Personal banker jobs in Louisville, KY - 75 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: **************************************************************************

Job Title: Personal Banker As a Personal Banker, you are the client's trusted advisor, helping with their banking needs through meaningful conversations and deep product knowledge to suggest and offer banking products and services. What You'll Do: * Day in the Life - Every day you will work face-to-face with clients, open new deposit accounts, perform loan and deposit transactions, and manage a cash drawer. You will assist team members and clients, solve complex problems, and ask questions to uncover needs, referring business to different areas of the company, such as lending, insurance, and wealth management. * What it Takes - To thrive in this role you must be able to maintain confidentiality, have previous customer service and cash-handling experience, and a proven ability to meet and/or exceed monthly goals for product referrals. You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services and products. Bonus Points: * Bilingual/Multilingual What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Education assistance program * Paid family bonding leave * Wellness benefits * Life event coverage * Service awards * Financial benefits including 401(k) match, stock purchase plan, loan discounts and more * National and local discounts on everything from computers and vacations to phones and retail shopping * Free checking account, checks and discounted bank services This position will be located at: Jeffersonville- VP 1475 Veterans Pkwy, Suite 105 Jeffersonville, Indiana, 47130 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.

Role: By emphasizing ONE Park, ONE Mission, One Team, the eTeam Service Representative is responsible for assisting members and potential members with their telephone and electronic correspondence requests. This role involves answering questions about products and services, resolving issues within their authority, processing transactions, and directing calls to the appropriate department when necessary. The eTeam Service Representative also identifies cross-sell opportunities, maintains accurate member account information, and supports remote service requests, ensuring efficient and professional service delivery. ***This position is in office, but will be eligible to receive 25 Flex days that would allow working remotely. Essential Functions & Responsibilities: While meeting the service standards for the credit union, assist members and potential members with their telephone and electronic correspondence requests; answer questions about products and services and resolve problems that are within their authority to resolve; provide applications as requested; refer problems that are beyond their authority to their supervisor, along with their recommendations. Process Remote Contact requests in the same fashion as answering and handling telephone requests/issues. Identify crosssell opportunities and cross-sell services to members. Maintain action log as required for review. 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. Refer issues not withing authority to manager. Provide information on remote services. Maintain knowledge of all products and services offered. Follow all security policies and report suspicious activity to manager. Maintain member account information on computer system. Assure that appropriate records are maintained . Willingly assist other departments as needed. Performs 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 accurately receive calls daily and effectively troubleshoot or direct the call. 4. To answer telephone within 3 rings, respond to written correspondence within 24 hours, respond to telephone messages within the same day received. 5. To process member transactions with zero errors. 6. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations. 7. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. 8. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately. Knowledge and Skills: Experience: Six months to two years of similar or related experience. Education: Equivalent to a high school education. Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Other Skills: Good listening and telephone skills. 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. Company Description: Park Community is Kentucky's largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all. Park Community Credit Union is an Equal Opportunity Employer/VETERANS/DISABLED

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.

Building Material Commodity Trader - Lawrenceburg, KY Build your career at Tri-State! Tri-State Forest Products is a family owned and operated business. Tri-State is the leading wholesale building materials distributor in the Mid-West with 10 locations in Ohio, Indiana, Michigan, Kentucky and Tennessee specializing in engineered wood products. For 30 years we've been providing our brand of personal service accompanied with high quality products to the Tri-State market areas. If you want to feel appreciated and valued while working with a great team, Tri-State is the place to be. Job Summary: As a Commodity Trader specializing in building materials, you will leverage your market knowledge and analytical skills to manage and optimize the purchasing and selling of building materials. You will be responsible for developing and executing trading strategies, conducting market analysis, and building strong relationships with suppliers and customers to maximize profitability and minimize risks. Responsibilities: Develop and maintain strong relationships with customers Cultivate new opportunities with new and existing customers Inventory management & forecasting Monitor market trends, pricing fluctuations, and supply chain dynamics Qualifications: Bachelors' degree in business, supply chain management, finance, or related field 3+ years of experience in building materials commodity trading Strong sales experience Strong understanding of commodity markets, pricing strategies, and risk management processes. Excellent negotiation, communication, and interpersonal skills Building material product knowledge required Benefits: Medical & Prescription coverage Dental & Vision Coverage Hospital & Accident Coverage Company Paid Basic Life Insurance (Employee, Spouse, & Children) Company Paid Short-Term & Long-Term Disability Additional Group Life Insurance Paid Time Off (Immediately Available Upon Hire) Holiday Pay Traditional & Roth 401k Options w/ annual company match Employee Referral Program **This job description is intended to describe the general nature and level of the work being performed by the individuals assigned to this job. This is not an exhaustive list of all duties and responsibilities. Management reserves the right to amend and change the duties and responsibilities of this job to meet business and organizational needs as necessary. **Tri-State is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or, any other protected characteristic.

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 Relationship Banker in a Chase Branch, 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. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. 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 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: **************************************************************** 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

Military Personal Bankers are front-line associates who deliver solutions that help our clients achieve financial freedom and peace of mind. Military Personal Bankers achieve this vision by building professional relationships with clients and potential clients to understand their financial needs and to deliver valuable products and services to meet those needs. Successful Military Personal Bankers are enthusiastic about delivering excellent client service, understanding and promoting bank products to individuals and companies, conducting accurate banking transactions in a fast-paced environment, and working with a team to achieve individual and group goals. **Responsibilities** + Deliver fast, easy and personal service consistent with company standards in all client, non-client and associate interactions. + Introduce, promote and recommend consumer banking products and services to clients and non-clients. + Process banking transactions for clients, including cash transactions, cashing checks, assisting with deposits and withdrawals, issuing cashier's checks and money orders, opening checking and savings account and assisting clients with obtaining other bank products, including credit cards and personal loans. + Balance currency, coin and checks in client transactions and teller drawer as required. + Adhere to all bank compliance, security and operational policies and procedures, as well as financial loss standards. + Play an essential role in finding the right solutions for clients. + Maintain client information in complete confidence. + Proven ability to consistently meet or exceed established goals for the position. + Protect all client and bank information confidentially and follow all company policies. + Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). + Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. + Working at the worksite during regular business hours and/or assigned hours. + Other specified duties as assigned. **Compensation & Benefits** The Military Personal Banker I position pays a minimum of $18.00. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: + Medical + Dental + Vision + 401(k) plan + Company paid life insurance + Short and Long-term disability insurance + Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired. **Skills** + Strong attention to detail and ability to complete work accurately. + Ability to organize work. + Strong written and verbal communication skills required. + Basic math and counting skills, required. + Strong sales skills, required. + Strong multi-tasking skills, required. + Working knowledge of common computer programs (i.e. Windows, MS Office, Email, etc.), required. **Education & Experience** + High school diploma or equivalent, required. + 1+ years client facing service experience, required. + Cash handling experience, required + Sales experience, required. + Experience in typing, phone and ten-key operation, required. + Must be able to work flexible schedules based on the banking center hours of operation . + Must be able to work overtime when necessary. + Must be able to access Military base, required. + Ability to be NMLS licensed, and state notary licensed, required. **Physical Requirements** The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force. Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************

Job DescriptionBenefits: 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 Bryan Jackson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Primary Responsibilities and Duties: Maintains a high level of member service in accordance with the EVERWISE CREDIT UNION Service Expectations. This position will perform a broad variety of member service functions with accuracy and in a timely manner. These functions may include, but are not limited to, cash handling, financial transactions, account maintenance, opening new accounts, operating an ITM (Interactive Teller Machine) and supporting MCC (Member Contact Center) Responsible for maintaining a high level of confidentiality about member account information. Meets or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate partner to address their need. Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and calling on call campaigns regularly. May assume additional retail functions including, but not limited to drawer audits, member account maintenance, and vault duties. Comply with the credit union Check Cashing, Cash Control and Transaction Approval Limits policies. For example, Reg CC, SAR, CTR, Check handling, Reg D, BSA etc. Volunteers for special projects within the scope of job responsibilities. Responsible for problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction. Assumes additional duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the Credit Union. Knowledge/Skills: Excellent human relation skills needed to interact with the membership in a professional environment including listening skills, and verbal/written communication Ability to proactively problem solve by demonstrating concern and empathy while seeking a solution that is in the best interest of the member and EVERWISE CREDIT UNION. High level of EVERWISE CREDIT UNION product knowledge with a full understanding of needs-based selling. Proficient cash handling skills. Ability to work in a fast-paced diverse and universal environment. Practical application and general understanding of various computer applications Ability to lift to 15 pounds at times due to coin bags and boxes of rolled coin. Minimum Requirements: High School Diploma, GED or equivalent certification. Six months of retail sales and/or cash handling experience or equivalent experience within a financial institution or related field preferred Base pay: Starting at $19.25/hour. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Old National Bank has been serving clients and communities since 1834. With over $70 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.)

POSITION TYPE: Full-time Manage and supervise all federal, state, private and institutional financial aid processed through the Financial Aid Offices at the Pierce Mortuary Colleges, Inc. Monitor federal and state regulatory updates, training manuals, audits, institutional reports, professional aid literature, etc. (e.g., Federal Register, NASFAA and others as needed.) As a Financial Aid Representative, you will play a crucial role in assisting students and families in navigating the complex landscape of financial aid options. Your primary responsibilities will include providing personalized guidance, conducting financial aid workshops, managing scholarship programs, and ensuring compliance with federal and state regulations RESPONSIBILITIES: Provide one-on-one financial aid counseling to students and families, offering guidance on completing financial aid applications, understanding eligibility criteria, and exploring available options. Conduct workshops and informational sessions to educate students and families about financial aid programs, including grants, loans, scholarships, and work-study opportunities. Assess financial aid applications, review supporting documentation, and determine eligibility for various financial aid programs based on federal, state, and institutional policies. Collaborate with academic advisors, admissions representatives, and other campus stakeholders to ensure seamless coordination of financial aid services and support. Manage scholarship programs, including application processes, selection committees, award disbursement, and compliance with donor requirements. Stay updated on changes to financial aid policies, regulations, and best practices, and communicate updates effectively to students and staff. Assist with financial aid appeals and special circumstances requests, providing guidance and advocacy for students facing unexpected financial challenges. Maintain accurate records and documentation related to financial aid transactions, communications, and student interactions. Participate in outreach efforts to recruit and retain students, promoting financial literacy and accessibility to higher education. Foster a welcoming and inclusive environment for students of diverse backgrounds, ensuring equitable access to financial aid resources and support services Provide overall direction for interpretation and implementation of federal, state and institutional policies; and ensure that internal processing procedures are developed to meet regulatory guidelines and requirements. Update and prepare training materials and office procedures in accordance with regulatory changes. Timely completion and submission of all required federal and state applications and reports. Track student aid awards, and expenditures; direct the draw down and disbursement of federal, resources; report expenditures, reconcile annual fund balances, and direct refunds. Ensure exception-free financial aid audits and program reviews. Initiate controls to limit over-awards, over earnings, account adjustments, etc.; apply academic progress and certification criteria to disbursement and refund programs; utilize student records system to fully implement rules, forms, processes and reports. Performs miscellaneous job-related duties as assigned. ENROLLMENT MANAGEMENT & RETENTION: Provide key assistance with the attraction and retention of all students who rely on financial aid in order to access the PMC educational programs. Develop policies and strategies for utilizing aid resources that assist the institution in meeting its optimal enrollment and retention goals. Proactively assist the campus Admissions and the academic departments in their recruitment activities by providing financial aid award packages for the prospective students in a timely way; counsel current and prospective students and their families about the costs of attendance, program eligibility via needs analysis and diverse academic criteria. Ensure staff at the PMC informs students and families about application procedures, award delivery time frames, payment plan options, long term debt management CUSTOMER RELATIONS: Develop financial aid materials (e.g. brochures and web pages) that are readily understandable and inform and educate current and prospective students about financial aid opportunities, regulations, and processes. Assure exceptional customer service to all constituents, especially students, through prompt responses to all correspondence (e.g., letters, email, surveys, reports, budget forms) and telephone inquiries. SKILLS: Strong understanding of federal and state financial aid programs, regulations, and compliance requirements. Excellent communication skills, both verbal and written, with the ability to effectively engage with diverse populations. Strong interpersonal skills, attention to detail, and a passion for helping students achieve their educational goals. Detail-oriented with strong organizational and time management skills, capable of managing multiple priorities and deadlines. Empathetic and student-centered approach to advising, with a commitment to providing exceptional customer service. Proficiency in financial aid management software, databases, and Microsoft Office suite. Commitment to upholding ethical standards and confidentiality in handling sensitive financial information. Ability to work collaboratively in a team environment while also demonstrating initiative and autonomy. Knowledge of federal and state regulatory guidelines and requirements. Experience with need analysis, counseling and packaging financial aid. Ability to work under pressure to meet timelines and objectives, and deal effectively with a diverse student body. QUALIFICATIONS: Associates degree in a related field such as education, counseling, finance, or business administration. A minimum of 1 year experience in financial aid administration, student services, or higher education advising. Requirements are commensurate with education and experience. WORKING CONDITIONS: Work is normally performed in a typical interior/office work environment. Light physical effort. Requires handling of average-weight objects up to 10 pounds or some standing or walking. Limited exposure to physical risk. Pierce Mortuary Colleges (PMC) is committed to fostering diversity and inclusivity, adhering to Equal Opportunity Employment principles and prohibiting all forms of discrimination and harassment. Emphasizing merit, competence, and performance, PMC ensures fair employment practices at all levels, without regard to race, color, religion, sex, sexual orientation, gender identity or expression, familial status, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. The organization recognizes the value of a diverse workforce in enhancing the quality of its services and endeavors to provide reasonable accommodations for individuals with disabilities to perform essential job duties effectively. Salary Description $45,000 -

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).

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.

Back Personal Banker #42-8670 Lawrenceburg, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be West Park, Lawrenceburg, KY. Market Lexington Work Hours per Week 37.5 Requirements High school diploma required. Banking, cash handling, sales, and customer service experience preferred. Supervisory or leadership skills desired. Job Description SUMMARY: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market. From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS: Excellent Customer Service Business development (inside and outside) Relationship building Cross-selling of Bank's products and services ESSENTIAL DUTIES AND RESPONSIBILITIES: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Other duties may be assigned. OTHER SKILLS AND REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and cross selling performance expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Lawrenceburg, Kentucky, United States

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.

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

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.

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.