Finance Representative Jobs in Oklahoma

Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication Desired Qualifications: 4-year college degree. Physical Requirements: See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands. Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment. Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations. Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc. Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.). For this US-based position, the base pay range is $14.76 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"span style="font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt; color: #000000;"Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: /span/pp style="margin: 0px;" /pp style="text-align: center;"span style="color: #153d63; font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt;"Planning Experience · Asset amp; Income Protection · Education Funding · Investment amp; Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis /span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt; color: #000000;"Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. /span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt; color: #000000;"We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor./span/pp style="margin: 0px;" /pp style="margin: 0px;" /p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Responsibilities /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"As a financial advisor, you will: /span/span/pul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Build personalized, holistic financial plans tailored to every client's unique needs/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Manage your client's financial plans to help them achieve their goals /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Grow relationships with clients to support them through every stage of life/span/spanbr/ /li/ulp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #153d63; font-family: Calibri,sans-serif; font-size: 13.**********99998pt;"span style="font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"strong Training, licensing amp; designations/strong/span/span/pp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. /span/span/pp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"To become a financial advisor, you must obtain the following licenses: Life/Accident amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. /span/spanbr/ /pp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #153d63; font-family: Calibri,sans-serif; font-size: 13.**********99998pt;"span style="font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"strong Compensation amp; Benefits/strong/span/span/pul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Performance-based earnings and revenue/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 0.6em;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"sup1/sup/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;": /span/spanul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="2" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"emspan style="font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"A/span/em/spanspan style="background-color: #ffffff; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"emspan style="font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)/span/em/span/lili aria-level="2" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"emspan style="font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)/span/em/span/li/ul/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Additional income structure to support training and early development/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Renewal income earned for continued client support and policy management/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Bonus programs and expense allowances/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Certified Financial Planner licensing support/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 0.6em;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"sup2/sup/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;" /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Fully company-funded retirement package and pension plan /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Competitive and comprehensive medical, vision, and dental plans/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Life Insurance and Disability Income Insurance /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Parental benefits at every stage of family planning /span/spanspan style="background-color: transparent; color: #ffffff; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"#LI-Onsite/span/span/li/ulp style="margin: 0px;" /p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Qualifications /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #153d63; font-family: Calibri,sans-serif; font-size: 13.**********99998pt;"span style="font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"strong You could be right for this opportunity if you have: /strong/span/span/pul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Bachelor's degree /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Entrepreneurial ambitions to be a business owner /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"History of success in relationship-building or client-facing roles /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal;

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Responsibilities_** + Business partnering with Process Excellence and Divisional Engineering leaders on strategic projects and initiatives + Assist in Make vs Buy, Make vs Make and other strategic financial analysis + Prepare capital analytics on a monthly/quarterly/annual basis + Prepare monthly results for Strategic Projects + Assist with the yearly budget and quarterly forecast process for strategic projects + Assist with the quarterly reporting to the SEC Accounting Team + Support Global Operations and Supply Chain (GOSC) end-to-end capital budgeting and forecasting process + Support capital controls in partnership with Medical Segment FP&A team + Support continuous improvement of new processes to streamline capital management, and work with key stakeholders to execute and maintain them + Support the transition manufacturing agreement pricing arrangements + Manage multiple deliverables and deadlines concurrently + Work on Ad hoc requests and initiatives as required **_Qualifications_** + 4-8 years of experience preferred + Bachelor's degree in related field preferred, or equivalent work experience preferred **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $79,700 - $113,800 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 3/6/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization All Locations: Edmond If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

This is a remote/hybrid role Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry? Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.Why Join SFC? Unlimited Earning Potential - Enjoy residual income, additional bonuses, and incentives. Fortune 500 Support - Leverage big-firm credibility, brand recognition, and robust marketing tools. Collaboration & Mentorship - Work alongside experienced advisors, receive hands-on training, and accelerate your growth. Flexibility & Autonomy - Build your own schedule and maintain work-life balance. Comprehensive Benefits - Health, dental, vision, and life/disability insurance; 401(k) with matching; national recognition programs; and more. Key Responsibilities Lead Generation & Qualification Prospect new sales leads via calls, emails, and networking. Engage potential clients, qualifying them for further financial discussions. Relationship Building Stay in contact with existing prospects to foster trust and brand awareness. Request referrals and follow up on qualified leads in coordination with senior advisors. Client Support & Education Respond to client inquiries, identify needs, and suggest potential solutions or services. Coordinate in-person meetings or calls between new clients and Financial Advisors. Collaborate with Financial Advisors Be the point person for lead flow and handoffs to senior advisors. Participate in joint work opportunities to develop your industry knowledge and client-service skills. Channel Partner Outreach Network with potential channel partners-businesses, associations, and community organizations-to expand SFC's reach. Qualifications Education: BS in Marketing, Business Administration, or related field (preferred) Experience & Skills: 1+ year of sales or finance experience (preferred) Hands-on familiarity with CRM software and MS Excel Comfortable with cold calling and other prospecting techniques Strong communication skills and an understanding of sales performance metrics Licensing: Life & Health Insurance Licenses (preferred, or willingness to obtain) Benefits & Perks Unlimited Earning Potential with commission, residual income, and bonus structures Financial Assistance for new advisors (licensing sponsorship, designations) W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, and Life/Disability Insurance National Recognition Programs (business conferences, Chairman's trips) Marketing & Sales Support plus ongoing mentorship from seasoned advisors Flexible Work Schedule and advancement opportunities Access to a Proprietary, Economic-Based Financial Planning Tool About Strategic Financial Concepts At SFC, our mission is simple: “Our goal is your success.” We're committed to providing integrated financial solutions-from insurance and investments to retirement and estate planning-while equipping our advisors with top-tier training, technology, and support. If you have the energy, tenacity, and passion to excel in the financial services industry, we want to help you grow. Ready to take the first step? Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential. Apply now to become part of our SFC family!

SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. The ultimate objective of this position is to help advance the Seminole Nation by delivering value and signature moments every day.ESSENTIAL DUTIES AND RESPONSIBILITIES: include, but are not limited to the following:• Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all• Assists various departments in counting gratuities. • Verifies all money drops and deposits money into appropriate accounts. • Reconciles cage cashier banks accurately.• Accurately complete prize checks when necessary.• Maintains various records of Main Bank activities. • Maintains the accuracy of vault inventory during ALL shifts.• Pulls and counts mutilated money; preparing it to be returned to the bank. • Ensures proper fills and reconciliation for ATM's / Kiosks.• Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports.• Complies with Title 31 requirements and other internal control standards.• Prepares reports as requested.• Seeks efficiency in Cage departments without undermining the rules/regulations.• Demonstrate effective computer literacy skills with Microsoft programs and database systems. KNOWLEDGE AND SKILLS - EXPERIENCE and/or EDUCATION:Equivalent to a high school education with one (1) year to three (3) years of similar or related experience.

Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective **Job Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . View the LA County Fair Chance Ordinance (************************************************************************************************** . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

This position will provide ongoing support to banking centers by fielding phone and email inquiries regarding various approval requests. The successful candidate will work directly with all Personal Banking personnel to assist with various approval requests, providing excellent and efficient customer service. The successful candidate will be required to evaluate risk with each approval request to make a quality decision to support the banking center and customer while mitigating risk to the bank. The successful candidate will also share the responsibility of managing various tracking reports related to all incoming approval requests. This position will work closely with various departments such as Personal Banking Administration, Policy & Procedure, and the Personal Banking Governance Manager to ensure processes related to in person and remote approvals are effective. Hours of the position(s) will be scheduled between 9am to 8pm to support outside markets.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail. Here's what you will experience working as a Financial Counselor: * Explain financial responsibilities for services received payment options and collection procedures to patients or parties responsible for payment. * Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. * Contact insurance carriers or other sources and act as an advocate for the patient. * Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved. * Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations. * Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. * Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. * Maintain accurate documentation of pre-processing information. * Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. * Perform all other duties and projects as assigned. Required Skills: * High school diploma is required * At least one year of call center experience * Attention to detail * Strong customer service experience * Ability to multi-task and navigate between multiple systems simultaneously * Ability to handle a large volume of incoming calls For this US-based position, the base pay range is $14.42 - $20.24 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022

div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"span style="font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt; color: #000000;"Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: /span/pp style="margin: 0px;" /pp style="text-align: center;"span style="color: #153d63; font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt;"Planning Experience · Asset amp; Income Protection · Education Funding · Investment amp; Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis /span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt; color: #000000;"Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. /span/pp style="margin: 0px;" /pp style="margin: 0px;"span style="font-family: 'Calibri Light', 'Calibri Light_EmbeddedFont', 'Calibri Light_MSFontService', sans-serif; font-size: 12pt; color: #000000;"We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor./span/pp style="margin: 0px;" /pp style="margin: 0px;" /p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Responsibilities /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"As a financial advisor, you will: /span/span/pul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Build personalized, holistic financial plans tailored to every client's unique needs/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Manage your client's financial plans to help them achieve their goals /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Grow relationships with clients to support them through every stage of life/span/spanbr/ /li/ulp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #153d63; font-family: Calibri,sans-serif; font-size: 13.**********99998pt;"span style="font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"strong Training, licensing amp; designations/strong/span/span/pp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. /span/span/pp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"To become a financial advisor, you must obtain the following licenses: Life/Accident amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. /span/spanbr/ /pp style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #153d63; font-family: Calibri,sans-serif; font-size: 13.**********99998pt;"span style="font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"strong Compensation amp; Benefits/strong/span/span/pul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Performance-based earnings and revenue/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 0.6em;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"sup1/sup/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;": /span/spanul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="2" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"emspan style="font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"A/span/em/spanspan style="background-color: #ffffff; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"emspan style="font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)/span/em/span/lili aria-level="2" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"emspan style="font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)/span/em/span/li/ul/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Additional income structure to support training and early development/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Renewal income earned for continued client support and policy management/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Bonus programs and expense allowances/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Certified Financial Planner licensing support/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 0.6em;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"sup2/sup/span/spanspan style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;" /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Fully company-funded retirement package and pension plan /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Competitive and comprehensive medical, vision, and dental plans/span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Life Insurance and Disability Income Insurance /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Parental benefits at every stage of family planning /span/spanspan style="background-color: transparent; color: #ffffff; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"#LI-Onsite/span/span/li/ulp style="margin: 0px;" /p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Qualifications /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="line-height: 1.394**********998; margin-bottom: 8pt; margin-top: 0pt;"span style="background-color: transparent; color: #153d63; font-family: Calibri,sans-serif; font-size: 13.**********99998pt;"span style="font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"strong You could be right for this opportunity if you have: /strong/span/span/pul style="margin-bottom: 0; margin-top: 0; padding-inline-start: 48px;"li aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Bachelor's degree /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"Entrepreneurial ambitions to be a business owner /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal; font-weight: 400; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"History of success in relationship-building or client-facing roles /span/span/lili aria-level="1" dir="ltr" style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt; font-style: normal; font-variant: normal; font-weight: 400; list-style-type: disc; text-decoration: none; vertical-align: baseline; white-space: pre;"span style="background-color: transparent; color: #000000; font-family: Calibri,sans-serif; font-size: 12pt;"span style="font-style: normal; font-variant: normal;

JobID: 210616078 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Wisepath Financial Group DBA Strategic Financial Concepts (SFC) Are you a Financial Advisor seeking greater autonomy, unlimited earning potential, and the chance to provide holistic wealth management solutions backed by a Fortune 500-level infrastructure? Tired of restrictive quotas, capped commissions, and limited product portfolios? Join Strategic Financial Concepts (SFC), where we address common industry pain points by offering robust marketing support, cutting-edge technology, and an environment that values growth and flexibility.Why SFC? Fortune 500 Resources & Stability - Leverage big-firm credibility without sacrificing independence. Unlimited Earning Potential - Residual income, uncapped commissions, bonuses, and incentives. Holistic, Purpose-Driven Approach - Offer comprehensive solutions (insurance, investments, retirement, estate) using our economic-based financial planning tool. Flexible Schedule & Autonomy - Control your client relationships and work-life balance. Collaborative Culture - Grow through continuous professional development and joint work with seasoned associates. Key Responsibilities Client Acquisition & Relationship Building - Network, prospect, and maintain trust-based client relationships. Needs Analysis & Custom Planning - Conduct in-depth fact-gathering to design tailored financial strategies. Product & Services Implementation - Offer diverse solutions, including insurance, mutual funds, and more. Ongoing Client Support - Adapt plans as clients' circumstances and market conditions change. Compliance & Integrity - Adhere to fiduciary and regulatory standards while upholding SFC's ethical culture. Qualifications Licenses: Series 7/6, Series 63/66, and Life & Health (preferred). Experience: Proven track record in financial services, strong networking abilities, or a keen desire to succeed in this arena. Education: BA/BS or equivalent work experience. Skills: Exceptional interpersonal, analytical, and client-focused mindset. Benefits W-2 with 7.5% FICA 401(k) with 6% Match Health, Dental, Vision, Life/Disability Insurance National Recognition Programs & Chairman's Trips Flexible Work Schedule & Advancement Opportunities Addressing Common Advisor Pain Points No More Commission Caps: Boost your unlimited earning potential and reap the rewards of your hard work. Extensive Product Portfolio: Offer a broad suite of solutions to fit every client's needs-no more “one-size-fits-all” constraints. Brand & Marketing Support: Leverage our Fortune 500 backing for credibility and in-house marketing resources for lead generation. Collaboration & Mentorship: Grow alongside experienced advisors and benefit from a culture of joint work and shared success. Work-Life Balance: Enjoy the freedom to build your schedule around your clients and personal life. About Strategic Financial Concepts Founded on the belief that “our goal is your success,” SFC provides comprehensive financial strategies-from insurance and investments to retirement and estate planning. We take pride in delivering personalized service to each client and supporting our advisors with the best tools, training, and resources in the industry. If you're ready to transform your career, make a tangible impact on clients' financial well-being, and take control of your income, we want to hear from you. Apply today to become part of the SFC family and start building a future that's both financially and personally rewarding!

SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. The ultimate objective of this position is to help advance the Seminole Nation by delivering value and signature moments every day. ESSENTIAL DUTIES AND RESPONSIBILITIES: include, but are not limited to the following: • Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all • Assists various departments in counting gratuities. • Verifies all money drops and deposits money into appropriate accounts. • Reconciles cage cashier banks accurately. • Accurately complete prize checks when necessary. • Maintains various records of Main Bank activities. • Maintains the accuracy of vault inventory during ALL shifts. • Pulls and counts mutilated money; preparing it to be returned to the bank. • Ensures proper fills and reconciliation for ATM's / Kiosks. • Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports. • Complies with Title 31 requirements and other internal control standards. • Prepares reports as requested. • Seeks efficiency in Cage departments without undermining the rules/regulations. • Demonstrate effective computer literacy skills with Microsoft programs and database systems. KNOWLEDGE AND SKILLS - EXPERIENCE and/or EDUCATION: Equivalent to a high school education with one (1) year to three (3) years of similar or related experience.

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities · Shares the value of Chase Private Client with clients that may be eligible · Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs · Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs · Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week · Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills · Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships · 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation · Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role · High school degree, GED, or foreign equivalent · Adherence to policies, procedures, and regulatory banking requirements · Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills · Excellent communication skills · College degree or military equivalent · Experience cultivating relationships with affluent clients · Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"span style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives,/spanspan style="font-size: 11.0pt; font-family: Calibri, sans-serif;"span style="font-family: verdana, geneva, sans-serif; font-size: 10pt;" who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!/span /span/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Responsibilities /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" pspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"Our internship program mimics our full-time Financial Representative career, allowing you to:/span/pullispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Learn how to prospect and network to build your business and client base/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Develop and execute on a business strategy/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Call on potential clients and set meetings to understand their financial goals /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Prepare plans and offer useful recommendations /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Gain exposure to proprietary planning software platforms /span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Engage in weekly coaching, training, and development meetings/span/lilispan style="font-size: 10pt; color: windowtext; font-family: verdana, geneva, sans-serif;"Receive Risk Product State Licensing: Life, Accident, and Health/span/lilispan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"Build life skills that create future career opportunities/span/li/ulp /ppspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt;"As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 amp; 63 or CFPsup /sup. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation./span/ppspan style="font-family: verdana, geneva, sans-serif; font-size: 10pt; color: #ffffff;"#LI-Onsite/span/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Qualifications /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" pspan style="font-size: 12pt; color: #2f5496;"Are you a fit for this internship?/span/pullispan style="font-size: 10pt;"Full-time student; juniors and seniors preferred/span/lilispan style="font-size: 10pt;"Entrepreneurial ambitions and curiosity for sales/span/lilispan style="font-size: 10pt;"Highly involved on campus (leader, athlete, campus orgs, student government, etc)/span/lilispan style="font-size: 10pt;"Excellent time-management skills/span/lilispan style="font-size: 10pt;"Interest in financial literacy and planning tools/span/lilispan style="font-size: 10pt;"Business savvy and desire to increase critical thinking abilities/span/li/ulpspan style="font-size: 12pt; color: #2f5496;"Compensation amp; Benefits/span/pul type="disc"lispan style="font-size: 10pt;"Performance-based earnings and revenue/span/lilispan style="font-size: 10pt;"Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)/span/lilispan style="font-size: 10pt;"Productivity Bonuses/span/lilispan style="font-size: 10pt;"Support for insurance licensing (life, health, DI, LTC)/span/lilispan style="font-size: 10pt;"Support for SIE, Series 6, Series 63 registrations (eligibility required)/span/li/ulpstrongspan style="font-size: 12pt; color: #2f5496;"About Us/span/strong/pp For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives./pp /pp Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients./pp /pp Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractorssup1/sup for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes./pp /pp As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard./pp /ppstrongspan style="font-size: 12pt; color: #2f5496;"Why join Northwestern Mutual/span/strong/pul type="disc"lispan style="font-size: 10pt;"Fortune 500 company (2023)/span/lilispan style="font-size: 10pt;"Top 100 Internship Programs, Yello x WayUp (2022)/span/lilispan style="font-size: 10pt;"5.0+ million clients and growingsup2/sup/span/lilispan style="font-size: 10pt;"$257 billion retail investment client assets held or managed by Northwestern Mutualsup3/sup/span/lilispan style="font-size: 10pt;"Forbes' Best Employers for Diversity (2018-2021)/span/lilispan style="font-size: 10pt;"Unsurpassed financial strengthsup4/sup/span/lilispan style="font-size: 10pt;"Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)/span/li/ulp /ppspan style="font-size: 8pt;"sup1 /sup Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn./span/ppspan style="font-size: 8pt;"sup2/sup As of June 30, 2023/span/ppspan style="font-size: 8pt;"sup3/sup Combined client assets of NMIS and NMWMC as of June 30, 2023/span/ppspan style="font-size: 8pt;"sup4 /sup Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (Samp;P Global Ratings)/span/p /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Salary Range /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" USD $500.00 - USD $1,000.00 /Yr. /div /div /div /div

Job Details Seminole, OKDescription SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. The ultimate objective of this position is to help advance the Seminole Nation by delivering value and signature moments every day. ESSENTIAL DUTIES AND RESPONSIBILITIES: include, but are not limited to the following: Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all Assists various departments in counting gratuities. Verifies all money drops and deposits money into appropriate accounts. Reconciles cage cashier banks accurately. Accurately complete prize checks when necessary. Maintains various records of Main Bank activities. Maintains the accuracy of vault inventory during ALL shifts. Pulls and counts mutilated money; preparing it to be returned to the bank. Ensures proper fills and reconciliation for ATM's / Kiosks. Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports. Complies with Title 31 requirements and other internal control standards. Prepares reports as requested. Seeks efficiency in Cage departments without undermining the rules/regulations. Demonstrate effective computer literacy skills with Microsoft programs and database systems. Qualifications KNOWLEDGE AND SKILLS - EXPERIENCE and/or EDUCATION: Equivalent to a high school education with one (1) year to three (3) years of similar or related experience. MANAGERIAL RESPONSIBILITY: Has no supervisory responsibility. PROBLEM SOLVING: Ability to read, analyze, and interpret documents, such as policy and procedure manuals, maintenance instructions, and other related documents. Ability to respond to common inquiries from other employees or guests. Must be a Team Player. PHYSICAL DEMANDS: The work requires moderate physical exertion such as long periods of standing, repetitively lifting lightweight objects with frequent bending or stooping, recurring lifting of moderately heavy items. Occasionally lifts heavy objects over 50 pounds. WORKPLACE ENVIRONMENT: The job is performed indoors with frequent exposure to loud noises and fumes (e.g., cigarette smoke).

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************