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  • Registered Branch Associate

    Edward Jones 4.5company rating

    Champlin, MN job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 11132 Commerce Lane North, Suite 0, Champlin, MN This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $33.73 Hiring Maximum: $35.84 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are 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.
    $72k-91k yearly est. 3d ago
  • Registered Branch Associate

    Edward Jones 4.5company rating

    Northfield, MN job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 158 North Water Street Ste 4, Northfield, MN This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $29.08 Hiring Maximum: $30.90 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are 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.
    $72k-91k yearly est. 3d ago
  • TWS/ IWS - L3 Support

    Tata Consultancy Services 4.3company rating

    Minneapolis, MN job

    Must Have Technical/Functional Skills - TWS (Tivoli Workload Scheduler 10) Advanced - TDWC - Master Domain Manager - Backup MDM - JSC (Job Scheduling Console) Advanced - Agent Management (Fault Tolerant, Extended, etc.) - WebSphere - Excellent UNIX skills - Shell Scripting abilities - Familiar with database technologies - DB2 - Good Networking skills - IBM Tivoli Certification - Experience with ServiceNow application - ITIL Certification - Troubleshooting experience. - MS Windows experience. - UNIX experience. Roles & Responsibilities • Hands on experience in design, configuration of TWS platform • Build and maintain IWS Platform with high availability in AWS • Build and maintain Dynamic Workload Console • Maintain & Support DR and Swing in AWS • Migration of Tivoli Workload Scheduler (TWS) To AWS • Assess the current state architecture of TWS installation in AWS • Migrating the platform from AIX to Linux • Establish an appropriate DR strategy in AWS • Installing of TWS in AWS • DB2 migration • Managed TWS Platform Support - L1/L2 support resources • Advanced Administration including designing new solutions, performance tuning, building test cases, configuration and customization • Expert in all phases of “Scheduling” and “Support” Roles listed above. • Keeps up with current Tivoli products to include new product offerings and patch releases. • Makes recommendations to management for upgrades and patch levels for all TWS products. • Performs advanced administration of TWS network (i.e., installations, upgrades, patches, automation, LDAP, etc.) • Troubleshoots and resolves any issues not able to be resolved by Scheduling or Support personnel. • Provides on call support for Tech Batch Scheduling Tivoli • Provide platform administration support liaising with product vendor (upgrades/ Security patches) • Managing scheduling objects • Configuring Alerts • Managing Account IDs for Job execution • Calendar Configuration • Deploying agents into the Workload servers • Support BCP/DR
    $63k-77k yearly est. 3d ago
  • Principal Salesforce Consultant

    Redpath Consulting Group 4.1company rating

    Minneapolis, MN job

    Redpath Consulting Group, LLC. Compensation: Based on experience Redpath Consulting Group, established in 2008, is a Salesforce partner providing cloud solutions and strategies to clients of all sizes. We strive to create long-term relationships with clients by providing unparalleled customer service and technical ability. We provide an open, fast-paced, and highly collaborative working environment. The Principal Consultant will coach and mentor Salesforce consultants on the Higher Education team, engage directly in client billable work, and play a Salesforce solution engineer role for Higher Education opportunities. Successful candidates in this role will have experience working as a Salesforce consultant or Administrator, have an aptitude for mentoring and training, and have experience working in the field of Higher Education. They are skilled at selling a Salesforce platform solution by engaging in sales discovery, demos, solution visioning and speaking the language of higher education. Location preference is Twin Cities, Minnesota but open to the right remote candidate. What We Seek in a Principal Consultant Radical Ownership. You take full responsibility for the customer's success, not just your assigned tasks. Go beyond completing your checklist; look ahead to identify potential problems, challenges, or opportunities the customer hasn't even seen yet. Greet ambiguity and challenges with solutions. You initiate next steps, moving a task forward, and you see tasks through to the very end. Proactive and Intentional Communication. Excellent service requires you to have constant, high-quality, forward-thinking communication. Don't wait for the customer to ask for an update. You proactively provide the information they will need next. Every interaction you have should be thoughtful, clear, complete, and concise. Advising with Authority. Strategic advising requires you to move beyond suggestions to offer clear, confident, and actionable recommendations. You use your deep knowledge and understanding of the customer's problem to offer decisive insights. You clearly articulate the rationale, potential impacts, and tradeoffs of different options, then you guide the customer toward the best solution instead of simply presenting a menu of choices. Value-Driven Excellence. Focusing on the quality and impact of your work ensures that deliverables translate into true value. The goal isn't the completion of a checklist but the achievement of the customer's desired outcome. You use every opportunity to be meticulous, careful, thoughtful, and timely. This focus on quality in both service and advice consistently meets and exceeds high expectations. Accountabilities Project Delivery Responsible for engagement delivery standards aligned with Redpath Core Processes Consistently adhere to the Redpath Core Process and provide feedback towards continued refinement Serve as a coach and mentor of the Redpath Core Processes to all consultants and developers Lead medium to large sized engagements As a lead consultant, collaborate with/support project manager to identify timeline and tasks As a lead consultant, estimate user stories and schedule into sprints As a lead consultant delegate tasks to team members Collaborate with and lead project team members through solutioning to identify the best design for a client. As a lead consultant, collaborate with a project manager to ensure on-time, on budget, and in scope delivery Delegate to and collaborate with architects, developers and consultants Mentoring and Training Provide Higher Education industry and applicable product/solution mentorship and coaching to Redpath team members Coach team members to provide sound and scalable solutions & excellent service to Redpath's clients Model Repath values and actively strive to promote a connected and engaged team Sales and GTM Support Collaborate with the sales team to highlight Redpath's value proposition to prospects and elicit requirements from prospect stakeholders to scope custom Salesforce solutions Provide sales solution engineering and estimation support by developing technical solutions for a prospect from industry knowledge and prospective client discovery calls Prepare and deliver compelling solution presentations and product demonstrations to prospective clients Develop and customize proposals, including responses to RFPs (Requests for Proposal) Act as a thought leader for the practice area by writing blog posts, speaking at events, and leading Redpath webinars Actively pursues staying current with industry trends, competitor products, and new technologies Billable Utilization Maintain minimum level of billable utilization as determined by Redpath leadership Qualifications Required 5+ years experience working directly in Higher Education, specifically in Continuing Education, Corp Relations, and/or Research Administration 4+ years experience delivering Salesforce solutions in an agile environment 2+ years experience in sales pre-sales support or sales engineering Salesforce Consulting experience Experience with Salesforce Education Cloud and EDA (Education Data Architecture) Solid understanding of Salesforce.com platform and cloud architecture Salesforce Certified Administrator Education Cloud Salesforce Consultant certification or ability to gain within 90 days Preferred BA/BS or equivalent experience 4+ years Salesforce consulting experience Experience in Higher Education Advancement and/or Student Services System integration experience (design or development) Higher Education ERP/SIS familiarity (Banner, PeopleSoft, etc.) Experience working with third party delivery and product partners. Experience with business process documentation. Google G-Suite experience Redpath is an Equal Opportunity Employer. US citizens and those authorized to work in the US are encouraged to apply.
    $85k-110k yearly est. 2d ago
  • Operations Support Supervisor

    Bell Bank 4.2company rating

    Bloomington, MN job

    The Mortgage Operations Support Supervisor provides leadership and oversight for the Disclosure and Adverse Action teams. This role ensures operational efficiency, compliance with regulatory requirements, and exceptional customer service. The supervisor will guide team members, manage workflows, and collaborate with sales staff to support company goals and values. Responsibilities Team Leadership & Supervision Set a strong example for direct reports and foster a culture of accountability, collaboration, and continuous growth. Provide continuous coaching and mentorship, targeting growth and learning opportunities to develop skills of direct reports. Align team goals with the company's mission and objectives, ensuring clarity in priorities and direction. Proactively identify potential issues, facilitate open communication, and implement solutions that support team cohesion and overall effectiveness. Operational Oversight: Ensure timely and accurate generation and delivery of disclosures within regulatory and company standards. Review and countersign denied files; complete disclosure and adverse action requests as needed to maintain service levels. Monitor workloads and staffing to meet turnaround expectations. Provide guidance to sales staff on disclosure and adverse action requirements. Engage in solutions for escalated issues and maintain strong working relationships across departments. Process Improvement & Compliance: Identify opportunities for process enhancements, automation, and efficiency improvements. Maintain expertise in federal, state, and agency disclosure requirements. Support change management initiatives, system updates, and new product rollouts. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations High School diploma or GED required. 4-6 years of experience in mortgage (underwriting, processing, QC, closing, etc.). Team lead or supervisory experience preferred.
    $89k-134k yearly est. 2d ago
  • Maintenance Manager

    Titan Development and Investments 4.6company rating

    Rochester, MN job

    Job Description Key Responsibilities: Oversee day-to-day maintenance operations across assigned commercial properties to ensure safety, functionality, and aesthetic appeal. Lead, train, schedule, and evaluate the performance of a multidisciplinary maintenance team. Inspect buildings regularly to identify and resolve issues related to HVAC, plumbing, electrical, structural components, and general property upkeep. Plan, manage, and execute both routine maintenance schedules and capital improvement projects. Maintain compliance with local building codes, safety regulations, and environmental standards. Work closely with property management and ownership groups to develop and adhere to annual maintenance budgets. Monitor inventory and purchase supplies, tools, and equipment necessary for operations. Review and approve contractor and vendor proposals; supervise on-site work and project completion. Respond promptly to emergency repair needs and participate in rotating on-call duties as needed. Foster a culture of accountability, safety, and continuous improvement within the team. Qualifications: Experience working in commercial property setting with at least two years in a supervisory role. Strong working knowledge of building systems (HVAC, electrical, plumbing, etc.) and facility management best practices. Hands-on technical expertise and the ability to lead by example in the field. HVAC certification and aquatic systems experience a plus. Excellent communication, organization, and leadership skills. Ability to read and interpret blueprints, maintenance manuals, and technical documents.
    $84k-110k yearly est. 3d ago
  • Vice President of Manufacturing Operations, Energy Solutions & Services

    Eaton Corporation 4.7company rating

    Minneapolis, MN job

    ** Reporting to the President of Energy Services and Solutions Group, the Vice President of Operations will lead Manufacturing, Continuous Improvement, and Industry 4.0 Initiatives. You will develop and execute short and long-term plans to achieve the key operational objectives and annual profit plan for the business, impacting nearly $4.6B revenue. You will have the opportunity to lead 5 divisions including 15 manufacturing plants cross the US and Mexico with a focus on business growth, technological transformation, and delivering an exceptional customer experience. **Essential Functions:** + Develop and lead initiatives in alignment with the strategic plan and annual profit plan objectives to drive operational performance and financial results. + Establish objectives and track key performance indicators across the organization. Ensure prompt and accurate reporting systems on all aspects of operations, leveraging EPM and Balanced Score Card. + Drive the manufacturing strategy for the Group and divisions optimizing capacity utilization through footprint strategy for sites and key manufacturing technologies + Proactively champion Operations focused on Environmental, Health & Safety (EHS), driving a zero-incident culture. + Lead and support implementation of the Operating for Growth (O4G) transformation for the Manufacturing/OPEX workstream. Partner cross functionally with transformation teams to support Group sites evolving to cost centers + Create a culture of exceeding customer expectations, ensuring that the organization is highly responsive to customer needs and issues. + Continuously improve operations through alignment with the Eaton Business System with a strong focus on driving a Lean Culture, drive technology enablement and I-4.0 strategy, implementation, and execution. + Drive change through improved organizational capability, ensuring motivation and retention of a high-performance management team and workforce. + Demonstrate a leadership style that perpetuates the Eaton Leadership Model and the Eaton Code of Ethics. **Qualifications and Experience** + Bachelor's degree required; MBA preferred. + 15+ years' experience with progressive levels of responsibility in Manufacturing, Supply Chain, OPEX for a global manufacturing leader in a similar scope/scale role. + Plant manager and multi-site management experience + Demonstrated success in driving zero incident culture, with employee ownership of EHS. + Knowledge and experience with multiple ERPs and conversions preferred. + Proven track record in building high performance teams, leading cross-functionally, developing and retaining employees, and driving organizational change. + Knowledge of current technologies in manufacturing (assembly and fabrication), engineering, materials management/inventory control, distribution and logistics, purchasing, quality assurance systems processes and practices. + Strong financial and business acumen; prior profit and loss responsibility required. + Track record of successful leadership, performance results, organizational development, and operational improvement. The expected annual salary range for this role is $236,997.00 - $ 347,595.60 a year. This position is also eligible for a variable compensation compenent. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on 8/13/2026. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $237k-347.6k yearly 60d+ ago
  • IDB Invest - Administration & SLA Management Officer

    Inter-American Development Bank 4.2company rating

    Washington, MN job

    We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. IDB Invest, a member of the IDB Group, is a multilateral organization based in Washington, D.C., committed to advancing development in Latin America and the Caribbean through the private sector. About this position We are seeking an energetic, detail-oriented professional to join the Administration & SLA Management team. Under the Lead Officer's guidance, you will support the seamless execution and monitoring of day-to-day administration services as defined by our SLAs, ensuring efficient processes and timely, high-quality delivery. This role provides essential coordination, analysis, and execution capacity to maintain smooth corporate and administrative operations while the team advances key strategic priorities. The position requires sound judgment, autonomy, and operational sophistication to manage daily service delivery, strengthen processes, and support high-quality administrative services across the organization. You will work in the Controllership Division (CTR), part of the Finance and Administration Department. CTR oversees accounting and financial reporting, financial planning and budget, valuations, and administration and SLA management. It develops and implements high-quality controllership standards and sound policies that ensure IDB Invest's financial integrity, discipline, and long-term sustainability. CTR is also responsible for strengthening the governance, responsiveness, and accountability of the SLA framework and fostering coordination & synergies between IDB Invest and the IDB. What you'll do * Manage the day-to-day coordination and execution of SLA-defined corporate and administration functions (procurement, facilities management, corporate services) in close collaboration with IDB service counterparts, ensuring compliance, service quality, and timely delivery. * Monitor SLA performance, including KPIs, costs, service quality, service backlogs, and adherence to standards; identify risks or deviations, resolve routine disputes, manage escalations, and coordinate corrective actions. * Analyze data, conduct benchmarking, and prepare information to support decision-making and improvements to SLA management and administration processes. * Support the design, enhancement, and documentation of the SLA governance framework, including manuals, SOPs, workflows, and service management guidelines. * Contribute to the assessment, redesign, and continuous improvement of SLA-related processes or corporate processes, ensuring efficiency, transparency, consistency, and strong coordination with IDB Invest and IDB teams. * Oversee and track capital facilities projects, capital spending, and budget execution across headquarters and Country Offices; coordinate with key stakeholders to ensure accurate planning, timely implementation, and effective management of facilities-related priorities. * Lead projects or defined workstreams aimed at enhancing SLA management systems or operational effectiveness. * Communicate complex or sensitive issues clearly and constructively to help build consensus across stakeholders. What you'll need * Education: Master's degree in business administration, finance, systems information, project management, or a related field required. * Experience: At least 4 years of relevant professional experience in project management, corporate support services, or similar roles within financial, multilateral, or international organizations. Proficiency with project management tools, data analysis software, and MS Office; strong organizational and analytical skills. * Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable. Requirements * Citizenship: No requirements * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration * International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB Group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package, * Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. * Hybrid and flexible work schedules. * Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. Our culture At the IDB Group, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org. Our Human Resources Team reviews carefully every application. #IDBInvest
    $58k-83k yearly est. 9d ago
  • Operations Risk Management Senior Associate

    Inter-American Development Bank 4.2company rating

    Washington, MN job

    We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. About this position We are looking for an experienced, highly motivated, and detailed-oriented Operations Risk Management Senior Associate. You will conduct quality assurance and risk review of the IDB-financed projects and contribute to the strengthening of operational risk management through advisory services, portfolio analyses, data management, and reporting. You will work in the Environmental and Social Risk Management Group part of the Office of Risk Management (RMG/ESR). RMG supports the IDB's developmental mission by maintaining a robust and dynamic risk management and oversight framework. It facilitates understanding, mitigation, and control of risks across the organization to optimize the use of the IDB's capital and financial resources, to maintain its AAA-rating, and to ensure the IDB follows best in class operational risk and ESG standards. As of January 2025, the team in RMG/ESR is responsible for the oversight of three new risk areas: project and portfolio, procurement, and financial management, in addition to the social, environmental, governance, climate change, natural disasters and biodiversity risk area. For all risk areas, RMG/ESR: (i) provides quality assurance and risk review services throughout the project lifecycle; (ii) performs portfolio monitoring and reporting, including in-depth analyses and recommendations to improve risk management and ultimately the performance of projects; (iii) supports other departments through risk management advisory services; (iv) integrates sound risk management practices into country strategies, strategic documents, and existing operational processes; and (v) assesses various risk exposures of the portfolio, providing data-driven, expert advice to Senior Management. What you'll do What you will do: * Conduct operational quality assurance and risk review of higher-risk projects in preparation and monitor risk management actions during project execution, in line with operational policies and procedures and the project risk management framework. * Develop and coordinate advisory services in operational risk management for regional, country, and sector teams, in coordination with other areas of the Bank. * Conduct in-depth portfolio analyses and provide technical expertise to country, sector and project teams to strengthen risk management. * Carry out field missions to participate in or facilitate selected risk workshops. * Manage, define, and analyze key risk indicators, and dashboards as applicable, monitor and report on portfolio exposure to higher operational risks. * Design, deliver, and disseminate knowledge products, training, technical policy interpretation, and guidance notes, in collaboration with areas of the Bank. * Develop and maintain relationships with key stakeholders to ensure harmonization and strengthening of project risk management practices. What you'll need * Education: Master's degree (or equivalent advanced degree) in Project Management, Business Administration, Procurement, Engineering, Law, or other fields relevant to the responsibilities of the role. * Experience: At least 5 years of progressive experience in international private or public operational management or in development finance, working with multilateral financial institutions, international non-government organizations, government agencies, or the private sector, preferably in Latin America and the Caribbean. * Languages: Proficiency in English and one of the other Bank official languages (Spanish, French or Portuguese) is required. Requirements * Citizenship: You are a citizen of one of our 48-member countries. We may offer assistance with relocation and visa applications for you and your eligible dependents. * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration * Staff: International staff contract, 36 months, renewable upon mutual agreement. * Duty Station: Headquarters full time based. What we offer The IDB group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package * Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: defined benefit pension plan that provides financial security and supports employees in planning for their future. * Hybrid and flexible work schedules * Health and wellbeing: Access to our Health Services Center which provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile such as mentoring, 1:1 professional counseling, training, and learning opportunities, language classes, mobility options, among others. Our culture At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org.
    $80k-114k yearly est. 7d ago
  • (New Build) Private Client Banker-Bass Lake Rd and Sycamore- Andover, MN

    Jpmorgan Chase & Co 4.8company rating

    Andover, MN job

    JobID: 210695348 JobSchedule: Full time JobShift: Base Pay/Salary: Andover, MN- $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $82k-112k yearly est. Auto-Apply 12d ago
  • Credit Solutions Senior Business Execution Consultant

    Wells Fargo 4.6company rating

    Minneapolis, MN job

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. About this role: Wells Fargo is seeking a Senior Business Execution Consultant within the Credit Solutions CAO (Chief Administrative Office). This position plays a pivotal role in driving strategic initiatives primarily in the securities-based lending space. This role is ideal for a seasoned professional with experience with securities-based lending as well as deep expertise in project management, process optimization, and cross-functional collaboration. Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: * Maintain a clear and consistent list of priorities to ensure alignment across teams and initiatives * Collaborate with cross-functional teams to communicate priorities and manage expectations effectively * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution * Assist in the planning and execution of a variety of initiatives that may include risk mitigation, efficiency, and customer experience * Drive projects forward by removing obstacles, monitoring progress, engaging with cross functional stakeholders and ensuring timely delivery of key milestones. * Act as a change management champion by guiding stakeholders through transitions and fostering adoption of new processes * Identify and implement best practices for continuous improvement in project execution and change management. * This individual will focus on all things lending primarily focused on Securities Based Lending with some exposure to Custom Lending. They will engage with partners in Wealth and Investment Management (WIM) Operations, Credit Solutions Leadership, Client Relationship Group, Credit Risk, Compliance, Finance, Legal and Control. This person will serve as a Subject Matter Expert within the CAO and will be responsible for helping drive project strategy/vision for securities-based lending. Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Wealth Management experience, especially experience with Securities Based Lending * Advanced proficiency in Microsoft Office Suite * Strong understanding of banking and lending operations to include credit products, loan lifecycle management, underwriting, and servicing processes * Experience working in a regulated financial services environment, with a solid grasp of compliance, risk management, and governance frameworks * Proven success in leading large-scale, cross-functional projects from initiation to completion. * Strong analytical and problem-solving skills with the ability to interpret complex data and drive actionable insights. * Excellent written and verbal communication skills; ability to influence and engage stakeholders at all levels. * Demonstrated success managing multiple priorities, projects and initiatives in a fast paced, highly regulated environment * Proven ability to assess processes, identify risk or inefficiencies, and recommend solutions that drive operational excellence * Experience conducting project meetings, presentations and status reporting Job Expectations: * This position is not eligible for Visa sponsorship. * This position offers a hybrid work schedule. * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Job Locations: * 550 S Tryon St, Charlotte NC 28202 * 299 S Main St, Salt Lake City UT, 84111 * 5201 W Amelia Earhart Dr, Salt Lake City UT, 84116 * 550 S 4th ST, Minneapolis MN, 55415 * 401 Las Colinas Blvd W Bldg B, Irving TX, 75039 * 2801 Market St F &L Bldg, St Louis MO, 63106 * 800 S Jordan Creek Pkwy, West Des Moines IA, 50266 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 11 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. 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.
    $87k-154k yearly 6d ago
  • CITY MANAGER - CITY OF WAYZATA, MN

    International City Management 4.9company rating

    Wayzata, MN job

    City of Wayzata, MN (pop. 4,363). The City of Wayzata, a vibrant lakeside community just 11 miles west of Minneapolis, seeks a strategic, collaborative, and responsive leader to serve as its next City Manager. Situated along the northern shoreline of Lake Minnetonka and adjacent to two major regional multi-use trails, Wayzata offers an exceptional quality of life supported by robust amenities, strong civic engagement, and well-maintained public assets. The community is further distinguished by a thriving downtown business district, high-quality commercial and residential development, and established neighborhoods that contribute to its enduring appeal. The ideal candidate will be adept at navigating complex municipal issues while effectively engaging with a highly involved and well-informed community. The City of Wayzata is a home rule charter city operating under the council-manager form of government. The mayor and four-member city council appoint the city manager who serves as the chief administrative officer for the city and oversees all daily operations of Administrative Services, Community Development, Fire, Police, Public Works, Wine & Spirits, and the Bar & Grill; there are 176 staff total, a number that increases to approximately 200-210 with the addition of seasonal employees and staff at the Bar & Grill. This workforce is represented by three collective bargaining units. The Administrative Services Department, led by the Deputy City Manager, includes Finance, Human Resources, Communications, and Motor Vehicle services. The Fire Department operates as a fully paid-on-call department with 27 members currently serving. The city maintains a strong financial position with a proposed 2026 general fund budget of $9.18 million, all funds totaling $24.03 million. The city maintains "AAA" ratings by S&P Global Ratings ("S&P"). Candidate Qualifications: * Bachelor's degree in public administration, business administration or related field; master's degree preferred. * Minimum of 7 years of public sector or non-profit administrative and managerial experience * Minimum of 4 years as a city manager or administrator or as an assistant in a larger community * Strong fiscal background including management of complex, multimillion-dollar budgets, long- term financial planning, and capital improvement budgets * Exceptional communication skills Desired Experience and Traits * Experience in redevelopment, strategic planning and enterprise funds * Strong financial acumen * Forward-thinking with the ability to anticipate community needs and emerging trends. * Adept at navigating a highly engaged community; responsive and accessible. * Proven capacity to foster positive, collaborative relationships with the city council, staff and key stakeholders. COMPENSATION AND BENEFITS The 2025 salary range is $142,978 - $182,485, (salary range is under review - city is engaging in a class and comp study to be completed in 2026). The City of Wayzata provides a comprehensive benefits package including City contribution to a defined benefit plan (PERA), medical insurance, life insurance, sick and vacation accruals. Voluntary benefits include: long- and short-term disability, dental, vision, supplemental life and 457 and tuition reimbursement. Residency is not required. HOW TO APPLY Applications are accepted through the end of the day on January 4, 2026. Interested candidates should apply online at ***************** with resume, cover letter and contact information for five professional references. Confidential inquiries may be directed to either Pam Dmytrenko, Tel: ************** or Ellen Hiniker, Tel: **************, MGT Approved Independent Executive Recruiters. Interviews with the City of Wayzata are anticipated for mid-February 2026. The City of Wayzata, MN is an Equal Opportunity Employer.
    $143k-182.5k yearly 28d ago
  • Employee Benefits Insurance Advisor

    Bell Bank 4.2company rating

    Bloomington, MN job

    *This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you're interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: The Employee Benefits Insurance Advisor strategically plans for the sales and underwriting profitability of the agency's employee benefits business. Individually, this position is also responsible for prospecting, soliciting, quoting and selling new Employee Benefits accounts to meet their own individual sales goal. Primary Duties: Advisor - New Sales Identify and develop a base of prospective clients by using referrals, occupational, and special interest groups. Respond to referrals quickly and effectively. Prequalify prospects for insurability and quality of risk. Gather complete risk and underwriting information to complete applications and submission documentation, while analyzing risk exposures and determining changes and/or additional coverages to address those needs. Determine appropriate insurance markets and make submissions to potential markets. Design insurance programs and recommend coverages to clients. Create insurance proposals and make sales presentations. Be familiar with and follow binding rules for all insurance carriers. Educate clients on agency payment expectations and late charges. Collect down payments from insureds for purchases of new coverage and obtain signatures on all applications for insurance. Introduce Account Executives or Account Managers to clients as part of their service team. Enter documentation, as required for producers, in EPIC for all new sales processes. Ask for referrals from insureds to help generate new business. Accepts and handles prospects assigned by management. Advisor - Existing Client Relationships (renewals and retention) Develop and retain a book of business that is profitable for both the agency and the carriers. Identify clients that no longer meet agency standards and develop an exit strategy for them. Work with Account Manager to obtain updated exposure information from the insured to develop a renewal strategy. Review existing policy coverages no less than annually with insureds. Explain coverages, exclusions and options to reduce risk and manage premiums. Work with clients to ensure coverage and limits are adequate for their risk. Remarket coverages when necessary. Propose coverages to round out the account. Work with Account Executives or Account Managers to provide timely information to carriers and clients according to agency standards and procedures. Document activities, conversations and data in EPIC according to Agency procedures. Review complex or unique policy change requests or service activities with Account Executives/Managers. Recommend and assist insured in carrying out loss control programs and procedures recommended by producer or company loss control staff. Collect current premiums, past due balances and late charges on agency billed items. Provide assistance as needed for complex or troublesome claim situations. Retain an agreed upon percentage of accounts each year. Continue to develop relationships with insureds. Develop positive and professional relationships with carriers/ underwriters/representatives. Accept and carry out any duties/accounts assigned by Agency Management. Bell Insurance Standards Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Perform other duties as assigned. Job Skills Required: Insurance License. Previous sales experience, particularly insurance, is preferred. Commitment to continuous learning/education in insurance and the industries for which you are managing risk. Ability to communicate verbally and in writing with others, explain complex issues, to receive and interpret complex information and to respond appropriately. Proficiency in technology to use EPIC system as required. Good presentation skills. Good interpersonal skills with a deep and knowledgeable professional network. Focus on ethics, integrity and honesty.
    $42k-54k yearly est. 2d ago
  • Mortgage Lock Desk Coordinator

    Bell Bank 4.2company rating

    Bloomington, MN job

    The Lock Desk Specialist will provide daily, weekly, and monthly reporting support. This position will provide lock desk support as well as maintain and monitor investor sales commitments. This position will also operate and maintain data within the Encompass system, Optimal Blue as well as monitor pipelines. Responsibilities Assist in monitoring the shared inbox for lock desk support. Assist in receiving and handling daily locks within the policies of Bell. Assist in selling the Best Effort loans to various investors. Monitor and maintain Best Efforts pipeline. Review Best Efforts commitments, Best Efforts confirmations and expiring Best Efforts locks. Provide high-quality service to internal customers and investors. Act as liaison between capital markets and mortgage sales/operations staff to communicate system (Encompass and Optimal Blue) enhancements, loan program changes, and answer questions related to loan programs. Become proficient/knowledgeable of all the necessary systems (Encompass and Optimal Blue) used on a daily basis. Follow policies and procedures within the areas of investor regulations and secondary marketing. Backup all lock desk duties. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations High school diploma or equivalent education. 1-2 years of customer service experience. Prior experience utilizing Microsoft applications (Excel, Word, Outlook, etc) is required. 1-2 years of mortgage industry and/or loan documentation experience is preferred. Skills and Knowledge Strong math skills. Ability to understand complex situations and use multiple data points to reach logical conclusions. Good written and verbal communication skills with ability to work under pressure. Good organizational skills, detail-oriented with a strong emphasis on accuracy. Basic keyboarding skills.
    $33k-40k yearly est. 2d ago
  • Associate Network Engineer

    Ameriprise Financial 4.5company rating

    Minneapolis, MN job

    Provide systems administration (implementation, management and operational support) and technical expertise for assigned systems, including provisioning, installing, configuring, tuning, operating, and maintaining systems hardware and software and the related infrastructure. Provide technical research, system planning and improvement to enable continuing innovation within the infrastructure and technical services. Perform troubleshooting and solving of complex hardware and software problems as they relate to assigned systems. *This is a US 2nd-shift role, Tues-Sat, 1:30pm-10pm CST. Key Responsibilities Maintain, monitor and manage assigned hardware and/or software systems, to include execution and/or oversight of vendors for the following: establish and maintain network and user environments, storage and security, and/or end-user computers and other computer peripherals; install and configure software, systems and updates as needed; install, configure and administer server hardware and software, peripherals, services, settings, directories, storage, etc. per standards and requirements. Provide level-2 support for assigned systems. Serve as an escalation point for specific assigned area of expertise, field technical support questions and issues from end-users, and independently provide solutions or collaborate with vendors to resolve issues. Perform troubleshooting and diagnosis for system failures. Recommend and implement fixes/improvements to prevent recurrence. Instruct users in the correct use of equipment or software as required. Develop and implement systems administration operational processes, procedures, and associated documentation. Ensure that system hardware, operating systems, software systems and related procedures adhere to standards, methodologies and policies, enabling the productivity and effectiveness of employees, clients and vendor partners. Develop and implement systems administration operational processes, procedures, and associated documentation. Ensure that system hardware, operating systems, software systems and related procedures adhere to standards, methodologies and policies, enabling the productivity and effectiveness of employees, clients and vendor partners. Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs, and verifying completion of scheduled jobs. Ensure appropriate reaction and resolution to issues. Create, implement, and maintain monitoring and reporting processes (including ensuring appropriate updates, status reports, and usage/performance data is available on an ad hoc and regular basis). Analyze, research, recommend and implement innovative approaches to system administration tasks with a focus on automation, error reduction and improvements to service. Regularly and proactively evaluate production issues to identify needs, issues or gaps and implement solutions to improve performance and overall health of the environment. Perform daily backup operations, ensure all required file systems and systems data are successfully backed-up to the appropriate media, recovery tapes or disks are created, and media is managed in accordance with established best practices. #LI_DNI Required Qualifications Associate degree or equivalent. 3-5 years of relevant work experience. 3-5+ years of increasingly complex and sophisticated systems administration experience. Tech skill-set/experience will vary by position. 2-3+ years of problem/incident management and troubleshooting experience within a technology operations environment. 3+ years of broad systems experience in several of the following IT areas: servers, networking, security, database, web hosting, desktop, capacity planning, and performance analysis (using tools such as jprobe, junit, TPM, etc.). Advanced F5 Experience in the following: LTM; GTM; APM; and ASM, Developing iRules. Palo Alto Firewall experience. DNS - troubleshooting experience. Proven analytical and problem-solving abilities. Experience installing and maintaining server hardware and peripherals. Knowledge and design experience with virtualized systems (LPARs, WPARs, VMs, Containers, etc.). Preferred Qualifications Preferred certifications: ITIL Foundation. Working knowledge of LAN/WAN network infrastructure: cabling, switches, routers and hubs, and acceleration/de-duplication devices. Experience writing scripts in one or more of the following administrative languages: a shell, Tk, Perl, VBScript, python. Broad knowledge in some of the following networking areas: Routing, Switching, Security, Firewalls, SASE, Proxy, AWS networking, Azure Networking. Conceptual knowledge in some of the following IT areas: servers, database, web hosting, capacity planning, and performance analysis, Virtualized systems, Containers. Confident and comfortable taking the lead by establishing command and control during troubleshooting or recovery scenarios. Strong communication and organizational skills with the ability to handle numerous projects simultaneously with great attention to detail, urgency, focus and discipline - to include coordinating the work others and ensuring outcomes meet expectations. Strong analytical and problem solving skills, with proven ability to collect and present meaningful system statistics and other metrics. Experience with Automation (Ex.: Ansible, Terraform). About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800 - $100,000 a year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Technology Line of Business TECH Technology
    $74.8k-100k yearly Auto-Apply 7d ago
  • Training Specialist

    Citizens Alliance Bank Careers 3.7company rating

    Clara City, MN job

    The Training Specialist will perform a wide variety of duties associated with the training and education of all Citizens Alliance Bank personnel, which includes on-boarding new employees and refresher training for existing employees to ensure they have the knowledge and proficiency to service our customers. Under the direction of the Training Manager, the Training Specialist will assist with updating and revising existing policies, procedures, and resource guides to ensure the full use of the available technology and automation within our core system and ancillary platforms to improve the productivity and efficiency of operations personnel. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set. Essential Functions: To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 1. Assist and support the Training Manager in the development and implementation of both an onboarding training and education curriculum for new employees. 2. Assist with refresher training for existing personnel to ensure their knowledge and proficiency as they prepare to serve our customers. 3. Under the direction of the Training Manager this position will assist with the design and development of training reference materials and the scheduling and execution of the new and existing employee training curriculum. 4. Assist and support the Training Manager in the development, documentation, and implementation of the core system workflow management system to streamline and standardize processes organization wide for accuracy and consistency purposes. 5. Assist and support the Training Manager in the updating and redevelopment of critical operations and lending resource materials for employee reference and use. 6. Assist the Training in the identification, design, and development of procedures and resources, reference guides, and videos and webcast materials for training and reference purposes for operations personnel. 7. Excellent organizer who knows how to prioritize and execute tasks in accordance with timelines; sense of urgency and understanding criticality of situation. 8. Cultivates strong relationships with all personnel and vendors to ensure the delivery of high-quality service, on-going communication needs, and operational consistency. 9. Ability to prioritize workload. 10. Maintain complete confidentiality regarding sensitive customer and proprietary information. 11. All employees are expected to exemplify and follow our core values. 12. Regular attendance and punctuality when reporting to work. 13. Travel for trade and industry schools and seminars as needed. 14. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes. 15. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures. 16. Perform other duties as assigned and requested. Core Values: Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest. Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities. Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference. Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day. Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done. Education and Experience: Required - High School diploma or GED. - Continuing Education to maintain job knowledge. - Three to Five years of customer service experience. Preferred - Advance Proficiency in Microsoft Suites. Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
    $55k-73k yearly est. 32d ago
  • Community Banker I

    American National Bank 4.4company rating

    Minneapolis, MN job

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
    $20.5-25 hourly 33d ago
  • Treasury Management Alst

    Old National Bank 4.4company rating

    Saint Louis Park, MN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Treasury Management Analyst (TMA) role that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities Partner with assigned TM Consultants in all aspects of the sales process Proficiency in knowledge of all TM solutions and their benefits to our clients Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. Will serve as quality control of current client charges to identify and resolve revenue leakage. Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. Work jointly with cross-functional team and assist in overall solution development and value proposition. Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) Periodic travel required for training, internal and external sales meetings. Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: You Own You - you own your development and career Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understand the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements BS/BA degree in Business/Finance or equivalent education & experience Comprehensive knowledge of Treasury Management products and services An understanding of the TM sales process; sales, implementation & service functions Ability to work under minimal supervision, and work well under pressure. Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems Demonstrated willingness to learn, implement feedback, and take action. Ability to develop strong working relationships with clients and associates. Demonstrated client service experience required (phone and face-to-face) Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: Certified Treasury Professional Designation (CTP) Accredited ACH Professional Designation (AAP) 2-5 year's banking experience 1 year TM Operations, Training, and/or Implementation Experience 2 years sales experience; interest in consultant career path Ability to interpret and analyze Financial Statements Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Traveling to and presenting/actively engaging at client sites Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.8 hourly Auto-Apply 22h ago
  • Client Service Specialist, Sr

    Old National Bank 4.4company rating

    Saint Louis Park, MN job

    Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. Responsibilities We are currently seeking a Wealth Client Service Specialist that will be responsible for providing administrative and sales support for High Net Worth (HNW) Wealth Advisors. This role is responsible for enhancing the Advisor's effectiveness by performing a variety of moderately complex to complex, diverse, sensitive and confidential administrative functions while providing overall information support. an integral part of the client experience by providing a high level of client service. The incumbent is involved in all phases of the client relationship and is experienced in handling complex accounts. Salary Range The salary range for this position is $21.50/hr. - $37.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Organizational and Administrative Support Provides high level of organizational and administrative support to the HNW Advisory group. Includes maintaining client files and records; preparing client mailings; and engagement with internal departments to effectively manage client's relationship. Acts as liaison to assigned Advisors, understanding client, department, and organizational priorities. Provide day to day support to HNW Advisory clients. Particular tasks will vary based upon product area assigned but may include items such as researching and resolving account issues, escalating client matters to management, and processing client maintenance requests. May coordinate internal and external meeting including but not limited to confirming meetings/appointments, reserving meeting space, preparing meeting space with audio-visual technology as needed. May arrange corporate travel including developing itineraries and agendas, arranging transportation, lodging, and meeting accommodations. Discover, analyze, and research account problems and recommend solutions as appropriate. Establish and maintain orderly record keeping system ensuring maintenance of confidential account files. Demonstrated attention to detail. Administrative Technical Knowledge and Communication Provide assistance to HNW Relationship Managers in the completion of technical tasks and projects. Assist in preparing client presentations as needed. Build and maintain effective working relationships with other team members to ensure high quality and timely administration of assigned accounts. Maintain compliance with all internal policies and procedures as well as with regulatory requirements. Provides large degrees of client, technical and project related support. Execution of Exceptional Client Experience Monitors and executes all tasks required to fulfill customer's service plan/objectives and meet day-to-day inquiries from the client. Resolution of client issues. Effectively manages and deepens client relationships. This includes but is not limited to providing a superior level of client service in any direct client engagement. Actively identifies and refers business opportunities to internal business units where appropriate. Strong working knowledge of these lines of business is required in order to provide confident responses and direction to customers. Provide administrative support to HNW Relationship Managers. Particular tasks will vary based upon product area assigned but may include items such as preparing/assembling client/prospect materials for meeting/presentations, preparing mailing, assisting with clients activities, and processing daily mail. Ability to interact effectively in a team environment. Demonstrated proficiency and effectiveness in strong customer service, communications, problem solving and organizational skills Follow-up on client issues and relay information to clients through correspondence, telephone communications and conferences. Resolve client requests and refer complex inquiries to HNW Relationship Manager. Product Knowledge Maintains up-to-date advanced knowledge of HNW product offerings and processes, changing ONB policies and procedures, and participates in all required compliance product and service training. Qualifications Qualifications and Education Requirements Associates or Bachelor's degree preferred or three year's related work experience. Must demonstrate a high level of professionalism, superior client service, and the ability to interact with clients and associates at all levels. Must possess strong verbal, written and presentation skills. Highly motivated and organized, with a strong attention to detail, and the ability to prioritize the work; an ability to meet strict deadlines, multi-task, and work with the HNW Advisory group and other ONB departments. Prior Experience in Wealth Management preferred. Proficient in all Microsoft Office Applications. Experience with working with a CRM system preferred. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $21.5 hourly Auto-Apply 22d ago
  • Commercial Closing Specialist

    Old National Bank 4.4company rating

    Lake Elmo, MN job

    Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Commercial Closing Specialist that works with the Relationship Managers (RM) in the Commercial lines of business to provide loan processing support and coordinate all new money and renewal requests. Listed below you will find a few characteristics the position requires: Must become proficient in the commercial online application system (CML) loan structuring guidelines, collateral requirements, due diligence items and banking processes is preferred, but not required. Provides an appropriate review of entity documents, appraisals, title insurance, UCC Searches and other required supporting documentation to ensure proper signor authorities and lien position. Must communicate effectively with other members of the Loan Fulfillment team, RMs, Banking Specialists, Credit Underwriters, in-house Legal Counsel, and Loan Operations to resolve any issues or questions. Requires a high level of decision-making capabilities and exception processing capability. Commercial Closing Specialist roles may vary - this position may be filled at a different level, including Senior, depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $18.25 /Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Loan Processing: Reviews and inputs loan submissions from RMs in CML including ownership, loan structure and compliance needs; responsible for complete and accurate data entry in CML. Communicates with the RM to gather additional information necessary to deem the application as complete and ready for underwriting. Completes loan pre-closing tasks including ordering appraisals, environment reports, and title/UCC searches; performs a detailed and thorough review of entity documents, title insurance, UCC searches, flood determinations, and other supporting documentation. Collaborates with RM to ensure all conditions precedent to closing required by credit are met. Reviews existing loan documents for accuracy and compliance with loan guidelines. Finalizes post-approval in CML Communicates with underwriting, Line of Business Executives and Credit Administration to address policy exceptions Preparation of Loan Documents: Utilizes Loan Guidelines and commercial procedures to ensure documents are prepared in accordance with approval document. Utilizes special loan software to produce accurate and complete loan documents. Prepares template documents outside of loan software (i.e. Rate Modifications & Due Date Changes) Service: Ability to prioritize large pipelines to ensure adherence to service level expectations. Exhibits flexibility in response to the changing banking environment. Ability to work in a fast-paced environment. Provides options and solutions when issues arise. Skills and Qualifications Associate or bachelor's degree preferred but not required. Knowledge of loan documents and experience with loan processing Knowledge of ONB loan policy and Commercial Guidelines preferred but not required. Highly organized with a strong attention to detail. Strong analytical and problem resolution skills. Excellent verbal and written communication skills. Must have experience working in a fast-paced office environment with service level expectations. Must be able to meet deadlines Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.3 hourly Auto-Apply 22h ago

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