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Trader jobs in Kansas - 108 jobs

  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Trader job in Wichita, KS

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $42k-64k yearly est. 5d ago
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  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Trader job in Topeka, KS

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $65k-117k yearly est. Easy Apply 60d+ ago
  • Private Banker II

    First Busey Corporation 4.5company rating

    Trader job in Kansas

    The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients. Duties & Responsibilities Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable. Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships. Leverage centers of influence and develop new relationships through prospecting and building community networks. Drive deposit growth and wealth management opportunities. Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge. Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy. Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions. Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services. Monitor renewals and maturities as well as gather updated documents from clients. Order inspections, review /budget, administer draw and funding process for Private Banking construction loans. Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction. Collaborate with the Digital Banking team to open new and service existing client accounts. Education & Experience Knowledge of: Private Banking loan and deposit products and services. Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients. Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc. Strong financial analysis and credit underwriting skills. Ability to analyze and understand personal financial statements and tax returns. Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures High Level of Retail and Business Banking customers and trends Ability to: Make independent decisions Analyze and interpret numerical data Perform duties and make decisions under frequent time pressures Education and Training: Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred. 2+ years of banking or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $98,000- $130,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
    $98k-130k yearly Auto-Apply 7d ago
  • Commodity Merchandiser/Trader

    J.D. Heiskell & Companies 4.1company rating

    Trader job in Overland Park, KS

    Job DescriptionDescription: At JDH and each of our subsidiaries, we know that agriculture is about more than moving commodities-it's about connecting people and building relationships that matter. Founded in 1886 and proudly family-owned for five generations, our deep roots in the industry enable us to manage grains, co-products, animal feed, and feed ingredients effectively. With an extensive transportation network, we connect supply and demand across the U.S., Canada, Mexico, and Asia. We are committed to delivering reliability, value, and innovation, while providing a supportive and safe workplace where our team can thrive and grow. Summary: The Merchandiser/Trader will be able to profitably trade assigned commodities within defined geographical territory. The incumbent must accomplish this while following company policies and procedures, developing and maintaining strong customer and supplier relationships, and managing their profit center in an efficient and professional manner. Essential Functions Lead, support, and help foster safety culture and best practices throughout the organization. Maximize trade in his/her commodity within an assigned territory in order to produce superior profits for CSC. Maintain knowledge of market factors that produce price movements. Communicate important market information and activity to other traders and management. Maintain a working knowledge of trading rules and regulations to be followed without exception. Successfully operate within the policies, procedures, and position limits established by management, and accurately report all positions and trading results through the established mechanisms. Arrange for cost effective and efficient transportation of commodities. Maintain CSC's reputation through careful and honest handling of customer/supplier relations. Supervise the support staff and insure proper execution of all contracts. Requirements: Bachelors Degree in Ag Business, Economics, Finance, or other related area. 2-4 years commodity trading experience required. The candidate must have a positive attitude and ability to motivate staff and customers. Proven ability to understand commodity markets in general, futures and cash markets. Proven ability to understand grain flows, freight markets, and market opportunities. Proven ability to professionally manage customer relationships.
    $62k-108k yearly est. 8d ago
  • Future Dealeship Opportunities

    Lithia & Driveway

    Trader job in Garden City, KS

    Dealership:L0416 Suburban CDJR of Garden CitySUBURBAN CDJR of GARDEN CITY Are you looking for a thrilling career with unlimited growth potential and professional fulfillment? Now is the perfect time to join Suburban CDJR of Garden City, where we are committed to delivering exceptional service and building long-term customer relationships! At Suburban CDJR of Garden City, our people drive our success. We empower our teams to innovate, grow, and deliver world-class experiences-all while working in a dynamic and rewarding environment. Why Garden City? Located in Wayne County, Michigan, Garden City offers a fantastic quality of life and an excellent place to build your career! Convenient Metro Detroit Location - Easy access to major highways, businesses, and cultural attractions. Affordable Living - Enjoy a strong housing market with reasonable cost-of-living expenses. Thriving Community - Family-friendly with local parks, schools, and a welcoming atmosphere. Growing Economy - Garden City and the surrounding areas are home to diverse industries and career opportunities. Exciting Career Opportunities We're seeking driven, customer-focused individuals to join our expanding team! Positions will be available in: ALL SALES POSITIONS ALL SERVICE POSITIONS ALL PARTS POSITIONS ALL SUPPORT POSITIONS Be part of something big! Grow your career with Suburban CDJR of Garden City and take advantage of an incredible opportunity to work with a top-tier dealership in a thriving community. APPLY TODAY to secure your future with us! Benefits: We offer best in class industry benefits: Competitive pay Medical, Dental and Vision Plans Paid Holidays & PTO Short and Long-Term Disability Paid Life Insurance 401(k) Retirement Plan Employee Stock Purchase Plan Lithia Learning Center High School graduate or equivalent, 18 years or older required. We are a drug free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
    $68k-116k yearly est. Auto-Apply 60d+ ago
  • Financial Representative Trainee (Sales) - Kansas City, KS

    Careers Mutual of Omaha

    Trader job in Kansas

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com. Fair Chance Notices
    $36k-75k yearly 60d+ ago
  • Banker - Olathe

    Central Bancompany

    Trader job in Olathe, KS

    What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being. * Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals. * Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner. * Educate customers on banking tools, services, and digital platforms to enhance their banking experience. * Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products. * Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care. * Process financial transactions, ensuring accuracy and adherence to policies. * Balance assigned cash drawer and research any discrepancies as needed. * Make referrals to other lines of business for traditional and non-traditional banking products and services. * Maintain knowledge of all bank products, services, and promotions to effectively assist customers. * Make outbound sales calls to prospects and existing customers * Meet or exceed daily/weekly calls and sales targets Central Bank Offers This: * Competitive compensation tailored to your experience and skills. * Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance * 401(k) Savings Plan with company contributions: * Automatic 4% company contribution-no employee contribution required. * 50% match on the first 6% you contribute. * 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually! * Tuition Reimbursement to help you pursue your educational goals and career advancement. * Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority! About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together. You've Got This: * Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services * Proven ability to meet sales goals and thrive in a result-driven environment * Prior cash handling and customer service experience preferred * Strong attention to detail and a high degree of accuracy * Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers * Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency * Strong time management, problem-solving, and organizational skills * Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates. * Ability to handle confidential information with discretion * Willingness to assume additional responsibilities as needed * Ability to stand for long periods of time and life 20 lbs.
    $37k-65k yearly est. 10d ago
  • Private Client Banker - KC West Market - Olathe, KS

    JPMC

    Trader job in Olathe, KS

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $37k-65k yearly est. Auto-Apply 60d+ ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Trader job in Wichita, KS

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $14.92 - $20.24 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #rcm #insurance #financialcounseling #hospital #banking #LI-TJ2022 #medicaid
    $14.9-20.2 hourly Auto-Apply 5d ago
  • **CDD Bank ~ Literacy KC

    Center for Developmentally Disabled 3.8company rating

    Trader job in Kansas City, KS

    To all of our Literacy KC referrals, thank you for your interest in employment at Center for Developmental Disabilities (CDD.) Hopefully, Stacy Williams referred you to this link. To work for CDD, one must present proof of education (photocopy of a High School Diploma, G.E.D., or better,) proof of auto insurance, and a Missouri Class E or Kansas Class C License if you're 21 or older. As soon as you receive an email confirming your application was received, please reach out to me so we can set you up for an interview and/or discuss our current list of open positions. We are so excited to talk to you! HR Recruiting 9150 E. 41 st Terrace ~ Kansas City, MO 64133 **************, ext. 212 *****************
    $39k-46k yearly est. Easy Apply 60d+ ago
  • Financial Service Representative - Great Bend, KS

    Cuofamerica

    Trader job in Great Bend, KS

    Starting Pay: $18.00/hour + Commission Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts. Essential Functions & Responsibilities: Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods. Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis. Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager. Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job. Knowledge and Skills: Experience: One year to three years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Other Skills: Able to operate a 10 key calculator and computer keyboard. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
    $18 hourly Auto-Apply 31d ago
  • Financial Representative

    Guardian Kansas City 4.2company rating

    Trader job in Overland Park, KS

    Job Description Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS. In this role, you'll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being. You'll guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals. Responsibilities: This is a full-time, hybrid position based in Overland Park, KS, with flexibility for some remote work. As an Associate Financial Advisor with Guardian Life, you'll focus on comprehensive financial planning, investment strategies, insurance solutions, and retirement preparation. Qualifications: Knowledge of financial planning and retirement planning concepts Familiarity with insurance and investment products Background in finance or a related industry preferred Strong analytical and problem-solving skills Excellent communication and relationship-building abilities Ability to work both independently and collaboratively Bachelor's degree or 5 years experience in Finance, Economics, Business, or a related field About Company The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.
    $33k-43k yearly est. 10d ago
  • Financial Service Representative - Great Bend, KS

    Credit Union of America 3.8company rating

    Trader job in Great Bend, KS

    Starting Pay: $18.00/hour + Commission Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts. Essential Functions & Responsibilities: Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods. Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis. Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager. Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job. Knowledge and Skills: Experience: One year to three years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Other Skills: Able to operate a 10 key calculator and computer keyboard. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
    $18 hourly Auto-Apply 31d ago
  • Banker

    Intrust Bank 3.9company rating

    Trader job in Prairie Village, KS

    At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day. Your career is important to you, which makes it important to us. At INTRUST you'll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you'd like to find a place of work where you're appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role. A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being. * Competitive pay * Generous time off * Employees receive three weeks of paid vacation plus 11 paid holidays each year. * Paid time off to volunteer in the community. * Paid employee and family sick leave. * Paid parental leave. * 401(k) plan with 6% employer match and 100% immediately vested. * 3% non-elective company contribution; non-elective contribution vested after 3 years of service. * Career growth and development resources * Tuition reimbursement for full-time and part-time employees enrolled in any degree program. * Banking benefits * Medical, dental, and vision insurance Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details. Job Summary: The Banker is responsible for providing excellent customer service, accurately and efficiently processing banker activities and teller transactions for customers, and providing needs based consulting of all bank products and services. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST's character qualities. Essential Functions: * All expectations described in the 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. * Ensure excellent customer satisfaction and service quality according to INTRUST's Character Qualities. * Provide a friendly, accurate, knowledgeable, and professional customer experience. * Proactively identify customers' and prospects' financial needs and recommend all appropriate products and services. * Open and service customers' accounts as needed and proactively communicate with customers to ensure all their financial needs are met. * Uncover lending needs and complete customer loan applications including gathering appropriate documents. * Identify needs-based opportunities for referrals to all areas of the corporation to fully meet customers' financial needs. * Utilize all resources to complete documentation correctly the first time and according to policies and procedures. * Complies with bank operations and security procedures. * Consistent use of good judgment to protect customers and INTRUST Bank; protect the integrity of bank documents and customer confidentiality. * Accurately and efficiently process teller transactions within the limitations of standard bank and teller policies and procedures including scanning work through branch capture in a timely manner. * Complete any other branch-specific responsibilities as assigned. Education and Experience: High School diploma or equivalent is required; some college or higher education preferred. 1-2 years previous experience in customer service or sales preferred. Required Skills and Knowledge: Demonstrated strong consultative and customer service skills, effective communicator, listener and organizational skills. Must be able to utilize multiple Microsoft Office products and web-based applications simultaneously. Required Licenses and/or Certifications: Ability to meet registration qualifications for Nationwide Mortgage Lending System, if not already registered. Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 50 lbs., ability to stoop and bend. The physical demands necessary for this role should be performed with or without a reasonable accommodation. Working Conditions: Normal office conditions. This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor. INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual's protected category constitutes a bona fide occupational qualification.
    $42k-63k yearly est. 12d ago
  • Proprietary Equity Trader Position

    T3 Trading Group 3.7company rating

    Trader job in Wichita, KS

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $66k-117k yearly est. Easy Apply 60d+ ago
  • Commodity Merchandiser/Trader

    J.D. Heiskell 4.1company rating

    Trader job in Park City, KS

    At JDH and each of our subsidiaries, we know that agriculture is about more than moving commodities-it's about connecting people and building relationships that matter. Founded in 1886 and proudly family-owned for five generations, our deep roots in the industry enable us to manage grains, co-products, animal feed, and feed ingredients effectively. With an extensive transportation network, we connect supply and demand across the U.S., Canada, Mexico, and Asia. We are committed to delivering reliability, value, and innovation, while providing a supportive and safe workplace where our team can thrive and grow. Summary: The Merchandiser/Trader will be able to profitably trade assigned commodities within defined geographical territory. The incumbent must accomplish this while following company policies and procedures, developing and maintaining strong customer and supplier relationships, and managing their profit center in an efficient and professional manner. Essential Functions Lead, support, and help foster safety culture and best practices throughout the organization. Maximize trade in his/her commodity within an assigned territory in order to produce superior profits for CSC. Maintain knowledge of market factors that produce price movements. Communicate important market information and activity to other traders and management. Maintain a working knowledge of trading rules and regulations to be followed without exception. Successfully operate within the policies, procedures, and position limits established by management, and accurately report all positions and trading results through the established mechanisms. Arrange for cost effective and efficient transportation of commodities. Maintain CSC's reputation through careful and honest handling of customer/supplier relations. Supervise the support staff and insure proper execution of all contracts. Requirements Bachelors Degree in Ag Business, Economics, Finance, or other related area. 2-4 years commodity trading experience required. The candidate must have a positive attitude and ability to motivate staff and customers. Proven ability to understand commodity markets in general, futures and cash markets. Proven ability to understand grain flows, freight markets, and market opportunities. Proven ability to professionally manage customer relationships.
    $62k-108k yearly est. 41d ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Trader job in Wichita, KS

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $14.92 - $20.24 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
    $14.9-20.2 hourly Auto-Apply 5d ago
  • Banker - Overland Park

    Central Bancompany

    Trader job in Overland Park, KS

    What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being. * Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals. * Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner. * Educate customers on banking tools, services, and digital platforms to enhance their banking experience. * Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products. * Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care. * Process financial transactions, ensuring accuracy and adherence to policies. * Balance assigned cash drawer and research any discrepancies as needed. * Make referrals to other lines of business for traditional and non-traditional banking products and services. * Maintain knowledge of all bank products, services, and promotions to effectively assist customers. * Make outbound sales calls to prospects and existing customers * Meet or exceed daily/weekly calls and sales targets Central Bank Offers This: * Competitive compensation tailored to your experience and skills. * Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance * 401(k) Savings Plan with company contributions: * Automatic 4% company contribution-no employee contribution required. * 50% match on the first 6% you contribute. * 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually! * Tuition Reimbursement to help you pursue your educational goals and career advancement. * Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority! About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together. You've Got This: * Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services * Proven ability to meet sales goals and thrive in a result-driven environment * Prior cash handling and customer service experience preferred * Strong attention to detail and a high degree of accuracy * Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers * Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency * Strong time management, problem-solving, and organizational skills * Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates. * Ability to handle confidential information with discretion * Willingness to assume additional responsibilities as needed * Ability to stand for long periods of time and life 20 lbs.
    $37k-65k yearly est. 39d ago
  • Financial Service Representative

    Cuofamerica

    Trader job in Derby, KS

    Starting Pay: $18.00/hour + Commission Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts. Essential Functions & Responsibilities: Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods. Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis. Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager. Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job. Knowledge and Skills: Experience: One year to three years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Other Skills: Able to operate a 10 key calculator and computer keyboard. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
    $18 hourly Auto-Apply 3d ago
  • Financial Service Representative

    Credit Union of America 3.8company rating

    Trader job in Derby, KS

    Starting Pay: $18.00/hour + Commission Role: Provide professional, accurate, courteous service to members and to increase utilization of CUA products and services among existing and new members through proactive sales efforts. Essential Functions & Responsibilities: Increase member penetration and use of credit union services among new and existing members. Identify credit union service and lending opportunities; develop leads and sell all credit union products to members through direct solicitation methods. Fulfill member requests and prepare necessary documents ensuring they are in compliance with CUA policies and legal requirements. Receive and process member financial transactions, including deposits, withdrawals, and loan payments. Balance cash drawer on a daily basis. Provide member support for problem resolution, including account research and questions involving CUA products & services. Refer problems that are beyond their authority to the manager. Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job. Knowledge and Skills: Experience: One year to three years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Courtesy, tact, empathy, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Other Skills: Able to operate a 10 key calculator and computer keyboard. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop, kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
    $18 hourly Auto-Apply 3d ago

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