15 jobs found

About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) - Candidates must live in the Sarasota, FL - Florida DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titlesAccurately record inventory status and audit findings using a mobile device audit applicationDocument dealership visit details and audit observationsReview audit results with dealership personnel in a clear and professional mannerCommunicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team settingStrong work ethic and accountabilityProfessional demeanor with effective communication and interpersonal skillsStrong problem-solving and decision-making abilitiesBasic computer proficiency requiredValid driver's license and safe driving recordAbility to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stoopingMust be able to drive for extended periods of time depending on market assignmentHigh school diploma or GED required; college education preferredPrior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annuallyCompany vehicle or monthly vehicle allowanceExpense reimbursementOvernight travel reimbursement, including meal allowanceHealth insurance (multiple plan options available)Dental and vision insuranceHealth savings account (HSA) and flexible spending account (FSA) options401(k) retirement plan with company contributionsPaid time offPaid parental leaveTuition reimbursementWellness incentivesEmployee assistance programLife insuranceShort & Long Term DisabilityReferral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI971f4ba0675b-2006

Financial Services Representative, Wilma Rudolph Office, Clarksville TN Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team at the Wilma Rudolph Office in Clarksville TN. The Financial Services Representative serves as the face of our credit union, assisting members with their financial needs and ensuring a positive experience. This is a dual role that requires both product knowledge and excellent service skills to support our members on-site. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members. Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options. Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals. Promote credit union products and services through conversations. Provide Notary services. Ensure compliance with all policies, procedures, and regulations. Serve as a liaison between members and the credit union, supporting overall branch operations. Qualifications High school diploma (or equivalent) required. 1+ year of banking, financial services, customer service or retail experience is required. Lending and sales experience would be helpful and preferred. Skills & Abilities Strong knowledge of credit union products, lending processes, and digital banking tools. Strong communication and relationship-building skills. Ability to confidently discuss financial products in a consultative, member-focused way. Detail-oriented with strong organizational and follow-through skills Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership. Availability This position is 40- hours a week, Monday through Friday. No Weekends! Typical hours are 8:00 a.m. to 5:00 p.m. There may be some opening and closing shifts on a rotational basis required. Will require some flexibility within these hours, as needed. Pay & Benefits Offering competitive hourly pay range of $17.75 per hour to $21.68+ per hour, commensurate with experience and qualifications. Financial Services Representatives will also participate in a monthly incentive program. When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% Employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, and your birthday off (paid)! Employee-only perks and discounts At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company eight years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best lives! We support diversity in the workplace and are an Equal Opportunity Employer. Compensation details: 17.75-21.68 Hourly Wage PI985eec3b4e98-2321

About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) - Candidates must live in the South Florida; Ideally in Miami but can live anywhere from Jupiter to Homestead, FL. DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (10 to 12 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PIefbad-1971

Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team at the Wilma Rudolph Office in Clarksville TN. The Financial Services Representative serves as the face of our credit union, assisting members with their financial needs and ensuring a positive experience. This is a dual role that requires both product knowledge and excellent service skills to support our members on-site. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members. Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options. Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals. Promote credit union products and services through conversations. Provide Notary services. Ensure compliance with all policies, procedures, and regulations. Serve as a liaison between members and the credit union, supporting overall branch operations. Qualifications High school diploma (or equivalent) required. 1+ year of banking, financial services, customer service or retail experience is required. Lending and sales experience would be helpful and preferred. Skills & Abilities Strong knowledge of credit union products, lending processes, and digital banking tools. Strong communication and relationship-building skills. Ability to confidently discuss financial products in a consultative, member-focused way. Detail-oriented with strong organizational and follow-through skills Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership. Availability This position is 40- hours a week, Monday through Friday. No Weekends! Typical hours are 8:00 a.m. to 5:00 p.m. There may be some opening and closing shifts on a rotational basis required. Will require some flexibility within these hours, as needed. Pay & Benefits Offering competitive hourly pay range of $17.75 per hour to $21.68+ per hour, commensurate with experience and qualifications. Financial Services Representatives will also participate in a monthly incentive program. When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% Employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, and your birthday off (paid)! Employee-only perks and discounts At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company eight years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best lives! We support diversity in the workplace and are an Equal Opportunity Employer. PI0bb27f6-

Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Assists with vault-related and ancillary operational duties. Well-practiced in policy and procedure and keeps up-to-date on banking regulation changes to ensure compliance in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Counsels clients on consumer financing options. Processes and closes consumer loans. Demonstrates and educates our customer base on our technology products and services. Collaborates with internal partners to connect customers to experts who can help them with specialized financial services including Wealth Management, Cash Management, and Merchant Processing. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; solid consumer lending skills; proficient in use of various types of technology and software. Experience: A minimum of 4-6 years' experience in a related position normally required. PI0f5-

Description: General Responsibilities Responsible for performing various duties to meet the commercial services needs of individuals or business customers as well as developing and managing relationships; achieving customer service goals as established in the division's annual operating plan; directly supervising assigned personnel; complying with operating policies and procedures established for the commercial lending function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; providing guidance and on-the-job training to Commercial Loan Officer I(s) and II(s), and III(s). Essential Duties Performs a variety of duties to meet the commercial services needs of business customers as follows: Manages an individual loan portfolio; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities. Jointly establishes quantitative sales objectives, with assigned supervisor, on an annual basis; this activity to be integrated with the Bank's annual budget. Makes outside calls and solicits new business from present and prospective customers. Provides sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports. Monitors individual sales performance versus objectives on a regular basis; discusses performance with appropriate supervisor on a frequent basis. Serves as a member of the Bank's sales team; makes group sales calls where these types of calls will improve the opportunity for new business development. Maintains a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs. Collects and analyzes financial, credit, and related information; provides direct service to commercial customers of the Bank with respect to deposit, loan, and other miscellaneous products and services; negotiates provisions and structures of loans Makes presentations to appropriate loan committee. Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems. Maintains a working knowledge of bank operating policies and procedures which impact commercial services. Prepares and maintains accurate records of all customer service calls made and meetings held with present and prospective customers. Actively represents the Bank in public relations and other related community activities. May attend sales and trade meetings as a bank representative to develop new business and to gain information and leads on new business relationships. Monitors loan repayment activities of assigned loan portfolio. Directly supervises assigned personnel as follows: Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel. Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by bank policy. Requirements: Education/Training: A B.S. or B.A. degree in a related field normally required; specialized commercial banking education and/or training. Skill(s): Must demonstrate strong communication skills; proficient written, analytical and mathematics skills; proficient interpersonal relations, communicative, and sales skills; a thorough knowledge of the features and benefits of all bank commercial products and services; a working knowledge of bank operating policies and procedures which impact commercial lending; proficient PC skills, including Microsoft Word and Excel; technical skills sufficient to provide guidance and training to Commercial Loan Officer I(s), II(s), and III(s). Experience: A minimum of nine (9) years' experience in related positions normally required. Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer PI0992f197c6e5-0556

About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road) Candidates must live within 30 minutes of Harrisburg, PA DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (4 to 5 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PI143bb2f34c29-6675

Contact Center Representative Contact Center Representative Bedford Service Center - Bedford, IN 47421 Apply Overview Salary Range $20.14 - $27.70 Hourly Travel Percentage Negligible Apply Description Join Our Award-Winning Team as a Contact Center Representative! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2026, for the fourth consecutive year! Hoosier Hills Credit Union continues to grow and expand its impact across our communities, empowering brighter financial futures through extraordinary service and genuine connection. We're seeking a friendly, service-driven, and motivated Contact Center Representative to join our Retail Delivery team. If you enjoy helping others, building relationships, solving problems, and delivering exceptional service through phone and digital channels, we'd love to meet you! What We Offer: Competitive Salary: $20.14- $27.70, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off, 401k with company match and more. Impactful Work: Help empower brighter financial futures and strengthen communities through extraordinary service and genuine connection, one Member at a time. Supportive Environment: Work with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding organization. A Rewarding Career: Be part of a team that's dedicated to making a positive difference in the lives of our Members and Team Members. Professional Development: Gain valuable experience in member service and financial solutions while building a rewarding career in the credit union industry. Opportunity Overview: The Contact Center Representative ensures Hoosier Hills Credit Union members receive outstanding service through phone and digital channels. This role builds and strengthens member relationships by delivering friendly, helpful, and solution-focused service while supporting a wide range of member needs, including account servicing, product recommendations, and member based solutions. Successful candidates are passionate about helping others, committed to delivering exceptional member experiences, and motivated to identify solutions that help members achieve their financial goals. What You'll Do: Mission-Driven Service & Member Experience Uphold HHCU's mission: "To be better for our members by making a positive difference in their lives and the communities we serve." Provide exceptional service through friendly, informative, and solution-oriented communication. Take ownership of member needs and provide follow-through until resolution. Build strong relationships by understanding and anticipating member goals. Collaborate across departments to support the full range of member services. Member Support & Service Delivery Assist members with account transactions, maintenance requests, inquiries, new account applications questions, and loan applications questions. Recommend products and services that align with member needs and financial goals. Maintain professionalism and act in the best interest of the member and the Credit Union at all times. Achieve sales and service goals through proactive conversations and relationship-based cross-selling. Operational & Technical Proficiency Handle member requests via phone and written communications with accuracy and efficiency. Maintain and manage inboxes and internal routing of communication. Support consumer loan processing assisting members within established lending guidelines. Accurately process transactions while ensuring adherence to policies, procedures, and security standards. Teamwork, Collaboration & Continuous Improvement Communicate proactively with team members and supervisors regarding updates, opportunities, and challenges. Share ideas for process improvements and participate in team-driven solutions. Attend team meetings, events, and training sessions to support individual and team development. Assist with service center needs and functions, including occasional teller or member service tasks, as needed. What We're Looking For: Educational Background High school diploma or equivalent required. 1-2 years of experience in a retail, customer service, or member service environment. Experience in a contact center or phone-based service role preferred. Familiarity with lending practices and loan application processes is a plus. Knowledge, Skills, & Abilities Excellent oral and written communication skills with a friendly, professional demeanor. Strong multitasking abilities, including assisting members while navigating multiple systems and documentation requirements. Working knowledge of credit union products, services, and member engagement standards. Commitment to meeting sales and service goals in a supportive, team-focused environment. Ability to analyze information and exercise sound judgment in decision-making. Strong organizational skills with attention to detail and accuracy. Ability to learn new systems, adapt to change, and work effectively in a fast-paced environment. Work Environment This position operates in a professional office environment with standard administrative conditions, climate control, and lighting. The role requires normal mobility, dexterity, and coordination to perform typical office and phone-related tasks. Occasional lifting of up to 50 pounds may be required. Why Join Hoosier Hills Credit Union? At Hoosier Hills Credit Union, you'll be more than an employee. You'll be part of a team committed to helping members achieve financial success while making a positive impact in the communities we serve. Every interaction is an opportunity to create meaningful relationships and deliver extraordinary service. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer PM19 Share job details to Compensation details: 20.14-27.7 Hourly Wage PI3d290503bfd6-0070

About DataScan by Solifi: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to transform the landscape of dealer commercial lending. Location: Field-Based (On the Road - Colorado) Candidates must live in the Denver Metro market DataScan's Risk Management Operations team is seeking Field Risk Specialists to support our growing North American business unit by performing floorplan inventory audits at automotive, equipment, powersports and other dealerships within an assigned territory. In this role, you will be responsible for physically verifying inventory, reviewing dealer records, and identifying discrepancies related to sold, missing, damaged, and off-site units. You will work directly with dealership personnel to reconcile findings, document results, and ensure the accuracy of information captured in DataScan's mobile audit application. This position plays an important role in helping clients manage risk and maintain accurate inventory reporting. This is a field-based position that requires strong attention to detail, sound judgment, and the ability to work independently and in various weather conditions. You will regularly interact with dealership staff and client representatives, communicate audit results, and assess risk conditions. Candidates should be comfortable working in both indoor and outdoor environments and able to manage travel within their assigned territory, including occasional overnight stays. This role is well-suited for individuals who are dependable, organized, and capable of making informed decisions in a fast-paced environment. Essential Functions Verify in-stock inventory by inspecting VIN/serial numbers for each floorplanned unit, often outdoors and in varying weather conditions Meet with authorized dealership personnel to research and determine the status of missing inventory units Review and validate dealer records and supporting documentation related to sold, missing, damaged inventory and off-site collateral Verify the status and accuracy of MSOs (Manufacturer Statements of Origin) and vehicle titles Accurately record inventory status and audit findings using a mobile device audit application Document dealership visit details and audit observations Review audit results with dealership personnel in a clear and professional manner Communicate audit results, dealer conditions, and potential risk exposure to client representatives Qualifications Ability to work independently and within a team setting Strong work ethic and accountability Professional demeanor with effective communication and interpersonal skills Strong problem-solving and decision-making abilities Basic computer proficiency required Valid driver's license and safe driving record Ability to travel overnight as needed by vehicle or air travel (5 to 7 nights per month) Ability to perform physical tasks such as clearing snow or ice from VIN/serial numbers, lifting or moving inventory boxes as needed, and bending, reaching, or stooping Must be able to drive for extended periods of time depending on market assignment High school diploma or GED required; college education preferred Prior experience in floorplan auditing, financial services, automotive, customer service, field services, or a related industry is preferred but not required Compensation & Benefits At DataScan by Solifi, our associates are a key part of our success. We offer a competitive compensation and benefits package designed to support both your professional and personal well-being. Base Salary: $43,000-44,625 annually Company vehicle or monthly vehicle allowance Expense reimbursement Overnight travel reimbursement, including meal allowance Health insurance (multiple plan options available) Dental and vision insurance Health savings account (HSA) and flexible spending account (FSA) options 401(k) retirement plan with company contributions Paid time off Paid parental leave Tuition reimbursement Wellness incentives Employee assistance program Life insurance Short & Long Term Disability Referral program DataScan Alpharetta GA Facebook Careers DataScan () Homepage Solifi Learn More at: Onsite Floorplan Physical Audit Solution DataScan Compensation details: 5 Yearly Salary PId81e605acf8e-6752

Position Title: Personal Banker - Non-Lending Reports To:Location President Classification: Non-Exempt Revised:May 2026 Scope: Reporting to the Location President, the Personal Banker is responsible for assisting with the daily operations of the location, helping to lead lending and business development initiatives of the location, and assisting with the supervision of location staff. The quality and nature of this leadership will result in meeting the needs of the customers, staff and bank while achieving both the short and long-term goals of the bank. The Personal Banker is responsible for assisting with public relations and generation of new business in accordance with the goals and objectives of the bank. Represents the bank in the local community through active participation in community affairs. Accountabilities: Business Development: 30% This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products. Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. Location Administration: 30% Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards. Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location. Provide leadership for location specific promotions and initiatives. Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. Supervision: 30% Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility. Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished. Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like. Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. Other: 10% Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community. As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: A daptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and help build teamwork. Attention to Detail: Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed. Financial Analysis: Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process. Negotiation and Sales Skills: Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a "win-win" approach to problem solving with customers. Oral/Written Communication: The ability to express and to communicate thoughts and ideas in a professional, clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management's ideas to affected staff. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank's image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Supervision: Offers proper training and coaching for new and current employees and set and measure performance standards. Must be able to set targets, develop action plans, provide feedback and praise/discipline as warranted and be able to motivate staff using both monetary and non-monetary rewards to recognize good performance and meet the goals that have been developed. Must have the ability to resolve personnel issues and conflicts that arise in such a way that maintains a positive work environment. Consider themselves as part of a larger bank team and help build teamwork. Time and Work Management: The capacity to manage one's work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to ensure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities. Education and Special Requirements: Four-year degree in business administration or related experience along with three to five years of prior sales experience. Previous supervisory experience preferred. This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment. Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements: Prolonged periods of working on a computer. Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies). Ability to remain in a stationary position (e.g., standing or sitting) for extended periods. Frequent use of hands and fingers for data entry, handling cash, and operating office equipment. Visual acuity to read documents, computer screens, and currency. Manual dexterity for typing and handling paperwork. Occasional travel to client sites or bank locations (if applicable). Position Title: Lead Customer Service Representative Reports to: Location President Classification:Non-Exempt Revised: June 2026 Scope: The Lead Customer Service Representative position is responsible for demonstrating excellent customer service in accordance with bank's core values, supervise, schedule, and lead the location CSR team. Greet and assist customers in a friendly and timely manner via telephone, email and in person. Handle daily transactions such as checking and savings deposits, withdrawals, payments, advances, purchases, balancing, etc., while ensuring a positive interaction with customers. Have a working knowledge of bank products and services and cross sell when appropriate. The Lead CSR is responsible for understanding the daily routines of the department and assists the other CSRs or departments with duties as needed. Maintain a complete understanding of regulatory and compliance policies and procedures. Must be able to work flexible hours and days & responsible for fulfillment of all job accountabilities. In addition, the Lead CSR will assist the customer in financial planning. This may include opening new deposit accounts such checking, savings, CDs, IRAs, safe deposit boxes as well as many other additional products such as debit cards, online banking, mobile banking, e-statements, direct deposit, etc. Accountabilities: Business Development: 50 % Responsible for opening all deposit type products for both consumers and businesses, such as checking savings and CDs, and HSAs. Responsible for certain maintenance functions for both CIF level and Account level while adhering to limitations and standards set by management. Responsible to cross-sell other bank products as opportunities arise. Perform auditing duties to ensure all standards and requirements are met. . click apply for full job details

Job Description Job Description: Position Title: Personal Banker - Non-Lending Reports To: Location President Classification: Non-Exempt Revised: May 2026 Scope: Reporting to the Location President, the Personal Banker is responsible for assisting with the daily operations of the location, helping to lead lending and business development initiatives of the location, and assisting with the supervision of location staff. The quality and nature of this leadership will result in meeting the needs of the customers, staff and bank while achieving both the short and long-term goals of the bank. The Personal Banker is responsible for assisting with public relations and generation of new business in accordance with the goals and objectives of the bank. Represents the bank in the local community through active participation in community affairs. Accountabilities: Business Development: 30%This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products.Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. Location Administration: 30%Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards.Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location.Provide leadership for location specific promotions and initiatives.Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. Supervision: 30%Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility.Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished.Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like.Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. Other: 10%Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community.As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: Adaptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and help build teamwork. Attention to Detail: Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed. Financial Analysis: Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process. Negotiation and Sales Skills: Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a "win-win" approach to problem solving with customers. Oral/Written Communication: The ability to express and to communicate thoughts and ideas in a professional, clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management's ideas to affected staff. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank's image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Supervision: Offers proper training and coaching for new and current employees and set and measure performance standards. Must be able to set targets, develop action plans, provide feedback and praise/discipline as warranted and be able to motivate staff using both monetary and non-monetary rewards to recognize good performance and meet the goals that have been developed. Must have the ability to resolve personnel issues and conflicts that arise in such a way that maintains a positive work environment. Consider themselves as part of a larger bank team and help build teamwork. Time and Work Management: The capacity to manage one's work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to ensure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities. Education and Special Requirements:Four-year degree in business administration or related experience along with three to five years of prior sales experience.Previous supervisory experience preferred.This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements:Prolonged periods of working on a computer.Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies).Ability to remain in a stationary position (e.g., standing or sitting) for extended periods.Frequent use of hands and fingers for data entry, handling cash, and operating office equipment.Visual acuity to read documents, computer screens, and currency.Manual dexterity for typing and handling paperwork.Occasional travel to client sites or bank locations (if applicable). Position Title: Lead Customer Service Representative Reports to: Location President Classification: Non-Exempt Revised: June 2026 Scope: The Lead Customer Service Representative position is responsible for demonstrating excellent customer service in accordance with bank's core values, supervise, schedule, and lead the location CSR team. Greet and assist customers in a friendly and timely manner via telephone, email and in person. Handle daily transactions such as checking and savings deposits, withdrawals, payments, advances, purchases, balancing, etc., while ensuring a positive interaction with customers. Have a working knowledge of bank products and services and cross sell when appropriate. The Lead CSR is responsible for understanding the daily routines of the department and assists the other CSRs or departments with duties as needed. Maintain a complete understanding of regulatory and compliance policies and procedures. Must be able to work flexible hours and days & responsible for fulfillment of all job accountabilities. In addition, the Lead CSR will assist the customer in financial planning. This may include opening new deposit accounts such checking, savings, CDs, IRAs, safe deposit boxes as well as many other additional products such as debit cards, online banking, mobile banking, e-statements, direct deposit, etc. Accountabilities: Business Development: 50 %Responsible for opening all deposit type products for both consumers and businesses, such as checking savings and CDs, and HSAs.Responsible for certain maintenance functions for both CIF level and Account level while adhering to limitations and standards set by management.Responsible to cross-sell other bank products as opportunities arise.Perform auditing duties to ensure all standards and requirements are met.Support the overall location sales effort for various retail products. Direct sales goals may be established by management for such items as CDs, HSAs, DDAs, Savings, ATM cards, direct deposit, online banking, or referrals for other bank products.This position will know other products the bank offers. In that capacity, this person will refer customers to the appropriate department in the bank for service. This may include loans, WMG, private banking and the like.Understand and comply with the related laws and compliance regulations that pertain such as but not limited to BSA, Privacy, Funds Availability Policy, etc . click apply for full job details

Job Description Job Description: Position Title: Personal Banker - Non-Lending Reports To: Location President Classification: Non-Exempt Revised: May 2026 Scope: Reporting to the Location President, the Personal Banker is responsible for assisting with the daily operations of the location, helping to lead lending and business development initiatives of the location, and assisting with the supervision of location staff. The quality and nature of this leadership will result in meeting the needs of the customers, staff and bank while achieving both the short and long-term goals of the bank. The Personal Banker is responsible for assisting with public relations and generation of new business in accordance with the goals and objectives of the bank. Represents the bank in the local community through active participation in community affairs. Accountabilities: Business Development: 30%This position will be familiar with all bank offerings. This person will refer customers to the appropriate department for service and cross-sell customers to other banking services. This may include a referral to the WMG or cross-selling deposit products, investment products, insurance products or any other product the customer may be a candidate for. Support the overall location sales effort. Direct sales goals may be established by management for such items as IRA's, HSA's, CD's, ATM cards, direct deposit, automated banking, or referrals for other bank products.Must help attract prospects to the bank. This person will make calls on specific prospects. Responsible for generating new consumer loans and mortgage loans for the bank. This will include soliciting new business relationships and strengthening relationships with existing customers. Location Administration: 30%Support the atmosphere within the location that attains and maintains a high level of morale and embraces our Vision, Mission, Values and Service Standards.Assist with training staff, implementing, and ensuring all bank policies and procedures are known and followed at the location.Provide leadership for location specific promotions and initiatives.Ensure that the properties and facilities are kept in accordance with bank standards for appearance, cleanliness, and safety. Supervision: 30%Directly manage a team of professionals and assume responsibility for implementation of tactics in their area of responsibility.Assist with the selection and motivation of staff and help develop a culture that will help determine the effectiveness of the staff in getting their respective jobs accomplished.Will develop tactics to ensure implementation of the bank's strategic direction. These tactics can include goals for growth, products, staff, and the like.Will ensure implementation of the tactics through assigning responsibility and developing the tracking needed to ensure that desired results are achieved and ensure that the staff is achieving their individual goals. Other: 10%Active involvement in key community, banking and civic organizations and activities, as appropriate, to represent the bank in the community.As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities as assigned. Competencies: Adaptability: Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Must be willing to express and support management's ideas to affected staff. Consider themselves as part of a larger bank team and help build teamwork. Attention to Detail: Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed. Financial Analysis: Must clearly understand all aspects of accounting and finance in a community bank environment. This includes understanding reconcilement, general ledger, budgeting, and pricing along with the ability to understand numbers and use those skills as they pertain to loans and the loan underwriting process. Negotiation and Sales Skills: Must understand the concepts of negotiating and sales as it pertains to selling financial service products in a community bank. Must be able to cross sell customers and make referrals to other areas of the bank. Must be able to develop a "win-win" approach to problem solving with customers. Oral/Written Communication: The ability to express and to communicate thoughts and ideas in a professional, clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Must be willing to express and support management's ideas to affected staff. Professionalism: Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork. Promotes the bank's image of a supportive corporate citizen within the community. Fiduciary responsibility for safekeeping confidential and sensitive information requires ethics and professionalism beyond reproach. Supervision: Offers proper training and coaching for new and current employees and set and measure performance standards. Must be able to set targets, develop action plans, provide feedback and praise/discipline as warranted and be able to motivate staff using both monetary and non-monetary rewards to recognize good performance and meet the goals that have been developed. Must have the ability to resolve personnel issues and conflicts that arise in such a way that maintains a positive work environment. Consider themselves as part of a larger bank team and help build teamwork. Time and Work Management: The capacity to manage one's work, outline overall project plans, determine necessary steps for its completion and delegation of tasks to the appropriate staff to ensure the project is finished accurately, on time and within budget. Must have the ability to set targets, develop action plans, and measure results against the defined target goals. The ability to prioritize tasks to make the best use of time for high priority tasks is vital. Makes prudent decisions; creates policies and procedures; provides managerial direction and leadership at a high level of accountability. Seeks opportunities to develop personal abilities. Education and Special Requirements:Four-year degree in business administration or related experience along with three to five years of prior sales experience.Previous supervisory experience preferred.This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.Internal: BAI Courses: All Staff, Personal/Retail/Ag Banker, Real Estate (if applicable) Physical Requirements:Prolonged periods of working on a computer.Occasionally lift and carry up to 15-25 pounds (e.g., coin bags, office supplies).Ability to remain in a stationary position (e.g., standing or sitting) for extended periods.Frequent use of hands and fingers for data entry, handling cash, and operating office equipment.Visual acuity to read documents, computer screens, and currency.Manual dexterity for typing and handling paperwork.Occasional travel to client sites or bank locations (if applicable). Position Title: Lead Customer Service Representative Reports to: Location President Classification: Non-Exempt Revised: June 2026 Scope: The Lead Customer Service Representative position is responsible for demonstrating excellent customer service in accordance with bank's core values, supervise, schedule, and lead the location CSR team. Greet and assist customers in a friendly and timely manner via telephone, email and in person. Handle daily transactions such as checking and savings deposits, withdrawals, payments, advances, purchases, balancing, etc., while ensuring a positive interaction with customers. Have a working knowledge of bank products and services and cross sell when appropriate. The Lead CSR is responsible for understanding the daily routines of the department and assists the other CSRs or departments with duties as needed. Maintain a complete understanding of regulatory and compliance policies and procedures. Must be able to work flexible hours and days & responsible for fulfillment of all job accountabilities. In addition, the Lead CSR will assist the customer in financial planning. This may include opening new deposit accounts such checking, savings, CDs, IRAs, safe deposit boxes as well as many other additional products such as debit cards, online banking, mobile banking, e-statements, direct deposit, etc. Accountabilities: Business Development: 50 %Responsible for opening all deposit type products for both consumers and businesses, such as checking savings and CDs, and HSAs.Responsible for certain maintenance functions for both CIF level and Account level while adhering to limitations and standards set by management.Responsible to cross-sell other bank products as opportunities arise.Perform auditing duties to ensure all standards and requirements are met.Support the overall location sales effort for various retail products. Direct sales goals may be established by management for such items as CDs, HSAs, DDAs, Savings, ATM cards, direct deposit, online banking, or referrals for other bank products.This position will know other products the bank offers. In that capacity, this person will refer customers to the appropriate department in the bank for service. This may include loans, WMG, private banking and the like.Understand and comply with the related laws and compliance regulations that pertain such as but not limited to BSA, Privacy, Funds Availability Policy, etc . click apply for full job details

Description: What You'll Be Doing A Client Experience (CX) Representative is a key role within the Bank's digital branch operations and services. This role is pivotal in advancing the bank's digital presence and offerings and is responsible for delivering exceptional service to current and prospective clients. Primary responsibilities involve communicating with clients via phone, chat, email, and secure messaging to ensure their financial needs are met while enhancing the overall client experience. This role provides personalized relationship-based banking services to current and prospective clients. The Client Experience Representative will be accountable for handling incoming client inquires, processing transactions and promoting Bank Iowa's products and services. Engages with current and prospective clients across multiple channels including inbound calls, chat, secure messages on online banking platforms, and website contact leads. Facilitates various transactions such as check cashing, deposits, withdrawals, transfers, loan payments, and other typical transactions. Processes financial transactions efficiently and accurately. Assists clients with a broad range of questions and issues which include questions about products and services, change of address, stop payments, etc. Opens and supports all phases of opening new accounts, both online and via phone, for new and prospective clients. An internal candidate located in one of our branch locations may be considered. Requirements: Skills/Experience You'll Need High School diploma or equivalent required. College degree preferred. 0-2 years customer service experience; previous banking experience a plus and/or understanding of bank products and services, including the rules, regulations, policies and procedures. Ideal candidates will have strong customer service skills, strong attention to detail, have the ability to multi-task, possess strong communication skills, exhibit critical thinking and exemplary judgement and problem-solving skills as well as exhibit systems/technology proficiency and navigation. What you'll love about us Our team members love working here, and the prevailing reason is this: our people. In addition to the great team you will be a part of, here are some of the other reasons why our team members love working here: A competitive financial package we want you to bring your best so in addition to your compensation, every team member receives a bonus opportunity, a generous 401k match, and discretionary profit sharing. Robust benefits and wellness - we are proud to offer health, dental and vision insurance as well as a wellness program designed to help drive down your premiums for benefits-eligible team members. Our wellness initiatives promote positive change and allow our team members to think big. Blending work and life - As a people-centered organization, each team member is provided a generous PTO bank. Bank Iowa team members receive 11 paid observed holidays, 100% paid parental leave, an opportunity for sabbatical leave, generous bereavement, and an employee assistance program designed to support team members throughout various stages in their lives. Continued learning opportunities - Bank Iowa enables great things and supports team member development at every stage of your career. Our development approach focuses on your innate talents and developing those into areas of strengths. Learning experiences are available in formal & informal training settings, as well as on-the-job training. Development programs are available in-person and online. Our tuition reimbursement program is available to support formal education programs. Community Involvement - Our team members are active members of their communities and people-centered. Bank Iowa aspires to be a center of influence in each of the 22 communities we are located in. In addition to company-sponsored volunteer opportunities, we offer paid volunteer time off (VTO), which allows team members to give their time to organizations they care about, without having to use PTO. Recognition - Bank Iowa is proud of our team members who "Live our Values". Our peer nominated recognition program presented annually, recognizes and celebrates team members who exemplified our values from the past year. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth . Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws. PI05f16c5-

Financial Services Representative - Trenton NJ Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Services Representative (FSR) to join our team inside the Trane Technologies plant in Trenton, NJ. This role will combine financial service responsibilities with member service duties in a cashless office environment. The Financial Services Representative serves as the face of our credit union. This position is primarily a lending position but will be required to assist members, as needed, with their financial needs and ensuring a positive experience. This is a dual role that requires comprehensive product knowledge. The candidate must possess excellent service skills to support members on-site. Key Responsibilities Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members. Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options. Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals. Promote credit union products and services through conversations. Provide Notary services. Ensure compliance with all policies, procedures, and regulations. Serve as a liaison between members and the credit union, supporting overall branch operations. Qualifications High school diploma (or equivalent) required. 1+ year of banking, financial services, customer service or retail experience is required. Lending and sales experience would be helpful and preferred. Skills & Abilities Strong knowledge of credit union products, lending processes, and digital banking tools. Attention to detail and accuracy. Excellent communication and interpersonal skills. Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership. Availability This position is 40- hours a week, Monday through Friday. Typical hours are 7:30 a.m. to 3:30 p.m. EST. Will require some flexibility within these hours, as needed. Pay and Benefits Competitive starting hourly pay of $20.03+, based on previous experience and participation in a monthly incentive plan. When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam. Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options. Up to a 6% Employer-matched 401(k) + additional 3% employer contribution. Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years! Paid time off, volunteer time off, and your birthday off (paid)! Employee-only perks and discounts At Altra Federal Credit Union, you'll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you'll not only gain the opportunity to build meaningful relationships with members and coworkers, but you'll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve. Altra is proud to be a Great Place to Work certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life! Compensation details: 20.38-20.38 Hourly Wage PI6a4e8c458f9a-4635