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Finance and Related


|Categories| | Post a Position |

Prudential
Downers Grove, IL

Financial Services Associate
Responsibilities:
• Sell new insurance and investment products
• Solicit new customers through approved techniques and methods
• Conserve existing insurance and investments products
• Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies.
Essential Job Functions
It is important that Financial Service Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As our representative, the Financial Services Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the best interest of the customer. The end result of the Financial Services Associate’s work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people.
The Financial Services Associate’s general duties include the responsibility to:
• Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies.
• Propose insurance and investment products most suitable to the applicant’s needs and ability to pay.
• Make the necessary adjustments in the policyholder’s portfolio in light of changes in the policyholder’s needs. Although many transactions are handled by the Customer Service Office, an Financial Services Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions.
• Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Services Associate.
• Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies.
• Conform to and abide by the procedures, rules and requirements of Prudential Financial companies and the state or states where the Financial Services Associate operates.
Qualifications: The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women who are ready for a rewarding career opportunity selling insurance and financial services products… a career committed to making an impact in the lives of the people we touch. We’re seeking individuals with these attributes.
• Customer Service Focused
• Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)
• Self Confident and Autonomous
• Drive and Initiative
• Responsible and Committed
• Excellent Interpersonal Skills
• Good Business Communication Skills
• Ability to Problem Solve, and develop ideas
• Ability to use basic math skills to problem solve
• Good Critical Thinking
• High school diploma or GED qualification required
Application Process: Please call or email Carolyn Murray at 630-493-0585 or by email at carolyn.murray@prudential.com
Posted: 11/16-11/20


Prudential
IL

Financial Services Associate
Responsibilities:
The Financial Service Associate position is a sales position with The Prudential Insurance Company of Americaselling insurance and financial services. Financial Services Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.
After the training and development program, many will continue to be financial services generalists, assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs.
Overall Duties and Responsibilities
• Sell new insurance and investment products
• Solicit new customers through approved techniques and methods
• Conserve existing insurance and investments products
• Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies.
Essential Job Functions
It is important that Financial Service Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As our representative, the Financial Services Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the best interest of the customer. The end result of the Financial Services Associate’s work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people.
The Financial Services Associate’s general duties include the responsibility to:
• Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies.
• Propose insurance and investment products most suitable to the applicant’s needs and ability to pay.
• Make the necessary adjustments in the policyholder’s portfolio in light of changes in the policyholder’s needs. Although many transactions are handled by the Customer Service Office, an Financial Services Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions.
• Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Services Associate.
• Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies.
• Conform to and abide by the procedures, rules and requirements of Prudential Financial companies and the state or states where the Financial Services Associate operates
Qualifications: The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women who are ready for a rewarding career opportunity selling insurance and financial services products… a career committed to making an impact in the lives of the people we touch. We’re seeking individuals with these attributes.
• Customer Service Focused
• Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)
• Self Confident and Autonomous
• Drive and Initiative
• Responsible and Committed
• Excellent Interpersonal Skills
• Good Business Communication Skills
• Ability to Problem Solve, and develop ideas
• Ability to use basic math skills to problem solve
• Good Critical Thinking
• High school diploma or GED qualification required
Application Process: To respond online, please call or email: Glenn Kosiba 630-493-0585 x7021 glenn.kosiba@prudential.com
Posted: 11/9-11/13


First American Bank
Bloomingdale, IL

Teller
Responsibilities:
This is an hourly (non-exempt) entry level position of the Teller Department. Individuals will perform daily teller functions, including all special service transactions. This position will have limited check cashing authority, with no transaction approval authority. Professional appearance and dress required for this highly visible customer service position. Responsibilities: · Provide strong customer service skills to provide First American Bank's high standard of service. · Provide special services as needed, including: redeeming coupons and US Savings Bonds, selling travelers' checks, issuing Official checks, processing cash advances, coin deposits, coin orders and TT&L payments. · Balance teller drawer daily, as well as review teller difference account daily. · Balance and replenish ATMs. Includes processing of deposits and verifying currency in machine. · Assist other areas of branch in performing daily tasks, as needed. Including, but not limited to: processing check orders, organizing loan files, verifying account information. · Assist in branch sales initiatives. Including, but not limited to: identifying customers for other products, such as investments and loans, participation in calling programs to new/existing customers; preparation of mailers to new/existing customers. · Assist in the opening/closing procedures of the branch to accommodate dual control. · Adhere to all written policies and procedures. · Assist other branches in close proximity when staffing levels necessitate. · Attend training classes as scheduled.
Application Process: Contact:
Contact: Anna Mistarz
Address: 80 Stratford Drive, Bloomingdale, IL 60108
Apply Online: http://www2.firstambank.com/main.nsf/JobOppViewForm?openform&collapse=1
Application Instructions: ** Please visit out website at www.firstambank.com to complete and online application **
Posted: 11/2-11/6


First American Bank
Bloomingdale, IL

Personal Banker
Responsibilities:
This is an hourly (non-exempt), more experienced position within the Personal Banking department. This position requires strong communication skills to assist customers in choosing the right deposit and loan products offered by First American Bank. The individual will be knowledgeable of the more complex products such as IRAs, HSAs, Trusts and commercial accounts. Individuals will perform all daily functions relatively independently, along with other special projects. A high level of customer service and sales aptitude are required both in person and over the telephone. Responsibilities: Service · Educate new and existing customers about the features and benefits of First American Bank personal banking products. · Assist customers in selecting the products and services that best meet their needs and goals. · Will be responsible for taking loan applications and closing loans. · Perform all daily personal banking tasks, including but not limited to: opening accounts including business account, IRAs and HSAs, closing accounts; account maintenance; ordering of checks. · Issue ATM cards and instruct customers on proper use. · Participate in more specialized customer service telephone queues and tasks. · Assist in customer-issue resolution in person or on the telephone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary. · Participate in the staffing of the Teller department. · Make sound decisions within check cashing authority and transaction approval authority. · Handle customer questions and issues, problem solving and fee reversal requests; make sound authorization approvals. Resolves customer issues with tact and diplomacy. Sales · Concentrates on increasing customer satisfaction. · Assist in branch sales initiatives, including, but not limited to: identifying customers for other products, such as investments and loans, participation in calling programs to new/existing customers; preparation of mailers to new/existing customers. · Participate in telemarketing and working of onsite trade shows and other sales related events. May participate in local community events to increase branch awareness. · Will actively participate in serving, growing and retaining the branch customer portfolio. Meets or exceeds assigned goals. · Cross sell other bank products to new/existing customers in person or on the telephone. Audit / Control · Adhere to all written policies and procedures. This includes policies of both the teller and personal banking departments. · Will have Independent Review responsibilities on new accounts. · Perform opening/closing procedures of the branch. This includes possession of keys as well as combinations to various vaults
Application Process: Contact:
Contact: Anna Mistarz
Address: 80 Stratford Drive, Bloomingdale, IL 60108
Apply Online: http://www2.firstambank.com/main.nsf/JobOppViewForm?openform&collapse=1
Application Instructions: ** Please visit out website at www.firstambank.com to complete and online application **
Posted: 11/2-11/6


Park National Bank
Oak Park, IL

Customer Service Rep (teller)
Responsibilities:
Responsible for providing superior service to our customers, handling their teller transactions in a timely manner. Balances cash drawer accurately. Recognizes and develops opportunities to cross sell bank products and services. Meets the established referral goals as defined by the branch. Adheres to all bank policies and procedures regarding regulatory compliance.
Application Process: Contact:
Contact: Rachel Chandler
Address: 11 W. Madison Street, Oak Park, IL 60302
Phone: 7084453276
Apply Online: http://www.parknatl-careers.com
Posted: 11/2-11/6


Suburban Bank and Trust
Elmhurst, IL

Tellers - Wheaton, Lemont, New Lenox Branches
Responsibilities:
Part-time positions currently open at our Wheaton, Lemont, New Lenox branches. Suburban Bank & Trust (SBT) has opportunities for people with excellent customer service and communication skills to join our team as Tellers at our Elmhurst branch. We are looking for the right people to provide our customers with "The experience of exceptional service". This position is responsible for receiving deposits for credit to customers' savings, checking or loan accounts, verifying cash withdrawals and signature endorsements within established limits, and balancing daily transactions. This person will also answer customer inquiries related to account balances, promote bank products and refer customers to appropriate departments for additional services with a focus on building business relationships with our customers.
Salary: $9.00
Application Process: Apply by sending resume via email to pgreco@sbtbanknow.com
Posted: 9/29-10/2


First American Bank
Bloomingdale, IL

Personal Banker
Responsibilities:
This is an hourly (non-exempt), more experienced position within the Personal Banking department. This position requires strong communication skills to assist customers in choosing the right deposit and loan products offered by First American Bank. The individual will be knowledgeable of the more complex products such as IRAs, HSAs, Trusts and commercial accounts. Individuals will perform all daily functions relatively independently, along with other special projects. A high level of customer service and sales aptitude are required both in person and over the telephone. Responsibilities: Service · Educate new and existing customers about the features and benefits of First American Bank personal banking products. · Assist customers in selecting the products and services that best meet their needs and goals. · Will be responsible for taking loan applications and closing loans. · Perform all daily personal banking tasks, including but not limited to: opening accounts including business account, IRAs and HSAs, closing accounts; account maintenance; ordering of checks. · Issue ATM cards and instruct customers on proper use. · Participate in more specialized customer service telephone queues and tasks. · Assist in customer-issue resolution in person or on the telephone. This includes performing research, reviewing transactions, and redirecting customers to appropriate resources when necessary. · Participate in the staffing of the Teller department. · Make sound decisions within check cashing authority and transaction approval authority. · Handle customer questions and issues, problem solving and fee reversal requests; make sound authorization approvals. Resolves customer issues with tact and diplomacy. Sales · Concentrates on increasing customer satisfaction. · Assist in branch sales initiatives, including, but not limited to: identifying customers for other products, such as investments and loans, participation in calling programs to new/existing customers; preparation of mailers to new/existing customers. · Participate in telemarketing and working of onsite trade shows and other sales related events. May participate in local community events to increase branch awareness. · Will actively participate in serving, growing and retaining the branch customer portfolio. Meets or exceeds assigned goals. · Cross sell other bank products to new/existing customers in person or on the telephone. Audit / Control · Adhere to all written policies and procedures. This includes policies of both the teller and personal banking departments. · Will have Independent Review responsibilities on new accounts. · Perform opening/closing procedures of the branch. This includes possession of keys as well as combinations to various vaults.
Application Process: Please apply online at www2.firstambank.com/main.nsf/joboppviewform?openform&collapse=1
Posted: 9/29-10/2


 

 

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