Top 102 Customer retention Jobs in Bloomington, Il

Wealth Advisor I
Heartland Bank and Trust Company —Normal, IL
- $68,970 - $108,199 a year
- Full-time
- Mid-level
6d
Executive Assistant & Board Administrator
Connect Transit —Normal, IL
- $50,000 - $60,000 a year
- Full-time
- Writing skills
- Research
- Office
- Paid holidays
- Health insurance
2d
District Manager
ABM Industries —Normal, IL
- $110,000 a year
- Full-time
- Microsoft Excel
- Sales
- Mid-level
10d
Digital Customer Retention Specialist
Weed Man Lawn Care —Bloomington, IL
- $18 - $20 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Paid training
- Paid time off
Quick Apply
HR Generalist
Adient —Normal, IL
- Full-time
- Background check
- Mid-level
- Typing
Product Analyst
COUNTRY Financial —Bloomington, IL
- $78,800 - $108,350 a year
- Full-time
- Research
- Mid-level
- SQL
- Disability insurance
- Health insurance
Member Relations Specialist
Girl Scouts of Central Illinois —Bloomington, IL
- $21.50 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Public speaking
Quick Apply
O'Brien Kia Owner Loyalty Specialist
O'Brien Auto Team of Bloomington- Normal —Normal, IL
- Full-time
- Clean driving record
- Dealership
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Server
Biaggi's Ristorante Italiano —Bloomington, IL
- $9 an hour + tips
- Part-time
- Casual dining restaurant
- English
- 1 year
- Health insurance
- 401(k)
Quick Apply
Recruiter, Operations (Contract)
Rivian —Normal, IL
- Full-time
- Continuous improvement
- Senior level
Quick Apply
Server
Ancho & Agave —Bloomington, IL
- $9 an hour + tips
- Part-time
- English
- 1 year
- Restaurant
- Health insurance
- 401(k)
Quick Apply
Senior Wealth Advisor
Heartland Bank and Trust Company —Normal, IL
- $102,379 - $182,968 a year
- Full-time
- Experience equivalent to degree accepted
- Senior level
7d
Personal Lines Insurance Account Manager
DIMOND BROS INSURANCE —Bloomington, IL
- $22 - $25 an hour
- Full-time
- Customer service
- Mid-level
- US work authorization
- Health savings account
- AD&D insurance
Quick Apply
Service Technician-CDL
Loram Maintenance of Way —Bloomington, IL
- Background check
- DOT physical examination
- Mid-level
Field Technician - IL
INDIGITAL —Illinois
- $25.00 - $34.61 an hour
- On call
- Mid-level
- Office
- Microsoft Office
- Health savings account
- Disability insurance
1d
School Bus Driver
North America Central School Bus —Heyworth, IL
- $22.20 - $24.11 an hour
- Part-time
- Background check
- Customer service
- DOT physical examination
- Paid training
- Passenger ride along program
Quick Apply
10d
Business Sales Representative | 1,200 Per Deal | Paid Daily
Wholesale Payments Inc. —Illinois
- $80,000 - $150,000 a year
- Full-time
- Mid-level
- Driving
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Account Executive
All-Stat Portable —Bloomington, IL
- Full-time
- Mid-level
- Bachelor's degree
- Business
- Disability insurance
- Health insurance
Quick Apply
7d
Sales and Client Experience Specialist
PNC Financial Services Group —Bloomington, IL
- $63,750 - $106,250 a year
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
Human Resources Generalist (Entry-level, onsite only)
Vivo US —Goodfield, IL
- $50,000 - $65,000 a year
- Full-time
- Google Workspace
- Office
- Administrative experience
- Paid holidays
- Disability insurance
Quick Apply
3d

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Wealth Advisor I

Heartland Bank and Trust Company -
Normal, IL

Apply Now

Job Details

Full-time
$68,970 - $108,199 a year
6 days ago

Qualifications

Mid-level

Full Job Description

Text "2674" to (309) 322-9911 to apply.

Wage Range: Min: $68,970, Mid: $88,585, Max: $108,199

A Brief Overview

The Wealth Advisor I delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Handles smaller client load and clients with lower level wealth management complexity. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. May also serve as a registered Financial Consultant working through our Broker/Dealer, LPL Securities.

What you will do

Develop business.
Manage client relationship.
Develop internal and external referral sources.
Review and interpret trust documents.
Complete regulatory account reviews.
If also serving as a Financial Consultant:
- Maintains registrations in good standing.
- Meets continuing education requirements.
- Fulfills other activities and duties in order to meet the requirements of a "dual employee".

Other Qualifications/Requirements

Trust Accounting Software a plus.
Bachelor’s Degree and minimum 3 years Banking or Financial Advisor preferred or equivalent combination of education and experience.
Certified Financial Planner-CFP Board preferred, or
Certified Trust and Financial Advisor (CTFA) preferred.

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.

#INDHP123

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Refine Your Search

customer retention jobs in bloomington, il

Wealth Advisor I

Executive Assistant & Board Administrator

District Manager

Digital Customer Retention Specialist

HR Generalist

Product Analyst

Member Relations Specialist

O'Brien Kia Owner Loyalty Specialist

Server

Recruiter, Operations (Contract)

Server

Senior Wealth Advisor

Personal Lines Insurance Account Manager

Service Technician-CDL

Field Technician - IL

School Bus Driver

Business Sales Representative | 1,200 Per Deal | Paid Daily

Account Executive

Sales and Client Experience Specialist

Human Resources Generalist (Entry-level, onsite only)

I want to receive the latest job alert for customer retention in bloomington, il

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