First Command Financial Services Inc Jobs in

A&PS Sales Specialist - Financial Services

✦ New

Salary not disclosed

Connecticut 4 hours ago

A&PS Sales Specialist - Financial Services

This role has been designated as 'Remote/Teleworker', which means you will primarily work from home.

Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze, and act on their data and applications wherever they live, from edge to cloud, so they can turn insights into outcomes at the speed required to thrive in today's complex world. Our culture thrives on finding new and better ways to accelerate what's next. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good. If you are looking to stretch and grow your career our culture will embrace you. Open up opportunities with HPE.

Sales Specialists & Consultants are product, services, software or solution specialists that are responsible for leading pursuit in their assigned focus areas. Collaborates with and supports Account Managers and provides specialist expertise within the sales team. Drives proactive campaigns to build the pipeline, uses specialized knowledge and skills to prospect, qualify, negotiate and close opportunities. May have named accounts allocated, cover a designated geography, or may be allocated to one high-potential, competitive attack account.

Applies developed subject matter knowledge to solve common and complex business issues and recommends appropriate alternatives. Works on problems of diverse complexity and scope. May act as a team or project leader providing direction to team activities and facilitates information validation and team decision making process. Exercises independent judgment to identify and select a solution. Ability to handle most unique situations. May seek advice in order to make decisions on complex business issues.

The Services Sales Consultant is responsible for selling technology, services and/or technology management services (TMS) to end-user customers (and/or partners) in an assigned geographic territory or industry focusing on new business or up-selling within an account. The position requires a solid understanding of the services value proposition and how customers assign services contracts. Knowledge of marketing campaigns to align initiatives with account planning activities is also required. The Services Consultant develops consultative customer proposals, tailoring strategy and solutions to meet the needs of the customer. They understand the customer's business challenges /objectives to provide value added services and solutions. In some instances these specialists may also be responsible for outsourcing deals.

Responsibilities:

Seek out new opportunities and expands and enhances existing opportunities to build and manage the pipeline in specialty area.
Maintains knowledge of competitors in account to strategically position the company's products and services better.
Develop pursuit plans and manage the pipeline to ensure alignment with account managers.
Establish a professional, working, and consultative, relationship with the client, by developing a core understanding of the unique business needs of the client within their industry.
Contributes to proposal development, negotiations and deal closings.
Work closely with and support account manager, providing technical expertise and support, and participating in client engagements up to C- level engagements for more complex solutions in smaller accounts.
May focus on growing contractual renewals for mid size accounts with some complexity, to higher-total contract- value renewals.
Interface with both internal and external/industry experts to anticipate customer needs and facilitate solutions development. Build sales readiness and reduce client learning curve through effective knowledge transfer in area of specialization.

Education and Experience Required:

University or Bachelor's degree preferred. Directly related previous work experience.
Demonstrated success in achieving progressively higher quota.
Extensive vertical industry knowledge required.
Typically 7+ years advanced technology sales experience required.
Experience selling Advisory and Professional Services strongly preferred
Experience selling to Financial services clients preferred

Knowledge and Skills:

Deep knowledge of products, solution or service offerings as well as competitor's offerings, to be able to sell expansive systems or services and attached products.
Understands the industry and market segment in which key accounts are situated, and integrates this knowledge into consultative selling.
Understands the role of IT within area of specialization and how the company's solutions differentially address specific vertical industry challenges as well as their cross-segment capabilities.
Negotiates and drives deals to ensure successful closes and high win rate.
Broad understanding of the customer needs; applies standard as well as creative solutions to meet those needs.
Uses client engagement skills in collaboration with account leads to propose expansive systems or service solutions to client.
Leadership and initiative in successfully driving specialty sales in accounts - prospecting, negotiating and closing deals.
Translate product knowledge into customer's added business value.
Uses specialty knowledge to actively prospects within accounts to discover or cultivate sales opportunities.
Conceptualizes and articulates well-targeted solutions in area of technical specialty -- from proposal to contract sign-off
Ability to take a deal through the sales cycle including closing or supporting the close of a deal.
Demonstrates high service knowledge and professionalism in researching and sharing service- related information with account teams and customers.
Understand the channel and work an effective plan to increase sales with our partners.
Regular use of Siebel updating deal profile and forecasting accurately.
Understands services as part of strategic product sales.
Good prioritization and delegation skills in order to focus on the key client opportunities. Knowledge of industry trends, associated solutions, and key partner/ISV solutions.

Additional Skills:

Accountability, Active Learning, Active Listening, Assertiveness, Bias, Building Rapport, Buyer Personas, Coaching, Complex Sales, Creativity, Critical Thinking, Cross-Functional Teamwork, Customer Experience Strategy, Customer Interactions, Design Thinking, Empathy, Financial Acumen, Follow-Through, Growth Mindset, Identifying Sales Opportunities, Industry Knowledge, Long Term Planning, Managing Ambiguity

What We Can Offer You:

Health & Wellbeing

We strive to provide our team members and their loved ones with a comprehensive suite of benefits that supports their physical, financial and emotional wellbeing.

Personal & Professional Development

We also invest in your career because the better you are, the better we all are. We have specific programs catered to helping you reach any career goals you have whether you want to become a knowledge expert in your field or apply your skills to another division.

Unconditional Inclusion

We are unconditionally inclusive in the way we work and celebrate individual uniqueness. We know varied backgrounds are valued and succeed here. We have the flexibility to manage our work and personal needs. We make bold moves, together, and are a force for good.

The expected salary/wage range for this position is provided below. Actual offer may vary from this range based upon geographic location, work experience, education/training, and/or skill level. United States of America: Annual Salary USD 166,000 - 322,000 in Massachusetts // 166,000 - 343,000 in New York // 146,000 - 343,000 in Connecticut & New JerseyThis range reflects the minimum to maximum combined base and target-level sales compensation that would be paid if the hire performs at 100% of their sales plan. Of that on-target pay amount, the mix of base salary and target-level sales compensation is 60%/40%.

HPE is an Equal Employment Opportunity/ Veterans/Disabled/LGBT employer. We do not discriminate on the basis of race, gender, or any other protected category, and all decisions we make are made on the basis of qualifications, merit, and business need. Our goal is to be one global team that is representative of our customers, in an inclusive environment where we can continue to innovate and grow together.

No Fees Notice & Recruitment Fraud Disclaimer

It has come to HPE's attention that there has been an increase in recruitment fraud whereby scammer impersonate HPE or HPE-authorized recruiting agencies and offer fake employment opportunities to candidates. These scammers often seek to obtain personal information or money from candidates.

Please note that Hewlett Packard Enterprise (HPE), its direct and indirect subsidiaries and affiliated companies, and its authorized recruitment agencies/vendors will never charge any candidate a registration fee, hiring fee, or any other fee in connection with its recruitment and hiring process. The credentials of any hiring agency that claims to be working with HPE for recruitment of talent should be verified by candidates and candidates shall be solely responsible to conduct such verification. Any candidate/individual who relies on the erroneous representations made

Not Specified

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Financial Services Litigation Attorney

✦ New

🏢 Hinshaw & Culbertson LLP

Salary not disclosed

Iselin, NJ 1 day ago

Hinshaw & Culbertson, a leading national law firm, seeks a mid to senior-level litigation Associate and/or Senior Counsel to join its New Jersey office Consumer Financial Services practice.

The position is an exceptional opportunity for candidates seeking high responsibility to partner with clients and supervising attorneys to develop strategy, litigate, and resolve disputes involving defaulted commercial loans for traditional and non-traditional lenders.

Position Requirements

Must be admitted to the NJ Bar in good standing (NY Bar and/or PA Bar admissions in good standing are pluses, as well).
Experience in financial services and contested foreclosure litigation required.
Experience representing creditors in bankruptcy matters is preferred.
Candidates must possess experience analyzing and reviewing loan-level documentation, drafting pleadings, dispositive motions, and workout resolution agreements, and arguing motions/handling court appearances.
Candidates should also have strong research, writing, and analytical skills.

This is a great opportunity to join a growing team that the firm values.

We value work-life balance and offer hybrid work arrangements, allowing you to work from both the office and remotely.

Please submit your resume, writing samples, and unofficial law school transcript to apply.

New Jersey Candidates Only

Estimated $140,000 to $195,000. The displayed salary range is for applicants who will perform work in New Jersey if selected for the role and does not apply to other locations. Any offered salary is determined by internal equity, the internal salary range, market data, applicant skills, relevant experience, degrees, or certifications.

Please note that only candidates selected for an interview will be contacted.

Hinshaw & Culbertson LLP is an Equal Opportunity Employer (EOE/AA). It does not discriminate in employment practices based on age, race, color, religion, gender, sexual orientation, gender identity, national origin, veteran status, or disability status. We are committed to fostering an inclusive and diverse workplace.

Kindly note: Direct applicants only. This position is not accepting candidates from recruiters.

Not Specified

Customer Service Representative – Financial Services

🏢 TTEC

Salary not disclosed

Charlotte, North Carolina 5 days ago

Your potential has a place here with TTEC's award-winning employment experience.

As a Customer Service Representative
- Financial Services, working onsite in Charlotte, NC you'll be a part of bringing humanity to business.

experienceTTEC.

You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.

Our employees have spoken.

Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! What You'll be Doing Do you have a passion for helping others navigate through their online banking needs? Whether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.

During a Typical Day, You'll Answer questions about products via phone while providing website navigation support and assisting with the application process Access multiple electronic systems at once and document steps taken to efficiently and accurately complete the request Meet established goals for all performance metrics including call quality, productivity, and schedule adherence Participate in projects or process improvements to drive operational excellence What You Bring to the Role 1 year of customer service experience High school diploma or equivalent Recognize, apply and explain your product or service knowledge Computer experience Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook) What You Can Expect Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base wage of $19 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives Visit for more information.

A Bit More About Your Role We're committed to ensuring you have the skills and support to be successful in your role throughout your career.

From your first day in training, through individualized webcam-enabled, engagement and coaching, on into 1000s of free courses to support your career growth wherever that may take you.

And we know that you bring with you the one necessary ingredient that can't be taught – a caring and supportive nature that will shine through as you help customers.

Our TTEC community is here for you as one dynamic, global family.

You'll report to a Team lead.

You'll contribute to the success of the customer experience and the overall success of the team.

About TTEC Our business is about making customers happy.

That's all we do.

Since 1982, we've helped companies build engaged, pleased, profitable customer experiences powered by our combination of humanity and technology.

On behalf of many of the world's leading iconic and hypergrowth brands, we talk, message, text, and video chat with millions of customers every day.

These exceptional customer experiences start with you.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way.

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Not Specified

R

Patient Financial Services Manager

🏢 Rady Children's Physician Management Services

Salary not disclosed

San Diego, CA 3 days ago

Rady Children's Physician Management Services (RCPMS) offers exciting opportunities for qualified candidates to join our rapidly growing organization. We are a wholly owned subsidiary of Rady Children’s Hospital and Health Center with just over 500 employees. RCPMS supports primary care pediatricians with 29 office locations throughout San Diego and Southern Riverside Counties.

RCPMS seeks a friendly, motivated, and experienced individual for our open PFS Manager position. This is a Full-Time position. Hours of operation are Monday through Friday, 8:00am to 5:00pm. On site.

SUMMARY

The Manager, Patient Financial Services (PFS) provides oversight of patient billing and collection within billing operations under the direction of the Director of Patient Financial Services. Monitors work processes and identifies/implements process improvement opportunities. The Manager, PFS oversees and evaluates Patient Financial Services staff, monitors and ensures compliance with Federal, State and industry standards and regulations, prioritizes and maintains timely turnaround, serves as resource for billing issues, performs periodic audits, and acts as the primary contact for escalated customer service concerns.

EDUCATION AND EXPERIENCE

High school diploma or equivalent
Minimum of 5 years supervisory and leadership experience in medical billing office environment
Epic experience preferred

QUALIFICATIONS

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.

For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.

Employee Benefits include but are not limited to:

Student Loan Repayment
Tuition Assistance Program
Medical, Dental & Vision Coverage
Matching 401k
Paid Time Off & Paid Holidays
Employee Assistance Program
Group Life and AD&D Insurance

If you want to work with a great group of people, we invite you to join us in promoting the health of children within our communities.

For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.

Rady Children’s Physician Management Services is proud to be an Equal Opportunity Employer.

To be considered, please submit a resume and cover letter.

The reasonably expected salary range for this position is between $89,120.00-$120,000.00 a year depending on qualifications including education and relevant experience.

Not Specified

T

Machinist - Able Aerospace Services, Inc.

🏢 Textron

Salary not disclosed

Mesa, AZ 2 days ago

Machinist - Able Aerospace Services, Inc.

Textron Aviation has been inspiring the journey of flight for nine decades through the iconic and beloved Cessna and Beechcraft brands. We are passionate advocates of aviation, empowering people with the freedom of flight. As you join our legacy as a global leader in private aviation, you'll have opportunities to try new fields, expand your skills and knowledge, stretch your abilities, and build your career. We provide a competitive and extensive total rewards package that includes pay and innovative benefits to support you and your family members now and in the future, beginning day one. Your success is our success.

Description

Job Summary: Set up and process components on Manual and/or CNC machines in the disciplines such as Lathes, Mills, Grinders and Hone. Machinists will be responsible for the safe and proper use of general equipment, tooling, fixturing, hand-measuring and special precision measurement tools daily. The machinist will be required to work closely, respectfully and professionally with their Subject Matter Experts, Leads, Peers, Cell Level Teams from all disciplines of the Machine Shop. The machinist will be responsible for comprehending the Instructions for Continuous Airworthiness, understanding and performing efficient set-ups and repairs on components are successfully compliant, completed while operating in a safe, clean, organized environment.

Job Responsibilities:

Log into each job in workflow, assist in the set-up and running of jobs as an identified trainee to include identifying programs that match paperwork, assisting measuring component, assisting double checking each step prior to running component.
Ensure inspection of tools are within proper calibration at all times of use, including but not limited to: micrometers, gage blocks, bore gauges.
Ensure proper paperwork is compliant and verified (Serial Number, Part Number, Correct Operation, Correct repair information) to include documentation of maintenance (ICA's), rework travelers, blank travelers.
Maintain basic equipment and work area on a daily basis in a clean and orderly condition.
Maintain personal PPE and follow overall Safety requirements.
Perform daily tool control review/sign offs of tools/toolboxes, cleaning and organizing duties.

Qualifications

Education: Must have a high school diploma or equivalent certification. Technical education is preferred.

Experience: 0-12+ months knowledge/entry level in machining to include any of the following disciplines: ID/OD/Jig/Surface Grinding Hone; CNC Mill, CNC Lathe; Manual Mill, Manual Lathe.

0-12+ months exposure/entry level in machine programming to include any of or a combination of the following: G-Code/M-Code, Fanuc, Siemens, and Haas Controls.

Basic equipment knowledge of any of the following: Precision Measurement Tools, Hand Tools, Manual Mills, Okuma, Haas, Matsuura, Centroid, Hermle, DMG, Fryer (Lathe and Mill); Kellenberger, Studer, Usach, DeVlieg, Moore Jig Grinder, Sunnen Hone and Fryer (Grind).

Equipment experience of any of the following: Precision Measurement Tools, Hand Tools, Manual Mills, Okuma, Haas, Matsuura, Centroid, Hermle, DMG, Fryer (Lathe and Mill); Kellenberger, Studer, Usach, DeVlieg, Moore Jig Grinder, Sunnen Hone and Fryer (Grind) Preferred.

Ability to read, comprehend dimensional, documented instructions.
Ability to perform basic math skills efficiently and accurately.
Knowledge of manufacturing processes related to aerospace industry is preferred.
Blueprint reading, knowledge of GD&T, basic machine operation and knowledge of cutting tools is preferred.
Strong written and verbal communication skills.
Ability to adapt to change and stressful situations.
Willingness to take on responsibilities, challenges, overtime.
Strong attention to detail and personal ownership of the work performed.
Proficient in computer applications; including Microsoft Word.

Textron Aviation Inc. must comply with U.S. export control laws and regulations. If a position requires access to sensitive information controlled under these laws and regulations, a successful applicant must be eligible to meet any requirements to access controlled information.

permanent

I

Director of Patient Financial Services

✦ New

🏢 Insight Global

Salary not disclosed

Camden, NJ 4 hours ago

Job title: Director of Patient Financial Services

Location: Camden, NJ

Job Type: Full Time, Day Shift, 3 days work from home (can choose what days are in office)

Job Description

The Director of Patient Financial Services provides strategic leadership and oversight of healthcare receivables operations, including patient registration, billing, accounts receivable, cash management, and financial reporting. This role is responsible for optimizing revenue cycle performance, ensuring regulatory compliance, and driving accurate claim submission and timely reimbursement across the organization. The Director will lead a combined team of approximately 75 staff across multiple locations and will partner closely with operational and executive leadership to improve financial outcomes. This role leverages deep expertise in hospital billing, reimbursement, and financial eligibility to resolve complex issues, analyze performance trends, and implement process improvements aligned with organizational goals.

Key Responsibilities

Provide strategic and operational leadership for all healthcare receivables functions, including billing, AR, cash management, and reporting Directly manage and develop management teams overseeing approximately 75 staff across multiple facility operations
Ensure compliance with federal, state, payer, and industry regulations Analyze and resolve complex claim submission and reimbursement issues across departments
Utilize Epic to support enterprise billing, AR workflows, and reporting Oversee budgeting, forecasting, auditing, AR and reserve analysis, and financial performance reporting
Monitor healthcare financial indicators and lead continuous improvement initiatives

Minimum Qualifications:

- Bachelor’s degree required; Master’s degree in healthcare administration, business, finance, or a related field preferred

- Minimum 5 years of progressive management experience in healthcare receivables or revenue cycle operations

- In‑depth knowledge of hospital billing, reimbursement, and AR processes

- Strong financial acumen and executive‑level communication skills

Plus (Strongly preferred):

In‑depth working knowledge of Epic

Compensation

$170,000 to $190,000 per year annual salary

Exact compensation may vary based on several factors, including skills, experience, and education.

Not Specified

Senior Salesforce Engineer- Financial Services Cloud

🏢 Midland States Bank

$88,000 - 130,000

Rockford, IL 2 days ago

Position Title: Senior Salesforce Engineer- Financial Services Cloud Locations: Rockford_IL Time Type: Full time Req ID: JR1200-Rockford_IL At Midland, we’re proud to be a little different.

You can see it in our bright orange signs-but there’s more to it than that.

With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions.

For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success.

And this goes beyond traditional banking.

We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.

Our humble ambition keeps us growing, giving back, and looking ahead.

We’re innovating and optimizing our services to ensure we stay unique
- providing strength you can count on with heart you can feel.

You might say we’re unlike any other bank.

And you’d be right." At Midland States Bank, base salary is one component of our Total Rewards program.

Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience.

This position offers additional compensation in the form of short-term incentives (i.e.

bonus and/or commission) and may include long-term incentives (i.e.

stock awards).

Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off.

Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan.

Incentives and benefits are subject to eligibility requirements.

Salary Range: $88,000-$130,000/annually Position Summary This position is responsible for designing, integrating, building, and maintaining Salesforce-based Sales and Financial Services solutions within Midland States Bank.

The role ensures scalable, secure, and compliant solutions using the Salesforce Financial Services Cloud platform, supporting business objectives and optimizing system functionality.

The Senior Solutions Engineer reports to the Team Lead
- Salesforce.

Responsibilities: Design and architect scalable and efficient Salesforce Financial Services Cloud solutions aligned with business needs.

Evaluate and recommend technical solutions, including AppExchange products, to enhance functionality.

Manage Salesforce system administration: custom objects, fields, layouts, validation rules.

Implement automation: workflows, approval processes, and rules to streamline operations.

Ensure data governance: audits, data management, and quality standards adherence.

Design and execute test plans for solution validation.

Lead Salesforce integrations ensuring consistency and information flow across systems.

Collaborate with stakeholders to evaluate integration needs and maintain implementations.

Provide technical mentorship to junior team members and serve as a subject matter expert.

Support automations, workflows, and approvals for Sales Cloud, Service Cloud, and Marketing Cloud.

Share best practices, industry trends, and new features with the team and contribute to the development of internal knowledge resources.

Stay current on Salesforce updates and industry best practices.

Be task-focused and adaptable in a dynamic work environment.

Present ideas clearly and concisely to technical and non-technical audiences.

The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.

May require work in a Midland office to ensure collaboration and support of internal and external customers.

Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).

Other duties as assigned.

Requirements: Bachelor’s degree in Computer Science, Management Information Systems, Accounting, Finance, or related field.

Minimum 7 years of Salesforce experience, including 3 years with Financial Services Cloud or related financial implementations.

Experience with Salesforce Industries OmniStudio and deployment in banking environments.

Knowledge of sales and marketing methodologies including account/territory/opportunity management, demand generation, and lead nurturing.

Experience with Salesforce tech stack (administration, JavaScript, Lightning Design System, Apex, Visualforce).

Experience with analysis/reporting tools such as Salesforce, SAS BI, MS BI, or Tableau.

Salesforce certifications (e.g., Admin, Advanced Admin, Platform) preferred.

Ability to diagram customer processes and recommend effective changes.

Ability to manage multiple priorities in a dynamic, fast-paced environment.

Strong communication skills (written, verbal, and presentation).

Excellent organizational and time management skills.

or similar CRM proficiency.

Understanding of customer and partner relationship strategies.

Knowledge of the customer journey and ability to map touchpoints to the sales process.

Basic understanding of API and REST.

Basic knowledge of database architecture.

Experience in ITIL or formal SDLC methodologies.

Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.

Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.

Experience with the sales process, cycles and methodology, including: Familiarity with Salesforce Industries OmniStudio Framework.

Experience migrating Salesforce orgs or deploying FSC in a banking or financial institution.

Account/territory management Opportunity management Contact management Business development Professional services Partner management Technical consulting Service engineering Experience with marketing activity, including: Demand generation Lead nurturing Customer profiling Social & digital media Campaign influence tracking Competencies: Business insight Cultivates innovation Drives results Makes sound decisions Being a brand champion Collaborates Communicates effectively Customer focus Being Authentic Emotional Intelligence Self development Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company.

We’re proud to be an Equal Opportunity and Affirmative Action employer.

At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at

Midland States Bank may use automated tools and artificial intelligence (“AI”) to assist with recruiting, screening, and hiring decisions.

In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 88 Yearly Salary PI400a89af37d1-25448-38959719

permanent

Financial Services Representative (PHOENIX)

✦ New

🏢 Usaa

Salary not disclosed

Phoenix, AZ 4 hours ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.

We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.

What you'll do:

Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members

What you have:

High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required

What sets you apart:

1 year of proven customer engagement in a needs‑based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust—core expectations in financial advisory and service roles.
Experience thriving in a high‑volume, fast‑paced contact center
Over six months of high‑volume phone engagement (60%+), demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters.
US military experience through military service or a military spouse/domestic partner

Compensation range: The hiring range for this position is: $43,680.00 - $44,680.00

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Not Specified

Financial Service Advisor (PHOENIX)

✦ New

🏢 Usaa

Salary not disclosed

Phoenix, AZ 4 hours ago

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership.

We are currently seeking dedicated professionals to work in our Phoenix office for future customer service and sales opportunities in 2026. The office is located at Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

As a Bank Customer Service & Sales Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example, deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services.

What you'll do:

Handle inbound member calls in a fast-paced contact center environment
Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products
Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.
Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition
Advise and educate members on available USAA digital tools and resources to improve the user experience
Provide outstanding member service by demonstrating empathy, active listening, and professionalism
Apply strong time and call management skills in assisting members with banking needs
Embrace continuous improvement and development through coaching and collaboration with manager and team members

What you have:

High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required

What sets you apart:

1 year of proven customer engagement in a needs‑based sales environment, demonstrating your ability to assess client needs, recommend appropriate solutions, and build trust—core expectations in financial advisory and service roles.
Experience thriving in a high‑volume, fast‑paced contact center
Over six months of high‑volume phone engagement (60%+), demonstrating strong communication, de‑escalation skills, and confidence handling complex customer matters.
US military experience through military service or a military spouse/domestic partner