financial representative

Northwestern Mutual

<p><b>Job Description</b></p><p>An established Northwestern Mutual Financial Advisor is looking for a highly organized, motivated, and relationship-driven Associate Financial Representative (AFR) to support daily operations and client service. This role is ideal for an entry-level candidate or someone with 1&ndash;2 years of experience in finance, administrative support, or client service that thrives in a structured, fast-moving environment, enjoys building efficient systems, and values playing a key support role in financial planning and client relationships. On-site is preferred, with potential for partial remote flexibility as proficiency grows.</p><p>Ideal Start Date: April 2026 (flexible for the right candidate)</p><p><b>Why Northwestern Mutual &amp; Why This Career Matters</b>:</p><p>Northwestern Mutual is a nationally recognized leader in financial planning, known for its long-term stability and client-first approach. Working within an advisor&rsquo;s practice means being part of the team that helps individuals and families feel more secure about their financial future. As the AFR, the work you do behind the scenes preparing for meetings, organizing financial plans, coordinating with planning teams, and supporting client needs -directly impacts the advisor&rsquo;s ability to provide meaningful guidance. You become an essential part of the client experience and the overall success of the practice.</p><p><b>Responsibilities</b>:</p><p><b>Client &amp; Advisor Support (60%)</b></p><ul><li>Conduct high volume outbound calls to prospective clients</li><li>Reconnect with existing clients to schedule follow up appointments</li><li>Prepare client meeting materials, summaries, and reports</li><li>Assist with gathering and organizing client data for appointments</li></ul><p><b>Operational &amp; Planning Coordination (30%)</b></p><ul><li>Work directly with internal financial planning teams to support plan updates, case prep, and data organization</li><li>Maintain CRM accuracy, service requests, and compliance documentation</li><li>Track follow-ups, pipeline movement, deadlines, and outstanding requirements</li><li>Help build structure and streamline office processes</li></ul><p><b>New Business &amp; Underwriting (10%)</b></p><ul><li>Submit new business applications (life, disability, and planning cases)</li><li>Communicate with underwriting, monitor case progress, and manage requirements</li><li>Document case notes, updates, and client interactions in real time</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li>Prior administrative, operations, or client-service experience (financial services a plus)</li><li>Strong verbal and written communication skills</li><li>Highly organized with excellent attention to detail</li><li>Proactive mindset with the ability to anticipate needs and manage multiple priorities</li><li>Tech-savvy: familiar with CRM systems, Microsoft Office, and scheduling tools</li><li>Athletic backgrounds a plus (discipline, competitiveness, strong work ethic)</li></ul><p><b>Licensing</b></p><ul><li>NYS Life &amp; Health license preferred--Must obtain within 6 months of hire if not currently licensed (support is provided)</li><li>We fully sponsor all licensing exams, including the New York State Life, Accident &amp; Health (LAH), SIE, Series 6/7, and Series 63</li></ul><p><b>Compensation</b></p><ul><li>$50,000&ndash;$60,000 salary, depending on experience</li></ul><p><b>Job Type: Full-time </b></p><p><b>Work Location: In-person (financial district, 10004)</b></p><p>Pay: $50,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Associate Financial Representative

Bates County Memorial Hospital

<div><p>This opening is for a 40 per week day shift position.
</p><p>The Patient Accounts Financial Representative is responsible for screening patients for payment resources and counseling patients on their personal financial responsibilities and making them aware of resources that may be available to assist them. They will give assistance in the application of those resources. The Patient Accounts Financial Representative will also be responsible for answering patient calls, walk-ins, and correspondence related to patient billing, while using proper customer service protocol. To resolve a patient billing issue, it may be necessary to make outbound calls to an Insurance company, Attorney, Doctor, Department Directors, etc. You will be required to ask patients to pay their bill or set up a payment plan. Your role is to improve cash flow and reduce bad debt receivables while providing good customer service.</p><br>
<p></p>
<p><b>
Experience and Education:</b></p>
<ul><li>
Knowledge of the Microsoft office suite</li><li>
Knowledge of standard office equipment (copier, fax machine)</li><li>
Ability to type and use a 10 key</li></ul>
<p><b>
Minimum:
</b></p><ul><li>Experience in clerical or customer service
</li></ul><p><b>Knowledge/Skills/Required Abilities</b></p>
<ul><li>
Personal technology device to download DUO application to enable access to hospital email by multi-factor authentication.</li><li>
Displays good organizational skills and utilizes time wisely.</li><li>
Maintains a neat and orderly work environment.
</li><li>Completes assigned tasks in a timely manner and seeks additional work upon completion of assignments.</li><li>
Displays attention to detail and accuracy of tasks</li><li>
Demonstrates good communication skills and empathy</li><li>
Willingly shares information and resources with co-workers.
</li><li>Takes the time to explain and exchange information with customers.</li><li>
Maintains composure under stress and continues to work effectively.</li><li>
Discusses personal, patient, and staff-related issues in a confidential manner and in the appropriate location and follows Hospital policy concerning Confidentiality.</li><li>
PC skills &ndash; demonstrates proficiency in Microsoft Office applications and others as required</li><li>
Treats customers in an ethical manner, respects the dignity and individuality of customers. Demonstrates commitment to customers by putting their well-being before personal, financial, or procedural concerns.</li><li>
Work independently.</li></ul></div>

Patient Accounts Financial Representative

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><div><div><p><b>
Financial Representative</b></p><p>
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><p><b>
The Expertise We&rsquo;re Looking For</b></p><ul><li>
Customer service, phone, or financial services experience will prepare you for this role</li><li>
Banking, insurance, or financial experience is an excellent addition to your experience</li><li>
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>
Degree and/or other professional certifications are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><p><b>
The Purpose of Your Role</b></p><p>
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><p><b>
The Skills You Bring</b></p><ul><li>
Superb interpersonal skills and passion to engage with clients</li><li>
An aptitude to assess client needs and identify opportunities</li><li>
Remarkable attention to detail and ability to prioritize</li><li>
Organizational skills to manage multiple tasks</li><li>
Being coachable, collaborative, and curious are your &quot;go to&quot; attributes</li></ul><p>
Note: Fidelity is not providing immigration sponsorship for this position</p><p><b>
Our Investments in You</b></p><p><b>
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our</b><b> benefit programs</b><b> are designed to help you and your family strike the right balance.</b><b> We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</b></p><p><b>
The Value You Deliver</b></p><ul><li>
A key member of the team, you are offering support to Fidelity&rsquo;s most valuable clients daily</li><li>
By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>
Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul></div></div><div></div>
The base salary range for this position is $45,000 - $70,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.<br>
</p><p><br>
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Customer Service</div>

Financial Representative - Lakewood, CO

<div><div><div><b>Benefits:</b></div>
<ul><li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div><b>Join the Winning Team at Northwestern Mutual - Central Illinois!</b><br>
</div><div><b>At Northwestern Mutual &ndash; Central Illinois, we are guided by the core values of Courage, Passion, and Growth</b>. These principles shape everything we do&mdash;from how we support our clients to how we build our team. Our culture strikes the balance between professionalism and approachability, creating a collaborative and supportive environment where new Financial Representatives are set up to succeed. During your first year, you&rsquo;ll benefit from joint work opportunities, hands-on mentoring, and personalized coaching from seasoned advisors who are truly invested in your development. We believe that growth happens best with accountability, encouragement, and the freedom to learn alongside a strong team.<br>
</div><div>Our commitment to impact extends beyond financial services. We take pride in giving back to our community through support of local organizations such as HSHS St. John&rsquo;s Children&rsquo;s Hospital, Contact Ministries, the James Project, and Alex&rsquo;s Lemonade Stand. If you're looking for a career where you can make a difference&mdash;both in your clients&rsquo; lives and in your community&mdash;while building a business with unlimited potential, we&rsquo;d love to talk with you.<br>
</div><div><b>Our thriving offices are located:</b></div>
<ul><li>Lincoln office: 2201 Woodlawn Road Lincoln IL 62656</li>
<li>Pittsfield office: 311 W Washington Street Pittsfield IL 62363</li>
<li>Jacksonville office: 606 E State Street Jacksonville IL 62650</li>
<li>Springfield Office: 2921 Greenbriar Drive, Suite A, Springfield IL 62704</li>
</ul><div>Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw<br>
</div><div><b>A Glance at Northwestern Mutual (NM):</b></div>
<div>Northwestern Mutual is a FORTUNE 500&reg; company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners&mdash;not Wall Street. We began in Wisconsin in 1857, and today we&rsquo;re one of America&rsquo;s top companies - as was recognized by FORTUNE &reg; as one of the &ldquo;World&rsquo;s Most Admired&rdquo; life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.</div>
<div>
</div><div><b>Meet Some of Our Local Leaders, the Heartbeat of Our Business:</b></div><div><br>
</div>
<div><b>D. Patrick Scheina, CLU &ndash; Managing Director and Wealth Management Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 22 years</li>
<li><b>Previous Experience:</b> Worked as a Loss Prevention Safety Consultant with an insurance company before joining Northwestern Mutual. He graduated from Illinois State University with a Bachelor of Science.</li>
<li><b>Outside Interests:</b> Patrick, his wife, and daughter enjoy spending time with family and friends, traveling, water recreation, and cooking. They are members of St. Peter&rsquo;s Catholic Church, and Patrick also serves on the Sangamon County CEO Board.</li>
</ul><div><b>Eli Cook &ndash; Growth and Development Director:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 11 years</li>
<li><b>Previous Experience:</b> Began his career with Northwestern Mutual as a College Financial Representative in 2014 and has grown within the organization ever since.</li>
<li><b>Outside Interests:</b> Eli and his wife have been married since 2019 and have a cocker spaniel named Colby Jack. In his spare time, Eli enjoys hunting.</li>
</ul><div><b>Brent Shunk &ndash; Private Wealth Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> 38 years</li>
<li><b>Previous Experience:</b> Brent has spent his entire career with Northwestern Mutual.</li>
<li><b>Outside Interests:</b> Brent and his wife love spending time with their grandkids in Illinois and Florida. They stay active with boating, hiking, travel, playing cards, dancing, attending Bible study, and enjoying their weekly date night.</li>
</ul><div><b>Austin Shunk &ndash; Private Wealth Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual: </b>13 years</li>
<li><b>Previous Experience:</b> Austin has built his entire professional career with Northwestern Mutual.</li>
<li><b>Outside Interests:</b> Austin enjoys spending time with his family, studying maps and the Bible, watching basketball, and playing chess. He also stays active by swimming, biking, and hiking.</li>
</ul><div><b>Sheila Davidsmeyer &ndash; Financial Advisor:</b></div>
<ul><li><b>Time with Northwestern Mutual:</b> Over 27 years</li>
<li><b>Previous Experience:</b> Sheila began her career at Northwestern Mutual in 1998 as an Associate Financial Representative and became a Financial Advisor in 2013. She holds a B.A. in Business Administration with a focus on Marketing from Olivet Nazarene University.</li>
<li><b>Outside Interests:</b> Sheila loves spending time with her kids and is an enthusiastic supporter of local sports in Pittsfield, IL.</li>
</ul><div><b>About the Financial Representative Role:</b></div>
<div>As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.</div><div><br>
</div>
<div><b>Key Responsibilities:</b></div>
<ul><li>Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.</li>
<li>Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.</li>
<li>Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.</li>
<li>Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.</li>
<li>Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.</li>
</ul><div><b>Qualifications:</b></div>
<ul><li>Education: A bachelor's degree is preferred.</li>
<li>Experience: Previous experience in financial services, insurance or business development is beneficial but not required.</li>
<li>Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.</li>
<li>Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).</li>
</ul><div><b>Benefits:</b></div>
<ul><li>Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.</li>
<li>Income Potential: Competitive compensation structure including performance incentives, with no ceiling.</li>
<li>Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.</li>
<li>Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.</li>
<li>Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.</li></ul><div><br>
<br>
<br>
</div><div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Patrick Scheina is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.</div>
</div>
<p>Flexible work from home options available.</p></div>

Financial Representative Entry Level

Cincinnati Children's Hospital

JOB RESPONSIBILITIES
<br><br>
Billing - Compile and prepare patient charges. Prepare invoices billings, UB-04 and 1500 claim forms to be sent to 3rd party payers for payment indicating individual line items for services and total costs. Review charges. Obtain and evaluate family, third party payers and agency resources for payment of charges. Managing patient billing and ensure procedures are billed according to contracts, transmit or mail all paper and claims, and review correspondence and follow up as needed.
<br><br>
Systems Support - Maintain and update departmental system, including templates, and payer and physician information.
<br><br>
Collaboration - Act as a preceptor for new employees. Perform specialty services functions. Act as a resource within the department/division. Provide instruction for performing non-routine functions. Serve as a liaison between Physicians Billing Service, Admitting, Outpatient Surgery, Outpatient Department, Patent Financial Services and other Cincinnati Children's departments.
<br><br>
Financial Support - Obtain and evaluate family, third party payers and agency resources for payment of charges. Counsel patient on third party coverage and present financial aspects. Determine eligibility for State Medicaid, Social Security and other outside funding. Complete necessary paperwork for eligible patients, including medical and financial applications. Coordinate inpatient and outpatient admissions. Coordinate information with the inpatient and outpatient charge systems. Input charges and relative information. Manage accounts receivable data and collection information, ensure timeliness and accuracy. Research third party payers and community physician charges in order to maintain usual and customary as will as competitive charges. Check and update charge master. Conduct utilization review for the division from insurance companies and working in conjunction with Cincinnati Children's Utilization Review department. Process, post, and balance payments to accounts timely, accurately, and in the correct period.
<br><br>
Quality - Provide Quality Assurance reports for the division.
<br><br>
JOB QUALIFICATIONS
<br><br>
High school diploma or equivalent
<br><br>
2+ years of work experience in a related job discipline
<br><br>
Primary Location Remote
<br><br>
Schedule Full time
<br><br>
Shift Day (United States of America)
<br><br>
Department Customer Service
<br><br>
Employee Status Regular
<br><br>
FTE 1
<br><br>
Weekly Hours 40
<br><br>
<ul>
<li>Expected Starting Pay Range *Annualized pay may vary based on FTE status $18.16 - $22.25</li>
</ul>
About Us
<br><br>
<b>At Cincinnati Children’s, we come to work with one goal:</b> to make children’s health better. We believe in a holistic team approach, both in caring for patients and their families, and in advancing science and discovery. We strive to do better and find energy and inspiration in our shared purpose. If you want to be the best you can be, you can do it at Cincinnati Children’s.
<br><br>
<b>Cincinnati Children's is:</b><br>
Recognized by U.S. News & World Report as a top 10 best Children's Hospitals in the nation for more than 15 years
<br><br>
Consistently among the top 3 Children's Hospitals for National Institutes of Health (NIH) Funding
<br><br>
Recognized as one of America’s Best Large Employers (2025) , America’s Best Employers for New Grads (2025)
<br><br>
One of the nation's America’s Most Innovative Companies as noted by Fortune
<br><br>
Consistently certified as great place to work
<br><br>
A Leading Disability Employer as noted by the National Organization on Disability
<br><br>
Magnet® designated for the fourth consecutive time by the American Nurses Credentialing Center (ANCC)
<br><br>
 We Embrace Innovation—Together. We believe in empowering our teams with the tools that help us work smarter and care better. That’s why we support the responsible use of artificial intelligence. By encouraging innovation, we’re creating space for new ideas, better outcomes, and a stronger future—for all of us.
<br><br>
Comprehensive job description provided upon request.
<br><br>
Cincinnati Children’s is proud to be an Equal Opportunity Employer committed to creating an environment of dignity and respect for all our employees, patients, and families. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, genetic information, national origin, sexual orientation, gender identity, disability or protected veteran status. EEO/Veteran/Disability

Financial Representative II - Customer Service

World Finance

<div>World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek&rsquo;s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We&rsquo;re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you&rsquo;re the face of World Finance &ndash; empathizing, empowering, and engaging with our customers.<p></p><p>
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.</p><p></p><p><b>
Hourly Pay: $15</b></p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li>
Guide customers toward upward credit mobility through good financial choices.</li><li>
Provide top-tier customer service, assisting customers with questions, concerns, and products.</li><li>
Process and prepare loan applications.</li><li>
Take and process payments.</li><li>
Prepare loan documents and execute loan closing on current renewal loans.</li><li>
Balance assigned cash drawer daily.</li><li>
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.</li><li>
Maintain strong customer relationships and build community within your branch.</li><li>
Other duties include but are not limited to:<ul><li>
Call approved and unmade applications to close loans daily.</li><li>
Help build tax clientele and provide tax services.</li><li>
Send complete and accurate credit denial letters within 30 days from the date of application.</li><li>
Pay branch expenses as instructed by Branch Manager.</li></ul></li></ul><p></p><p><b>
Experience (and Requirements) that will WOW us!</b></p><ul><li>
Must be able to demonstrate self-confidence and organizational skills.</li><li>
A history of choosing kindness, showing compassion, and helping others.</li><li>
The willingness to seek quality-driven solutions and embrace new ideas.</li><li>
Absolute team player &ndash; pitching in when needed and accepting help, too.</li><li>
To perform this job successfully, an employee must have basic computer skills.</li><li>
A valid driver&rsquo;s license &amp; access to a dependable vehicle.</li><li><h3 class="jobSectionHeader"><b>
Must possess a valid driver&rsquo;s license &amp; reliable transportation to</b><b> </b><b>independently transport bank deposits and fulfill other required job responsibilities.</b></h3></li></ul><p></p><p><b>
Why World?</b></p><ul><li>
We hire from within: we want to see you grow and climb in this company.<ul><li>
Each year, we promote 80% of Financial Services Reps to management.</li><li>
75% of World&rsquo;s Operations Executives moved up from a similar role.</li></ul></li><li>
We pay you to give back: employees get paid volunteer hours each year.</li><li>
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.</li><li>
Paid holidays, vacation time, and a 401(k) plan (including company match).</li><li>
Be part of a team with clear values, strong community, and a sense of belonging.</li><li>
We&rsquo;ll get you home for dinner: your life outside of work is priority #1</li><li>
You&rsquo;ll make a positive impact on the lives of the customers you serve.</li></ul><p></p><p><b>
Who is World?</b></p><p>
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually &ndash; turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.</p><p></p><p><b>
Physical Demands and Working Conditions:</b></p><ul><li>Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.</li><li>Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).</li><li>Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.</li><li>Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.</li><li>Occasional local travel; may include extended hours, evenings, or weekends.</li><li>Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.</li><li>Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.</li><li>Regular, reliable attendance and punctuality are essential.</li></ul><p></p><p><b><br>
Disclaimers:</b><br>
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.</p><p></p><p><br>
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.</p><p></p><p>
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.</p></div>

Financial Services Representative

Gesa Credit Union

<div><h1 class="jobSectionHeader"><b>Take a leap and join our team!</b></h1><p>
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members&rsquo; individual stories and unique experiences are our most valuable asset. But it&rsquo;s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.</p><p>
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
</p><p><b>Get to know us: </b>About - Gesa Credit Union</p><p>
</p><h1 class="jobSectionHeader"><b>Role Summary:</b></h1><p>
The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
</p><p></p><h1 class="jobSectionHeader"><b>What You Will Be Doing:
</b></h1><ul><li>Provide exceptional member service to all whom we serve</li><li>
Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.</li><li>
Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures</li><li>
Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate</li><li>
Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships</li><li>
Ensure branch equipment is always working properly and escalates non-repairable issues to leadership</li><li>
Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
</li><li>Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.</li><li>
Mentor and help train new PFRs and MSAs</li><li>
Proficient at understanding and completing branch audits and certifications
</li><li>Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader
</li><li>Fluidly transition between tasks as an MSA, Sr. MSA, or PFR</li><li>
Assist non-members with establishing membership</li><li>
Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans</li><li>
Discusses IRAs and HSAs with members and non-members and meets predetermined goals</li><li>
Process international and domestic wire requests</li><li>
Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies</li><li>
Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits
</li><li>Opens consumer deposit accounts and consumer account maintenance
</li><li>Able to place cash orders, supply orders, balance vault cash, and maintain ATMs</li><li>
Review and process overrides/approvals within authority while minimizing risk</li><li>
Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports</li><li>
Perform transactions and service requests on member accounts in an accurate and timely manner</li><li>
Accurately follow all cash handling procedures and balance cash drawer at the end of every shift</li><li>
Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act</li><li>
Assist members with Digital Banking enrollment, navigation, resets, and maintenance
</li><li>Assist members with complex and sensitive fraud disputes</li></ul><p>
</p><h1 class="jobSectionHeader"><b>About You:</b></h1><ul><li>
Professional written and verbal communication</li><li>
Make sound decisions that minimizes risk in a timely manner
</li><li>Ability to ask open-end and clarifying questions to understand member needs and deepen relationships</li><li>
Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership
</li><li>Respect and support all areas of diversity in the workplace and our membership</li><li>
Complete assigned training programs in timely and accurate manner
</li><li>Participate in and support a team environment
</li><li>Meet or exceed established service levels, job performance, and organizational goals</li><li>
Constantly adapt to changing priorities with a positive attitude</li><li>
Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.</li><li>
Exercises the utmost discretion and sensitivity when assisting with member transactions.
</li></ul><h1 class="jobSectionHeader"><b>What You Will Need:</b></h1><ul><li><b>
Education:</b> High School Degree or equivalent required
</li><li><b>Experience:</b>
<ul><li>Lending and account opening experience required</li><li>
Sales/relationship building experience required</li><li>
Cash handling experience preferred</li><li>
At least one year of customer service experience preferred</li></ul></li><li>
Notary Public</li><li>
Demonstrate and support credit union values and service standards</li><li>
Attend and engage in community events on behalf of the credit union</li><li>
Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements
</li><li>Demonstrate a high level of personal integrity and ethics</li><li>
Report for work on time and maintain a schedule of regular attendance
</li><li>Some travel may be required
</li><li>Proficient with varying levels of technology</li></ul><p>
</p><h1 class="jobSectionHeader"><b>Our Team Member Value Proposition:</b></h1><p>
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:</p><ul><li>
Competitive Pay</li><li>
Medical, Dental, Vision, and Life Insurance
</li><li>20 days/year of Paid Time Off &ndash; Plus 10 Paid Holidays!</li><li>
401(k) Match</li><li>
Incentive Program</li><li>
Tuition Assistance and Student Loan Repayment</li><li>
Commuter Benefits</li><li>
Paid Time Off to Volunteer in the Community</li><li>
Product discounts</li><li>
Engaging Work Environment</li><li>
Rewards and Recognition Programs</li></ul><p>
</p><h1 class="jobSectionHeader"><b>Full Salary Range:</b></h1><div><div>
$19.84-$33.07</div></div><ul><li><i>While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!&quot;</i></li></ul><p>
</p><p>Get wise to what&rsquo;s possible with a career at Gesa. Join us!</p><p>
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.</p><p>
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.</p><p>
Selected candidate(s) must be able to pass a pre-employment credit/background check.</p><p>
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.</p><p>
Equal Employment Opportunity (gesa.com)</p></div>

Sr. Personal Financial Representative (Sr. Personal Banker)

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