8 jobs found in Davenport

Overview Serves the financial needs of credit union members. Helps members identify financial goals and objectives from face-to-face financial analysis and identifies appropriate insurance and securities products to meet members' goals and objectives. Establishes a relationship with continuous periodic reviews as an essential part of the Total-Needs Sales process. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and GreenState Wealth Management. Serves the financial needs of credit union members utilizing a Total-Needs Based selling approach. Helps members identify financial goals and objectives from face-to-face financial analysis and identifies appropriate insurance and securities products to meet member's goals and objectives. Establishes a relationship with continuous periodic reviews as an essential part of the Total-Needs Sales process. Follows the established insurance and securities compliance guidelines, and strictly adheres to all company policies. Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to customers which in the same circumstance we would demand for ourselves. Follows the established guidelines for maintaining client files in accordance with company practices and FINRA requirements. Builds relationship with other Credit Union departments to cross-sell and refer members to other product lines that could benefit them. The key here is to actively build this partnership thru key activities such as group outings, lunches as well as coaching on what is a qualified wealth management referral. Attends all required training, informational meetings as scheduled. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis.

GreenState Credit Union Financial Advisor US-IA-Davenport Job ID: 2019-2222 Type: Exempt Full-Time # of Openings: 1 Category: Wealth Management Overview Serves the financial needs of credit union members. Helps members identify financial goals and objectives from face-to-face financial analysis and identifies appropriate insurance and securities products to meet members’ goals and objectives. Establishes a relationship with continuous periodic reviews as an essential part of the Total-Needs Sales process. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and GreenState Wealth Management. Serves the financial needs of credit union members utilizing a Total-Needs Based selling approach. Helps members identify financial goals and objectives from face-to-face financial analysis and identifies appropriate insurance and securities products to meet member’s goals and objectives. Establishes a relationship with continuous periodic reviews as an essential part of the Total-Needs Sales process. Follows the established insurance and securities compliance guidelines, and strictly adheres to all company policies. Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to customers which in the same circumstance we would demand for ourselves. Follows the established guidelines for maintaining client files in accordance with company practices and FINRA requirements. Builds relationship with other Credit Union departments to cross-sell and refer members to other product lines that could benefit them. The key here is to actively build this partnership thru key activities such as group outings, lunches as well as coaching on what is a qualified wealth management referral. Attends all required training, informational meetings as scheduled. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis. Qualifications Must hold bachelors degree or higher and/or possess at least 3 years of experience providing broad-based investment and insurance solutions. Must be fully licensed, Series 7, 66, Life and Health Insurance, or possess Certified Financial Planner designation to be considered. Must meet mandatory continuing education requirements as dictated by the licensure held. Must be able and willing to work a flexible schedule as needed to accomplish all duties. Ability to prioritize and organize a wide variety of assignments and duties and large volumes of details. Interpersonal skills in order to promote and represent the credit union and its products. Accuracy and attention to detail. Must be bondable. Reporting Relationship Reports to the Managing Director - Wealth Management Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI115479850

Claims Representative - Field US-IA-Davenport Job ID: 2019-2125 Type: Regular Full-Time # of Openings: 1 Category: Claims Davenport, IA Overview UFG offers you an award-winning workplace and a trustworthy, financially stable company. While we’ve always known our commitment to employees and financial stewardship, it is good to have others recognize our dedicated efforts. We've been named an Iowa Top Workplace by the Des Moines Register for four consecutive years, and included on Forbes’ “America’s Most Trustworthy Financial Companies” every year since 2014. Additionally, UFG is a super-regional property and casualty insurer rated “A” (Excellent) by A.M. Best Company. UFG is currently recruiting for an experienced multi-line claims adjuster in the Davenport, IA area. Ideal locations include the Quad Cities or surrounding areas. This individual will be responsible for investigating, evaluating and settling assigned property and casualty claims. The candidate must live within the assign territory. Depending on the qualifications of the candidate, this position may be filled at a senior claims representative level. INDHP Responsibilities Review assignments to determine severity, coverage and appropriate action. Review and interpret policy coverage to determine whether the claim is payable under the policy, deductible, actual cash value or replacement cost. Conduct field investigation to include site inspection, diagram, photographs, interview and secure recorded statements of those possessing facts concerning the loss. Manage all administrative claim functions such as reserving, claim payments and file notes via electronic means and at times from remote locations. Prepare written investigative reports for the claim file to document all activity related to the loss. Negotiate with contractors or repair facilities regarding extent of damage and method of repair. Manage the salvage process. Maintain currency on case law and construction prices/methods/procedures. Foster and maintain relationships with independent agency force. Participate in company sponsored educational programs to develop and maintain knowledge of products, producers and industry trends. Participate in other projects or other duties as assigned. Regular attendance. Qualifications Bachelor’s degree preferred Industry designations such as AIC, CPCU, SCLA, CCLA or PCLA are preferred Minimum of five years of multi-line claims experience Minimum of five years of commercial property and casualty claims experience Excellent verbal and written communication skills Strong negotiation and problem solving skills Individual must be analytical, precise and have the ability to work independently. PI115419369

Aleris PI115262615

Aleris PI115262664

Overview The GreenState Credit Union, a progressive, growing company, is now taking applications for Member Service Consultant. This person will be a competitive, independent, "doer" who can problem solve and get things done through people. In this role, you will promote and provide credit union products and services to new and existing members with referrals to appropriate departments when necessary. This position is responsible for opening and closing all types of share accounts and consumer loans, as well as for the necessary collection of overdrawn accounts and delinquent loans. The successful candidate will be an assertive problem solver who loves a fast paced environment, and who can motivate people to do their best. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Pay range for this hourly position is $16.07 - $24.11 with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, using their name, and thanking them for their business. The MUST philosophy: • Make eye contact; • Use their name or acknowledge their presence; • Smile! • Thank them for their business. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations. Makes weekly outbound service calls to members. Performs any and all aspects of the FSR position as detailed in the FSR Job Description. This includes the ability to accurately balance a cash drawer on a daily basis and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service, or referring them to the specialized department (Wealth Management, Commercial, Mortgage, etc.) to be served. Provides consistent follow through. Services and promotes all credit union deposit products and services. Utilizes appropriate resources to resolve routine and complex member problems accurately, professionally, and in a timely manner. Participates in promotions, contests, blitzes, staff meetings, calling efforts, and other departmental activities which support team goals. Processes credit applications within the scope of Credit Union lending guidelines and policies Sells debt protection and other loan protection products Possesses a thorough knowledge of all federal regulations and procedures concerning deposit and consumer loan regulations. Performs successful outbound sales calling to existing and potential members and reviews loans and member files to develop and place additional services. Answers incoming phone calls and assists members with their requests Keeps abreast of all credit union deposit product and procedure changes. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis.

Aleris PI114934057

GreenState Credit Union Member Service Consultant US-IA-Davenport Job ID: 2019-2214 Type: Regular Full-Time # of Openings: 1 Category: Retail Overview The GreenState Credit Union, a progressive, growing company, is now taking applications for Member Service Consultant. This person will be a competitive, independent, "doer" who can problem solve and get things done through people. In this role, you will promote and provide credit union products and services to new and existing members with referrals to appropriate departments when necessary. This position is responsible for opening and closing all types of share accounts and consumer loans, as well as for the necessary collection of overdrawn accounts and delinquent loans. The successful candidate will be an assertive problem solver who loves a fast paced environment, and who can motivate people to do their best. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Pay range for this hourly position is $16.07 - $24.11 with a monthly incentive opportunity and a progressive benefits package. Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, using their name, and thanking them for their business. The MUST philosophy: • Make eye contact; • Use their name or acknowledge their presence; • Smile! • Thank them for their business. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations. Makes weekly outbound service calls to members. Performs any and all aspects of the FSR position as detailed in the FSR Job Description. This includes the ability to accurately balance a cash drawer on a daily basis and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service, or referring them to the specialized department (Wealth Management, Commercial, Mortgage, etc.) to be served. Provides consistent follow through. Services and promotes all credit union deposit products and services. Utilizes appropriate resources to resolve routine and complex member problems accurately, professionally, and in a timely manner. Participates in promotions, contests, blitzes, staff meetings, calling efforts, and other departmental activities which support team goals. Processes credit applications within the scope of Credit Union lending guidelines and policies Sells debt protection and other loan protection products Possesses a thorough knowledge of all federal regulations and procedures concerning deposit and consumer loan regulations. Performs successful outbound sales calling to existing and potential members and reviews loans and member files to develop and place additional services. Answers incoming phone calls and assists members with their requests Keeps abreast of all credit union deposit product and procedure changes. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis. Qualifications One year of similar or related experience, with an equivalent financial background and proven ability to handle a wide variety of functions quickly and accurately with minimum supervision. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner during member contact. Accuracy in the handling of cash and recording daily transactions Exceptional member service skills including above average listening, written, and verbal communication skills. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Thorough knowledge of consumer loan policies, credit granting criteria, interest rates and how they are computed, and required documentation for each type of consumer loan and savings product. Proven interviewing skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to use and understand written material. Ability to perform basic math calculations. Member account problem-solving skills. Ability to develop and maintain positive and effective working relationships with co-workers. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Reporting Relationship Reports to the VP/Branch Sales and Service Managers as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union. PI114933892