Finance Service Representative Jobs in Cottonwood Heights, UT

Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their financial futures while building lasting relationships and making an impact in our local community. Modern Woodmen of America as an organization This is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't afraid to roll up our sleeves. We paint park benches, serve meals to those in need, play in dodgeball tournaments and more, all to raise funds and support our community. Our team supports personal and professional growth. What you can expect to do as a financial representative You'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You'll achieve sales goals and be rewarded with expense-paid trips to world-class destinations. You'll design your schedule, so you can be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers are just a sampling of the activities you'll take part in to raise funds for local nonprofits, individuals and families in your community. Because of your hard work, you'll also be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. You as a financial representative You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired, and your integrity drives you to do the right thing. You strive to always have a positive attitude, and you have the mentality to accomplish anything you set your mind to. What Modern Woodmen offers Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing benefits package includes health insurance (Modern Woodmen pays 100%) and an awesome retirement plan (so you can enjoy the best years of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and New York await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry. So, the real question is, what are you waiting for? Apply today. Check out more here: ********************************************* Woodmen is an equal opportunity employer.

About the Company - College Financial Representatives at Northwestern Mutual Provo help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! About the Role - Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Weekly Incentive Payments Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us - For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual Fortune 500 company (Rank: No. 111) (2024) Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020 5.1 + Million Total Clients $281 billion retail investment client assets held or managed by NM Forbes' Best Employers for Diversity (2018-2020) Unsurpassed financial strength with total company assets of $359 billion Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 As of December 31,2020 2 Combined client assets of NMIS and NMWMC as of June 30, 2021 3Among US life insurers. Ratings are for the Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and reports by each rating agency 2021. Ratings as of 7/21 (Moody's Investors Service), 5/21 (A.M. Best Company), 7/21 (Fitch Ratings) and 7/21 (S&P Global Ratings). Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

DUTIES and RESPONSIBILITIES: • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills • Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. • Process & follow up client service requests to ensure completion in a timely manner • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up • Provide world class customer service to both internal and external clients in all interactions • Research and resolve problems with both internal and external clients accurately and in a timely manner • Leverage systems and ensure all case interactions are appropriately entered and documented • Actively manage, monitor, and document daily case load by utilizing various technology resources • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity • Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation • Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65) EDUCATION and or EXPERIENCE: • College degree preferred • 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes Knowledge/Skills: • Basic clerical and administrative skills • Effective written and verbal communication skills • Excellent interpersonal and client service skills • Organizational skills, attention to detail and excellent follow up skills • Ability to research and resolve problems and service inquiries and escalate when appropriate • Ability to efficiently handle a high volume of requests in a fast paced environment • Strong computer skills including Microsoft Suite • Basic knowledge of E*TRADE from systems and procedures • Be self-motivated and able to work in a strong team and high activity environment.

Who We Are At Bartlett, we believe in the power of continuous self-improvement. Our mission is to provide top-quality roofing solutions while fostering an environment where every team member is inspired to be better than they were yesterday. Our team is our greatest asset, and we are committed to investing in their growth and development. We promote a collaborative and inclusive work culture where everyone is encouraged to share ideas, take on new challenges, and push the boundaries of what is possible. By striving for daily improvement, we can achieve remarkable results not only in the roofing industry but also in our personal growth. Job Type: Full-time, 40 hours/week. Compensation structure: We provide each sales representative with a first-class paid training program. Following training, this role is commission-based with monthly bonuses and incentives. Team members can expect to earn $70,000-150,000+ a year OTE. What You'll Do Own the entire sales cycle from initial inspection to close. Identify potential customers and leads through prospecting Engage our prospective customers, outline how we can improve their situation, and tell them our story. Lead inspections and adjuster meetings with proper documentation and thorough communication. Close deals and drive our growth with each contract. Wear many hats - we need someone who can do many things well with little hand-holding and can easily pivot as priorities shift. We provide the nuts and bolts through extensive training, but you must be able to think on your feet and adapt to changing circumstances. Who You Are 1-2 years of sales experience is strongly preferred. A high level of ownership, confidentiality, and attention to detail. Highly driven for results and growth. Strong competitive drive with relentlessly high standards. Excellent networking skills. Bold, persistent, a good listener, and persuasive. Strong written and verbal communication skills. Easily develops a comfortable rapport and establishes relationships with a variety of individuals. Exceptional organizational skills and great follow-through on tasks. Technology proficient and able to utilize mobile applications. Being bilingual is a plus! Experience with insurance is a plus! Whats in it For You Comprehensive benefits package (Medical, Dental, Vision). 401k with up to 3% Company Matching. Energetic, supportive, and FUN work culture! We encourage the philosophy of "Work Hard, Play Hard" Uncapped Commission Structure - you get what you put in! Paid Training - were serious about preparing you for your career and ensuring you feel confident in your industry knowledge and sales etiquette! Annual Top Performers Trip - all-inclusive! Weve visited Cancun, Cabo, Costa Rica and Jamaica so far! If you have experience in any of the following areas, we would like to consider you for this role! SDR - outside sales - inside sales - call center - automotive sales - used car - pharmaceutical sales - solar - industry - vacation - travel - insurance - adjuster - mortgage servicing - mortgage processing real estate - retail - customer service - dealerships - collections - startups - owner/operator - service writer - exteriors - doors - windows - project manager Our Sales Representatives act as educators and insurance specialists. #Pleasantgrove PandoLogic. Keywords: Sales Representative, Location: American Fork, UT - 84003

The Legal Sales Representative position requires you to have a strong work ethic, to take initiative, and to have attention to detail. The Legal Sales Representative is the first contact and direct gatekeeper of providing our clients with the highest level of customer service. The position requires top performance and exemplary dedication towards sales, teamwork, and the Vergara Miller Law Firm's mission of “changing people's lives”. Skills Proven sales experience, preferably in a legal or professional services environment. Excellent writing and speaking Spanish and English languages are required Customer Service Strong attention to detail and organizational skills Experience working with Law firms preferred Tasks Serve as the first point of contact for potential clients, ensuring a positive and informative experience. Maintain detailed records of client interactions, sales activities, and follow-ups using CRM software. Collaborate with legal teams to ensure client needs are met and to facilitate smooth transitions from sales to service delivery. Provide ongoing support to clients, addressing any questions or concerns promptly to ensure client satisfaction. Monitor sales performance and report on key metrics to management.

Multiview has dedicated 20 years to providing high-quality digital media solutions to the B2B industry. As a leading digital publisher and marketing company, we unite buyers and sellers to accelerate their growth through the B2B Marketplace. We do so by leveraging our vast network of media publishers, technology providers, agencies, and marketers, along with our first-party data on over 10 million B2B professionals across 30 industries, we deliver highly targeted advertisements to unique market segments. We are proud to work alongside 850+ associations and 12,000 clients to help them turn their goals into reality, because at Multiview: Your Aspiration Is Our Inspiration. Digital Media Sales Representative Position Details: Base salary: $45,000 with uncapped commission and monthly bonuses Hours: Monday-Friday, 7:00am - 4:00pm MST In Office: 8899 South 700 East, Suite 175 Sandy, Utah 84070 The scope of your career at Multiview: Lead Sales Efforts | From managing a sales pipeline to meeting or exceeding your sales metrics and goals, you will work closely with your sales leadership and team to lead sales efforts from start to finish. Full Cycle Inside Sales Role | Leading the full sales process from start to finish. Inside Sales (phone) outreach to leads in the CRM (Microsoft Dynamics), connect with B2B decision makers (C-level, Upper Management, Marketing Directors, Brand Ambassadors, Agencies, etc.), understand needs of prospective client and present tailored solution. Daily Success Metrics | Reach out to ~60 accounts, 80+ calls, speak with 3-5 decision makers, create ~2 opportunities. Build Trust and Provide Value to Customers | Transform the complicated world of B2B advertising into clear solutions that lead to businesses being able to clearly identify and reach their niche audience, resulting in a trusted partnership. Set up Customers for Success | Act as the subject matter expert for all things Multiview during the sales process, creatively solving customer use cases and articulating value with a consultative approach. High-Energy Sales Environment | Embrace our team-first mentality and show the ability to elevate our high-energy sales environment. Who is our ideal candidate? Desire to hit and exceed weekly, monthly, and quarterly personal targets and goals. Desire to work in a high-energy, dynamic, competitive, and fast paced environment. Someone who demonstrates a team first attitude and desire to thrive in a winning sales culture. Effective communication skills with the ability to properly set and deliver on expectations. Ability to handle and overcome rejection/pressure by adapting, learning from setbacks, and proactively preparing for future challenges. Encompass soft skills such as: time management, active listening, inquisitive, adaptability, resiliency, confidence, coachability, and critical thinking. Proficient in Microsoft Office (Excel, Word, Outlook) Completion of sales internship or 1+ years of direct Sales experience that includes prospecting, developing a sales pipeline, and a record of accomplishment pertaining to meeting or exceeding sales goals. What experience is required? Bachelor's degree Multiview Benefits and Perks: Full benefits package including medical, dental, 401k plans, and PTO 2 week paid training program (Training will take place at our headquarters in Dallas, TX, with travel expenses covered.) Opportunity to win President's Club Trip based on performance Paid (PTO) volunteer days Hybrid work opportunities after 6 months of employment based on performance (subject to change) Continued education with a heavy emphasis on professional development throughout the life of your career Business casual dress code In addition to your salary, commission, and bonus, we offer "spiffs" through which you can earn extra money based on performance. These "spiffs" are an opportunity to be compensated via cash, PTO days, flex time, sports game tickets, and more. Leadership and growth opportunities (clear progression paths) Multiview is an equal employment opportunity employer. We celebrate and are committed to a diverse and inclusive workplace that embraces you regardless of your gender, religion, sexual orientation, race, age, disability, military or veteran status, marital status, pregnancy, or any other basis protected by law.

MORE ABOUT THIS JOB GS SELECT Goldman Sachs Private Bank Select (“GS Select”) is a market-leading high-tech/high-touch solution that allows third-party financial advisors to quickly and seamlessly offer digital banking products to their end clients. The business currently offers Securities Based Lines of Credit (“SBLOCs”) and high-yield savings accounts through a large network of these independent financial advisors, targeting affluent and High Net Worth clients. GS Select is part of Global Banking and Markets (GBM). Leveraging the firm's expertise in banking solutions for high net-work clients, GS Select has built a “high-tech, high-touch” business that is supported by Regional Banking directors and a state-of-the-art platform where advisors and clients can manage their banking relationship. YOUR IMPACT Are you a quick-thinking self-starter with an entrepreneurial spirit who has a desire to work with our clients? We are seeking a team player who can help support the growth of GS Select. The ideal candidate will have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and a desire to be part of a team-oriented mission are essential. GS Select Lending Associates are SBLOC origination specialists. In this role, you will partner with Regional Banking Directors to drive origination processes, oversee the portfolio of prospective opportunities and manage oversight of the existing book of business. You will review deal pricing, manage the loan pipeline through underwriting and documentation, and provide world-class service to our financial advisor clients. You will apply your knowledge of the GS Select loan origination platform, financial products, and lending facilities to drive revenue and build the brand of GS Select in the independent advisor marketplace. HOW YOU WILL FULFILL YOUR POTENTIAL Master the onboarding and origination processes for securities-based lines of credit Field inbound calls and inquiries from Financial Advisors, Custodial Partners, and Clients; support Regional Banking Directors in managing these relationships Act as a subject matter expert in all things origination Establish strong working relationships with Regional Banking Directors and functional partners including Technology, Risk, Credit, Product, Operations, Compliance and Legal Strict adherence to credit policy, procedures and compliance requirements Knowledge of and adherence to Firm's Business Principles and Client Service Values Basic Qualifications EXPERIENCE & SKILLS WE'RE LOOKING FOR Minimum Bachelor's degree Minimum 1-3 years of work experience in the financial services industry Ability to work in a fast-paced environment while delivering exemplary client service (both to your Regional Banking Director partner and externally) Client-centric with an inherent sense of urgency Team approach to projects and day-to-day operations Strong analytical skills: ability to analyze processes and procedures to identify areas for efficiency gains Ability to probe and listen to help clarify inquiries, and gather and present data to advance transaction Strong verbal and written communication skills, as well as strong organizational and interpersonal skills Collaborative, energetic, enthusiastic, and a self-starter Knowledge of credit products, specifically securities-based loans, a plus ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* © The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

🔹We Are Hiring! Financial Representative Junior🔹 Job Title: Financial Representative Junior Industry: Financial Services Contract: 12 months (Possible Extension/Perm) Pay Rate: $21.00 - $21.99/hour 🔹Job Description: We are seeking a highly organized and detail-oriented recent graduate Financial Representative Junior to handle client requests, ensure precise documentation, and perform comprehensive quality reviews. In this role, you will assist with account-related inquiries, work across multiple systems, and collaborate with various teams to address policy-related questions and resolve issues. Strong communication and teamwork skills are essential to provide efficient solutions and deliver outstanding service to our clients. Responsibilities: Review and approve client requests, ensuring compliance with policies. Respond to inbound inquiries through multiple channels, offering accurate solutions for account, product, and service-related issues. Apply business judgment to identify and escalate unusual activities. Requirements: Bachelor's degree required: concentration in Business, Finance, or Accounting. Proficiency in MS Office (Excel, PowerPoint, Word, Outlook). Strong organizational, analytical, and communication skills. Ability to manage multiple tasks with competing deadlines. Team player with a positive attitude and ability to work under pressure. 0-2 years of relevant experience in finance or operations. 🔹Perks & Benefits: Pride Global offers eligible employees: Comprehensive healthcare coverage (medical, dental, and vision) Extra benefits like accident, critical illness, and hospital indemnity insurance. 401(k) retirement savings plan to help you build for the future. Life and disability insurance for peace of mind. Employee assistance program, legal support, and much more! Discounts with preferred vendors and even pet insurance! 🚀 Ready to elevate your career? Join a team that prioritizes growth and development. Apply today and take the next step in your professional journey!

Job Duties: Associate, Settlements with Goldman Sachs & Co. LLC in Salt Lake City, Utah. Ensure all settlement-related queries and requests brought by trading desks are appropriately addressed. Escalate and summarize control failures to team management. Partner with embedded risk managers to develop a remediation plan to address and prevent recurrence. Ensure all discrepancies are appropriately investigated and resolved, while managing client expectations and potential fail exposure. Identify processes and controls improvement by leveraging tools used to build scalability while mitigating new risks. Coordinate with external clients to ensure timely execution of settlements and resolve all outstanding queries on balances. Participate in enhancement projects across teams to improve scalability and efficiency of confirmation process. Investigate and ensure payments are made by appropriate industry cut offs and any resulting breaks are escalated in a timely manner to the business. Design and initiate process improvements through thorough understanding of template architecture and system flows. Job Requirements: Master's degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or related field and one (1) year of experience in the job offered or in a related role OR Bachelor's degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, or related field and three (3) years of experience in the job offered or in a related role. Prior experience must include one (1) year (with a Master's degree) or three (3) years (with a Bachelor's degree) with: utilizing operations tools and technologies specifically developed for financial services firm operations; working on interest rate trade booking reviews, including investigating systems failures, and identifying in depth booking review to minimize risk; advanced Microsoft Excel including working with macros, pivot tables, VLOOKUP, and IF/AND formulas; validating trade information including asset class- and region specific trade information, and streamlining essential reporting; performing cash reconciliations with various clearing houses to resolve breaks on client accounts; identifying process flaws and propose solutions to maximize efficiency; and working with cash settled bonds, cap floor and inflation swap, including identifying risks inherent in daily business processes. Job Code: 8220799 ©The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. **Job responsibilities** + Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings + Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements + Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want + Assists clients and the branch team by helping with new account openings when needed + Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of customer service experience + High school diploma or GED equivalent **Preferred qualifications, capabilities, and skills** + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures + Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills + Strong desire and ability to influence, educate, and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

IT Service Desk Agent 💰 Pay: $20 - $21/hour 📆 Contract: 12 months (potential for extension or permanent hire) A large financial services company is looking for an IT Service Desk Agent to provide top-notch technical support. You'll be the first point of contact for IT issues, ensuring smooth operations and excellent customer service. What You'll Do: ✅ Answer IT support calls and resolve issues quickly ✅ Provide excellent customer service with active listening and empathy ✅ Use a knowledge base and ticketing system to track and solve problems ✅ Communicate clearly via phone, chat, and documentation ✅ Collaborate with teams and follow company policies What You Need: ✔ High school diploma or GED (plus relevant work experience) ✔ 2-5 years of chat support experience in a fast-paced setting ✔ Strong problem-solving skills & self-motivation ✔ Excellent customer service & communication skills ✔ Ability to troubleshoot software & hardware issues 📩 Apply today!

YOUR IMPACT Are you looking to for an opportunity to be part of a team that works directly with exchanges, finance teams, technology teams, and other business partners to solve complex problems and influence change? Fees and Commission is seeking a professional who is looking for an opportunity to develop a variety of soft and hard skills, contribute to and influence business improvements, apply financial and risk management skills, solve complex problems, and deliver excellent client service. You can be an innovator as a business specialist, developing and executing solutions to increase business profitability and strengthen client relationships. OUR IMPACT Operations is at the core of Goldman Sachs. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that enables business to flow. The Operations business partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm's assets and its reputation. Operations span all product lines and markets. Fees & Commissions The Fees and Commissions team manages income, fee and interest charges for the client and house businesses. The team impacts the success of millions of trades a day and uses data-based decision making to influence strategic business decisions. Adapting to changing client and business needs and accurate management of charges is critical to the profitability of our organization. Team responsibilities include rate maintenance, charge validations, reconciliations, adjustments, payments, cost allocations, system developments, regulatory updates, strategic projects, and business query support. We use data analytics and tools such as Alteryx, Tableau and SQL to make data-driven decisions and suggestions. HOW YOU WILL FULFILL YOUR POTENTIAL Enhance and improve our processes and functions by developing a deeper understanding of the function and becoming a technical expert Collaborate with our technology and business partners as well as external contacts to improve strategic process workflows Provide timely client or business query support Help build out the team, ensuring that we use best practice in what we do at all times Use your inquisitive mindset to identify control weaknesses and recommend robust solutions Monitor Futures/listed derivative fees, commission or interest related functions for clients and house businesses. Maintain accurate commission, interest and fee rates for clients in all firm systems. Ensure accurate collection and payment for millions of trades a day Monitor and approve functions that span the life cycle of a trade such as validations, configurations, adjustments, reconciliations, invoices, and payments. Align team expectations and oversee gaps around all phases of the trade and billing life cycle Act as a technical expert to enhance firm's processes, identify control weaknesses, recommend robust solutions, in collaboration with direct team, internal and external technology and business partners. Build teamwork and collaboration across regions Regularly assess client, business and regulatory needs and identify change required Plan and execute projects to increase firm profitability and adhere to any new compliance guidance Develop readiness plan and associated change management strategies for new functionality upgrades on the back of business, regulatory or system upgrades Partner with Business Intelligence team to develop capabilities for new process that would identify and mitigate risk derived from the correlation of quantitative and qualitative data. Define project scope and required resources; set objectives and milestones; measure outcomes and their impact. Highlight project bottlenecks and propose feasible solutions. Collect, interpret and condense large amount of complex data, and present meaningful actionable insights to senior level stakeholders. Translate project business requirements for technical and non-technical stakeholders. SKILLS AND EXPERIENCE WE'RE LOOKING FOR Bachelor's degree 3-6+ years of experience in banking, accounting, financial services or related fields Self-motivated and proactive team player who takes ownership and demonstrates accountability, has strong organizational skills as well as the ability to effectively manage competing priorities. Proactive, enthusiastic approach with very high attention to detail Highly collaborative, flexible, and team-focused with ability to interact effectively with a wide range of stakeholders Translating project business requirements for technical and non-technical stakeholders. Effective problem solving and critical thinking skills along with the ability to use discretion and good judgment Excellent Client Service skills with ability to communicate complex issues to individuals with varying levels of product expertise Competency with MS Suite, especially Excel and the ability to learn multiple programs quickly Data ingestion, data transformation and harmonization, data processing, data provision, data modeling, and data access. Financial and risk management experience including compliance risk (ex - data management, charge accuracy), security risk (ex - client data security and confidentiality), and operational risks (ex - human error, process flaws, data maintenance) End-to-end successful execution of complex projects including roadmap execution, budgeting and resource allocation. Identifying process-flow bottlenecks, providing escalation management, anticipating/making tradeoffs, and balancing business needs within pre-existing constraints. Collecting, interpreting, and condensing large amount of complex data, and presenting meaningful actionable insights to senior level stakeholders. Managing mid to long term projects (6 months to 3+ years) including project documentation, evaluation and review. Adaptable to changing business needs Ability to learn quickly with high desire for large responsibility Strong organizational skills and ability to effectively manage competing priorities and timely delivery. Inspires desire for change and direction Takes into consideration facts, data, resources and firm values when making recommendations and forming solutions to complex and sensitive situations and decisions Able to work with and coach various personalities and skillsets ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* © The Goldman Sachs Group, Inc., 2023. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. **Job responsibilities** + Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings + Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients + Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals + Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn + Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want + Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience **Required qualifications, capabilities, and skills** + 6+ months of customer service experience + High school diploma or GED equivalent **Preferred qualifications, capabilities, and skills** + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures + Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills + Strong desire and ability to influence, educate, and connect customers to technology + Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans