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American State Bank Jobs

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  • Help Desk Specialist

    Ambank Company 4.0company rating

    Ambank Company Job In Sioux Center, IA

    For over 50 years, we have been committed to providing our customers with high-quality products and exceptional customer service. Our goal is to make sure our customers have adequate tools to successfully manage their financial health. We are family owned and family oriented. You have a life outside of work, so we encourage flexibility to make sure you have a healthy work-life balance. We employ a large group of individuals who are living examples of our professional, yet fun culture. We are invested our communities and take great pride in the different ways we can volunteer and show our support. The Opportunity The Help Desk Specialist will serve as initial contact for employees seeking technical assistance via phone, email, support tickets, or in person. Diagnose and resolve technical issues through a combination of remote support tools and walking employees through processes. Help employees with Microsoft 365 products, as well as specific line of business applications. Escalate problems to other team members as necessary for good customer service, and follow up with employees to validate results. COUNT ON TO: Assist employees with PC issues, use of software products, printer issues, etc. Triage tickets, communicate effectively with team members and employees Understand Windows computer environment in Microsoft Active Directory Domain and Microsoft Intune management platforms Troubleshoot and work with software manufacturers to address issues Provide stellar customer support Explain technical issues to non-technical staff for education and training Perform other duties as assigned by supervisor and management KNOWLEDGE AND SKILLS: Bachelor's degree or equivalent from a four-year college or university; or 3-4 years related experience and/or training; or equivalent combination of education and experience Experience with common office and productivity applications Computer and technical skills with an interest in problem solving Troubleshoot software and computer issues Ability to multitask Learn and support in-house software Communicate effectively in both verbal and written forms Benefits Healthcare (medical, vision, dental) Competitive Compensation Community Involvement Incentives Flexible work hours Paid Vacation & Sick leave Paid Holidays 401(k) with matching contribution Team Building Activities Apparel Reimbursement Our Values Integrity Dedicated Community Caring Innovative
    $40k-50k yearly est. 60d+ ago
  • Account Services Representative

    Community Choice Credit Union 3.7company rating

    Ankeny, IA Job

    The Account Services Representative for Community Choice Credit Union will play a crucial role in managing delinquent accounts, ensuring compliance with regulatory guidelines, and providing effective strategies to recover outstanding balances. In this role we are looking for someone with strong communication skills, empathy, and a proactive approach to customer service. What You'll Be Responsible For: Delinquency Management: Contact delinquent account holders taking appropriate action to bring accounts current. Recommend escalated course of action through the appropriate chain of command. Stay informed about relevant regulations and compliance requirements pertaining to collections within the financial industry. Post Default Account Management: Prepare and file documents for small claims lawsuits and garnishments. Refer, track, and follow up on large balance accounts for resolution in district court. Customer Communication: Communicate effectively via phone and email with Members. Assist members with general collection questions regarding loan payments and past due notices. Educate members on how to pay their debts in a timely manner. Evaluate and gather information on delinquent accounts. Problem Resolution: Process levies and garnishments as needed. File death and disability claims. Recommend escalated course of action through appropriate chain of command. Documentation and Reporting: Maintain accurate and detailed records of all communication and actions taken on delinquent accounts. Generate reports on collection activities, trends, and outcomes for management review. Schedule: This role will be held in Iowa for an organization that has an in-office culture, so relocation or local candidates will be welcomed. Monday through Friday 8-5pm with working in a Saturday rotation and one late night per month until 7:00pm Who We're Looking For: 1-3+ experience in the following: collection laws/regulations Small claims procedures Suit file creation Reviewing account for legal action Collections regulations Credit Union or banking experience preferred. Exceptionally detail-oriented and manages multiple priorities. Strong reporting and tracking abilities; able to easily navigate between databases. A high school education or equivalent
    $33k-38k yearly est. 19d ago
  • Line Operator - Buxton, ND

    Orion: ADS 4.8company rating

    Buxton, ND Job

    Line Operator ADS Pay Rates: USD $23.50 - $25.00 depending on experience and shift. Multiple Shift Options available LINE OPERATOR: A Line Operator is responsible for performing and maintaining the daily activities associated with a production line. This includes safety, quality, maintaining production efficiencies, repair and maintenance, & minimizing downtime. Requires Mechanical / Trouble Shooting Abilities & Production Experience
    $42k-51k yearly est. 42d ago
  • Trust Operations Associate

    First Community Trust, N.A 3.8company rating

    Dubuque, IA Job

    Why First Community Trust (FCT)? We truly believe that people matter . From our clients to our employees, our goal is to make sure we take care of our people first. FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives and we're seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm. The Trust Operations Associate will be responsible for providing operational and service support to clients and Wealth Advisors with emphasis on transactional processing. If you are detail-oriented and enjoy process improvements, we want to hear from you! What You'll Be Doing Process high volume and high value transactions including trade processing requests from investments and income dividends. Confirm and settle trades with custodians and balance accounts. Monitor and handle residual balances. Support reconciliation of accounts and perform quality control checks. Assist Wealth Advisors with transfer paperwork. Close accounts in entirety and maintain accurate records in system. Maintain files for the trust operations department. Who You Are College degree in finance, accounting, or business administration required or equivalent years of experience. Background knowledge in fiduciary and financial accounting, taxes and investments, and/or trust/estate regulations. General knowledge of trust, estate, employee benefit and custody relationships, fiduciary and financial accounting, and tax and investment management. Strong analytical skills with high attention to detail and accuracy. Excellent verbal, written and interpersonal communication skills. Excellent problem-solving and time management skills. *Credit and criminal history verification will be required of all applicants. FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
    $41k-74k yearly est. 23d ago
  • Production Associate - Buxton, ND

    Orion: ADS 4.8company rating

    Buxton, ND Job

    A Production Associate is responsible for the packaging, labeling and visual quality inspection of all products produced on their respective production line. A Production Associate is also required to assist Line Operator / Machine Operators with line start-ups, shutdowns and tooling changeovers. Partners closely with the Line Operator / Machine Operator to meet established production goals. Additional responsibilities include: Ensure quality by conducting final visual inspections and labeling all finished goods Track quantity of units produced from the production line to ensure efficiency Utilize standard operating procedures to package pipe to be delivered to customers Maintain a safe working environment that includes the consistent use of Personal Protection Equipment to ensure your safety Assist with line tooling changes, start-ups, shutdowns and down-stream equipment set-up Ability to learn and stay current on pipe specifications and packaging requirements Embrace a culture of safety Practice continuous improvement which not only includes the line but also facility housekeeping Invest in your career with ADS. Build and maintain job skills and additional earning potential through company training programs What Will Make You Successful: Self-motivated and the ability to work independently Energetic and thrive in a fast-paced environment Dependability Ability to learn new skills Team oriented Basic Mathematical skills Physical Requirements: Ability to perform physical labor for extended periods of time in fluctuating temperatures. Position requires full range of body motion including twisting, bending, reaching, squatting and ability to mount/dismount industrial equipment and vehicles. Ability to stand and be mobile throughout an 8-12-hour shift. Ability to use hands, arms and legs to physically handle and transport finished goods. Preferred Experience: Previous industrial or manufacturing experience
    $34k-40k yearly est. 42d ago
  • Marketing Officer

    Iowa Trust & Savings Bank 3.6company rating

    Clive, IA Job

    Primary location for this position may be at any of Iowa Trust Bank branch locations: Clive, Emmetsburg, Panora, Sac City, Bettendorf. The position of Marketing Officer is responsible for the planning, management, and execution of all marketing initiatives and the day-to-day marketing functions of the financial institution. Develops and implements a marketing program that is in alignment with the overall bank's strategic objectives. Participates in bank committees and consistently applies the Vision, Mission, and Values of the organization. ESSENTIAL DUTIES AND RESPONSIBLITIES · Supervises marketing staff. Work with location marketing committees to implement the overall branding and marketing strategy of the bank and assist with local bank events in each market. · Collaborates with third party marketing firm (as needed) with the development of advertising strategies and campaigns to acquire, retain, and expand relationships with customers and identified target segments. · Collaborates with Executive Team to develop targeted marketing programs that assist in the achievement of branch and Officer goals. · Executes targeted marketing campaigns, including development and coordination of direct mail, advertising (traditional and digital), branch signage, and website content. Tracks and reports results. · Schedules local media buys with vendors, negotiating rates and/or contracts. Evaluates advertising proposals presented by vendors. · Social media- oversees and reviews social media strategies and assures compliance with Bank's social media Policy and Procedures. · Assures all forms of advertising meet compliance requirements and keeps marketing records for bank audits and exams as required. · Assesses and processes Contribution requests with Officers in keeping with the Bank's guiding principles and strategic objectives. Leverages the bank's exposure by identifying employee involvement opportunities and other visibility, including signage, mentions, etc. · Assists with production of the Bank's annual report and other shareholder communication pieces. · Assists in the assessment and development of new products and services that meet customer needs. · Manages and administers the bank's Customer Relationship Management (CRM) program and software. · Website - assures the bank's website content is updated with relevant resources and information to help customers with their financial needs. · Coordinates internal and external research projects. · Manages the marketing development, advertising, and contributions budgets. · Manages the email marketing system by uploading lists, creating content, and scheduling and coordinating automation needs. · Reviews key website, social media, & digital marketing analytics. Reports and recommends strategies that support key bank initiatives and goals. Public Relations · Plans and organizes bank-sponsored events. · Identifies community events and opportunities that maximize the Bank's visibility and aligns with the Bank's strategic objectives. · Negotiates and maximizes the bank's visibility at designated community events. · Monitors customer satisfaction and ongoing service quality. · Coordinates customer events, open houses, and other bank-related P.R. events. · Reviews bank press releases. · Monitors and coordinates staff participation in local events. · Coordinates the purchase of promotional items with outside vendors. Creative Design & Staff Training Events · Assists with the coordination of employee meetings and development of materials · Creates ad hoc bank ads and materials for meetings, sales call programs, and events, as necessary. · Support branch signage needs. QUALIFICATIONS · Bachelor's or Master's degree in marketing or communications; or five years of related experience and/or training, including professional certification designation(s); or the equivalent combination of education and experience. Work related experience should consist of an in-depth background in marketing. Educational experience, through in-house training sessions, formal school, or related curriculum, should be applicable to this position. · Demonstrates effective leadership skills, strong organizational and planning skills. · Identifies problems, solves them, acts decisively, and shows good judgment; ability to systematically consider relative costs and benefits of potential actions; critically analyze related variables; and logically apply reasoning when selecting goals and making plans. · Demonstrates outstanding customer service. · Demonstrated use of principles and methods for showing, promoting, and selling products or services including market strategy and tactics, product demonstration, and sales techniques. · Knows the industry, monitors trends, and works to apply knowledge to advance the organization. · Continuously seeks new knowledge and personal growth. · Understanding of financial analysis and determination of credit worthiness; excellent reasoning and mathematical skills. · Proficient knowledge of banking regulations, policies, procedures, products, and services. · Exceptional oral, written, and interpersonal communication and language skills. · Integrity - thinks and acts ethically and honestly with discretion and confidentiality; handles all customer and company information in a confidential manner. · Proficient in the use of computers, software, hardware, electronic devices, and their applications. · Complies with all applicable laws, rules, regulations, policies, and business practices established by Bank management.
    $50k-77k yearly est. 6d ago
  • Financial Advisor - Career Change Opportunity

    Edward Jones 4.5company rating

    Carroll, IA Job

    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 7d ago
  • Learning & Readiness Content Specialist

    Cetera Financial Group 4.8company rating

    Des Moines, IA Job

    The Learning & Readiness Content Specialist plays a critical role as an internal partner to our Service and Operations platforms and stakeholders to drive understanding and readiness to service our Advisors. This position requires a self-motivated individual with critical-thinking skills, excellent customer service skills, ability to prepare, facilitate, and coordinate training and work alongside multiple departments or independently. The Learning & Readiness Content Specialist will be responsible for preparing and developing internal learning base systems and platforms. The trainer will assist in the development of training plans, which includes, but is not limited to, developing, testing, and delivering training content to both Service and Operations associates and other key stakeholders. This person will assess training needs throughout the organization, prioritize those needs, and create new training for associates. These new trainings will include, but are not limited to, items relating to teleology, service delivery, practice management, and Operational Efficiency. The trainer will work alongside other departments to coordinate and schedule training required during the onboarding process of new associates. This is a hybrid role (2 days weekly in the office). What you will do: Deliver professional, technical, and practice management training using blended learning techniques in classroom settings or on conference calls, as well as through hands-on workshops and one-on-one coaching sessions in a professional and engaging manner Work alongside other departments to ensure all new branch staff members are offered proper training Develop/Manage content for new system enhancements using cutting-edge training technology such as Docebo and Articulate 360 Expand Cetera's Training Catalog to include Practice Management focused courses Customize training programs to meet the needs of our business Perform miscellaneous duties related to training and development Analyze feedback from advisors to identify solutions and opportunities to meet core training needs Work with project managers during project development to identify system inefficiencies and solutions for advisors Use discretion on daily training items that escalate from the engagement teams What you need to have: 3+ years of training or similar experience required Financial services experience Proven experience in preparing and facilitating training courses, both in-person and online. Expertise in designing training materials and creating user guides. Exceptional presentation, verbal, and written communication abilities, complemented by strong interpersonal and relationship-building skills. Ability to exercise independent judgment and discretion in effectively identifying and prioritizing training needs. Proficient in research, analytical thinking, and creative problem-solving, with strong questioning and feedback capabilities. Customer service-oriented with a commitment to quality, accountability, and maintaining high work standards. Demonstrates initiative and a proactive approach to responsibilities. In-depth understanding of diverse learning concepts and the ability to tailor training strategies to suit various audiences. Strong proficiency in Microsoft Office Suite. What is nice to have: Bachelor's degree preferred Series 7 is desired but not required Experience with Docebo and other Articulate 360 tools preferred Compensation: The base annual salary range for this role is $60,000 to $75,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
    $60k-75k yearly 21d ago
  • Branch Manager (SAFE) - Mandan

    Wells Fargo Bank 4.6company rating

    Mandan, ND Job

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Branch Manager (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also leading accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch. In this role you will: Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience Mentor and guide talent development of direct reports and assist in hiring talent This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Management experience including hiring, coaching, and developing direct reports Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business Experience building and maintaining effective relationships with customers, internal partners and within the community Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention Ability to interact with integrity and professionalism with customers and employees Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Job Expectations: Ability to work a schedule that may include most Saturdays This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************ ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 111 2nd Ave NW MANDAN, ND 58554 Posting End Date: 14 Sep 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $40k-51k yearly est. 60d+ ago
  • Supervision Auditor

    Cetera Financial Group 4.8company rating

    Des Moines, IA Job

    Securities Compliance Auditors conduct audits of branch offices to determine compliance with FINRA, SEC and State requirements, and company policies and procedures. This is a hybrid role, 2 days weekly in the office. What you will do: Directly oversees advisors by conducting branch audits of brokerage and advisory branch offices Provide education and training to Representatives concerning regulatory, corporate, and legal requirements, general product offerings, licensing issues as well as internal processes & procedures Draft and distribute Monthly Best Practices communications to Designated Supervisors and Financial Institution Sr Management Correspond with Advisors and Program Managers to communicate and resolve any exceptions noted during the audit Review books and records Investigate potential audit exceptions Prepare reports Work on special projects Domestic travel is required, 30% of the time to conduct branch audits What you need to have: Bachelor's Degree required (in Business, Finance, Accounting or Economics preferred) Series 7, 24, and 65/66 5 years of related experience in supervision, auditing, examining, broker-dealer operations, or securities/advisory compliance. Must possess a self-directed work style, and the ability to work with a team. Strong written and verbal communication skills are essential. PC skills must include familiarity with MS Office, including proficiency in MS Word and Excel. What is nice to have: Series 53 and/or insurance license Compensation: The base annual salary range for this role is $55,000 to $95,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
    $55k-95k yearly 20d ago
  • Specialty Operations Supervisor

    Cetera Financial Group 4.8company rating

    Des Moines, IA Job

    Cetera Financial Group is looking for an Advisory Operations Leader supporting our Fee For Service Operations team. The Advisory Operations Supervisor will be responsible for providing back office operational support to our Financial Professionals via our Fee For Service operations platform. This is an exciting role to join our team to lead a team and provide solutions support within Fee For Service Operations in a fast-paced environment and world class red-carpet service to our clients. This is HYBRID role reporting out of our El Segundo, Des Moines, or St. Cloud office. What you will do: Understand advisors, their staff, and their Fee For Service/Financial Planning business. Lead a team that owns the operational process for Fee for Service / Financial Planning. Help Advisors navigate on the operational requirements for Fee for Service / Financial Planning business - becoming a Subject Matter Expert around topics such as New Plan documentation, existing plan documentation and maintenance requirements for Fee for Service Plans / Financial Plans. Work with our Digital Solutions department and Fee For Service / Financial Planning program manager and Advisory Compliance around the Fee For Service / Financial Planning products. Familiarity with AdvicePay, Docupace (or any type of Client Records Management system), Netx360, Salesforce, Microsoft Office Work closely with other teams across the organization to achieve win-win outcomes for our Advisors. This will include the custodial, Supervision/Compliance, technology, Advisory Billing & Reporting Team, Investment Solutions Team, etc. Ability to manage escalated items that need manager intervention. Capability to exercise significant discretion and independent judgment by formulating and implementing management policies and operating practices. Report key Fee for Service / Financial Planning operational related metrics. Provide coaching to associates on processing quality, handling difficult cases when dealing with Financial Professionals, career growth, etc. What you need to have: 3+ years experience in the financial investment services industry, preferably with an RIA or Broker-Dealer Bachelor's degree from a four-year college or university, preferably in Finance, Economics, Business Administration, or related field Securities licenses (Series 6, 7, 63/65, 66) helpful Strong communication skills to work with advisors, vendors, and internal teams #LI-HYBRID
    $57k-68k yearly est. 19d ago
  • Personal Banker Bismarck

    Wells Fargo Bank 4.6company rating

    Bismarck, ND Job

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 400 E Broadway Ave, BISMARCK, ND 58501 @RWF22 Posting End Date: *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $30k-35k yearly est. 60d+ ago
  • Hiring Now - Consumer Loan Sales Specialist - Comprehensive Benefits & Career Growth

    Onemain Financial 3.9company rating

    Des Moines, IA Job

    At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations Requirements: HS Diploma/GED Preferred: Sales, Collections or Customer Service experience Bi-Lingual (Spanish) Location: On site Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
    $37k-67k yearly est. 2d ago
  • Consumer Loan Specialist - High School Diploma Only

    Onemain Financial 3.9company rating

    Cedar Falls, IA Job

    At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations Requirements: HS Diploma/GED Preferred: Sales, Collections or Customer Service experience Location: On site Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
    $25k-49k yearly est. 2d ago
  • Travel Nurse RN - Psychiatric - $2,038 per week

    GLC On-The-Go 4.4company rating

    Bettendorf, IA Job

    GLC On-The-Go is seeking a travel nurse RN Psychiatric for a travel nursing job in Bettendorf, Iowa. Job Description & Requirements Specialty: Psychiatric Discipline: RN 36 hours per week Shift: 12 hours, days, nights Employment Type: Travel Start Date: 1/27 Shift: Nights or Days needed 3 12's/Week 7p-7a & or s 7a-7p Details:/Requirements: 1 year of recent and consecutive acute psych setting exp. with medically cleared with voluntary and involuntary patients. Nurse to patient ratio:1:12. There are BH Associates on day and night shift, as well as a house supervisor for each shift. Medical, psych and admins are also on-call at all times. They utilize holds, seclusion and chemical restraints and there is no on-site security. Required Certifications: CPR, Aegis or they can train on-site Dress Code: Scrubs, no specific color Documentation: EHR-HCS Orientation will take place and 3 shadow shifts will follow. About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $59k-91k yearly est. 16d ago
  • Senior Investment Solutions Specialist

    Cetera Financial Group 4.8company rating

    Des Moines, IA Job

    Cetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing roughly $200 billion in Assets Under Management (AUM). This role is for those who thrive in a fast-paced environment and enjoy solving complex challenges. You'll be responsible for coordinating multiple workstreams and deliverables to streamline firm integrations and ensure alignment across systems, processes, and policies. This role requires strategic thinking and the ability to collaborate and coordinate with multiple departments like Corporate Development, Operations, Legal, and Compliance, as well as with external vendors and partners. This role reports to the Director of Investment Advisory Integrations. This hybrid role, 2 days weekly in the office. What you will do: Formulate integration strategies for newly acquired firms to ensure a smooth transition onto CFG's advisory platforms. Act as a subject matter expert (SME) on advisory programs, covering performance reporting, trading, proposal generation, advisory billing, and compliance policies. Identify opportunities to optimize integration processes across data management, policies, and platform functionalities. Collaborate with internal teams to develop and implement process improvements that enhance efficiency and reduce integration timelines. Partner with internal and external project managers to manage project plans, timelines, and task lists for firm transitions. Liaise with key stakeholders to understand business requirements and set clear expectations for integration projects. Develop custom advisor-facing materials (e.g., roadmaps, training, FAQs, and job aids) to support smooth onboarding and adoption of CFG platforms. Monitor industry trends and platform developments to maintain a competitive edge and support innovative solutions. Prepare and present project updates and recommendations to leadership and stakeholders. What you need to have: Bachelor's degree required; Master's degree or relevant certifications preferred. FINRA Series 7, 65/66 licenses are highly desirable; must be willing to obtain. Must have 5-8 years in financial services, with expertise in advisory platforms like Orion, Envestnet, or Black Diamond. Familiarity with custodial platforms (Pershing, Fidelity, Schwab) is essential. Strong project management or business analysis skills (PMP , PMI-PBA , or CSM preferred), technical writing, problem-solving, and proficiency in Excel and PowerPoint. Analytical, detail-oriented, and capable of managing multiple projects under tight deadlines with minimal supervision. Exceptional communication, customer service orientation, strategic thinking, and ability to collaborate with diverse teams and stakeholders. Integrity, professionalism, strong work ethic, and a proactive, client-focused approach. Compensation: The base annual salary range for this role is $75,00 to $110,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
    $110k yearly 21d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Cedar Rapids, IA Job

    As a results-driven General Manager, you will oversee the success of your store and team by setting the bar high for performance and customer service. You will provide ongoing coaching and training to your team to reach Company objectives, increase revenue, and further develop their skills while demonstrating your leadership. Reporting to the District Director of Operations, you will oversee marketing efforts for your location, champion store security and loss prevention, help enforce adherence to quality standards, and review all transactions to create an environment that fosters growth and innovation. Responsibilities: Coach, lead, and develop all store employees to obtain new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge and set the example for all store employees to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Audit loan/pawn agreements and transactions to ensure staff accordance with procedures and practices. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facilities needs, including scheduling maintenance services. This includes overseeing store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Utilize strong interpersonal skills to communicate and interact with customers and Team Members at all levels. Ability to maintain a full-time work schedule with regular in-person attendance, including some weekend hours, is required for this position. A full-time work schedule for this position includes, at a minimum, 40-hours per week*. *Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand entity and at the sole discretion of the Company. Speak with your recruiter for the most up-to-date hourly requirements. Qualifications: High School Diploma or equivalent required Minimum two years of experience and proven success in a supervisory or leadership role in retail, financial, service, or related industries Excellent verbal and written communication skills Ability to work phone, Point of Sale, Microsoft Office, and other systems Must be at least 18 years of age (19 in Alabama) Background check required (subject to applicable law) Ability to meet the physical demands of this position, which frequently include: the ability to remain in a stationary position, including standing up to 90% of the time, the ability to move and transport up to 25 pounds, the ability to move about inside and outside of the store, and the operation of mechanical controls, such as a keyboard. Preferred Qualifications and Skills Associate degree or higher Experience in check cashing, document verification, money order processing Bilingual English/Spanish is a plus and may be required for certain locations What We Offer: Our Benefits Include*: A comprehensive new hire training program designed to help set you up for success Access to a robust learning management system, full of e-learning modules and training programs to help boost your professional and personal development Paid on-the-job training & professional development programs Educational Reimbursement Program Multiple coverage levels for Medical, Dental, & Vision Group Health & Wellness Program, plus special savings on retail items, travel, entertainment, and more Traditional 401(k) and Roth 401(k) with Company match Options for Flexible Spending Accounts and Health Savings Accounts Basic and AD&D Life Insurance Optional pet insurance Voluntary benefits, including short-term and long-term disability insurance, accident, critical illness, and hospital confinement insurance Paid Time Off (Accrue approximately 6* days in your first year of employment, plus additional days in following years. Eight days in CA, CO, AZ, MI, and OR.) Diverse Culture and Inclusive Environment *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. About Us The Community Choice Financial Family of Brands ("CCF" or the “Company”) is a leading retailer of financial services to unbanked and underbanked consumers. CFF is the parent company to eleven brands including Cash 1 , Check Into Cash , CheckSmart , Easy Money , InstaLoan , Rapid Cash , and Speedy Cash , TitleBucks , and TitleMax . With more than 1,700 retail storefronts and several online products available in 20+ states, CCF is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************, @titlemax.com or @titlemax.biz. In-store positions are in-person only, remote options not available. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all background are encouraged to apply. CCFI Companies, LLC is an equal opportunity employer.
    $33k-58k yearly est. 4d ago
  • Travel Nurse RN - Cardiac Cath Lab - $3,440 per week

    GLC On-The-Go 4.4company rating

    Des Moines, IA Job

    GLC On-The-Go is seeking a travel nurse RN Cardiac Cath Lab for a travel nursing job in Des Moines, Iowa. Job Description & Requirements Specialty: Cardiac Cath Lab Discipline: RN Duration: 13 weeks 40 hours per week Shift: 10 hours, days Employment Type: Travel At least 2 yr of Cath Lab exp. EP experiencd needed, travel exp required, must be able to scrub and take call. 4x10s - Monday-Friday with a random day off during the week Travelers must be COVID vaccinated; Medical/Religious Exemptions provided upon request. Must live 60 miles or greater EMR- EPIC About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible
    $61k-100k yearly est. 3d ago
  • Universal Banker

    Dubuque Bank & Trust, a Division of HTLF Bank 3.8company rating

    Dubuque, IA Job

    Under supervision, the Universal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling every customer need including teller transactions, sales and service. Utilizing a needs-based selling approach, the Universal Banker will provide solutions based on customer needs and how they like to conduct their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Universal Banker will work with the banking team in attaining banking center goals and constantly striving to improve the profitability of the banking center. PRIMARY & ESSENTIAL RESPONSIBILITIES: A. Transaction/Sales Responsibilities: 1. Universal Bankers are responsible for offering and selling financial products and services to both consumer and small business customers. Including, but not limited to: a. Checking and Savings Accounts b. Certificates of Deposit c. Individual Retirement Accounts (IRAs) d. Health Savings Accounts e. Deposit only business relationship customers with non-lending needs 2. Operates a teller window regularly to meet the needs of the banking center. 3. Provides exceptional customer service while listening for sales opportunities, explains and promotes bank products or services to customers and actively participates in the referral program and strives to meet goal (as determined by individual bank). 4. Effectively use sales skills such as: effective listening, adapting to differences in customers, identifying needs, expanding and deepening customer relationships, responding to verbal and non-verbal clues, presenting solutions through product benefits, establishing a clear difference, overcoming resistance, asking for the business, completing sale, nurturing relationships, and establishing methods for follow-up. 5. Follow up with prospects and current customers to promote new products and services and/or thanking customers for existing business. 6. Actively monitor the status of key customer relationships to promote business growth and service quality, Increase the number of services used per customer to increase both profits and customer retention. 7. Maintains confidentiality in handling customer and bank information. 8. Follows security policies and procedures to prevent bank and customer losses. 9. Resolves customer complaints. 10. Maintains a detailed level of knowledge on retail products and services and a conversational knowledge of non-retail products (e.g., mortgage, insurance, wealth management) 11. Works collaboratively with the banking team to achieve customer service and sales objectives a. Actively participates in banking center sales activities B. Operations Responsibilities: 1. Responsible daily for all teller operations 2. Maintains an acceptable Cash Over and Short account according to the bank policy guidelines. 3. Prepares Currency Transaction Reports and Monetary Instrument logs. 4. Must be security conscious and comply with all Bank Secrecy Act/Anti-Money Laundering requirements, Privacy of Customer Information Policy, and all consumer protection laws, regulations, and Bank policies as related to assigned job duties. 5. Opens and closes the banking center according to bank security policy. REQUIRED SKILLS & EXPERIENCE: 1. High School Diploma/GED. Bachelor's Degree preferred. 2. 1-3 years of experience in sales & customer service 3. Previous teller or cash handling experience preferred, but not required 4. Experience providing high quality customer service 5. High attention to detail 6. Experience working in a team environment 7. Ability to count and balance cash 8. Ability to read and interpret documents such as policy and procedure manuals 9. Demonstrated ability to multi-task and manage time 10. Knowledge of MS Office, Windows and ten key calculator 11. Must satisfy requirements of the Federal Deposit Insurance Act Sec. 19
    $29k-34k yearly est. 15d ago
  • Account Manager - Commercial

    Ambank Company 4.0company rating

    Ambank Company Job In Sioux Center, IA

    About Perspective Insurance For over 45 years, we have been committed to providing our customers with high-quality products and exceptional customer service. Our growth and success has been driven by employees who have a passion to serve our customers and our communities. We are family-owned and family-oriented, and it shows in our professional, yet fun culture. The Opportunity Perspective Insurance is looking to hire an organized, conscientious, and enthusiastic Account Manager with excellent written, verbal, and time management skills. Applicant must have strong technical skills with Microsoft programs including Word, Excel, and Outlook and ability to learn internal systems (Applied EPIC). Applicant must also have a strong background in Customer Service and enjoy working in a Team Oriented environment. Count On To: Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation Answer customer calls and correspondence regarding new or existing insurance policies and service all claims Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary Responsible for existing client account review and renewal process including client contact, remarketing and proposals Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. Knowledge and Skills: Insurance industry experience preferred but not required Must possess strong verbal and written communication and organizational skills Must have the ability to handle multiple and changing priorities in a fast-paced team environment
    $45k-69k yearly est. 60d+ ago

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American State Bank may also be known as or be related to AMBANK CO INC, Ambank and American State Bank.