER EXPERIENCE: Assist employees from other departments with customer inquiries. (Including CRM requests) Assists customers through all means of digital communication (Telephone, Banno, Digital First, Email, etc.) Monitor and assist customers using ITM. Responds to inquiries and assists with debit cards, online banking, bill pay, telephone banking, apple pay/google pay and all other electronic banking products and services in compliance with all financial institution regulations. Research and resolve issues with Zelle payments through PayCenter. Resolves problems through diagnoses and discussion with other team members and the user. Then takes necessary steps to research, isolate, and resolve the issue. Manages difficult customer situations and follows through with resolutions to ensure customer satisfaction. Assist customers with various types of fraud including debit card, remotely created check, compromised online banking credentials, etc. Proficient in bank software used to print instant issue debit cards. Interacts with customers using chat features to answer questions and provide solutions in a professional manner. Knowledgeable of and explains products and services offered by the bank (Retail, Loan, Trust) to; either assist with needs or refer customers to the proper department for issues that cannot be resolved in the customer care center. Check and respond to the Customer Care email inbox. Completes account verifications through SSA, Lexus Nexus, Thomas Reuters, Mailed/Faxed. DEPOSIT OPERATIONS: Completes E-Statement Report. Completes dormant and charged off account netteller report. Completes weekly Case Tracker report. Completes ACH Origination report. SALES: Explains, promotes, and enrolls customers in self-service products, including touchtone banking, debit cards, online banking, bill pay, and mobile banking. Cross-sells bank products and services. Progressively learns all electronic services offered by the bank. Proactively prospects for new business. Actively refers loans, trust, and brokerage services to appropriate financial institutions specialists. Has meaningful conversations to identify customers' needs and offers new opportunities by cross-selling or referring to appropriate business lines to deepen customer relationships. OTHER: Participates in sales, service, and product training meetings. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Knowledgeable in all aspects of fraud prevention and detection regarding all electronic services provided by the bank. Lives and represents the Field & Main culture and brand. Other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Digital Banking Specialist II DEPARTMENT: Deposit Administration - Customer Care Department REPORTS TO: Customer Care Center Officer, AVP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours, no Saturday rotation required. SUMMARY: Responds to a variety of customer inquiries via telephone and mobile messaging while meeting customer service quality and production standards. Performs research to resolve issues, educate clients, and promotes products and services. Recognizes selling and referral opportunities and offers new products, services, and solutions to meet customers' needs as appropriate. Meets the needs of customers by becoming familiar with all bank products and services, to assist and refer them to appropriate departments for additional sales opportunities. Proficient in navigating multiple online computer applications with technical proficiency. Provides consistent, courteous, professional, accurate, timely, knowledgeable, and patient service to the customer while performing duties within the realm of banking regulations which protects the customer and the bank. This position will also provide basic cash receipt and payment services to customers in accordance with financial institution procedures on an “as-needed basis.” (Vacations, Sick Days, etc.) EDUCATION & EXPERIENCE: High school diploma or equivalent. Minimum of (2) year of banking experience preferred. Experience with Jack Henry core banking system preferred. Ability to work with CRM. Attends and completes Field & Main University courses. Prior customer service experience preferred. Knowledgeable in a variety of bank products and services. Excellent sales, interpersonal communication, organizational skills, and computer skills. Above average computer and keyboard skills. Strong interpersonal and customer service skills. Ability to work independently and in a team environment. Ability to work in an open-office environment with interruptions. Proven problem-solving skills. Cash handling/teller experience preferred. Understanding of basic mathematical skills. ESSENTIAL DUTIES & RESPONSIBILITIES: Prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss or fraud. Responds to inquiries from internal and external customers. Has meaningful conversations to identify customer needs and offers new opportunities by cross-selling and/or referring appropriate business lines to deepen customer relationships. Proficient in a wide variety of bank products and services. Processes electronic transactions; deposits, withdrawals, safe deposit box payments, credit card payments, etc. Identifies and corrects discrepancies found in customer information profiles (CIF). Scan and indexes all necessary documents in Synergy. Research transactions in 4Sight image repository. Performs maintenance at CIF and account level. RETAIL: Performs all teller functions as a Relationship Banker I as needed. Work a cash drawer as needed. Balances cash drawer as needed. Balances TCR as needed. Balances ATM as needed. Assists in opening and closing of vault and night depository as needed. Research any outages and reports any unresolved discrepancies to supervisor and Senior Customer Care Specialist. Opens and closes the banking center by following established security procedures. CUSTOMER EXPERIENCE: Assist employees from other departments with customer inquiries. (Including CRM requests) Assists customers through all means of digital communication. (Telephone, Banno, Digital First, Email, etc.) Monitor and assist customers using ITM. Responds to inquiries and assists with debit cards, online banking, bill pay, telephone banking, apple pay/google pay and all other electronic banking products and services in compliance with all financial institution regulations. Research and resolve issues with Zelle payments through PayCenter. Monitor, review, and process checks through mobile deposit, Smart Pay. Review MRDC access requests in Banno. Monitor, review, and process checks through CFS. Monitor daily Zelle reports from PayCenter. Monitor and input Zelle cases in EWS as needed. Resolves problems through diagnoses and discussion with other team members and the user. Then takes necessary steps to research, isolate, and resolve the issue. Manages difficult customer situations and follows through with resolutions to ensure customer satisfaction. Assist customers with various types of fraud including debit card, remotely created check, compromised online banking credentials, etc. Proficient in bank software used to print instant issue debit cards. Interact with customers using a chat feature to answer questions and provide solutions in a professional manner. Knowledgeable of and explains products and services offered by the bank (Retail, Loan, Trust) to; either assist with needs or refer customers to the proper department for issues that cannot be resolved in the customer care center. Check and respond to the Customer Care email inbox. Completes account verifications through SSA, Lexus Nexus, Thomas Reuters, Mailed/Faxed. DEPOSIT OPERATIONS: Completes E-Statement Report. Completes dormant and charged off account netteller report. Completes weekly Case Tracker report. Completes ACH Origination report. Reviews and processes fraud items in Yellowhammer. SALES: Explains, promotes, and enrolls customers in self-service products, including touchtone banking, debit cards, online banking, bill pay, and mobile banking. Cross-sells bank products and services. Progressively learns all electronic services offered by the bank. Proactively prospects for new business. Actively refers loans, trust, and brokerage services to appropriate financial institutions specialists. Has meaningful conversations to identify customers' needs and offers new opportunities by cross-selling or referring to appropriate business lines to deepen customer relationships. OTHER: Participates in sales, service, and product training meetings. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Knowledgeable in all aspects of fraud prevention and detection regarding all electronic services provided by the bank. Lives and represents the Field & Main culture and brand. Other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives, and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work, as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies and Procedures - Understand s the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information, within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 08/12/2025 KBS EOE/Minorities/Women/Vets/Disabled

About the Role: Join our team at Baird Trust as a Trader, where you will play a vital role in managing and executing trade orders for our diverse clients. In this dynamic position, you'll oversee all aspects of trade order processing across every business area, including Full-Service Trust Clients and Advisory Strategies. We are seeking someone with strong expertise in investment management technologies and a solid understanding of complex trading systems and procedures supporting client accounts with various custodians. As a valued member of our team, you'll collaborate closely with our Fixed Income Advisor on acquiring fixed income securities from multiple dealers and partner with our Equity Team to execute trades using SMA models. This is an exciting opportunity to contribute meaningfully while advancing your career in a collaborative and growth-oriented environment. This position offers flexibility with 4 days/week in our downtown Louisville, KY office and 1 days remote. The Impact You'll Make: Executes trading activities for equity and fixed income securities. Prepares and produces trading reports for management and compliance purposes. Conducts research on investment opportunities and helps monitor the credit quality of bond issuers. Supports the development of fixed income investment strategies, including researching and implementing new ideas while ensuring compliance with client Investment Policy Statements. Carries out both individual and multi-security equity trades, such as block trades. Builds and maintains strong relationships with brokers and dealers to ensure best execution of portfolio trades. Collaborates with portfolio managers to design investment portfolios for both retail and institutional clients. Works closely with portfolio managers and compliance teams to oversee trading activity. Consistently implements internal controls and ensures adherence to company policies and procedures. Reviews upcoming reorganizations and informs portfolio managers accordingly. Handles proxy voting responsibilities, including evaluating upcoming meetings, providing research for proxy vendors, voting physical proxies, and coordinating information with the chief investment officer. Manages the trading error process, which involves preparing written summaries, making necessary adjustments to client and firm accounts, and reporting to the investment committee. Follows up on audit findings and tracks corrective actions taken. Acts as a backup for other Traders and performs additional tasks and projects as assigned. What You'll Bring to Baird: Undergraduate degree in related field. Experience may replace education requirement Three to five years of securities industry experience Previous trading experience required Proficient knowledge of portfolio investing principles. Familiarity with rating agency credit methodologies as well as industry investment concepts and products. Solid understanding of intermediate accounting, economics, and finance principles. Knowledge of effective communication concepts, methods, and techniques. Proficient with Microsoft Word and Excel at an intermediate level. Experience in security selection for both taxable and tax-exempt fixed income, common stocks, and mutual funds; working understanding of investment theory. Strong analytical and technical skills. Professional telephone etiquette and ability to interpret and apply organizational policies and procedures. Meticulous attention to detail, strong organizational abilities, accuracy, and advanced math skills. Excellent organizational and time management capabilities to prioritize tasks and ensure timely completion of projects. Highly self-motivated with a dedication to excellence. Effective communication skills and professional demeanor for interaction across all levels of management, colleagues, and external counterparts. Ability to organize, manage, prioritize, and track multiple detailed assignments in a dynamic environment while meeting strict deadlines. Proven capacity to establish and maintain productive working relationships throughout the organization. Demonstrated aptitude for working collaboratively in a team setting as well as independently, employing initiative to solve problems and contribute to team success. Licenses/Certifications: Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 6 months of hire. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Financial Services Sales Representative (1099) Louisville, KY Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What You'll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $17 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $18 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.