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Star Financial Bank Anderson Indiana jobs in Fort Wayne, IN

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  • Controller

    Star Financial Bank 3.7company rating

    Star Financial Bank job in Fort Wayne, IN

    STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent. STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities. The Controller position is included in a workplace model that does not allow remote work. As a Controller the essential responsibilities include: Ensure accurate and timely performance of all financial reporting and accounting functions. Supervises, manages and reviews the monthly close process and the preparation of financial statements and other financial reports for STAR Financial Group and related entities. Analyze and interpret financial data, providing insights and reports to senior management. Responsible for the coordination, preparation and review of the quarterly call report filing. Works directly with the Finance Operations Director on the establishment and maintenance of a classification system for new and established general ledger accounts to meet the reporting requirements of various regulatory authorities. Monitor changes in accounting standards and regulatory requirements, ensuring compliance and implementing necessary adjustments. Manages and coaches the accounting staff to include other Human Resources responsibilities such as setting and monitoring annual and quarterly goals, completing timely performance appraisals and provide ongoing staff training programs. Develop and implement procedures which enhance internal controls and efficiency. Lead the accounting function during our annual external financial audit accurate preparation of the annual report. Oversee Accounts Payable functions. Participate in project implementations to ensure disruption or business impact is minimized. Provide financial reporting guidance to accounting and finance teams across the bank. Coordinates preparation of consolidated federal and state income tax returns. Provides accounting administration services for company benefit programs. Ensure regulatory reporting compliance through review of call reports and the related processes for its preparation. Responsible for the coordination, preparation, review and filing of the quarterly call report. Coordinates preparation of consolidated federal and state income tax returns. Responsible for the coordination, preparation, review and filing of regulatory reports. Monitors bank's tax position. Skills Needed Bachelor's degree in accounting and a CPA designation. A minimum of 10 years of accounting experience including at least 7 years in an accounting management role. At least 5 years of bank accounting experience. Strong understanding of generally accepted accounting principles. Demonstrated oral and written communication skills. Able to communicate effectively at all organizational levels. Intermediate skills in Microsoft Office Suite; Advanced skills in Microsoft Excel. Proven ability to manage multiple priorities. Experience in organizing, conducting, and controlling the budgeting process. Demonstrated leadership skills. In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays. ** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
    $90k-120k yearly est. 60d+ ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Lowell, IN job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Registered Branch Associate

    Edward Jones 4.5company rating

    Goshen, IN job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 2020 Elkhart Rd Suite A, Goshen, IN This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $67k-85k yearly est. 3d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Kokomo, IN job

    This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Registered Branch Associate

    Edward Jones 4.5company rating

    Champlin, MN job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 11132 Commerce Lane North, Suite 0, Champlin, MN This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $33.73 Hiring Maximum: $35.84 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $72k-91k yearly est. 3d ago
  • Customer Service Representative

    The American Legion 3.8company rating

    Indianapolis, IN job

    Provides support to members, Posts and Departments of The American Legion. Responds to inquiries or requests (verbal, written, electronic) pertaining to Emblem catalog orders, American Legion membership, fund raising, various programs, and related organizations (i.e. SAL) or other customers. ESSENTIAL FUNCTIONS: Responsible for answering telephone calls from approximately 8 incoming lines. Requires appropriate communication skills for proper handling, resolution, response, and follow-up, when required. Response may require written or verbal communication, or both. Responds to correspondence regarding American Legion membership, programs, procedures and other miscellaneous inquiries or requests. Although form letters are used extensively, the ability to determine an appropriate response is critical. Must be able to construct a written business reply when form letters are not appropriate. When required, must be able to determine and prepare correct shipment of printed materials. Enters appropriate transactions relating to the Personify constituent database according to established Data Entry Standards in accordance with U.S. Postal Service specifications. Must be thoroughly familiar with the Personify databases in order to resolve problems and respond quickly and accurately to inquiries. Must be familiar with all divisions of The American Legion, including their functions and the various programs of responsibility, as well as the structure of The American Legion Organization. Provides support/assistance for processing of special projects/assignments of various terms of duration. Tracks and reports daily production to the Customer Service Supervisor. When necessary, serves as back-up support to other functional areas of Member Support Services, including data entry or other clerical duties. Must be able to work overtime hours when needed, which requires early arrival and/or late departure, and includes Saturdays, when necessary. Other duties as assigned. REPORTING RELATIONSHIP (reports directly to): Customer Service Supervisor MINIMUM SKILLS REQUIRED FOR ESSENTIAL FUNCTIONS (Select only one under each category): Education/Technical Knowledge: Requires a thorough knowledge of a given vocation or trade procedures, or a working knowledge of broad shop or trade procedures, or training in commonly used commercial or business machines, methods, and practices. Additional Skills Needed: Must possess basic PC skills and be familiar with Microsoft Office Suite software (MS Word, MS Excel, etc.). Must be thoroughly familiar with the Legion's Personify system, Emblem POS, Zendesk ticketing system, and The American Legion's Data Entry Standards in accordance with USPS guidelines. Above-average written and verbal skills are required, as well as problem solving abilities. Prefer training in professional telephone skills. Must demonstrate ability for data entry rate of no less than 8000+ kph with minimal errors. Must be flexible and easily adapt to changing procedures and priorities. Experience: One year up to 3 years
    $28k-35k yearly est. 1d ago
  • Human Resources Business Partner

    Beacon Health System 4.7company rating

    Elkhart, IN job

    This Role is ON-SITE ! Must be based in the South Bend, IN metro area. This is a great opportunity for an HR professional looking to take that next step in their career. Are you a collaborative, people-first Healthcare HR professional ready to make a meaningful impact in healthcare? Join Beacon Health System as an HR Business Partner and help shape the future of our workforce through strategic support, innovative solutions, and strong partnerships with frontline leaders. In this role, you'll serve as a trusted advisor to managers and supervisors, working across HR pods to deliver high-impact solutions that support both human and business capital strategies. 🔹 What You'll Do: Partner with frontline leaders to support employee relations, engagement, and performance Collaborate across HR centers of excellence on compensation, benefits, training, and more Provide coaching, policy guidance, and support on employment law and compliance Analyze HR metrics and engagement data to drive retention and workforce planning Support the rollout of key HR initiatives and organizational development programs 🔹 What You Bring: Bachelor's degree in HR, Business, or related field 2-3 years of progressive HR experience in union/non-union environments Strong knowledge of HR law, employee relations, and organizational design Excellent communication, coaching, and problem-solving skills PHR/SPHR or SHRM-CP/SCP certification preferred At Beacon, we live by The Beacon Way-a commitment to innovation, talent development, and performance excellence. If you're ready to grow your HR career in a mission-driven healthcare system, we'd love to connect.
    $62k-86k yearly est. 2d ago
  • Supervisor - Rehab Services

    Beacon Health System 4.7company rating

    Bremen, IN job

    Reports to the VP of Operations. Responsible for supervising, on a day-to-day basis, assigned therapists (occupational, physical, and speech) and support staff to ensure optimal delivery of patient care, effective management administration and appropriate intra- and inter-departmental relations. Areas of responsibility include both non-hospital based, and hospital-based rehabilitation services provided, including both outpatient and inpatient care inpatient Swing Bed rehabilitation. Participates with the VP of Operations to develop and implement short- and long-term plans designed to guarantee continued growth and development of the department. Participates with the VP of Operations in developing and preparing the fiscal budget and other projects related to the Rehabilitation Services Department. Helps develop and implement plans to guarantee growth and development of department by: Assisting the Vice President to develop and implement short- and long-term goals and objectives designed to guarantee the continued growth and development of the department. Providing input to the Vice President to develop and recommend the fiscal budget and assisting to administer the budget to meet agreed-upon goals and objectives. Developing and recommending to the Vice President, policies and procedures pertaining to areas of responsibility. Developing, monitoring, compiling and reporting to the Vice President statistics and data reflecting productivity, quality improvement, expenses and revenue associated with the operation of assigned areas. Assuming administrative responsibility of the department in the absence of the Vice President. Ensuring effective day-to-day operations in areas of responsibility, including coverage and treatment to patients referred to area of responsibility. Identifying equipment needs and making recommendations for additional equipment. Ensuring compliance with documentation, and billing guidelines and requirements of third-party payors. Assisting team, when needed by providing direct patient care. Supervises Therapists and support staff to ensure optimal delivery of patient care by: Recruiting, interviewing, hiring, orienting, training, assigning work to, evaluating performance and, when necessary, recommending the discipline or discharge of subordinate team members. Assisting the staff in the development and implementation of protocols for specialized clinical programs and patient populations, while ensuring that the care provided is of the highest quality. Interpreting, enforcing and supporting Hospital policies, procedures, protocols. Completing annual reviews of all associates within designated departments. Ensures the up-to-date education and growth and development of assigned associates by: Supervising the clinical education programs and activities for students assigned to areas as carried out by the professional staff. Facilitating regular scheduling of in-services; encouraging staff attendance at clinics, conferences, seminars and in-service programs to stay abreast of recent developments in the field of clinical practice and administration. Ensures the up-to-date education and growth and development of assigned associates by: Supervising the clinical education programs and activities for students assigned to areas as carried out by the professional staff. Facilitating regular scheduling of in-services; encouraging staff attendance at clinics, conferences, seminars and in-service programs to stay abreast of recent developments in the field of clinical practice and administration. Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by: Communicating formally through discipline, team and program meetings; and informally on a continual basis to ensure that staff is well informed, held accountable for the completion of daily operational, and is afforded ready access to have questions and concerns addressed. Completing other job-related assignments and special projects as directed. Leadership Competencies Drives Results - Consistently achieving results, even under tough circumstances. Customer Focus - Building strong customer relationships and delivering customer-centric solutions. Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. Collaborates - Building partnerships and working collaboratively with others to meet shared objectives. Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: Attends and participates in department meetings and is accountable for all information shared. Completes mandatory education, annual competencies and department specific education within established timeframes. Completes annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout fiscal year. Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process and compliance. Complies with established organization and department policies. Available to work overtime in addition to working additional or other shifts and schedules when required. Education and Experience The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a bachelor's, master's, or doctorate degree required for area of clinical practice; an additional credential in business is preferred. Requires license or certification for practice in Indiana. Three to five years of experience in clinical practice, with relevant supervisory/management experience preferred. Knowledge & Skills Requires well rounded knowledge of the areas of responsibility, and/or a clinical knowledge base to expand knowledge to areas which report to this role. Demonstrates management and administrative skills necessary to effectively train, supervise and, if necessary, discipline subordinate team members. Demonstrates the analytical, organization and clinical skills necessary for the evaluation of patients, development of effective treatment plans and new programs, evaluation of patient's progress and development of alternatives as necessary. Demonstrates the interpersonal skills needed to communicate in a tactful, sincere, and effective manner with patients, families, healthcare professionals and various Hospital and health system staff. Demonstrates the ability to communicate effectively, both verbally and in writing.
    $47k-71k yearly est. 4d ago
  • Recruiter

    NSC 4.8company rating

    Indianapolis, IN job

    Recruiting: Continuously network and develop leads to locate qualified candidates. Follow recruiting and hiring procedures including sourcing, screening, interviewing, data entry, closing, etc. Effectively communicate Company and Client expectations to candidates. Ensure recruiting process adheres to legal requirements. Assist in planning and management of recruiting activities (job fairs, ads, etc.). Develop and measure employee retention programs. Client/Employee Relations: Build relationships with Clients and Employees to promote company image and solicit additional work orders. Attend job fairs and other recruiting events. Work closely with management and the recruiting team to ensure work orders are filled. Participate in professional recruiting and industry associations. Assist management in forecasting recruiting needs. Complete dispatches for NSC employees as needed (i.e. client sites, badges, pass office). Provide feedback to NSC Team on Employee terminations and employee performance for entry into company database. Focus on continued improvement, efficiency and productivity in service to our clients. Ensure all Field Employee Candidate resumes and profiles are formatted to the company's standard template prior to being submitted to a client order Educate employees on all aspects of job requirements (i.e. travel, payroll and training). Operations Prepare daily/weekly Recruiting reports to share with team and management. Prepare statistics and reports as needed to measure performance to objectives. Ensure all daily processes are handled accurately and timely (i.e. data entry, return calls). Work with Administrative team to schedule onboarding and training of employees. Maintain operational excellence through completion of daily tasks. Management of employee assignments, tool deductions, ensuring return of PPE. Report all injuries to Branch Manager and EHS Director. Other Represent the company in a professional manner at all times ensuring quality customer service Abide by all NSC and Client policies, rules, and regulations of the company including all applicable safety rules, regulations and procedures Support corporate programs, goals, and initiatives of the company Work overtime as needed Qualifications Bachelor's degree Effective communication skills Strong organizational and interpersonal skills Experience working with Microsoft Office suite High-energy and passion Demonstrated ability to meet quotas
    $35k-53k yearly est. 1d ago
  • Client Service Associate - Financial Services

    Larson Wealth Partners, LLC 3.3company rating

    Minneapolis, MN job

    Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice. Requirements: Responsibilities include, but are not limited to: Serve as the primary contact for client service needs, ensuring clear, timely communication. Process new business and manage paperwork for investments, insurance, and alternative assets. Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers. Maintain and track tasks, follow-ups, and planning milestones using Salesforce. Schedule and prepare for client meetings, including calendar management and pre-meeting materials. Gather and organize financial and insurance data to support planning and underwriting. Ensure accurate recordkeeping and support regulatory compliance in all workflows. Provide high-level support to advisors by anticipating needs and keeping client processes on track. Expectations: Previous financial advisory services or similar experience required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them 2+ years of experience with Salesforce Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc. Must be a self-starter and goal-oriented requirements: Skills and Experience: Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Excellent verbal and written communication Service oriented attitude Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment High attention to detail Exceptional organization and problem solving Larson Financial Group, LLC offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI9b827f786bf3-37***********4
    $49k-64k yearly est. 1d ago
  • Product Owner

    Beacon Health System 4.7company rating

    South Bend, IN job

    Beacon Health System is seeking an experienced Web Product Owner to lead the rebuilding and redesigning of our consumer-facing website. This is a critical and time-sensitive initiative aimed at transforming the way consumers engage with our digital front door. The ideal candidate will bring deep expertise in web product strategy and development, AI-enhanced user experiences, design and content process collaboration, and scalable web governance models. 10+ years of experience in web product ownership, digital strategy, or related roles. Familiarity with CMS platforms (e.g., Sitecore, Drupal, WordPress) and front-end technologies, as well as headless CMS. Contract Details: Type: Full-time, Contract Duration: 24 months Start Date: As soon as possible Location: Remote
    $92k-120k yearly est. 2d ago
  • Seasonal Tax Scanner

    Sikich 4.5company rating

    Indianapolis, IN job

    Description Seasonal Tax Scanner - (Various Locations) What to expect when you join the Sikich family Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! Are you ready to grow with us? Position Summary What will you do in this role? Organize and scan client tax return documentation File and organize client work papers Ensure tax returns are properly routed to the next step within the tax workflow software Communicate any issues with members of the tax or administrative team Ability to be in office What do you need to succeed in this role? Must be authorized to work in the United States without sponsorship now or in the future Enrolled in high school or an undergraduate program at a college or university, and interested in pursuing a degree in accounting Effective teamwork skills and ability to work with individuals from diverse backgrounds Strong verbal and written communication skills Demonstrated ability to follow directions Fluent in Microsoft Excel and Word Detail oriented In addition, specific skills/experience required are as follows: Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture. Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions. Collaboration - You are a relationship builder across all levels of the organization and across all business units. Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible. Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives. About SikichSikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses. Sikich Total RewardsOur team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $24/hr. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. Some examples of our many benefits: Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually. A robust paid Parental Bonding Leave program covering birth, adoption, and foster children. 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days. Tuition reimbursement Generous employee referral bonus program Client referral bonus program Pet insurance FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. Want to learn more? Visit our Careers website or Glassdoor profile. Sikich is an Equal Opportunity Employer M/F/D/V Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services. #LI-JG1
    $24 hourly Auto-Apply 60d+ ago
  • Client Service Specialist, Sr

    Old National Bank 4.4company rating

    Saint Louis Park, MN job

    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. Our team members are our greatest asset, and we continually invest in their growth and development. We offer 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. Responsibilities We are currently seeking a Wealth Client Service Specialist that will be responsible for providing administrative and sales support for High Net Worth (HNW) Wealth Advisors. This role is responsible for enhancing the Advisor's effectiveness by performing a variety of moderately complex to complex, diverse, sensitive and confidential administrative functions while providing overall information support. an integral part of the client experience by providing a high level of client service. The incumbent is involved in all phases of the client relationship and is experienced in handling complex accounts. Salary Range The salary range for this position is $21.50/hr. - $37.50/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 Organizational and Administrative Support Provides high level of organizational and administrative support to the HNW Advisory group. Includes maintaining client files and records; preparing client mailings; and engagement with internal departments to effectively manage client's relationship. Acts as liaison to assigned Advisors, understanding client, department, and organizational priorities. Provide day to day support to HNW Advisory clients. Particular tasks will vary based upon product area assigned but may include items such as researching and resolving account issues, escalating client matters to management, and processing client maintenance requests. May coordinate internal and external meeting including but not limited to confirming meetings/appointments, reserving meeting space, preparing meeting space with audio-visual technology as needed. May arrange corporate travel including developing itineraries and agendas, arranging transportation, lodging, and meeting accommodations. Discover, analyze, and research account problems and recommend solutions as appropriate. Establish and maintain orderly record keeping system ensuring maintenance of confidential account files. Demonstrated attention to detail. Administrative Technical Knowledge and Communication Provide assistance to HNW Relationship Managers in the completion of technical tasks and projects. Assist in preparing client presentations as needed. Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned accounts. Maintain compliance with all internal policies and procedures as well as with regulatory requirements. Provides large degrees of client, technical and project related support. Execution of Exceptional Client Experience Monitors and executes all tasks required to fulfill customer's service plan/objectives and meet day-to-day inquiries from the client. Resolution of client issues. Effectively manages and deepens client relationships. This includes but is not limited to providing a superior level of client service in any direct client engagement. Actively identifies and refers business opportunities to internal business units where appropriate. Strong working knowledge of these lines of business is required in order to provide confident responses and direction to customers. Provide administrative support to HNW Relationship Managers. Particular tasks will vary based upon product area assigned but may include items such as preparing/assembling client/prospect materials for meeting/presentations, preparing mailing, assisting with clients activities, and processing daily mail. Ability to interact effectively in a team environment. Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills Follow-up on client issues and relay information to clients through correspondence, telephone communications and conferences. Resolve client requests and refer complex inquiries to HNW Relationship Manager. Product Knowledge Maintains up-to-date advanced knowledge of HNW product offerings and processes, changing ONB policies and procedures, and participates in all required compliance product and service training. Qualifications Qualifications and Education Requirements Associates or Bachelor's degree preferred or three year's related work experience. Must demonstrate a high level of professionalism, superior client service, and the ability to interact with clients and associates at all levels. Must possess strong verbal, written and presentation skills. Highly motivated and organized, with a strong attention to detail, and the ability to prioritize the work; an ability to meet strict deadlines, multi-task, and work with the HNW Advisory group and other ONB departments. Prior Experience in Wealth Management preferred. Proficient in all Microsoft Office Applications. Experience with working with a CRM system preferred. 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, 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!
    $21.5 hourly Auto-Apply 22d ago
  • Bank Teller

    Union Savings Bank 3.5company rating

    Columbus, IN job

    Founded in 1904, Union Savings Bank has proudly served our local communities by promoting responsible homeownership through prudent lending practices. Headquartered in Cincinnati, Ohio, we now operate 40 full-service branches and lending offices across Ohio, Indiana, Kentucky, and Pennsylvania. We are committed to community, integrity, and personalized service-and we're looking for team members who share those values. Position Summary We are seeking a Full-Time Bank Teller who will be the face of Union Savings Bank at the branch level. This role is essential in delivering outstanding service to our customers by assisting with daily financial transactions and supporting branch operations. Key Responsibilities Process customer transactions including deposits, withdrawals, and payments Issue cashier's checks, money orders, and initiate wire transfers Balance cash drawer daily and ensure accuracy of transactions Open new personal or business accounts Assist with certificate of deposit (CD) renewals and rate negotiations Provide courteous, prompt, and professional service Follow all bank procedures, regulations, and compliance guidelines Qualifications & Experience High school diploma or equivalent Prior experience in a customer-facing role (e.g., retail, food service, banking) Basic computer proficiency and experience using office equipment (phones, copiers, fax machines) Key Competencies Strong attention to detail and accuracy Excellent verbal and written communication skills Ability to multitask and problem solve in a fast-paced environment Self-motivated and reliable Works well independently and in a team setting Compensation: Benefits package includes 401(k) match, medical/dental/vision Potential for bonuses Accrued paid time off Growth opportunity Additional Information This job description outlines the general nature and level of work performed and is not intended to be an exhaustive list of duties. Responsibilities may evolve based on the needs of the bank. Union Savings Bank is proud to be an Equal Employment Opportunity and Affirmative Action Employer. We welcome applicants of all backgrounds and make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
    $22k-28k yearly est. 2d ago
  • Registered Branch Associate

    Edward Jones 4.5company rating

    Northfield, MN job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 158 North Water Street Ste 4, Northfield, MN This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $72k-91k yearly est. 3d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Noblesville, IN job

    This job posting is anticipated to remain open for 30 days, from 24-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Director Of Technology Operations

    Star Financial Bank 3.7company rating

    Star Financial Bank job in Fort Wayne, IN

    STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent. STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities. As a Director of Technology Operations, the essential responsibilities include: Develop goals, objectives, policies, procedures and service standards for the IT Infrastructure, Core Systems, and Service Desk teams. Ensure the integrity, availability, security, and regulatory compliance of STAR's IT infrastructure, servers, and applications. Monitor and report on the continuous delivery of IT services through oversight of service level agreements with end users and monitoring of IT systems performance. Lead IT disaster recovery planning, preparation and execution. Participate in management of STAR's critical IT vendor relationships. Prioritize and manage IT projects with direction from VP, Technology & Digital Strategy, IT Steering Committee and Executive Team. Provide regular updates to IT Steering Committee regarding current state of IT at STAR. Participate in Problem Management program and ensure IT outages are documented with root cause analysis when appropriate. Architects IT environment by overseeing system design and configuration; directing system installation; defining, documenting, and enforcing system standards. Monitor IT infrastructure resources for performance and availability. Develops and enforces policy and procedure to ensure the protection of IS/STAR assets and the integrity, security, and privacy of information. Research current technology trends, attend workshops, user meetings, and conferences, and complete technical training to identify emerging technology STAR may leverage. Assist engineers in implementing new IT systems and performing maintenance of existing IT systems. Provide strategic and tactical planning, development, evaluation, and coordination of IT systems. Actively manage contributions of the department to the technology roadmap and ensure effective execution of assigned items. Assess and make recommendations on the improvement of the IT organization, including ongoing development and review of business cases to validate IT spend. Participate in budget planning process for multiple cost centers and accounts; provide regular reporting on budget alignment. Assess and communicate risks associated with IT investments. Manages and coaches the staff in addition to other Human Resources responsibilities such as: hiring, and if necessary disciplinary action and dismissal, setting and monitoring annual and quarterly goals, coaching, career development, completing timely performance appraisals, and approving merit increases. In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays. ** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
    $96k-115k yearly est. 60d+ ago
  • IDB Invest - Administration & SLA Management Officer

    Inter-American Development Bank 4.2company rating

    Washington, MN job

    We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. IDB Invest, a member of the IDB Group, is a multilateral organization based in Washington, D.C., committed to advancing development in Latin America and the Caribbean through the private sector. About this position We are seeking an energetic, detail-oriented professional to join the Administration & SLA Management team. Under the Lead Officer's guidance, you will support the seamless execution and monitoring of day-to-day administration services as defined by our SLAs, ensuring efficient processes and timely, high-quality delivery. This role provides essential coordination, analysis, and execution capacity to maintain smooth corporate and administrative operations while the team advances key strategic priorities. The position requires sound judgment, autonomy, and operational sophistication to manage daily service delivery, strengthen processes, and support high-quality administrative services across the organization. You will work in the Controllership Division (CTR), part of the Finance and Administration Department. CTR oversees accounting and financial reporting, financial planning and budget, valuations, and administration and SLA management. It develops and implements high-quality controllership standards and sound policies that ensure IDB Invest's financial integrity, discipline, and long-term sustainability. CTR is also responsible for strengthening the governance, responsiveness, and accountability of the SLA framework and fostering coordination & synergies between IDB Invest and the IDB. What you'll do * Manage the day-to-day coordination and execution of SLA-defined corporate and administration functions (procurement, facilities management, corporate services) in close collaboration with IDB service counterparts, ensuring compliance, service quality, and timely delivery. * Monitor SLA performance, including KPIs, costs, service quality, service backlogs, and adherence to standards; identify risks or deviations, resolve routine disputes, manage escalations, and coordinate corrective actions. * Analyze data, conduct benchmarking, and prepare information to support decision-making and improvements to SLA management and administration processes. * Support the design, enhancement, and documentation of the SLA governance framework, including manuals, SOPs, workflows, and service management guidelines. * Contribute to the assessment, redesign, and continuous improvement of SLA-related processes or corporate processes, ensuring efficiency, transparency, consistency, and strong coordination with IDB Invest and IDB teams. * Oversee and track capital facilities projects, capital spending, and budget execution across headquarters and Country Offices; coordinate with key stakeholders to ensure accurate planning, timely implementation, and effective management of facilities-related priorities. * Lead projects or defined workstreams aimed at enhancing SLA management systems or operational effectiveness. * Communicate complex or sensitive issues clearly and constructively to help build consensus across stakeholders. What you'll need * Education: Master's degree in business administration, finance, systems information, project management, or a related field required. * Experience: At least 4 years of relevant professional experience in project management, corporate support services, or similar roles within financial, multilateral, or international organizations. Proficiency with project management tools, data analysis software, and MS Office; strong organizational and analytical skills. * Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable. Requirements * Citizenship: No requirements * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration * International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB Group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package, * Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. * Hybrid and flexible work schedules. * Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. Our culture At the IDB Group, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org. Our Human Resources Team reviews carefully every application. #IDBInvest
    $58k-83k yearly est. 9d ago
  • Banker I

    Citizens Bank 3.7company rating

    Mooresville, IN job

    Job Description Summary of Job Responsibilities: Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud. Essential Duties: Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank. Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity. Cross-sells bank services in accordance with individual and branch performance goals. Operates in a team environment and provides excellent customer service. Responsible for the completion of tasks necessary to secure company assets. Uphold the customer and employee service standards established Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards. Skills and Abilities Required: The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers. Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps. Ability to exercise critical thinking skills. Preference of one year of experience in a consultative sales environment. Minimum Requirements: A high school diploma or equivalent. The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations. Successful completion of credit check, drug screen, and background check. Flexible schedule Monday-Friday and Saturday morning availability. Two years of customer service experience OR completion of internal Banker Pathway I. Working Conditions: Minimum discomfort from noise, heat, dust, and other causes. Required to stand for long periods when providing customer services Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk. The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
    $38k-60k yearly est. 8d ago
  • Commercial Closing Specialist

    Old National Bank 4.4company rating

    Lake Elmo, MN job

    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 We are currently seeking a Commercial Closing Specialist that works with the Relationship Managers (RM) in the Commercial lines of business to provide loan processing support and coordinate all new money and renewal requests. Listed below you will find a few characteristics the position requires: Must become proficient in the commercial online application system (CML) loan structuring guidelines, collateral requirements, due diligence items and banking processes is preferred, but not required. Provides an appropriate review of entity documents, appraisals, title insurance, UCC Searches and other required supporting documentation to ensure proper signor authorities and lien position. Must communicate effectively with other members of the Loan Fulfillment team, RMs, Banking Specialists, Credit Underwriters, in-house Legal Counsel, and Loan Operations to resolve any issues or questions. Requires a high level of decision-making capabilities and exception processing capability. Commercial Closing Specialist roles may vary - this position may be filled at a different level, including Senior, depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $18.25 /Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Loan Processing: Reviews and inputs loan submissions from RMs in CML including ownership, loan structure and compliance needs; responsible for complete and accurate data entry in CML. Communicates with the RM to gather additional information necessary to deem the application as complete and ready for underwriting. Completes loan pre-closing tasks including ordering appraisals, environment reports, and title/UCC searches; performs a detailed and thorough review of entity documents, title insurance, UCC searches, flood determinations, and other supporting documentation. Collaborates with RM to ensure all conditions precedent to closing required by credit are met. Reviews existing loan documents for accuracy and compliance with loan guidelines. Finalizes post-approval in CML Communicates with underwriting, Line of Business Executives and Credit Administration to address policy exceptions Preparation of Loan Documents: Utilizes Loan Guidelines and commercial procedures to ensure documents are prepared in accordance with approval document. Utilizes special loan software to produce accurate and complete loan documents. Prepares template documents outside of loan software (i.e. Rate Modifications & Due Date Changes) Service: Ability to prioritize large pipelines to ensure adherence to service level expectations. Exhibits flexibility in response to the changing banking environment. Ability to work in a fast-paced environment. Provides options and solutions when issues arise. Skills and Qualifications Associate or bachelor's degree preferred but not required. Knowledge of loan documents and experience with loan processing Knowledge of ONB loan policy and Commercial Guidelines preferred but not required. Highly organized with a strong attention to detail. Strong analytical and problem resolution skills. Excellent verbal and written communication skills. Must have experience working in a fast-paced office environment with service level expectations. Must be able to meet deadlines 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, 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.)
    $18.3 hourly Auto-Apply 1d ago

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