At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some insurance and/or sales experience preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$60k-114k yearly est. Auto-Apply 19d ago
Looking for a job?
Let Zippia find it for you.
Private Event Sales Manager
Groundfloor 2.9
Los Angeles, CA jobs
Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible - which also makes them a strong fit for the right kinds of private rentals and events.
Overview
We're looking for a self-directed Private Events Sales Manager to own and grow private event and rental bookings for our Echo Park, Los Angeles location. This is a commission-based, part-time role built for someone who values autonomy, flexibility, and meaningful upside.
You will run this channel as your own business within Groundfloor. You'll own the full sales cycle, from lead generation through closing and coordination, with clear ownership over performance and results.
In addition, you'll host a limited number of membership tours each week, which provides an additional, separate commission stream.
What You'll Do
Primary Responsibility: Private Events & Rentals
Own and grow private event and rental revenue for the LA location
Proactively source leads through outreach, partnerships, referrals, and creative prospecting
Manage the full booking process from first inquiry through signed agreement
Qualify clients and clearly communicate space constraints and expectations
Maintain a simple pipeline and forecast bookings
Coordinate with the Groundfloor team to ensure smooth execution of rentals
Be on-site for select private rentals to support setup, hosting, and handoff
Secondary Responsibility: Membership Tours
Host scheduled membership tours Tuesday-Thursday, 11am-2pm
Convert interested visitors into Groundfloor members
Earn commission per successful membership conversion
Who This Is For
Experience in event sales, venue rentals, hospitality, or a related field
Entrepreneurial mindset and comfort owning revenue outcomes
Highly self-directed with strong follow-through
Confident representing the brand in person and setting boundaries with clients
Motivated by commission, independence, and performance-based growth
Compensation
This is a performance-based, commission-only role with uncapped upside. Your earnings scale directly with the revenue you generate.
Private Events (Primary Earnings)
30% commission on all private event and rental bookings you close
Example:
$10,000 in bookings = $3,000 commission
$20,000 in bookings = $6,000 commission
$30,000 in bookings = $9,000 commission
Our target is $30K+ in monthly private event bookings, which represents approximately $9,000/month in commission from events alone.
Membership Tours (Additional Earnings)
$30 commission for each person who becomes a Groundfloor member after attending your tour
Example:
20 new members/month = $600
35 new members/month = $1,050
Total Monthly Earning Potential at Target Performance
~$9,000 from private events
~$1,000+ from membership conversions
→ ~$10,000/month in commission, with no cap on upside
Schedule & Structure
Part-time, commission-based
Flexible, self-directed hours
On-site for tours Tuesday-Thursday, 11am-2pm
On-site for private rentals as needed
Fully remote outside of on-site responsibilities
Los Angeles-based
Perks
Free Groundfloor membership
Full ownership over a revenue channel
Flexible schedule with real autonomy
High-upside commission structure
Opportunity to help shape how private events scale across future Groundfloor locations
$30k yearly 1d ago
Sr. Life Insurance Underwriter (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Sr. Life Insurance Underwriter? Globe Life is actively networking with experienced Sr. Life Insurance Underwriters who are open to new opportunities!
In this role, you will be responsible for evaluating life insurance applications, making critical decisions on risk selection, and determining whether to issue standard rates or decline applications. Guided by underwriting standards and written guidelines, you'll implement underwriting policies and procedures to efficiently process new business while also collaborating with other departments.
This is a remote / work-from-home position.
What You Will Do:
* Screen life insurance applications, including trial applications, to select risks and determine standard, rate, or reject disposition.
* Implement underwriting policies and procedures for new business processing and other department processes.
* Utilize Swiss Re Underwriting manual and internal company notes to implement medical guidelines.
* Report and interpret MIB codes, as well as evaluate results of oral saliva tests and agent verification calls.
* Review and assess motor vehicle records (MVRs), prescription histories (Rx), medical records (APSs), and paramedical exams/lab results.
* Respond to customer inquiries regarding dispositions and evaluate health information received with add-ons, modifications, and reinstatements.
* Act as the underwriting contact for top-level Agents for information and escalated issues, handling sensitive cases and positive drug screens.
* Manage aging cases and referrals from other underwriters and screeners.
* Assist in training underwriters and screeners and support other necessary underwriting areas as directed by department management.
What You Can Bring:
* Some college coursework; Bachelor's degree preferred; will consider 5+ years of life insurance experience in place of a degree.
* Required certifications: LOMA 280/281, LOMA 290/291; pursuit of FLMI preferred; consideration given to other industry courses.
* Mandatory certification in LOMA Underwriting (UND) and knowledge of medical terminology.
* Minimum of 3 years' experience in an Underwriter role or above.
* Daily application of critical thinking and complex problem-solving skills.
* Strong verbal and written communication skills.
* Proficiency in PC skills, including Excel, MS Word, and MS Outlook; familiarity with MS Access is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$32k-53k yearly est. 14d ago
Technical Product Consultant
BMO Harris Bank 4.1
Wisconsin jobs
Application Deadline:
01/29/2026
Address:
VIRTUAL(R)13 - HomeRes - IL
Job Family Group:
Commercial Sales & Service
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
Leads and executes business development plans so that business goals are achieved or exceeded.
Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms.
Support technical implementation, including system configuration, testing, and integrations.
Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance).
Provide troubleshooting and post-implementation support.
Collaborate with Product, Tech, and Operations teams.
Participates on client calls as required.
Addresses customer services issues according to established guidelines, escalating as required.
Develops solutions for customer issues, engaging multiple stakeholders as required.
Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients.
Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments.
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
Designs comprehensive training programs to enhance team capabilities and align with strategic objectives.
Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Responds to and facilitates the resolution of client service requests.
Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
5+ years in Trade Finance or Supply Chain Solutions Products.
Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency:
Product Knowledge
Regulatory Compliance
Data Analysis Reporting
Document Management
Microsoft Office
Project Management
Problem-Solving
Detail-Oriented
People Management
Stakeholder Management
Strategic Thinking
Salary:
$88,800.00 - $165,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly Auto-Apply 14d ago
Intermediate Bank Teller - Part Time
USAA 4.7
Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Intermediate Bank Teller, you will deliver superior and prompt customer service on a variety of banking transactions in the USAA Bank lobby or drive thru. You will also respond to member inquiries related to bank product features and services within USAA banking's prescribed policies, procedures, regulations and guidelines.
This job profile is designated as a Sensitive Position. Sensitive Positions are those positions in which individuals have the authority and ability to conduct in-scope activities (movement of USAA or Member funds) as defined within the Enterprise Sensitive Positions Mandatory Time-Away Compliance Policy. Employees in Sensitive Positions are required to fulfill a Mandatory Time-Away (MTA) requirement of 10 consecutive business days each calendar year.
This Part-Time position offers approximately 25hours per week in person at our San Antonio Home Office.
Department Hours:
Monday-Friday 8:15am - 5:15pm
Rotating Saturdays 8:15am-1:15pm
Required 3-week training: Monday-Friday 8:15am-5:15pm
What you'll do:
Works under general supervision and within defined guidelines and framework to complete a variety of basic banking services/transactions in the Bank lobby or drive thru.
Resolves basic member issues and/or complaints in a professional manner. Identifies appropriate issues for escalation.
May conduct moderately complex work assignments to include estate accounts and special endorsements. Follows operational processes, procedures and requirements.
Maintains low error ratio, teller cash drawer limits and remains within cash outage allowance.
Identifies new and emerging fraud transactions and provides accurate, timely communication to management to mitigate loss.
Recognizes member life events and refers potential product needs and self-service opportunities.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma
1 year of customer service experience as a teller, in financial services, or retail sales environment.
General math and calculator skills with the ability to perform basic mathematical calculations, including addition, subtraction, multiplication, division.
Strong organizational, and communication, and customer service skills.
Basic knowledge of applicable banking regulations, guidelines, and procedures to include Patriot Act - Anti-money Laundering, Regulation CC, OFAC, etc.
What sets you apart:
2 years bank teller experience
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $43,680.00-$59,980.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$43.7k-60k yearly Auto-Apply 6d ago
Fraud Analyst II, Part-Time (Oak Creek)
Guardian Credit Union 3.8
Oak Creek, WI jobs
BASIC RESPONSIBILITES:
Under the supervision of the VP of Member Services the incumbent of this role will be responsible for several functions. This is including, but not limited, to servicing internal and external member requests for ATM/Debit Card services, following up on possible fraudulent activity, daily processing and reviewing of Fraud Department reports, maintaining accurate documentation of conversations and situations and contacting members with negative accounts. This role supports the Credit Union's fraud detection and Bank Secrecy Act (BSA) compliance efforts. Core responsibilities may shift based on department needs, certifications, and internal career progression.
OUR CORE VALUES:
The Fraud Analyst II will be expected to act in a manner which is in accordance with Guardian Credit Union's values:
Relationships - We treat each other, our members, and our community with respect.
Accountability - We hold ourselves to a higher standard.
Teamwork - We work together to reach our goals.
Honesty - We believe in conducting ourselves with honesty, integrity, trust, and fairness.
ESSENTIAL FUNCTIONS:
Completes required daily/monthly departmental reports and fraud detection software alerts. Evaluates activity for the early detection and prevention of fraud. Monitors new account activity and takes action to close or freeze activity when warranted.
Investigates and properly documents possible fraud and suspected criminal misconduct both internally and externally, including kiting and forgery. Report all criminal misconduct to management.
Researches and resolves internal and external member service inquiries in a timely and accurate manner.
Provides on-going compliance training and technical assistance to help branches reduce fraud. Assists in conducting training sessions for staff meetings. Keeps all staff informed regarding crime alerts, possible scams and potential losses.
Works as a liaison with law enforcement agencies in conducting fraud investigations.
Addresses internal and external member service requests from ATM/Debit card services encompassing the exclusion of ATM/debit cards from card blocking rules, fraud alerts, and processing and investigating debit disputes.
Contacts members with negative shares by telephone and mail. Determines the reason for negative balance and takes appropriate action to bring positive and keep positive.
Investigates and completes all Verafin alerts/cases, taking appropriate action when necessary.
Performs Customer Due Diligence and Enhanced due diligence and fully documents all investigative findings and/or secures additional member documentation as required.
SECONDARY FUNCTIONS:
Serves as a back up to department personnel.
Collects and maintains records for all Subpoena requests with the assistance of the audit department.
Performs other departmental duties as assigned.
Cross sells credit union services when appropriate.
Qualifications
SKILLS AND ABILITIES REQUIRED:
Education/Experience: Any combination equivalent to education and experience that provides required knowledge and skills qualifying. The typical qualifications preferred would be equivalent to completion of a high school degree and a minimum of 2 years' experience in a credit union or other financial institution. Requires a working knowledge of Fraud and BSA functions with CBSAP Certification.
SKILLS:
Professional, well-developed interpersonal skills necessary for servicing credit union members and projecting a positive image as a representative of the credit union.
Must demonstrate strong member focus with ability to provide efficient, friendly service in a fast paced, team-oriented environment.
Must be able to handle confidential information with discretion, retain composure under pressure, and reflect a pleasant, courteous telephone and business-like manner.
Must have a demonstrated ability to interpret and explain Credit Union policy and perform transactions to member accounts while adhering to policy.
Thorough knowledge of Credit Union services offered to membership and demonstrates ability to cross-sell/refer such services effectively.
Must present a professional, business-like appearance and manner.
Must be bondable.
WORK ENVIRONMENT:
While performing the duties of this job, the employee regularly works in an office setting.
PHYSICAL DEMANDS:
The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation.
Ability to remain in a stationary position 75% of the time.
Ability to move about inside the office to access file cabinets, office equipment, etc.
Ability to move items, such as boxes, up to 20 lbs. across office for various needs.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to constantly operate a computer and other office productivity equipment, such as a calculator, copy machine, fax machine and printer.
TRAVEL:
Local travel to worksites may be required at times.
HOURS:
This position is part-time approximately 25 hours per week, scheduled Monday through Friday between the hours of 8:00 a.m. and 5:30 p.m., with rotating Saturday shifts from 8:30 a.m. to 12:30 p.m.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
$46k-55k yearly est. 16d ago
Accounting Internship- Spring 2027
Wipfli LLP 4.3
Wausau, WI jobs
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Responsibilities
Responsibilities:
Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as:
* Respond to client and firm associate requests in a timely, accurate, positive and professional manner
* Respond to inquiries from client and work with client to gather necessary information for completion of required documents
* Use data analysis skills to discover useful information and patterns to provide support in recommendations
* Proactively identify improvement opportunities in processes to enhance efficiency
* NOTE: Interns can receive experience in only tax or both tax AND audit*
Tax Specific:
* Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders
* Understand and effectively use current tax and accounting software applications
* Research tax related issues and other related financial reports
* Perform a limited number of tax return interviews as needed
Audit Specific:
* Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders
* Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner
* Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs
* Develop technical competency with GAAP, especially related to assigned product line
What You will Gain:
* Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm
* Develop experience and skills to become a trusted business advisor for clients and associates
* Gain hands-on experience in tax and/or audit work, and related software applications
* Work as an individual contributor and as part of a team to support client engagements
* Gain exposure to a variety of clients and industries ranging from small businesses to large corporations
* Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner
Knowledge, Skills and Abilities
Qualifications:
* Pursuing a Bachelors or Master's degree in Accounting (completion of corporate or individual taxation class is required)
* Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higher
* Working towards eligibility to sit for CPA exam upon graduation
* Preferred coursework in Data Analytics or Big Data
* Ability to think independently and make good decisions based on education and experience
* Good communication and interpersonal skills to effectively communicate with clients and staff
* Ability to prioritize work, follow through on requests, take initiative and meet deadlines
* Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
Grace Parker, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-Onsite #LI-GP
Additional Details
Additional Details:
This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$29k-35k yearly est. Auto-Apply 20d ago
Loan Specialists
Maharaja Enterprises 4.1
Dallas, GA jobs
IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY
Maharaja Enterprises LLC - Creative Financing Experts
Commision Based Pay: 2 points per funding secured
Maharaja Enterprises LLC in Dallas, GA is looking for one Mortgage Loan Originator Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working.
Mortgage Loan Originator Specialist (Full-time/Part-time):
As a Mortgage Loan Originator Specialist at Maharaja Enterprises, your responsibilities will include:
Client Relationship Management: Build and maintain strong relationships with clients, including borrowers, real estate agents, and other industry professionals.
Lead Generation: Generate leads for mortgage loan origination through various channels, including networking, referrals, and marketing strategies.
Loan Application Process: Guide borrowers through the mortgage loan application process, including collecting necessary documentation, assisting with the completion of application forms, and ensuring compliance with lending requirements.
Pre-Qualification and Pre-Approval: Evaluate borrowers' financial profiles, review credit reports, income documents, and other relevant information to determine their eligibility for mortgage financing. Provide pre-qualification and pre-approval letters to qualified borrowers.
Mortgage Product Knowledge: Stay up-to-date with the latest mortgage products, interest rates, and lending guidelines. Educate borrowers on the different loan options available and help them select the most suitable mortgage program for their needs.
Financial Analysis: Analyze borrowers' financial information, including income, assets, and debts, to assess their creditworthiness and ability to repay the loan. Make recommendations based on the analysis and assist in finding suitable loan solutions.
Loan Origination and Documentation: Prepare loan packages, including completed applications, credit reports, income documentation, and other required forms. Submit loan applications to underwriting for approval and ensure all necessary documents are in order.
Communication and Support: Act as a point of contact for borrowers throughout the loan origination process, providing regular updates, answering questions, and addressing any concerns. Coordinate with internal teams, such as underwriters and processors, to ensure a smooth and timely loan closing.
Compliance and Regulations: Adhere to all applicable lending regulations, including those set by federal, state, and local authorities. Ensure that all loan origination activities are in compliance with the relevant laws and regulations.
Sales and Business Development: Continuously seek opportunities to expand Maharaja Enterprises' mortgage loan origination business by developing relationships with new referral sources, attending industry events, and implementing marketing strategies.
Performance Metrics: Meet or exceed sales goals and performance targets set by the company. Maintain accurate records of loan origination activities and provide regular reports to management.
Professional Development: Stay informed about industry trends, changes in lending practices, and new mortgage loan programs. Continuously enhance knowledge and skills through training, workshops, and professional development opportunities.
As a Mortgage Loan Originator Specialist, you will play a crucial role in helping borrowers secure financing for their real estate transactions. Your expertise in mortgage lending, client management, and adherence to regulatory requirements will contribute to the overall success of Maharaja Enterprises' mortgage loan origination business.
Experience:
- Experience as a Mortgage Loan Originator or similar role
- Strong knowledge of mortgage products, including conventional loans, FHA loans, VA loans, and jumbo loans
- Familiarity with escrow processes and procedures
- Excellent math skills for calculating loan amounts, interest rates, and monthly payments
- Proficient in using 10-key typing for accurate data entry
- Ability to read and interpret complex financial documents, such as tax returns and bank statements
- Strong communication skills to effectively explain loan options and requirements to borrowers
- Detail-oriented with the ability to review contracts and identify potential issues or discrepancies
Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide!
However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication.
But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application
We are looking forward to reading your application.
Job Types: Full-time, Part-time, Temporary, Internship
Pay: Commission
Benefits:
Employee assistance program
Employee discount
Flexible schedule
Professional development assistance
Work from home
Experience level:
No experience needed
Schedule:
Choose your own hours
Monday to Friday
Weekend availability
Experience:
work (Preferred)
Work Location: Remote
Note: This job description is intended to provide a general overview of the position. Duties and responsibilities may vary depending on the specific needs of the company.
Job Types: Contract, Part-time, Full-time
Benefits:
Flexible schedule
Professional development assistance
Schedule:
10 hour shift
12 hour shift
4 hour shift
8 hour shift
Choose your own hours
Day shift
Monday to Friday
Night shift
Supplemental pay types:
Commission pay
Experience:
Sales (Preferred)
Loan origination (Preferred)
Fair Housing regulations (Preferred)
Work Location: Remote
Job City
Dallas,GA.
State
Georgia
Country USA Job Name Loan Specialist
$28k-54k yearly est. 60d+ ago
Client Relationship Specialist
BMO Harris Bank 4.1
Green Bay, WI jobs
Application Deadline:
03/30/2026
Address:
310 W Walnut Street
Job Family Group:
Wealth Sales & Service
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.
Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external sources (through marketing initiatives).
Expands the business growth potential of the team through telemarketing and outbound calls.
Coordinates marketing activities and sales material to support client / prospect conversations.
Provides knowledge detailed information about products and services offered.
Determines appropriate communication/service regarding all aspects of investing.
Independently resolves client complaints in a timely and effective manner; escalates as required.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Analyzes data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Maintain the schedule / calendar to coordinate customer meetings and office coverage.
Meets high-quality service standards to maximize relationship retention and growth.
Develops rapport and instills confidence with the client to develop credibility and earn their trust.
Organizes work information to ensure accuracy and completeness.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Advanced knowledge of investment process and procedures.
Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
Relevant investment industry licensing for the designated jurisdiction / portfolio.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $65,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-65k yearly Auto-Apply 5d ago
Universal Banker I - Part Time
United Community Bank 4.5
Cashiers, NC jobs
United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals.
What You'll Do
• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
• Educate customers on options for managing transactions using technology and all other tools and resources available.
• Apply product and service knowledge to effectively solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.
Requirements For Success
Required Skills/Experience/Education:
• 1+ years of previous banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.
Conditions of Employment
• Must be able to pass a background & credit check
• This is a part-time, non-remote position
FLSA Status: Non-exempt
Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
$32.1k-45.2k yearly Auto-Apply 35d ago
Supervisor, Customer Retention (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team!
In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts.
This is a remote/work-from-home position.
What You Will Do:
* Routinely monitor and assign tasks received in Back Office.
* Monitor KPI targets for processing within an acceptable time and accuracy expectation.
* Ensure audit targets are met and quality feedback is provided.
* Assisting Agents with escalation and reinstatement questions.
* Partner with the field to ensure all questions and concerns are handled timely.
* Complete reporting for all Reinstatement Initiatives.
* Provide Management with status updates or trends.
* Assisting in all positions as needed.
* Review and approve refunds processed by Reinstatement Clerks.
* Manage a team of clerks with varying skill level.
* Review/approve/edit timesheets through Kronos.
* Oversee the overall work product of the group to ensure accuracy.
* Hire new staff as necessary.
* Facilitate corrective actions and employee improvement plans as necessary.
* Responsible for ensuring department goals are met.
What You Can Bring:
* High School Equivalent.
* Associate degree and/or equivalent work experience.
* 3 years of previous supervisory experience required.
* Insurance experience preferred.
* Ability to work independently and meet deadlines.
* Ability to manage remote employees.
* Requires leadership and people skills.
* Strong organizational and time management skills.
* Ability to handle multiple projects at once.
* Organizational skills and attention to detail.
* Excellent verbal communication skills and ability to interact professionally with a diverse group.
* Excellent MS Office skills required (Word, Excel, and Access a plus).
* Ability to run basic SQL queries.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$33k-37k yearly est. 14d ago
Accounting Internship- Summer 2027
Wipfli LLP 4.3
Green Bay, WI jobs
At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Responsibilities
Responsibilities:
Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as:
* Respond to client and firm associate requests in a timely, accurate, positive and professional manner
* Respond to inquiries from client and work with client to gather necessary information for completion of required documents
* Use data analysis skills to discover useful information and patterns to provide support in recommendations
* Proactively identify improvement opportunities in processes to enhance efficiency
Audit Specific:
* Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders
* Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner
* Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs
* Develop technical competency with GAAP, especially related to assigned product line
What You will Gain
* Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm
* Develop experience and skills to become a trusted business advisor for clients and associates
* Gain hands-on experience in tax and/or audit work, and related software applications
* Work as an individual contributor and as part of a team to support client engagements
* Gain exposure to a variety of clients and industries ranging from small businesses to large corporations
* Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner
Knowledge, Skills and Abilities
Qualifications:
* Pursuing a Bachelors or Master's degree in Accounting (completion of corporate or individual taxation class is required)
* Above average competency in accounting as demonstrated by college GPA; Minimum 3.2 GPA
* Working towards eligibility to sit for CPA exam upon graduation
* Preferred coursework in Data Analytics or Big Data
* Ability to think independently and make good decisions based on education and experience
* Good communication and interpersonal skills to effectively communicate with clients and staff
* Ability to prioritize work, follow through on requests, take initiative and meet deadlines
* Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).
Additional Details
Additional Details:
This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
$29k-35k yearly est. Auto-Apply 4d ago
Associate Banker
BMO Harris Bank 4.1
Merrill, WI jobs
Application Deadline:
01/29/2026
Address:
900 E Main Street
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50k yearly Auto-Apply 36d ago
Customer Retention Representative (Part-time AM Shift Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-time AM Customer Retention Representative? Globe Life is looking for a Part-time AM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team.
Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote/work-from-home position.
What You Will Do:
Answer questions regarding coverage, premium, and other policy information.
Compose business letters, communicating effectively through written and verbal communication.
Work independently and making judgment decisions is required.
Make outbound calls to existing policyholders to collect delinquent premium payments.
Resell the benefits of our policies and provide excellent customer service.
Record policyholder information for reporting and transactional purposes.
Extensive telephone contact and appropriate telephone skills are required.
Maintain discretion and tact when providing service to customers.
Additional production incentive pays after the training period.
Bilingual (Spanish) hourly pay differential.
What You Can Bring:
High school diploma or equivalent is required.
Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
A minimum typing speed of 30 wpm is required.
Experience in a call center environment is preferred.
Some insurance and/or sales experience is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$60k-114k yearly est. Auto-Apply 19d ago
Video Teller-PartTime
Premier Community Bank 3.2
Pulaski, WI jobs
Job Description
Bring Your Customer Service Experience to a Role That Connects Communities-Remotely!
If you're tech-savvy, enjoy connecting with people, and want to be part of a team that puts community at the center of everything we do, this position brings the best of both worlds, community-focused banking and the ability to work from home after training. Premier Community Bank is continuing to build its Video Customer Service Representative role, offering a unique opportunity to work remotely part-time after completing in-person training at one of our branch locations in Pulaski, Winneconne, Waupaca, or Marion.
While this role offers the convenience of working from home after training, it is designed to serve our local communities. To set you up for success, we provide hands-on training during regular business hours at one of our branch locations before you transition to the part-time remote schedule. Remote work is intended to be performed from a dedicated home office that supports confidentiality and productivity. In this role, you'll be the friendly face behind our Interactive Teller Machines (ITMs), helping customers with everyday transactions and building meaningful relationships through live video.
This position is scheduled weekdays from 3:00 PM to 6:00 PM, and Saturdays from 9:00 AM to 1:00 PM.
What You'll Do:
Perform operational teller activities.
Process all customers' transactions efficiently and accurately that come through the ITM area including but not limited to deposits, withdrawals, check cashing, account transfers, and processing loan payments. Ensure the amounts get credited to the proper account and receipts are given to the customer.
Utilize and understand the Bank's on-line operating systems and website to facilitate customer's transactions.
Be informed and knowledgeable on all Bank products and services in order to promote and advise the customer which products would best suit their needs.
Provide exceptional customer service in a professional, courteous, efficient manner through prompt handling of customers' requests.
Skills for Success:
Requires a high school diploma or equivalent.
Prior experience in financial industry or customer service professional preferred.
Excellent ability to communicate effectively via virtual technologies.
Ability to work independently, handle multiple priorities, and exercise good judgment in decision making.
What Makes Premier Community Bank Premier?
Join our team of employees who pride themselves on listening to our customer's needs and portraying a willingness to fulfill those needs. Grow in an environment where our employees respect the communities they serve, their customers and their co-workers.
Our goal is to provide an amazing, quality experience for our customers. We constantly strive to do the right thing. We appreciate and encourage new ideas from each other and our customers to become the bank of choice. We invite you to apply today and become a member of our staff where we help each other and work as a team to deliver quality service.
We encourage you to take the next step in your career by applying today!
Benefits that are available include: Competitive compensation, paid personal time off, paid holidays, health, dental and vision insurance, life and long-term disability insurance, 401(k) with match, ESOP (Employee Stock Ownership Plan), bonus program, continuing education reimbursement, flexible spending account plans, voluntary AFLAC insurance policies, Employee Assistance Program and 529 college savings plan.
$31k-36k yearly est. 10d ago
Supervisor, Customer Retention (Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team!
In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts.
This is a remote/work-from-home position.
What You Will Do:
Routinely monitor and assign tasks received in Back Office.
Monitor KPI targets for processing within an acceptable time and accuracy expectation.
Ensure audit targets are met and quality feedback is provided.
Assisting Agents with escalation and reinstatement questions.
Partner with the field to ensure all questions and concerns are handled timely.
Complete reporting for all Reinstatement Initiatives.
Provide Management with status updates or trends.
Assisting in all positions as needed.
Review and approve refunds processed by Reinstatement Clerks.
Manage a team of clerks with varying skill level.
Review/approve/edit timesheets through Kronos.
Oversee the overall work product of the group to ensure accuracy.
Hire new staff as necessary.
Facilitate corrective actions and employee improvement plans as necessary.
Responsible for ensuring department goals are met.
What You Can Bring:
High School Equivalent.
Associate degree and/or equivalent work experience.
3 years of previous supervisory experience required.
Insurance experience preferred.
Ability to work independently and meet deadlines.
Ability to manage remote employees.
Requires leadership and people skills.
Strong organizational and time management skills.
Ability to handle multiple projects at once.
Organizational skills and attention to detail.
Excellent verbal communication skills and ability to interact professionally with a diverse group.
Excellent MS Office skills required (Word, Excel, and Access a plus).
Ability to run basic SQL queries.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$31k-36k yearly est. Auto-Apply 14d ago
Universal Banker I - Part Time
United Community Bank 4.5
Oakland Park, FL jobs
United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals.
What You'll Do
• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
• Educate customers on options for managing transactions using technology and all other tools and resources available.
• Apply product and service knowledge to effectively solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.
Requirements For Success
Required Skills/Experience/Education:
• 1+ years of previous banking, cash handling, or retail experience.
• Demonstrated analytical, accuracy, and problem-solving skills.
• Strong verbal and written interpersonal communication skills.
Conditions of Employment
• Must be able to pass a background & credit check
• This is a part-time, non-remote position
FLSA Status: Non-exempt
Pay Range USD $32,146.00 - USD $45,185.00 /Yr.
$32.1k-45.2k yearly Auto-Apply 6d ago
Video Teller - PartTime Pulaski
Premier Community Bank 3.2
Pulaski, WI jobs
Bring Your Customer Service Experience to a Role That Connects Communities-Remotely!
If you're tech-savvy, enjoy connecting with people, and want to be part of a team that puts community at the center of everything we do, this position brings the best of both worlds, community-focused banking and the ability to work from home after training. Premier Community Bank is continuing to build its Video Customer Service Representative role, offering a unique opportunity to work remotely part-time after completing in-person training at one of our branch locations in Pulaski, Winneconne, Waupaca, or Marion.
While this role offers the convenience of working from home after training, it is designed to serve our local communities. To set you up for success, we provide hands-on training during regular business hours at one of our branch locations before you transition to the part-time remote schedule. Remote work is intended to be performed from a dedicated home office that supports confidentiality and productivity. In this role, you'll be the friendly face behind our Interactive Teller Machines (ITMs), helping customers with everyday transactions and building meaningful relationships through live video.
This position is scheduled weekdays from 3:00 PM to 6:00 PM, and Saturdays from 9:00 AM to 1:00 PM.
What You'll Do:
Perform operational teller activities.
Process all customers' transactions efficiently and accurately that come through the ITM area including but not limited to deposits, withdrawals, check cashing, account transfers, and processing loan payments. Ensure the amounts get credited to the proper account and receipts are given to the customer.
Utilize and understand the Bank's on-line operating systems and website to facilitate customer's transactions.
Be informed and knowledgeable on all Bank products and services in order to promote and advise the customer which products would best suit their needs.
Provide exceptional customer service in a professional, courteous, efficient manner through prompt handling of customers' requests.
Skills for Success:
Requires a high school diploma or equivalent.
Prior experience in financial industry or customer service professional preferred.
Excellent ability to communicate effectively via virtual technologies.
Ability to work independently, handle multiple priorities, and exercise good judgment in decision making.
What Makes Premier Community Bank Premier?
Join our team of employees who pride themselves on listening to our customer's needs and portraying a willingness to fulfill those needs. Grow in an environment where our employees respect the communities they serve, their customers and their co-workers.
Our goal is to provide an amazing, quality experience for our customers. We constantly strive to do the right thing. We appreciate and encourage new ideas from each other and our customers to become the bank of choice. We invite you to apply today and become a member of our staff where we help each other and work as a team to deliver quality service.
We encourage you to take the next step in your career by applying today!
Benefits that are available include: Competitive compensation, paid personal time off, paid holidays, health, dental and vision insurance, life and long-term disability insurance, 401(k) with match, ESOP (Employee Stock Ownership Plan), bonus program, continuing education reimbursement, flexible spending account plans, voluntary AFLAC insurance policies, Employee Assistance Program and 529 college savings plan.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
$62k-109k yearly est. 60d+ ago
Universal Banker I - Part Time
United Community Bank 4.5
Oakland Park, FL jobs
United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial wellness. In this role, you will assist with everyday transactions and engage in needs-based conversations to identify solutions tailored to each customer. You'll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure compliance with regulations. This position offers the opportunity to make a meaningful impact by helping customers achieve their financial goals.
What You'll Do
* Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.• Maintain a comprehensive understanding of retail banking products and services.• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.• Educate customers on options for managing transactions using technology and all other tools and resources available.• Apply product and service knowledge to effectively solve customer problems.• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.• Ensure adherence to banking regulations and internal policies.
Requirements For Success
Required Skills/Experience/Education: • 1+ years of previous banking, cash handling, or retail experience.• Demonstrated analytical, accuracy, and problem-solving skills.• Strong verbal and written interpersonal communication skills.
Conditions of Employment
* Must be able to pass a background & credit check• This is a part-time, non-remote position FLSA Status: Non-exempt
Pay Range
USD $32,146.00 - USD $45,185.00 /Yr.