financial service professional

Terac

<div>Share your expert perspective on intricate financial situations in a 40-minute interview to help shape future guidance and resources within the financial sector.<h2 class="jobSectionHeader">
Financial Services Research Opportunity</h2>
We are seeking professionals within the financial services industry to participate in an expert review. This research aims to gather valuable insights into how experienced individuals approach and interpret complex financial scenarios. Your candid feedback is crucial in helping us understand real-world considerations and improve future financial guidance and tools.During this 40-minute session, you will engage in a structured conversation about various hypothetical financial situations. Your unique professional perspective will help us gain a deeper understanding of the nuances involved in client financial management and strategic planning. This is an excellent opportunity to contribute your expertise and influence the development of resources for the broader financial community.Your participation is essential for refining our understanding of industry practices and challenges. We value your time and thoughtful contributions.<h2 class="jobSectionHeader">
Responsibilities:</h2><ul><li>
Engage in a 40-minute expert review session</li><li>
Discuss various complex financial scenarios and hypothetical situations</li><li>
Provide candid professional feedback and perspectives</li><li>
Share insights on approaches to client financial considerations</li></ul><h2 class="jobSectionHeader">
Requirements:</h2><ul><li>
Professionals with experience guiding clients through financial considerations</li><li>
Individuals who possess a deep understanding of complex financial situations</li><li>
Those eager to contribute their expertise to improve financial guidance resources</li><li>
People working within the financial services industry</li></ul><h2 class="jobSectionHeader">
Compensation:</h2>
USD 58.80-84.00 for the interview<h2 class="jobSectionHeader">
Ready to participate?</h2>
Start your paid interview now</div>

Financial Services Professionals: Share Your Insights

James Investment Group

Financial Service AssociateLocation: Iowa City, IASalary Range: $60,000 - $80,000 commensurate with experience*Moving bonus available for non-local applicantsAbout Us:We are a team of progressive financial service professionals dedicated to delivering an exceptional client experience and giving back to our community. We pride ourselves on fostering a team-centered culture where collaboration, accountability and authenticity are essential. As a small business, we offer a dynamic work environment where responsibilities can evolve, providing ample opportunities for learning, growth and professional development.Position Overview: The Financial Service Associate will be responsible for supporting the lead Financial Advisor in a financial services practice. They will assist with documenting client meetings, fulfilling service requests, and managing correspondence while promoting operational efficiency across the organization as a whole.This position is a client-facing, salary-based role with opportunities for growth and no sales requirements. Start date is negotiable.The ideal candidate will be detail-oriented with exceptional organization, time management and communication skills. Financial Service industry experience is desired but not required.Key Responsibilities:&middot; Support senior staff managing email correspondence and responding to client requests&middot; Assist with client meeting preparation, generating agendas and forms in advance&middot; Conduct independent research to verify paperwork requirements, processes and procedures with both internal and external stakeholders&middot; Arrive prepared and on-time to participate in scheduled client meetings each day&middot; Document client interactions in CRM software in a timely manner, identifying and assigning follow-up tasks as needed&middot; Provide exceptional hospitality and customer service to all clients and visitors&middot; Assist clients with scheduling, technology, document delivery and cash management&middot; Collaborate with team members on various projects to achieve collective goals&middot; Adapt to changing roles and responsibilities as needed in a small business environment&middot; Go above and beyond to ensure client satisfaction and office efficiency, always maintaining confidentiality and discretionIdeal Candidates: &middot; Are accountable, detail-oriented, organized, responsible, and reliable&middot; Possess excellent communication skills and are comfortable in a client-facing role&middot; Are genuinely interested in helping others and putting client needs first&middot; Take ownership of tasks and see them through from beginning to end&middot; Enjoy problem solving, anticipating obstacles and planning ahead&middot; Have a proven track record making positive contributions to team environmentsRequired Qualifications:&middot; High School Diploma or G.E.D. Certificate&middot; 3-5 years professional experience in any industry&middot; 1-3 years in the financial service industry a related field, such as:<ul><li>Retail Banking, Insurance, Loan Processing</li><li>Wealth Management, Financial Analysis, Relationship Management</li><li>Retirement Plan Services, Pension/Benefit Administration</li><li>Financial Reporting, Regulatory &amp; Compliance, Corporate Finance</li><li>Bookkeeping, Tax Preparation</li></ul>Desired but not Required:&middot; Post-Secondary education in a related field of study, such as:<ul><li>Finance, Economics, Accounting</li><li>Financial Decision-Making, Personal Finance, Investment or Wealth Management</li></ul>&middot; Certifications:<ul><li>SIE / Series 7</li><li>Series 66 (63/65)</li><li>Life, Health and Long-Term Care Insurance licenses</li><li>Certified Financial Planning (CFP) or Chartered Financial Consultant (ChFC) Certifications</li></ul>Why Join Us?&middot; Competitive salary and benefits package.&middot; Opportunities for professional growth and development.&middot; Collaborative and inclusive work environment.&middot; Dynamic responsibilities that provide variety and learning opportunities.Additional Information:&middot; This is a full-time, on-site position with remote work opportunities available to accommodate inclement weather or illness.&middot; COVID-19 vaccination is mandatory for this position, subject to accommodations for health or religious reasons.&middot; Background check, fingerprinting, and disclosure of personal financial history, including a credit check, are required by our home office/broker-dealer.&middot; Clean U-4 and U-5 history is required for individuals with financial service industry experience.Pay: $60,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Paid training</li><li>Parental leave</li><li>Professional development assistance</li><li>Relocation assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Experience:<ul><li>professional (any industry): 3 years (Required)</li><li>finance industry: 1 year (Preferred)</li></ul>License/Certification:<ul><li>Securities Industry Essentials (Preferred)</li><li>Series 7 (Preferred)</li><li>Series 66 (Preferred)</li><li>CFP (Preferred)</li><li>ChFC (Chartered Financial Consultant) (Preferred)</li></ul>Ability to Commute:<ul><li>Iowa City, IA 52245 (Required)</li></ul>Ability to Relocate:<ul><li>Iowa City, IA 52245: Relocate with an employer provided relocation package (Required)</li></ul>Work Location: In person

Financial Service Associate

Chief Financial Credit Union

<div>Collections Representative I
(Member Solutions / Customer Service) 
 $18&ndash;$22 per hour 
 Full-Time | Lending Department | Credit Union
Chief Financial Credit Union is seeking a compassionate and solution-focused Collections Representative I to join our team.
This role focuses on early-stage member outreach and support, helping members who are just beginning to fall behind on payments. Our approach to collections is centered on member service, education, and problem-solving &mdash; working with members to find solutions and prevent further financial hardship.
If you enjoy helping people, having meaningful conversations, and making a real impact, this is a great opportunity to start or grow your career in financial services.
What You&rsquo;ll Do
Contact members with accounts 11&ndash;29 days past due to assist with bringing loans current
Work with members to identify payment solutions and repayment options
Handle returned payments and checks, ensuring timely follow-up and resolution
Contact members experiencing first-payment defaults and help resolve issues early
Review accounts for loan maturity and payment accuracy
Maintain accurate records of all member interactions and account activity
Collaborate with internal departments to resolve account-related issues
Follow all credit union policies, procedures, and regulatory requirements
A Member-First Approach to Collections
At Chief Financial Credit Union, we take a service-driven approach to collections.
This role is not about high-pressure tactics &mdash; it&rsquo;s about:
Helping members understand their options 
Providing guidance during financial challenges 
Building trust through respectful, professional communication 
Creating positive outcomes for both the member and the Credit Union
What We&rsquo;re Looking For
Strong customer service and communication skills
Ability to handle sensitive conversations with empathy and professionalism
Problem-solving mindset with attention to detail
Ability to manage multiple accounts and follow up consistently
Professional, reliable, and team-oriented attitude
Preferred Experience
Customer service, call center, or collections experience
Banking, credit union, or financial services experience
Experience handling payments, account issues, or difficult conversations
Great Opportunity for Customer Service Professionals
This role is a great fit for candidates with experience in:
Customer service or call center roles
Retail or hospitality environments
Cash handling or payment-related positions
Sales or customer-facing roles
Many successful Collections team members come from customer service backgrounds and build long-term careers in financial services.
Career Growth Opportunities
This position is an excellent entry point into our Collections team.
Opportunities to advance through our Collections career path with increasing responsibility and pay.
Team members may grow into roles such as:
Collections Representative II
Senior Collections Specialist
Collections Leadership roles
Compensation &amp; Benefits
We offer a competitive compensation and benefits package, including:
 $18&ndash;$22 per hour depending on experience
Medical (BCBSM PPO &amp; HMO options) with employer contribution
Dental insurance with employer contribution
Vision coverage
401(k) with employer match
Generous Paid Time Off
Paid Federal Holidays
Professional development opportunities
Supportive, team-oriented work environment
Make a Meaningful Impact
At Chief Financial Credit Union, our Collections team plays a key role in helping members navigate financial challenges and regain stability.
If you&rsquo;re looking for a role where you can help people, build valuable skills, and grow your career, apply today.
Keywords: 
Collections Representative, Customer Service Representative, Call Center, Member Solutions, Financial Services, Account Resolution, Payment Plans, Banking, Credit Union</div>

Collection Representative I

Amina Financial Solutions LLC

Company Overview Amina Financial Solutions LLC is a distinguished boutique financial services agency dedicated to empowering individuals, small businesses, corporations, non-profit organizations, and municipal/government agencies through comprehensive financial solutions. Our diverse portfolio of services includes tax and accounting, business consultation, payroll management, bookkeeping, estate planning, IRS representation, and financial analysis, positioning us as a trusted partner in our clients' financial success.Job OverviewWe are seeking a detail-oriented and experienced Accounting/Payroll Administrative Specialist to join our dynamic Payroll &amp; Bookkeeping Department. This critical role reports directly to the Jr. Accountant/Office Manager and serves as a cornerstone in providing comprehensive administrative support and specialized bookkeeping and payroll processing for our diverse client base. The successful candidate will play a vital role in maintaining client satisfaction while supporting our continued growth and reputation for exceptional service delivery.ResponsibilitiesAdministrative Support <ul><li>Answer incoming phone calls and direct to appropriate staff members</li><li>Manage email correspondence and respond to client inquiries in a professional manner</li><li>Schedule client appointments and maintain calendars for multiple team members</li><li>Maintain organized filing systems for client documentation and records</li><li>Prepare and review reports and summaries for management</li><li>Assist with data entry, reconciliations, and financial record maintenance</li><li>Support month-end and year-end closing procedures for multiple client accounts</li><li>Coordinate with other departments to ensure seamless service delivery</li></ul>Payroll Specialist <ul><li>Process multi-client payrolls accurately and efficiently using various payroll software systems</li><li>Calculate wages, overtime, bonuses, commissions, and deductions in compliance with federal, state, and local regulations</li><li>Maintain detailed payroll records and ensure data integrity across all client accounts</li><li>Generate and distribute payroll reports, pay stubs, and tax documents</li><li>Process quarterly and year-end payroll tax filings and reporting</li><li>Stay current with changing payroll tax laws, regulations, and best practices</li><li>Conduct regular audits of payroll processes to ensure accuracy and compliance</li><li>Assist with IRS and state agency correspondence and inquiries</li><li>Maintain confidentiality of sensitive payroll and financial information</li></ul>Client Support &amp; Communication <ul><li>Serve as primary point of contact for client inquiries across all service areas including tax, accounting, payroll, bookkeeping, and business consultation</li><li>Provide exceptional customer service while addressing client questions and resolving issues across multiple service lines</li><li>Assist clients with service setup, document preparation, and process coordination for various financial services</li><li>Coordinate with clients on schedules, appointments, service delivery timelines, and compliance requirements</li></ul>Qualifications &amp; SkillsEducation &amp; Work Experience (Required)<ul><li>High school diploma or equivalent required</li><li>Minimum 1 year of administrative experience in a professional environment</li><li>Minimum 1 year of payroll and/or bookkeeping experience</li></ul>Technical Skills (Required) <ul><li>Expert proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Access)</li><li>Advanced skills in Microsoft Outlook for professional communication and scheduling</li><li>Experience with payroll software systems (QuickBooks, ADP, Paychex, or similar platforms)</li><li>Strong data entry skills with high level of accuracy and attention to detail</li><li>Basic understanding of accounting principles and bookkeeping practices</li></ul>Industry Knowledge <ul><li>Solid understanding of federal, state, and local payroll tax regulations</li><li>Knowledge of wage and hour laws, including FLSA compliance</li><li>Familiarity with employee benefits administration and deduction processing</li><li>Understanding of quarterly and annual payroll reporting requirements</li></ul>Essential Soft Skills <ul><li>Exceptional attention to detail and accuracy in high-volume environments</li><li>Strong analytical and problem-solving abilities</li><li>Excellent written and verbal communication skills</li><li>Ability to manage multiple priorities and meet strict deadlines</li><li>Professional demeanor with strong client service orientation</li><li>Discretion and integrity in handling confidential information</li><li>Adaptability and willingness to learn new systems and processes</li><li>Strong analytical skills to assess financial data effectively.</li><li>Ability to work collaboratively within a team environment while also being self-directed when necessary.</li><li>Strong organizational skills with attention to detail to manage multiple tasks efficiently. This position offers an opportunity for growth within a dynamic organization committed to excellence in financial management and employee satisfaction.</li></ul>Job Types: Full-time, Part-timePay: From $16.00 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>License/Certification:<ul><li>Driver's License (Preferred)</li></ul>Ability to Commute:<ul><li>Macon, GA 31210 (Required)</li></ul>Work Location: In person

Accounting/Payroll Administrative Specialist

Star Assist

Job Title: Financial Support ManagerCompany: Star Assist Location: Mesaieed Industrial City, Building 56, Mesaieed, Doha, Qatar Salary: QAR 28,000 per monthJob OverviewStar Assist is seeking a skilled and dependable Financial Support Manager to oversee financial support operations and ensure effective coordination of finance-related services. This role is ideal for a professional with strong financial knowledge, process management experience, and a commitment to operational excellence.The Financial Support Manager will be responsible for supporting financial processes, improving service delivery, managing reporting activities, and contributing to efficient financial operations.Key Responsibilities<ul><li>Oversee financial support functions, processes, and service delivery activities.</li><li>Support budgeting, reporting, reconciliations, and financial documentation.</li><li>Monitor financial records for accuracy, compliance, and process efficiency.</li><li>Assist with resolving finance-related issues and supporting internal stakeholders.</li><li>Prepare reports, analyses, and operational recommendations for management.</li><li>Coordinate with finance teams to improve workflows and internal controls.</li><li>Support audits, compliance reviews, and process improvement initiatives.</li><li>Monitor performance metrics and identify opportunities for operational enhancement.</li><li>Contribute to strategic planning and financial support operations management.</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Business, or related field.</li><li>Proven experience in financial support, accounting operations, or finance management.</li><li>Strong understanding of financial processes, reporting, and controls.</li><li>Proficiency in financial systems and Microsoft Excel.</li><li>Excellent analytical, organizational, and communication skills.</li><li>Strong leadership and problem-solving abilities.</li><li>Professional certifications are a plus.</li></ul>What We Offer<ul><li>Competitive salary of QAR 28,000 per month</li><li>Career development opportunities</li><li>Supportive and collaborative work environment</li><li>Opportunity to contribute to strong financial operations</li></ul>Star Assist is an equal opportunity employer.نوع الوظيفة: دوام كاملالراتب المدفوع: QAR٢٨٬٠٠٠٫٠٠&nbsp;لكل شهرموقع العمل: بشكل شخصي

Financial Support Manager

The University of Michigan

<div><div><div><h2 class="jobSectionHeader">Job Summary</h2>
The University of Michigan Dearborn's Office of Financial Aid and Scholarships is seeking an experienced, collaborative, and student-centered Assistant Director, Financial Aid Advising &amp; Training. This role provides operational leadership for front-line financial aid services and serves as the office's primary lead for staff training, onboarding, and service excellence. As a key member of the OFAS management team, the Assistant Director oversees daily advising operations, manages a caseload of undergraduate and graduate students, coordinates financial aid eligibility processes, including appeals such as Satisfactory Academic Progress (SAP), and develops consistent, effective training frameworks for new and continuing staff. The position ensures that financial aid information is accessible, accurate, compliant, and communicated effectively across multiple platforms. This position reports to the Director of Financial Aid and plays a critical role in supporting student success, strengthening financial wellness initiatives, and upholding regulatory accuracy.<h2 class="jobSectionHeader">
Responsibilities*</h2>
Administration : 45%<ul><li>
Provide leadership over daily financial aid service operations, ensuring consistent, high quality, and compliant support for students and families.</li><li>
Advise students, parents, and campus partners on federal, state, and institutional financial aid policies, eligibility requirements, affordability strategies, and repayment options.</li><li>
Manage a caseload of undergraduate and graduate students, providing individualized assistance.</li><li>
Serve as the lead for Satisfactory Academic Progress (SAP), including outreach, communication, and coordination of the SAP appeal process.</li><li>
Oversee the financial aid eligibility process, including verification and professional judgment.</li><li>
Ensure accurate and accessible financial aid information on the University website and ensure timely delivery of all required financial aid notifications.</li><li>
Participate in reviewing all materials related to financial aid and education financing distributed across campus.</li><li>
Coordinate financial aid presentations, outreach activities, and financial wellness programming.</li><li>
Serve on divisional and university committees; represent the office at campus events, workshops, training sessions, and professional conferences.</li></ul> 
Leadership, Training &amp; Management : 45%<ul><li>
Supervise and coach the financial aid advising team, including workflow management, performance evaluation, and ongoing professional development.</li><li>
Design, implement, and maintain a comprehensive training program for new and continuing financial aid staff, ensuring consistency, accuracy, and service excellence.</li><li>
Coordinate new employee onboarding to establish strong foundational knowledge in financial aid processes, systems, and regulatory compliance.</li><li>
Maintain expert knowledge of federal, state, and institutional regulations and use this information to update internal procedures, training materials, and staff resources.</li><li>
Assess operational needs, identify process improvements, and recommend solutions that enhance the student experience and efficiency of service delivery.</li><li>
Develop and maintain communication plans collaborating with communications staff to ensure accurate, timely information flows between OFAS and key campus partners.</li><li>
Strengthen campus relationships by serving as a liaison with One-Stop, Admissions,</li><li>
Academic Advising, Student Accounts, Ombuds, Student Affairs, and other departments.</li><li>
Prepare and analyze reports on service activity, student satisfaction, and financial aid trends.</li><li>
Research and implement best practices in service delivery and student support within financial aid operations.</li></ul> 
Additional Responsibilities : 10%<ul><li>
Develop system queries to support awarding, compliance monitoring, troubleshooting, and strategic initiatives.</li><li>
Assist with operational and compliance-related reporting needs across the institution.</li><li>
Perform other duties as assigned.</li></ul><h2 class="jobSectionHeader">
Required Qualifications*</h2><ul><li>
Bachelor's degree.</li><li>
Minimum of 2-3 years of progressive experience in financial aid administration.</li><li>
Demonstrated knowledge of Title IV federal financial aid regulations, compliance requirements, and financial aid processes.</li><li>
Experience supervising or mentoring staff and managing workflow within a student services or financial aid environment.</li><li>
Demonstrated training competency, including experience developing and delivering training, onboarding programs, or instructional materials for staff.</li><li>
Strong analytical and problem-solving abilities, with experience handling complex student situations.</li><li>
Proficiency with student information systems and financial aid modules; Banner experience preferred.</li><li>
Excellent written and verbal communication skills, with the ability to convey complex information clearly.</li><li>
Ability to manage multiple priorities in a fast-paced environment and meet deadlines.</li><li>
Ability to maintain confidentiality, exercise sound judgment, and adhere to FERPA and other regulatory standards.</li><li>
Strong commitment to providing high-quality, student-centered service.</li><li>
Ability to work collaboratively with colleagues, campus partners, and external stakeholders.</li></ul><h2 class="jobSectionHeader">
Desired Qualifications*</h2><ul><li>
Master's degree.</li><li>
Experience creating training resources, procedural documentation, or staff development programs.</li><li>
Experience coordinating communication workflows or interdepartmental service processes.</li><li>
Familiarity with financial wellness initiatives, student success programming, or outreach efforts.</li></ul><h2 class="jobSectionHeader">
Modes of Work</h2>
Positions that are eligible for hybrid or mobile/remote work mode are at the discretion of the hiring department. Work agreements are reviewed annually at a minimum and are subject to change at any time, and for any reason, throughout the course of employment. Learn more about the work modes.<h2 class="jobSectionHeader">
Background Screening</h2>
The University of Michigan conducts background checks on all job candidates upon acceptance of a contingent offer and may use a third party administrator to conduct background checks. Background checks are performed in compliance with the Fair Credit Reporting Act.<h2 class="jobSectionHeader">
U-M EEO Statement</h2>
The University of Michigan is an equal employment opportunity employer.</div></div></div>
 <div><div><h3 class="jobSectionHeader">Job Opening ID</h3>
<div>276206
</div></div><div><h3 class="jobSectionHeader">Working Title</h3>
<div>Assistant Director, Financial Aid Advising and Training
</div></div><div><h3 class="jobSectionHeader">Job Title</h3>
<div>Financial Aid Assistant Dir
</div></div><div><h3 class="jobSectionHeader">Work Location</h3>
<div>Dearborn Campus
</div></div>Dearborn, MI
<div><h3 class="jobSectionHeader">Modes of Work</h3>
<div>Hybrid
</div></div><div><h3 class="jobSectionHeader">Full/Part Time</h3>
<div>Full-Time
</div></div><div><h3 class="jobSectionHeader">Regular/Temporary</h3>
<div>Regular
</div></div><div><h3 class="jobSectionHeader">FLSA Status</h3>
<div>Exempt
</div></div><div><h3 class="jobSectionHeader">Organizational Group</h3>
<div>Dbn Enrlmt Mgmt
</div></div><div><h3 class="jobSectionHeader">Department</h3>
<div>Dbn Office of Financial Aid
</div></div><div><h3 class="jobSectionHeader">Posting Begin/End Date</h3>
<div>4/13/2026 - 4/27/2026
</div></div><div><h3 class="jobSectionHeader">Career Interest</h3>
<div>Academic &amp; Student Services</div></div></div>

Assistant Director, Financial Aid Advising and Training

Sierra Central Credit Union

<div>Description:

We are seeking a reliable and customer-focused individual to join our team as a Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.
Summary:
Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.
Responsibilities:<ul><li>Greeting customers and assisting them with their banking needs</li><li>Processing deposits, withdrawals, and other transactions accurately and efficiently</li><li>Balancing cash drawers and reconciling discrepancies</li><li>Cross-selling bank products and services to customers</li><li>Inputting new account/loan applicant requests</li><li>Assisting customers with account inquiries and problem resolution in a professional manner</li><li>Adhering to bank procedures and security protocols to ensure the safety of customer transactions</li><li>Willing to travel and work at other branches as business needs dictate, sometimes on short notice.</li></ul>
Requirements:

Qualifications:<ul><li>High school diploma or equivalent</li><li>Previous customer service experience preferred</li><li>Comfortable doing sales and cold-calling</li><li>Strong communication and interpersonal skills</li><li>Ability to work efficiently in a fast-paced environment</li><li>Attention to detail and accuracy in handling transactions</li><li>Knowledge of banking products and services is a plus</li><li>Must pass background check</li></ul>
Compensation Range
The company anticipates offering an annual salary between $20.09 and $28.16 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.
Financial Service Associate I - $20.09 - $20.59 - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred.
Financial Service Associate II - $21.00 - $22.57 - Three years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred.
Financial Service Associate III - $23.60 - $25.46 - Four years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.
Financial Service Associate IV - $25.00 - $28.16 - Four plus years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.
Annual Merit Increase
Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.
Comprehensive Benefits Package:
We provide a robust benefits package designed to support your health, financial security, and work-life balance including:<ul><li>
Medical, Dental &amp; Vision Insurance options</li><li>
Voluntary Lines including hospital indemnity, accident, and critical illness policies</li><li>
Company Paid HRA (with enrollment in certain health plans)</li><li>
Company Paid Basic Term Life Insurance
<ul><li>Coverage at 2&times; annual base salary, up to a maximum of $500,000 for full-time employees</li>
<li>$25,000 for part-time employees</li>
</ul></li><li>Company Paid Long-Term Disability Insurance for Full-Time Employees</li><li>
Company Paid Telehealth Services Membership (Teladoc)</li><li>
Company Paid Employee Assistance Program (EAP)</li><li>
401(k) Retirement Plan
<ul><li>Employer-funded safe harbor contribution of 3% of employee's eligible earnings</li>
<li>Discretionary employer match on employee contributions</li>
</ul></li><li>Flexible Spending Accounts
<ul><li>HSA</li>
<li>Medical FSA</li>
<li>Dependent Care FSA</li>
<li>Limited Purpose FSA</li>
</ul></li><li>Paid Time Off
<ul><li>Vacation accruals based on status and tenure within company</li>
<li>12 sick days accrued annually for full-time employees</li>
<li>1 hour for every 30 hours worked for part-time employees</li>
<li>11 paid holidays (eligible after 90 days of employment)</li>
</ul></li><li>Travel Expense Reimbursement
<ul><li>All necessary and work-related travel expenses will be reimbursed in accordance with company policy</li>
</ul></li></ul>If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.</div>

Financial Services Associate I - IV

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