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  • Customer Service Representative

    Gold Man Team

    Finance Service Representative Job In University City, MO

    Clae Goldman Team is seeking a friendly and efficient Customer Service Representative to join our team. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. As a Customer Service Representative, you will be responsible for providing exceptional customer service, addressing customer inquiries, and resolving issues. Join us and make a positive impact on the environment while helping your community. Responsibilities Handle Inquiries: Respond to customer questions and provide detailed information about our products and services. Resolve Issues: Address and resolve customer complaints and issues in a timely and professional manner. Maintain Records: Keep accurate and up-to-date records of customer interactions and transactions. Provide Support: Assist customers with enrollment processes and guide them through our energy solutions. Promote Green Energy: Educate customers about the benefits of our community solar and third-party energy solutions. Qualifications Educational Background: High school diploma/GED required; a degree in a related field is preferred. Experience: Previous experience in customer service or a related field is beneficial. Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and team members. Problem-Solving Skills: Strong problem-solving skills to address and resolve customer issues. Organizational Skills: Strong organizational and time management skills to handle multiple tasks and prioritize effectively. Compensation $60,000 - $120,000 (Annually) About Clae Goldman Team Clae Goldman Team specializes in providing community solar and third-party energy solutions door-to-door and retail. Our mission is to protect customers from rising energy costs, offer discounts, and promote green energy. Join us and make a positive impact on the environment while helping your community.
    $27k-35k yearly est. 10d ago
  • Customer Service Representative

    Smart Rehab

    Finance Service Representative Job In Kirkwood, MO

    About Us: Smart Rehab LLC is a leader in fitness and dance facilities, based in Kirkwood, Missouri. Our company is dedicated to promoting health and wellness while providing exceptional recreational and hospitality services. We are committed to creating an environment that inspires healthy, active lifestyles for our customers and community. Position Overview: We are seeking a friendly and detail-oriented Customer Service Representative to join our on-site team. In this role, you will be the face of Smart Rehab LLC, assisting customers with inquiries, providing information about our services, and ensuring a positive experience at our facility. Key Responsibilities: Welcome customers and provide exceptional service in person, via phone, and email. Address customer inquiries about programs, memberships, and facilities. Assist with bookings, memberships, and account updates. Resolve customer concerns and escalate complex issues to the appropriate team. Maintain accurate records of customer interactions and transactions. Collect and document customer feedback to improve services. Support the team with administrative tasks and facility operations as needed. Qualifications: High school diploma or equivalent; additional certifications in customer service or hospitality are a plus. Proven experience in a customer service role, preferably in fitness, recreation, or hospitality industries. Strong interpersonal and communication skills. Excellent problem-solving and organizational abilities. Familiarity with Microsoft Office Suite and point-of-sale or customer management systems. Ability to work flexible hours, including evenings and weekends, as needed. A positive attitude and commitment to fostering a welcoming environment for customers. What We Offer: Competitive hourly pay and opportunities for advancement. A supportive, dynamic work environment focused on health and wellness. Discounts on facility memberships and programs. Ongoing training and professional development opportunities.
    $27k-35k yearly est. 27d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Service Representative Job In Saint Louis, MO

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $40k-67k yearly est. 23d ago
  • Customer Service Representative

    United Fulfillment Solutions Inc.

    Finance Service Representative Job In Saint Louis, MO

    Job Title: Customer Service Representative *The schedule for this role is in-office Monday-Friday* Come join our team and take your career to the next level. The perfect opportunity to further develop your skills and grow your experience. United Fulfillment Solutions, Inc. is a full-service product fulfillment company. With the position located in Des Peres MO, we are seeking a highly motivated, career-oriented individual for the position of Customer Service Representative capable of managing multiple accounts in our multi-client 3PL warehouses. This individual will be the in-house contact for clients to help ensure accounts stay up to date, answer processing questions, and adhere to company standards. Responsibilities: Be a client advocate Handle inbound inquiries and resolve customer service issues via web, email, and phone. Respond to customer inquiries in a timely and professional manner. Coordinate all customer needs through the appropriate departments, including special requests - expedites, shipping routing, special receiving requests, compliance guidelines, special processes, client portals etc. Follow up with other departments to ensure the service standards are being met. Proactively communicate any changes in commitment to customers and/or the company Able to use own abilities and ingenuity in combination with standardized process to reach a resolution on all customer service issues. Prepare reports for customer satisfaction and inventory management Assist in the constant improvement/ development of processes based on daily interactions and experience The individual should also be an independent worker able to problem solve quickly with a limited amount of supervision. Assist the finance department in chargeback disputes and provide documentation as needed. Provide coverage for co-workers who are out of the office to ensure full coverage. Other duties as assigned as necessary. Skills: HS Diploma required Must be proficient at all MS Office Products (Word, Excel, Outlook, etc.) Experience with CMS: Zendesk Must have utilized a phone for customer interactions Must be able to work independently Must have excellent communication skills Strong problem solving & decision-making skills Strong sense of urgency and ability to work in a fast-paced environment Ability to maintain an upbeat and positive attitude Strong organization skills and multi-tasking capabilities Benefits: Weekly Paychecks 6 Paid Holidays Promotions from within Opportunities for numerous training programs 160 hours of Personal time. 40 hours per quarter Company-paid life insurance Medical insurance (Company covers 75% of Employee Health benefit) Dental insurance (Company covers 50% of Employees Dental benefit) Short term disability 401K Schedule: 8-hour shift Day shift Monday to Friday In Office Work Location: St. Louis, MO (this job is not remote) Job Type: Full-time Send your resume to the email address below: *************************
    $27k-35k yearly est. 16d ago
  • Client Service Representative

    Slagle Financial

    Finance Service Representative Job In Edwardsville, IL

    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm, Slagle Financial, in Edwardsville, IL is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description: The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Skills: Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Active Listening and Decision Making Minimum Requirements: Finance/associate's degree preferred Financial Industry experience preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience Responsibilities: This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include: Client Service Assisting clients with overall maintenance of annuity accounts Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc. Filing death claims for deceased clients. Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim. Keeping databases updated with closed accounts, portfolio values, and general information. Helping clients with online registrations for accessing accounts via Orien or directly through company website. Respond to incoming and outgoing client inquiries by phone and email requests. Running annual RMD report for eligible clients; ensuring required distributions are taken. Act as liaison between clients and financial advisors when needed. Meeting with clients if necessary. Balance Sheet, completion, and Appointment Prep Assign task provided by advisor dictations to staff Administrative/ Misc. Attend educational seminars and client events Assist in training and development Back Up for client operations specialist Ensure all scheduled appointments are readily prepared for each financial advisor Database maintenance Hours M-F 9am-5pm Benefits Medical Insurance Dental Insurance Vision Insurance Short-Term Disability Long-Term Disability Basic Life Insurance 401(k) PTO Salary To be discussed by the firm Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
    $27k-39k yearly est. 29d ago
  • Sales Rep - St. Louis, MO - #8232

    The Vet Recruiter

    Finance Service Representative Job In Saint Louis, MO

    Is it time to begin the next chapter of your career? Are you looking to take charge of your sales success and enjoy an uncapped commission plan? Would you like to be part of an amazing team that is driving positive change in the animal health industry? We invite you to join us on our journey as we strive to make a lasting impact in the lives of animals and the many amazing clinicians in the veterinary communities we serve. For this role, the incumbent must have animal health experience in the St. Louis market + capital equipment sales experience. You will be part of a collaborative work environment with great growth potential. As part of the sales team, you will have the unique opportunity to share in the company's success. Join our talented and growing team that is dedicated to advancing care for the pets we love! In this field sales role based in the Midwest area, your success will come from building long-term relationships with customers and growing account revenue through comprehensive and complementary product offerings. Your product portfolio will include innovative technologies that enhance the quality of care for pets and improve the workflow and profitability of the clinic. Your responsibilities will include: Increase product utilization in your assigned geographic responsibility. Achieve revenue and growth goals by acquiring new accounts and leveraging existing accounts. Define, verify, and translate customer needs into diagnostic, point-of-care, and wellness management solutions. Develop and grow partnerships with veterinary practice staff. Educate and train veterinary clinic staff on products, services, and marketing initiatives. Attend trade shows and other educational events. Ideally, you will possess: Bachelor's Degree in a scientific or related discipline, or an equivalent combination of related education and/or experience. 3+ years of relevant sales experience, ideally in animal health, in direct sales of animal medical devices/capital equipment. Strong closing skills, with a proven track record of capital sales and customer service excellence. Demonstrated ability to build strong customer relationships. Excellent communication and interpersonal skills, with the ability to work effectively in a collaborative sales environment. Ability to travel to call points within an assigned territory. Strong computer skills, with experience utilizing a CRM management database; salesforce.com preferred. Benefits $95-$100k + commission is $15k per quarter Medical insurance Vision insurance Dental Insurance 401(k) Paid paternity leave Tuition assistance Paid maternity leave Disability insurance Life in St. Louis St. Louis, known as “the jewel of the Missouri River,” offers historical charm, sporting attractions, and a cultural life that blows out other city destinations away. Take in a rock and roll performance at atmospheric venues like Blueberry Hill - one of the birthplaces of jazz and blues! Ascend to the summit of the iconic Gateway Arch for stunning views or take a riverboat cruise on a 19th-century steamboat! Don't miss trying the famous BBQ food that the city is known for - you can dine on the finest pork BBQ around at local eateries like Bogart's! St. Louis has so much to offer! After historical declines, the city has turned a corner and is undergoing regeneration that is revitalizing industrial land, bringing new jobs and research facilities, and creating a top-notch quality of life.
    $95k-100k yearly 6d ago
  • Sales Representative

    American Fidelity Sales Careers 4.7company rating

    Finance Service Representative Job In East Saint Louis, IL

    Come Join the American Fidelity Educational Services Family Family Owned since 1960 We are seeking a Sales Representative to market our insurance products and provide client customer service statewide to the educational community in your area. Our salaried, career Sales Representatives are responsible for selling supplemental insurance products and services in a defined sales territory with an existing customer base and you will have the opportunity to help grow our customer accounts. You will build strong, long-term relationships with school districts and teaching associations and develop specific, needs-based sales recommendations for their employees, highlighting the benefits of American Fidelity's insurance products. We Offer · Base salary + uncapped commission + additional sales bonus potential · Company car · First year income potential between $82,500 to $122,600 · Paid travel expenses · Consistent six figure income opportunity within 3-5 years · 401k with company match up to 6% · Defined Sales Territory · Multiple Sales Career path options · Consistent, standardized training designed for new Sales Representatives · Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans · International Sales Award Trips We Look For: Sales potential with demonstrated leadership qualities, sales awards and sales successes Two years sales, management, or leadership experience or as a recent college graduate, someone who has held leadership roles and demonstrated hard work ethics by working your way through college Candidates with no more than 2 jobs in the last 5 years preferred 60 hours of college education or associates degree preferred Ability to pass financial, criminal, and motor vehicle background checks Pattern of Success Demonstrated by Career Growth Primary Responsibilities · Focus on growing and maintaining existing K-12 School accounts by one-on-one sales of worksite insurance products and services to the educational community · Consult with our current customers to provide value and meet their financial needs · Build strong relationships with our customers and teaching association executives · Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations. Company Perks: · National Presence - American Fidelity conducts business within 49 states, employing salaried, career Sales Representatives located across the country. · Extended Training Program - Sales Representatives participate in a structured, comprehensive training program including on-the-job training within your territory, Product and Sales Schools and online training. · Tenure - More than Double the National Average with 30% of our salaried career Sales Representatives having been employed with American Fidelity for 10 years or more. Company Overview: Founded in 1960, American Fidelity Assurance Company has grown to become one of the largest, private, family-owned life insurance companies in the United States. Focused on our core business, including disability income insurance, life insurance, and supplemental health insurance, American Fidelity has seen rapid and continuous growth. For more information on our company, visit www.americanfidelity.com. At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our success. This means cultivating a workforce with wide perspectives and creating opportunities for engagement, learning and listening. If you'd like more information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy”.
    $68k-77k yearly est. 8d ago
  • Sales Representative

    Blue Wave 4.5company rating

    Finance Service Representative Job In Saint Louis, MO

    As a Sales Representative you will have the opportunity to interact with new and existing clients where your primary responsibility will be to identify needs. Representatives meet with new and existing clients to build and maintain relationships and increase sales. The ideal candidate will have experience in sales or marketing, be well organized and possess excellent attention to detail. The ability to work independently and collaboratively with other team members is essential. If you are an excellent communicator with an eye for detail this may be the perfect position for you. Sales Representative Job Responsibilities: Document all client account updates in our CRM promptly Partner with the Sales Manager to develop a sales strategy Provide exceptional customer service Multitask and tackle projects in order of priority Communicate relevant information proactively to the correct team members Work cooperatively with operations personnel to improve our service and resolve any client issues Onboard new accounts ensuring customer's needs are met Implement and support current promotions Partner with the Sales Manager to develop a sales strategy Sales Representative Job Requirements Partner with the Sales Manager to develop a sales strategy Driven to meet key quality standards At least one year of successful business development or sales experience High school diploma or equivalent Experience in providing exceptional client support Strong understanding of the sales cycle and a successful track record of meeting goals Able to swiftly meet customers needs by maintain an up to date working knowledge Ability to work independently with little to no supervision Flexible scheduling availability Additional Candidate Qualifications: Great communication skills and an outgoing demeanor A flair for helping people find a perfect match Must be reliable, consistent and driven Multi-Tasking: Ability to juggle multiple tasks with ease. Must be able to commute to our offices in Saint Louis, MO Ready to Join Us? If you're ready to embark on a fulfilling career where you can make a difference in people's lives, apply now!
    $36k-45k yearly est. 3d ago
  • Material Handling Aftermarket Sales Representative (Outside Sales)

    MH Equipment Company 4.0company rating

    Finance Service Representative Job In Saint Louis, MO

    If you want to be a part of something bigger than yourself, come join the winning Sales Team at MH Equipment! MH Equipment has a legacy dating from 1952 and is recognized as becoming one of the largest Material Handling Dealerships in North America. The MH uncompromising commitment to integrity and the principles of, “People Matter, Passion Inspire, Purpose Unites” are fundamental in the development of Employee, Customer, Supplier and Community relationships. At MH Equipment, we make a difference in the lives of others by providing trusted solutions for a variety of material handling needs. With one of the most progressive and rewarding compensation plans and commission schedules for a sales team in the industry, MH's sales structure is designed for professionals who are competitive top performers. This individual is responsible for developing Customer relationships and increasing the sales of the aftermarket offerings of parts and service available from MH Equipment Company as well as catalogue and allied sales. Job Responsibilities: Obtain, maintain and optimize Customer relations through planned and regular sales visits and communications Obtain sales objectives Identify target prospects and create strategic action plans to develop the accounts as Customers Perform audits of customers' fleets and make appropriate recommendations Maintain Customer information files and notes with periodic review with management Participate with product promotions from external and internal sources Manage all custom programs installed at the assigned accounts Promote sales of catalogue and allied products Promote operator and technical training Sell periodic and full maintenance contracts Enhance vendor relations by supporting programs and working with their representatives Attend and participate in all sales or Company meetings Participate in Company sponsored training sessions for enhancing selling skills and technical knowledge Produce periodic budgets, plans of action, summaries and other reports or lists as necessary Present a professional image in personal appearance, dress and preparation Job Requirements: Experience in material handling sales is preferred Great interpersonal skills - Displays honesty, ethics and integrity at all times Ability to organize a selling plan and exhibit time management skills Competency in time and territory management Customer Relationship Management (CRM) usage an asset Strong verbal and written communication skills Valid driver's license, proof of insurance and dependable vehicle Proficient computer skills utilizing Microsoft Office including Outlook, Excel, Word, PowerPoint, web searches, etc. Working Conditions: Flexibility to work when Customer needs require it and may exceed a 40 hour workweek with some overnight travel and weekend work. The Aftermarket Sales Representative must have a reliable car to use for considerable travel in the territory. Benefits: Uniquely MH: Adoption Assistance, Dave Ramsey's Smart Dollar, Pet Insurance, Wellness Program, Vendor Discounts, and more! Excellent Compensation: Great pay, pay bonus incentives, 401K with employer match, company laptop and cell phone. Generous PTO: Paid vacation, holidays, personal, sick days, charity time off. Great Insurance: Medical, dental, vision, and life insurance. Short-term and voluntary long-term disability. Company Support: Continuous training, safe working environment MH Equipment is proud to be an Equal Opportunity Employer
    $27k-41k yearly est. 29d ago
  • Member Service Representative (Full-Time) - Maplewood

    Navy Federal Credit Union 4.7company rating

    Finance Service Representative Job In Saint Louis, MO

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities to cross service products and increase product penetration Perform platform banking functions Assist level I team members Understand and comply with federal and other regulations relating to financial products and services May assist with Branch Office vault opening, closing and balancing procedures May serve as a Branch Office and/or ATM vault custodian Perform other duties as assigned Qualifications Ability to work independently and in a team environment Working knowledge of savings and checking products, accounts and services May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need Effective active listening skills to accurately respond to inquiries and account requests Effective organizational, planning and time management skills Effective research, analytical, and problem solving skills Effective skill building effective relationships through rapport, trust, diplomacy and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill maintaining composure in a high production and changing environment Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective skill performing mathematical calculations and working accurately with numbers Effective verbal and written communication skills Desired Qualifications Experience in member/customer service preferably in a call center, retail banking or financial institution Experience in working in a credit union environment Hours: Available Monday - Saturday, hours based on business needs. Location: 1811 Maplewood Commons Drive, Maplewood, Missouri 63143 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************. About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. • Best Companies for Latinos to Work for 2024 • Computerworld Best Places to Work in IT • Forbes 2024 America's Best Large Employers • Forbes 2024 America's Best Employers for New Grads • Forbes 2024 America's Best Employers for Tech Workers • Fortune Best Workplaces for Millennials™ 2024 • Fortune Best Workplaces for Women ™ 2024 • Fortune 100 Best Companies to Work For 2024 • Military Times 2024 Best for Vets Employers • Newsweek Most Loved Workplaces • 2024 PEOPLE Companies That Care • Ripplematch Recruiting Choice Award • Yello and WayUp Top 100 Internship Programs From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran. Hybrid Workplace: Navy Federal Credit Union is a hybrid workplace, and details will be discussed during your interview process. Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $26k-33k yearly est. 3d ago
  • Home Improvement Sales Representative

    Premier Roofing Company 3.8company rating

    Finance Service Representative Job In Saint Louis, MO

    Who We Are - We Change Lives at Premier Roofing At Premier Roofing, we don't just restore roofs-we restore confidence, security, and peace of mind for homeowners impacted by severe storms. Our team guides homeowners through the entire insurance and restoration process, ensuring they receive the protection they deserve. With 20+ years of experience and 14 locations nationwide, we've built a reputation for excellence, not just in roofing but in changing lives-for both our customers and our team members. A Career That Changes Lives - Yours and the Homeowners You Help Are you motivated, goal-driven, and looking for a high-earning sales opportunity with real impact? As a Home Improvement Advisor at Premier Roofing, you'll have the tools, mentorship, and support to build a rewarding career while making a meaningful difference for homeowners in need. What We're Looking For ✔ Excellent communicator & people-person - You thrive on helping others ✔ Goal-driven & self-motivated - You take charge of your own success ✔ Sales experience (2+ years preferred) - Home improvement experience is a plus! ✔ Valid driver's license & reliable transportation - You're always ready to meet customers where they are ✔ Comfortable climbing ladders & walking rooftops - You're hands-on and not afraid of a challenge Why Join Premier Roofing? ✔ Change Lives & Make an Impact - Help homeowners protect their greatest investment ✔ Uncapped Commission - Earn 20% profit on completed projects ✔ Earn While You Learn - Weekly onboarding pay for the first 8 weeks ✔ Work-Life Balance - A flexible schedule that fits your lifestyle ✔ Proven Sales Training - No roofing experience? No problem! We invest in your success ✔ Weekly Pay - Get rewarded quickly for your efforts ✔ Fast-Track Career Growth - Performance-based promotions put your career in your hands About Premier Roofing - More Than Just a Roofing Company At Premier Roofing, we don't just put on new roofs-we give homeowners peace of mind and our team limitless opportunities. Whether it's restoring a family's home after a devastating storm or helping our team members achieve financial and career success beyond what they thought possible, we change lives every day. Apply Now & Start Your Life-Changing Career Today!
    $55k-79k yearly est. 10d ago
  • Personal Banker

    Commerce Bank 4.4company rating

    Finance Service Representative Job In Saint Peters, MO

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $19.50 - $23.75 (Amount based on relevant experience, skills, and competencies.) About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our St Peters location. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs. As a Personal Banker, you'll: Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank. Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs. Actively listen to our customers so you can make appropriate recommendations that match their needs. Educate customers on a variety of retail products and digital solutions that improves their financial wellness. Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified. Be able to earn more than your base pay through our quarterly incentive program. Essential Functions Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements Identify complex financial needs and refer customers to bank specialists when appropriate. Perform other duties as assigned Work Schedule: Monday - Friday 8:15 AM - 5:15 PM, Saturday 8:45 AM - 12:15 PM Knowledge, Skills & Abilities Required Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. Ability to meet personal and branch sales and customer services expectations Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values Proficient with Microsoft Word, Excel and Outlook Education & Experience High School diploma or equivalent combination of education and experience required 1+ years sales or customer service experience required Experience working in an environment with individual and team sales goals preferred Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. *** For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $19.50 to $23.75 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 435 Mid Rivers Mall Drive, St. Peters, Missouri 63376 Time Type: Full time
    $19.5-23.8 hourly 38d ago
  • Sales Representative

    Rivercity Insurance & Financial Services 4.1company rating

    Finance Service Representative Job In Florissant, MO

    Position Overview: Are you ready to ignite your career in sales with passion and professionalism? We are on the hunt for a dynamic and motivated Outside Sales Representative to join our vibrant team and propel the growth of our life insurance products. As a key player in our sales force, you will forge strong client relationships, uncover customer needs, and offer tailored life insurance solutions. This thrilling role lets you work independently, meet potential clients in various settings, and hit your sales targets in a rewarding and supportive environment. Key Responsibilities: Prospecting and Lead Generation: Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Client Consultation: Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Sales Presentation: Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Tailor presentations to address specific client concerns and preferences. Relationship Management: Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Market Research: Stay abreast of industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. Sales Reporting: Keep precise and up-to-date records of sales activities, client interactions, and progress toward sales targets. Prepare regular reports for management review. Compliance: Ensure all sales activities adhere to regulatory requirements and company policies, maintaining confidentiality of client information and upholding ethical standards. Qualifications: Proven experience in sales, preferably within the insurance or financial services industry. Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients. Outstanding presentation and negotiation skills. Self-motivated with a results-driven mindset and the ability to work independently. Willingness to travel within the assigned territory and manage a flexible schedule. Valid driver's license and reliable transportation. High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is a plus. Life insurance license or the ability to obtain one (we will assist you in acquiring your license if you are not currently licensed). Benefits: Competitive compensation with the most attractive commission and bonus structure in the industry. Comprehensive training and continuous professional development. A supportive team environment with access to seasoned mentors. Opportunities for career advancement within the company. Compensation: Range is based on the average rep in current markets. Bonuses are performance-based and paid every month on the 15th. Residuals are paid on the anniversary date of the client's sale.
    $32k-42k yearly est. 27d ago
  • Customer Service Representative

    Hawthorne Animal Hospital 4.0company rating

    Finance Service Representative Job In Glen Carbon, IL

    Hawthorne Animal Hospital has been serving Glen Carbon, Edwardsville, and the St. Louis Metro East for over 65 years. Along with general practice care, our facility also provides 24/7 emergency and intensive care. The Veterinary Customer Service Representative creates the first impression of our hospital to our clients. This employee maintains a "client first" mentality, is a client/patient advocate, and assists in control of the overall flow of the hospital. What are we looking for in a Veterinary Customer Service Representative? A motivated team player An excellent communicator. You will be interacting with doctors, nurses, clients, support staff, other veterinary clinics, pharmacies, and more. A dedicated individual who wants to learn about veterinary medicine. Someone who demonstrates compassion when helping our clients and their pets. Veterinary Customer Service Representative Job Overview: Schedule appointments Check in clients and patients, check out appointments Answering phone calls, including emergency calls. Various administrative tasks including but not limited to; patient rechecks, prescription requests, online appointment requests. What are the qualifications needed for our Veterinary Customer Service Representative? Available to work 12 hour shifts that include full weekend and holiday availability. Must have a working knowledge of a multi line phone system and general office equipment and software Be able to pass a drug screen. Be comfortable interacting with clients in person and over the phone. Be able to remain calm during emergency client/patient situations. Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance * Employee Pet Wellness Program * Referral Program * Professional development assistance JOB CODE: CSR
    $29k-37k yearly est. 60d+ ago
  • Commodity Trader (I, II, Senior)

    UEC Ameren Missouri

    Finance Service Representative Job In Saint Louis, MO

    About Us Ameren is a leader in the energy industry, and our transformation toward more clean, renewable energy is also transforming other industries and infrastructure in our communities. As a regional company serving local customers, we not only serve our communities, we're a part of them. This isn't just a job. At Ameren, we invest in you, so you can power the quality of life you want. Diversity, Equity & Inclusion is one of the core values that guides us in everything we do. We are committed to building a skilled and diverse workforce that brings diverse perspectives to every area of our business. Our benefits include: Medical coverage on date of hire 100% employer paid cash balance pension plan 401(k) with company match fully vested on date of hire Minimum of 15 days paid vacation and 12 paid holidays Paid parental leave and family caregiver leave Visit our Benefits & Perks Page for more information on benefits provided to regular full-time employees. About Ameren Missouri Ameren Missouri has been providing electric and gas service for more than 100 years, and our electric rates are among the lowest in the nation. Ameren Missouri's mission is to power the quality of life for our 1.2 million electric and 132,000 natural gas customers in central and eastern Missouri. Our service area covers 64 counties and more than 500 communities including the greater St. Louis area. About The Position The Commodity Trader I is responsible for implementing short-term hedging strategies and providing asset optimization & energy portfolio management for generation assets. Ameren Missouri's commodity traders hedge positions for the following commodities: wholesale energy, renewable energy power purchase agreements, electric transmission, electric capacity, ancillary service agreements, coal, coal transportation, rail surcharge, emissions allowances, emissions control commodities, natural gas, natural gas transportation & services, renewable energy credits, fuel oil, alternative fuels, uranium, and related nuclear fuel services (conversion, enrichment, fabrication). In addition, the candidate will coordinate the dispatch and fuel operations of the Ameren Missouri generation fleet. Key responsibilities include: ● Execute interchange sales, purchases and operational duties (scheduling, tagging, and related functions) ● Establish credible and effective relationships with trading counterparties/market participants to recognize and develop opportunities. ● Act in accordance with Credit guidelines and the Ameren Missouri Risk policy, while recommending policy changes that improve Ameren Missouri's flexibility in the marketplace. ● Schedule natural gas and heating oil purchases, implement hedging instruments and real time purchases to achieve a balanced portfolio ● Participate in market registration of new generation resources ● Maintain effective communication with other commodity traders, gas supply, management, power dispatchers, energy centers, and complimentary departments. ● Work with Back Office to resolve discrepancies or disputes as required Qualifications Commodity Trader I Bachelor's Degree from an accredited college or university required. MBA preferred. One year of commodity industry experience required. Physical power, coal, or natural gas industry experience preferred. Experience with electric system operations, scheduling, tagging, power flows and generation technologies preferred. Experience in and/or knowledge of PJM and MISO market rules strongly preferred. Multi-commodity experience preferred. Significant experience in related fields may be considered in lieu of commodity exposure. Commodity Trader II Bachelor's Degree from an accredited college or university in a business-related discipline required. MBA preferred. Three or more years of commodity, power or trading industry experience required. Multi-commodity experience preferred. Significant experience in related fields will be considered in lieu of commodity exposure. Senior Commodity Trader Bachelor's Degree from an accredited college or university in a business-related discipline required. MBA preferred. Five or more years of commodity, power or trading industry experience required. Multi-commodity experience preferred. Significant experience in related fields will be considered in lieu of commodity exposure. In addition to the above qualifications, the successful candidate will demonstrate: Strong interpersonal and communication skills are required. Proven leadership, team building, organizational skills and administrative aptitude preferred. Excellent decision-making, analytical and computational skills are highly desired, as well as a grasp of marginal economic reasoning. Candidates must have ability to work in a fast- paced environment with critical time deadlines. Work hours will be rotational, and the individual will be on-call at various times during non-working hours. This position requires employee background check according to NERC guidelines. Additional Information Ameren's selection process includes a series of interviews and may include candidate testing and/or an individual aptitude or skill-based assessment. Specific details will be provided to qualified candidates. * Salary dependent upon individual credentials and position market pay level. Compensation Range: $82,400.00 - $199,500.00 * This pay range encompasses multiple levels of the role. Career level and compensation depends upon applicant's credentials. At Ameren, base salary is one component of a competitive compensation package for employees. Our pay ranges are broad to allow for movement within our organization and to accommodate different skill sets and levels of expertise. We take into consideration a variety of factors including, but not limited to, skills, abilities, experience, education, credentials, and internal equity when determining the base salary offered. Roles are eligible for additional rewards including annual incentive payments based on individual and company performance. If end date is listed, the posting will come down at 12:00 am on that date: Saturday April 05, 2025 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ethnicity, age, disability, genetic information, military service or status, pregnancy, marital status, sexual orientation, gender identity or expression, or any other class, trait, or status protected by law.
    $82.4k-199.5k yearly 4d ago
  • Customer Service Representative - Part-time PRN

    Chestnut Health Systems 4.2company rating

    Finance Service Representative Job In Belleville, IL

    Have strong customer service and business office skills? Want to work for an agency that's all about helping others? Chestnut Health Systems needs you for this part-time PRN position! This position will float between our Hillsboro, MO and Granite City, Belleville, and Maryville, IL offices. Responsibilities Greet clients and visitors in a way that is courteous and respectful and that creates a safe and welcoming environment. Gather demographic, financial, and insurance information in person or by telephone. Discuss payment plans, waivers, and fee agreements with patients. Ensure that patients' electronic medical records include complete documentation and information. Verify current payer eligibility. Schedule appointments. Operate standard office equipment. Promote the recovery model of treatment including trauma-informed care, hope, respect, empowerment, health/wellness, and spirituality/connectedness. Qualifications High school diploma or equivalent. Strong customer service background. Excellent telephone skills. Knowledge of standard office procedures and use of office equipment. Good interpersonal and organizational skills, attention to detail, and discretion in handling confidential information. Ability to manage multiple tasks. Basic keyboarding skills. Experience using MS products. Ability to commute among locations to perform assigned duties. Valid driver's license, private auto insurance. Must be insurable. Are you intrigued by this job but don't meet every single requirement? Research shows that women and people of color are less likely to apply for jobs when that's the case. Chestnut is committed to building a diverse, inclusive, and authentic workplace. If you're excited about any of our posted positions but your experience doesn't line up perfectly, please apply anyway ! You might be just the right candidate for another role. We'd love to explore the possibilities with you! EOE - Minorities/Females/Veterans/Disabled. Chestnut welcomes applications from qualified individuals with recovery experience. The anticipated starting pay for new hires for this position is between $16.00 - $17.00 an hour. There are several factors taken into consideration in determining base pay, including but not limited to: job-related qualifications, skills, education, experience, local market conditions, and internal equity. Check out additional benefits here!
    $16-17 hourly 60d ago
  • Part Time Banker | Chesterfield

    Busey Bank 4.5company rating

    Finance Service Representative Job In Chesterfield, MO

    As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers' financial wellbeing. Come grow with Busey! Duties & Responsibilities Identify customers' and non-customers' financial needs and sell all appropriate products and services. Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Assist with Teller duties on an as needed basis. Education & Experience Knowledge of: Strong sales and customer service skills Strong interpersonal communication skills Bank compliance, security, and operational policies Possess knowledge of all bank products, features, benefits. Ability to: Assess a customer's needs and understand what solutions are impactful Accurately count money Learn to operate basic office equipment and banking systems Perform duties and make decisions under frequent time pressures Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Cash handling experience (preferred) Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Benefits and Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $16-$19/hour) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #BBLP
    $16-19 hourly 23d ago
  • Retail Fixed Income Trader

    Wells Fargo 4.6company rating

    Finance Service Representative Job In Saint Louis, MO

    About this role: Wells Fargo is seeking a Fixed Income Trader to join the Retail Trading department within Wealth and Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com. This trader is focused on WIM Fixed Income Trading Services provided to various WIM channels. In this role, you will: * Interact with Advisors on fixed income product discovery, portfolio implementation, pending trade negotiations/status, and fixed income platform assistance * Perform fixed income order reviews and execute Treasury auctions, Market Linked Investments and orders against external offerings * Review and research trading situations, and exercise independent judgment to guide medium risk deliverables * Assist more experienced traders with complex trade situations * Receive direction from leaders while developing knowledge to understand function, policies, procedures, and compliance requirements * Participate in less complex initiatives and identify opportunity for process improvements * Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: * 2+ years of Retail Fixed Income Trading experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education Desired Qualifications: * FINRA registration including Series 7 (or FINRA recognized equivalents) * FINRA registration including Series 63 (or FINRA recognized equivalents) * FINRA registration including Series 52 (or FINRA recognized equivalents) * Knowledge and understanding of debt instruments, market knowledge and bonds through coursework or investment clubs * Knowledge and understanding of fixed income investment systems such as: Bloomberg * Knowledge and understanding of bond securities and bond security structures * Knowledge and understanding of finance, investment accounting, fixed income securities, bond math, and fixed income portfolio risk measures * Proficient with Microsoft Office products (Word, Excel, Outlook, and PowerPoint) * Demonstrated professional written and verbal communication skills * Demonstrated relationship building and collaboration skills * Analytical capabilities, attention to detail and organizational skills * Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important * A BS/BA degree (or equivalent experience) Job Expectations: * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may require for ongoing employment in this position. FINRA Series 7 and 63 or 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. * This position is not eligible for Visa sponsorship. Posting Location: * 1 North Jefferson Avenue - St. Louis, MO, 63103 * Required location listed above. Relocation assistance is not available for this position. Posting End Date: 3 Apr 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $68k-106k yearly est. 4d ago
  • Private Banker

    CIBC Bank USA 4.8company rating

    Finance Service Representative Job In Saint Louis, MO

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Private Banker, you will cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, delivering tailored banking and lending solutions. You'll actively manage a portfolio, providing customized credit and deposit services while collaborating with CIBC Private Wealth Management and CIBC Commercial Banking to expand relationships. Your role involves serving as a trusted advisor, deepening client relationships, and introducing clients to Wealth and Commercial partners. Through strategic business development and risk management, you will drive the profitable growth of client relationships. How you'll succeed Develop and grow client relationships: Establish new private banking lending and deposit relationships while deepening existing ones. Provide customized banking solutions: Support all banking and lending needs, acting as the primary internal resource for client credit and deposit services. Collaborate with internal partners: Work with Relationship Managers and team members to secure new business approvals and manage modifications to existing relationships. Drive credit and lending success: Structure deals that align with client needs while mitigating risk, working closely with Underwriting and Credit Risk Management to navigate the approval process. Expand client solutions: Identify opportunities for additional credit and non-credit services, coordinating with other business units to deliver comprehensive solutions. Ensure portfolio management excellence: Oversee portfolio reviews, address past-due items, manage renewals, and collect key financial information to maintain risk integrity. Manage risk and compliance: Maintain accurate risk ratings, stay informed on policy and regulatory changes, and ensure adherence to credit policy and risk frameworks. Support team success: Collaborate with peers, mentor junior team members, and contribute to a high-performing team environment. Engage in the market: Represent CIBC Private Wealth Management through active participation in local industry events, building brand awareness and expanding client networks. Who you are Experienced private banker: You have a minimum of 5 to 7 years of experience managing lending and deposit relationships for HNW and UHNW clients. Educational background: A bachelor's degree in Business, Finance, Accounting, Real Estate, or Economics is preferred. Deep credit expertise: You have extensive experience structuring loans, underwriting credit, and mitigating risk. Investment and trust knowledge: You understand investment portfolios, trust solutions, and how to integrate them into broader wealth strategies. Relationship-focused: You excel at maintaining private banking relationships and delivering high-touch client service. Analytical and detail-oriented: You can assess credit risk, structure lending solutions, and complete financial analysis and documentation. Tech-savvy: You are proficient in Microsoft Office with advanced knowledge of financial analysis and modeling. Team-oriented leader: You thrive in a collaborative environment and have experience mentoring junior team members. Industry-savvy: Experience advising business owners and corporate executives in Private Wealth, Middle Market, or Large Corporate banking is highly desired. Credit trained: Formal credit training is a plus. What success looks like Strong and growing private banking relationships that result in increased lending, deposit, and wealth management business. Seamless deal execution and risk management through effective collaboration with Underwriting and Credit Risk Management. A well-managed portfolio with timely reviews, renewals, and accurate risk ratings. Active participation in industry and local market events to expand CIBC Private Wealth Management's presence. A high-performing team, with mentorship and collaboration driving superior client service. What CIBC offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering and MomentMakers, our social, points-based recognition program Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $135,000 - $185,000 for the St. Louis, MO market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location MO-1401 South Brentwood Blvd. Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Business Operations, Mentoring Staff, Operations Management, Operations Support, People Management, Prioritization, Process Improvements, Resource Allocation
    $135k-185k yearly 48d ago
  • Part Time (20 Hours) Associate Banker Gravois Bluffs Branch, Fenton, MO

    JPMC

    Finance Service Representative Job In Fenton, MO

    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
    $38k-81k yearly est. 24d ago

Learn More About Finance Service Representative Jobs

How much does a Finance Service Representative earn in Manchester, MO?

The average finance service representative in Manchester, MO earns between $28,000 and $58,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average Finance Service Representative Salary In Manchester, MO

$40,000

What are the biggest employers of Finance Service Representatives in Manchester, MO?

The biggest employers of Finance Service Representatives in Manchester, MO are:
  1. Gateway Metro Federal Credit Union
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