Registered Branch Associate
Eldridge, IA 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: 130 South 9th Avenue, Eldridge, IA
This job posting is anticipated to remain open for 30 days, from 24-Nov-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.
Assistant Store Manager
Cedar Rapids, IA job
Your Opportunity:
Assistant Store Manager Check Into Cash Cedar Rapids, IA
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Auto-ApplyBranch Office Administrator
Ankeny, IA job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 2005 S Ankeny Blvd Ste 500, Ankeny, IA
This job posting is anticipated to remain open for 30 days, from 15-Dec-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
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.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $22.50
Hiring Maximum: $23.91
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
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.
Scrum Master
Des Moines, IA job
Must Have Technical/Functional Skills
Scrum Masters, an Agile/Scrum framework to guide cross-functional teams and ensure the delivery of high-quality solutions aligned with the company's strategic goals in the financial services/annuity industry.
Qualifications and Experience
• Several years of combined experience as a Business Analyst, Scrum Master, or Agile Delivery Lead.
• A deep understanding of Agile/Scrum methodologies and experience with tools like Jira and Confluence.
• Relevant certifications such as Certified Scrum Master (CSM), Professional Scrum Master (PSM), or PMI-ACP are often preferred or required.
• Experience in the financial services or insurance industry, specifically with annuity or retirement services products, is highly valued.
Roles & Responsibilities
Key responsibilities include:
• Facilitating agile delivery, including leading sprint ceremonies (planning, daily stand-ups, reviews, retrospectives) and coaching teams on Agile principles.
• Removing impediments to team progress by proactively identifying, tracking, and resolving blockers.
• Ensuring seamless collaboration and communication between Product Owners, technology leaders, developers, QA, and other stakeholders.
• Tracking metrics and reporting on sprint progress to stakeholders to enable transparency and data-driven decision-making.
• Managing iterative delivery while ensuring appropriate analysis for compliance and traceability, which is crucial in the regulated insurance and finance industries
Interested candidates please share me your updated resume to *******************
Branch Office Administrator
Mason City, IA job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 202 1st Street S E, Ste 101, Mason City, IA
This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
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.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $21.38
Hiring Maximum: $22.71
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
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.
Project manager with Risk Derivative
Des Moines, IA job
Excels at demonstrating the drivers of project management effectiveness including:
· Aligns project priorities to the program's strategies/objectives
· Captures and manages project interdependencies
· Leads problem solving to proactively mitigates risks and address issues
· Develops and drives execution of complex project plans and key milestones
· Experience managing stakeholders with high expectations for team expectation and the right level of escalation
Demonstrates strong understanding of and experience with SDLC processes with specific experience managing projects in Agile with multiple teams executing work.
Drives team to launch projects. This includes updating the projects Problem Statement and Objectives, defining scope, determining the solution approach, sizing the work, and estimating the timeline.
Preferred to have Derivatives Trading domain expertise and experience leading data ingestion, Datawarehouse, and reporting projects.
Roles & Responsibilities
Strategic Alignment & Prioritization
• Ensure project priorities are aligned with broader program strategies and business objectives.
• Maintain a clear understanding of the program's goals and ensure all project activities support these outcomes.
Project Planning & Execution
• Develop and drive execution of complex project plans, including defining scope, solution approach, work sizing, and timeline estimation.
• Launch projects by updating the Problem Statement and Objectives, and ensuring readiness across teams.
Risk & Issue Management
• Lead proactive problem-solving efforts to mitigate risks and resolve issues before they impact delivery.
• Capture and manage project interdependencies to avoid downstream conflicts.
Stakeholder Management
• Effectively manage stakeholders with high expectations, ensuring clear communication, timely updates, and appropriate escalation when needed.
SDLC & Agile Delivery
• Demonstrate strong understanding of SDLC processes.
• Lead Agile projects involving multiple teams, ensuring consistent execution and delivery across sprints.
Domain Expertise (Preferred)
• Experience in Derivatives Trading domain.
• Proven track record in leading data ingestion, data warehouse, and reporting projects.
Interested candidates please share me your updated resume to *******************
Bank Training and Development Coordinator
Indianola, IA job
Join Our Team at Peoples Bank!
Peoples Bank, a locally owned and progressive community bank, attributes its financial success and growth to its outstanding employees. Since 1998, we've expanded from a small office on the Indianola square to branches in Carlisle, Chariton, Indianola, Lacona, Knoxville, Milo, Pleasantville, and Seymour. What sets us apart is our commitment to taking the time to answer our customers' questions and solve their problems. Unlike other banks that focus on quotas, we encourage our employees to do what's right for our customers and colleagues. We offer competitive compensation, excellent benefits, opportunities for professional growth, community involvement, and a positive work environment.
Position: Bank Training and Development Coordinator(Indianola location).
Job Summary: We are seeking a dynamic Bank Training and Development Coordinator to design, deliver, and continuously improve training programs that empower our employees and ensure compliance across all departments. This role is critical in fostering a culture of learning, collaboration, and operational excellence.
Key Responsibilities:
Develop and facilitate onboarding and ongoing training (in-person & virtual) for banking operations, compliance, fraud prevention, and digital tools.
Partner with managers to identify training needs and create tailored learning solutions.
Maintain and update training materials to reflect policy, regulatory, and tech changes.
Evaluate training effectiveness and report outcomes to leadership.
Standardize procedures and recommend process improvements.
Ensure compliance with banking regulations and maintain confidentiality.
Foster collaboration, provide excellent internal service, and represent the bank positively in the community.
Travel to branches as needed.
Qualifications:
Education: Bachelor's degree in Business, Education, or related field (or relevant experience).
Experience: 3 years banking experience required.
Skills & Competencies: Proficiency with PowerPoint, Word, Excel, Publisher, and other business/educational software; experience in training design, including developing training syllabi and curricula; strong communication skills: verbal, written, listening, and proper communication etiquette; ability to educate others in group settings and one-on-one; excellent problem-solving skills and ability to multitask;
Personal Traits: Outwardly positive, helpful, and professional attitude; ability to work effectively in a team-oriented, fast-paced environment; commitment to fostering a collaborative and supportive learning atmosphere.
Schedule:
Regular shift is 8 a.m. to 5 p.m. Monday through Friday
Compensation:
Pay range: $25.77/hr - $30.31/hr (based on previous banking and training experience).
Health, Dental, and Vision Insurance.
Employer-paid Life Insurance, Short-Term Disability, and Long-Term Disability.
401K with Employer Match.
15+ days of PTO per year.
Family Leave Plan.
Over 11 Paid Holidays.
Employer-paid Identity Theft Insurance.
Aflac Insurance.
Flexible Spending Accounts.
Peoples Bank Stock Purchase Plan.
Free personal checking accounts and safety deposit box.
Peoples Bank is an Affirmative Action and Equal Opportunity Employer. We provide equal employment opportunities without regard to any status protected by federal or local law.
Certified Pipe Welder
Ankeny, IA job
Job Description
PURPOSE
The Certified Pipe Welder is responsible for performing high quality pipe welding operations in accordance with industry codes, safety standards and project specifications. This role ensures the structural integrity and precision of fabricated components while contributing to the efficient project delivery and overall quality assurance.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
The following duties are typical for this job. These are not to be construed as exclusive or all inclusive. Other duties may be required and assigned.
Perform Pipe welding using appropriate processes (MIG and TIG) based on project requirements and certifications.
Interpret blueprints, technical drawings, and specifications to prepare and execute welds accurately.
Inspect materials, joints, and completed welds to ensure compliance with industry codes, standards (e.g., AWS, ASME), and quality requirements.
Operate and maintain welding tools, equipment, and machinery in a safe and efficient manner.
Collaborate with supervisors, engineers, and fabricators to ensure welds align with design specifications.
Follow established safety procedures, including the use of PPE, to maintain a safe work environment.
Identify and report material defects, equipment issues, or quality concerns promptly.
Maintain welding certifications through ongoing training and testing as required.
Document work performed, including weld logs and inspection records.
MINIMUM EDUCATION & EXPERIENCE REQUIRED TO PERFORM ESSENTIAL FUNCTIONS
High school diploma or equivalent.
Proven experience as a welder in construction, manufacturing or industrial settings.
Strong knowledge of welding techniques, metallurgy and fabrication processes.
Ability to read and interpret technical drawings, blueprints and welding symbols.
Familiarity with applicable codes, standards and safety practices.
CERTIFICATES AND LICENSES:
Current and valid Pipe Welding Certification required.
MENTAL AND PHYSICAL COMPETENCIES REQUIRED TO PERFORM ESSENTAL FUNCTIONS
Strong attention to detail.
Problem-solving and adaptability in dynamic work environment.
Commitment to safety and quality standards.
Strong teamwork and commitment to skills.
ENVIRONMENTAL ADAPTABILITY
Work is performed in both shop and field settings.
Varying environmental conditions including heat, humidity, cold, and outdoor weather.
Ability to stand, stoop, crouch and bend for extended periods.
Capable of lifting, carrying and moving objects us to 50 pounds and occasionally heavier with assistance.
Sufficient hand-eye coordination and manual dexterity to operate welding equipment
Ability to tolerate exposure to heat, noise, dust and fumes with following safety protocols.
EQUIPMENT/TOOLS
Welding machines and processes (MIG, TIG, Stick, Flux Core)
Cutting equipment (oxy-acetylene torch, plasma cutter, grinders, saws)
Hand tools (hammers, clamps, chisels, wrenches, measuring devices)
Power tools (drills, grinders, sanders, portable saws)
Welding jigs, fixtures, and positioners
Personal Protective Equipment (PPE) including welding helmet, gloves, respirators, safety glasses, and protective clothing
Lifting and rigging equipment (hoists, cranes, forklifts) when applicable
Blueprint reading tools and software (ability to read and interpret welding symbols, shop drawings, and technical diagrams)
Baker Group
is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, Baker Group will consider reasonable accommodations for qualified individuals with disabilities and encourage prospective employees and incumbents to discuss potential accommodations with the Employer.
Rotational Banking Internship (Summer 2026)
West Des Moines, IA job
Job DescriptionDescription:
What You'll Be Doing
The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path.
As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture.
As an intern you will
Work in one of our 22 communities.
Interact with Senior Leadership.
Participate in hands-on retail and credit analysis training.
Develop business acumen.
Complete projects and work assignments as directed in assigned areas.
Interact, work and respond effectively with internal and external business clients.
Core Responsibilities
Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone.
Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records.
Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts.
Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank.
Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader.
Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding.
Participates in business development meeting with prospective and existing client calls.
Participates in loan committee meetings to obtain a further understanding credit analysis.
Supports Loan Assistants by preparing various loan documents.
Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations.
Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc.
Perform any other related duties as required or assigned.
General Responsibilities
Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance.
Requirements:
Skills/Experience You'll Need
Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior.
Demonstrated leadership skills through participation in school and community activities.
Prior cash handling/client experience preferred but not required.
Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best.
Strong verbal and written communication skills.
Hours of Work & Travel
Full-time hours throughout intern program (10-12 weeks) during the Summer 2025.
Days and hours of operation vary with each Bank Iowa location.
Occasional travel between bank locations throughout internship.
Our People-Centered Culture
At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities.
At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you.
Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
Corporate Paralegal
Cedar Rapids, IA job
Job DescriptionDescription:
TITLE: Corporate Paralegal
JOB FAMILY: C-Suite Legal
The Corporate Paralegal is responsible for assisting and supporting the General Counsel and Corporate Secretary with a wide range of tasks and initiatives related to legal matters, corporate governance, and transactions. This position will work with multiple departments to ensure that internal operations are aligned with external legal requirements.
KEY RESPONSIBILITIES:
Prepare and review corporate documents such as articles of incorporation, bylaws and annual reports and make filings with state and federal agencies.
Maintain and update corporate and legal department records.
Draft and review contracts.
Conduct legal research to support corporate actions and decisions.
Coordinate and assist with due diligence activities for mergers, acquisitions, and other corporate transactions.
Act as a point of contact with external legal counsel regarding billing guidelines and inquiries, review invoices, and track outside counsel fees.
Assist in the preparation of board and shareholder meetings and meeting materials, draft minutes and resolutions, and coordinate various communications with directors.
Provide support for corporate litigation and administrative agency matters, including responding to complaints and discovery requests.
Respond to subpoenas and requests for information.
Coordinate and maintain the Legal section of the Company intranet.
Comply with all company or regulatory policies, procedures and requirements applicable to this position.
Foster and preserve a culture of inclusion, innovation, collaboration, accountability, achievement and passion.
Additional duties and responsibilities as assigned.
QUALIFICATIONS:
Bachelor's degree in paralegal studies, legal studies, or a related field or a certification from a recognized paralegal program.
Minimum 5 years of paralegal experience, with public company securities and/or corporate governance experience preferred.
Familiarity with corporate governance practices.
Excellent verbal, written and interpersonal communication skills.
Ability to work independently and manage multiple tasks simultaneously while meeting deadlines.
Attention to detail and strong organizational skills.
Strong computer skills, including proficiency in Microsoft Office Suite, legal research databases, and corporate record-keeping software.
Demonstrated ability to maintain confidentiality and handle sensitive information.
Ability to work collaboratively within a team environment.
Strong critical thinking and analytical skills.
WORKING CONDITIONS:
· Duties are performed in a professional office environment.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Requirements:
Treasury Management Specialist
Cedar Rapids, IA job
TITLE: Treasury Management Specialist DEPARTMENT: Treasury Management The Treasury Management Specialist is responsible for supporting the Treasury Management team by performing a variety of support functions with highest level of client service. This position will prepare monthly reports and other various documentation to meet the needs of the TM team and clients.
ESSENTIAL FUNCTIONS:
* Provide prompt, courteous and excellent service to both internal and external clients on a consistent basis.
* Assist team members and clients with various inquiries and provide solutions; advise and resolve escalated issues.
* Assist with sales support and client retention, including meeting clients on site.
* Build relationships with clients and apply knowledge to make recommendations.
* Review implementation checklists and ensure documents are complete and accurate according to policy and procedures.
* Prepare agreements and documentation accurately for new TM client implementation.
* Set up new deposit accounts for commercial clients. This will include preparing signature cards, ordering checks, deposit tickets and deposit stamps.
* Assist in the development of manuals and supporting documentation to accomplish tasks/duties inherent in the position.
* Prepare and maintain various documents and reports; sort and file the documentation accordingly.
* Train clients in treasury management solutions.
* Communicate effectively with clients and team members.
* Process daily exception reports and contact clients for resolution as needed.
* Comply with all company or regulatory policies, procedures and requirements applicable to this position.
* Foster and preserve a culture of inclusion.
* Additional duties and responsibilities may be required to support the company's mission, vision and values.
QUALIFICATIONS:
* High school diploma or GED. Associate or bachelor's degree preferred.
* Two years' experience in sales support or customer service.
* Previous banking or financial services experience preferred.
* Ability to work with Microsoft office products including Word, Excel, PowerPoint.
* Strong verbal, written and interpersonal communication skills.
WORKING CONDITIONS:
* Duties are performed in a professional office environment.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Loan Documentation Processor
Des Moines, IA job
About this role:
Wells Fargo is seeking a Loan Documentation Processor in Home Lending as part of Consumer lending at wellsfargojobs.com.
In this role, you will:
Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
Perform loan documentation for moderately complex loans
Process and close for loan products
Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
Receive direction from Loan Documentation supervisor and escalate non-routine questions
Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
Interact with immediate Loan Documentation team and functional area on routine process
Required Qualifications:
2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Exposure to the Wells Fargo CORE origination system
Experience meeting high production and quality standards in a fast paced, development and production support environment
Good attention to detail and accuracy skills
Good verbal, written, and interpersonal communication skills
Knowledge and understanding of loan processing, loan document preparation or loan document post-closing review
Ability to gather, organize and interpret data
Job Expectations:
This position is not eligible for Visa sponsorship
Work shift: Monday- Friday 8am-5pm
Hybrid work schedule
Required location listed below. Relocation assistance is not available for this position
This position requires compliance with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain instances
Location:
801 Walnut St Des Moines, IA 50309
Posting End Date:
30 Dec 2025
*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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Flexible Transaction Banker
Waverly, IA job
Job Description
Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.
Duties include:
Customer Service:
Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
Create money orders, official checks, etc.
Scan transactions into system for processing
Provide timely, courteous and professional customer service
Build appropriate relationships with customers to better understand their banking needs
Responsible for having an in depth understanding of transactional processes and retail bank products
Assist customers with resolution of account concerns and issues
Promptly and cheerfully answer phone calls and greet in a professional manner.
Cash Handling:
Accurately process transactions evidenced by balancing daily
Ensure assigned cash drawer is kept secure at all times
Keep cash drawer within assigned drawer limits
Balance ATM, vault, etc. as assigned
Referrals:
Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
Support the overall sales effort by referring customer to others within the bank for financial solutions
Participate in retail product campaigns the bank initiates
Other:
Work as one collective bank team and assist in other departments as needed
Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
Complete training as needed or required
Other duties as assigned
To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices.
If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets
Lead Control Management Officer
West Des Moines, IA job
**Why Wells Fargo** **Are you looking for more? Find it here.** At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.
Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us!
**About this role:**
Wells Fargo is seeking a Lead Control Management Officer in the Global Operations Control Organization as part of the Commercial Banking Operations team.
**In this role, you will:**
+ Own and independently manage 2-3 complex Risk Assessable Units (RAUs), also knows as RCSAs, holding the pen in drafting
+ Responsible for risk identification, risk measures, control identification/design and ratings applicable to the assigned RAUs in partnership with the RAU Owner within the business
+ Manage all risk management activities association to the RAU (i.e.issues, OREs, process change, etc.) to ensure control requirements are met and adhered too by the business owner
+ Become the risk and control subject matter expertise on the service models assigned and underlying L4 processes
+ Provide risk management consulting to support the business in designing and implementing risk-mitigation strategies
+ Collaborate with relevant business group to identify current and emerging risks associated with business activities and operations, and provide guidance in developing and implementing risk-mitigating strategies
+ Integrate yourself in all necessary business routines to ensure your knowledge of the processes is sufficient
+ Monitor assigned portfolio of control activities and escalate when necessary
**Specific responsibilities include:**
**Control Design & Testing**
+ Develop and test preventive and detective controls, including documented procedures, evidence standards, and sampling plans.
+ Ensure controls meet compliance and operational risk requirements.
**Data & Analytics**
+ Build and maintain dashboards for KRIs/KPIs (e.g., suspense aging, balancing breaks, refund cycle time, billing accuracy, investigation aging).
+ Analyze trends and provide actionable insights to drive corrective measures.
**Regulatory Acumen**
+ Apply strong knowledge of AML and escheatment regulations, including FINTRAC/CRA requirements and payment rules.
+ Translate regulatory policies into effective operational controls.
**Resilience & Prioritization**
+ Manage multiple remediation programs and testing cycles under tight deadlines.
+ Demonstrate strong prioritization skills and resilience in a fast-paced environment.
**Required Qualifications:**
+ 5+ years of Risk Management or Control Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 5+ years with front-line risk/control management or operations risk demonstrated through one or combination of the following: Commercial Banking, Treasury Services, Payments, or Cash Management.
+ 3+ years experience demonstrated through one or a combination of the following: money movement operations (ACH/Wires/Lockbox/ePay), cash application/reconciliations, suspense, escheatment/AML, and billing/analysis controls.
**Desired Qualifications:**
+ Direct experience supporting branch operations in Canada/US MCCY or other international branches, including FINTRAC/CRA and local regulatory requirements.
+ Direct exposure to Nostro/GL reconciliation, affiliate funding/sweeps (OBLM), and investigations governance.
+ Process/quality certifications (e.g., Lean Six Sigma, CRCM, CAMS or equivalent AML credential).
+ Direct experience with RCSA, control testing, operational risk metrics, incident management/CAPs, and audit/exam readiness.
+ Strong stakeholder management across operations, technology, compliance, and audit; ability to lead without direct authority.
+ Direct experience with Issue Management Life Cycle and issue remediation
+ Exceptional verbal, written, and interpersonal communication skills
**Job Expectations:**
+ Position offers a hybrid work schedule in which you are required to work in office 3 days per week at a minimum in one of the locations listed below
+ Relocation assistance is not available for this position
+ Visa sponsorship is not available for this position
**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.
$100,000.00 - $179,000.00
**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:**
22 Dec 2025
***** **_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.
**Req Number:** R-512024
Internal Auditor II - FT
Cedar Falls, IA job
This is a hybrid position that requires individual to work 2 days a week from one of our locations in Northeast, or Central IA, or Omaha, NE.
WANT TO BE A PART OF AN AWARD WINNING TEAM, APPLY TODAY!!
Take a look at all our great benefits here!
Application deadline: January 4th, 2026
Locations: Johnston - IA, Cedar Falls - IA, or Omaha, NE
Hybrid eligible
Summary
The Internal Auditor II conducts audits for all credit union branches, departments, and processes. This role involves testing, preparing work papers, reporting results to management, reviewing policies, verifying internal controls, and supporting risk management activities, including risk assessments, vendor management, and business continuity planning.
Essential Functions
Assist Manager of Internal Audit in preparing a risk based audit plan for the credit union.
Assist Internal Audit and Risk Manager with designing audit plans for various functional areas of the credit union.
Responsible for completing internal audits according to the approved functional audit plans.
Prepare audit findings for management that document weaknesses in adherence to Federal regulations, internal controls, board policy and operational policy and procedures. In addition, prepare recommendations on the audit findings for management to take corrective actions to correct the weaknesses.
Assist management with process and efficiency audits when requested.
Be familiar with and adhere to Standards for the Professional Practice of Internal Auditing when conducting audits.
Stay updated and informed on all regulatory changes, both state and federal. Ensure that management's internal controls are adequate to comply with respective strategic goals, objectives, policies, procedures and applicable laws, especially BSA (Bank Secrecy Act), along with all lending and deposit related regulations.
Assist external auditors and regulatory authorities. Prepare work papers and other necessary documents to facilitate the work of these individuals.
Assist Senior Internal Auditor with updates to risk assessments, business continuity plans, and vendor management as needed, using the current Enterprise Risk Management software.
Assist Manager of Internal Audit and Risk with any additional projects or duties as assigned.
Key Attributes
Oral and written communication skills.
Member service focus.
Attention to detail and accuracy.
Positive attitude that supports a team environment.
Dependable and punctual; flexible during peak times.
High level of confidentiality.
Organizational skills.
Self-motivated; ability to work without close supervision.
Problem solving; analysis.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
Occasionally lift and/or move items over 10 pounds.
Remain sedentary (seated) for extended periods of time.
Working Conditions
This job operates in a professional office environment and routinely uses standard office equipment.
Travel
Extensive travel; valid driver's license required.
Required Education and Experience
Bachelor's Degree in Accounting, Finance or closely related field.
2+ years of audit-related work experience or 5+ years in a financial institution setting.
Preferred Education and Experience
CPA or CIA designation.
Other Duties
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Auto-ApplyMortgage Loan Processor
Clive, IA job
The Mortgage Loan Processor is responsible for processing mortgage loan files. This individual is responsible for making sure that all loan conditions outlined by the UW are met prior to closing, performing updated verification tasks, clearing the loan for closing, assisting with closing documents, coordinating with title companies and borrowers and assisting with loan funding as required. This position requires adherence to complex regulatory oversite with the implementation of the TRID Regulation.
Education and/or Experience
3-5 years of similar or related experience in first mortgage processing or post closing.
High School diploma or equivalent.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to work independently and take action as needed to complete the loan files
Working knowledge of agency, government and private investor guidelines and requirements.
Prior first mortgage processing, closing or underwriting experience preferred
Knowledge of title insurance and the correlation with closing documents
Must be able to effectively maintain a mortgage pipeline and meet turnaround time standards
Must be able to adjust to sudden changes in production numbers as dictated by the market
Must be able to adapt to market, regulatory, agency and investor requirement changes
Must be highly organized and highly analytical
Must have a proactive approach to workload
Must possess excellent communications skills
Ability to handle multiple tasks and priorities
Must possess initiative and flexibility
Community Banker- Teller- SE 14th
Des Moines, IA job
TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
* Process client transactions in a professional and efficient manner while following established policies and procedures.
* Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
* Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
* Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
* Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
* Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
* Balance cash vault according to established procedures.
* Process requests for foreign currency transactions.
* Identify potential fraud accounts and take appropriate action to prevent loss.
* Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
* Follow all established procedures to ensure compliance with federal regulations.
* Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
* Actively promote banking products and services to the community.
* Answer client questions, address client concerns, and provide resolutions to inquiries.
* May quote client deposit rates.
* Collaborate with other team members to ensure a positive banking experience for all clients.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Assist with client outreach and demonstrate support for company culture.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
* High school diploma or equivalent required.
* Previous banking, client service, or related field with cash handling experience.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Strong interpersonal and written communication capabilities.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
* Duties are performed in a professional office environment.
* Requires travel to other bank locations.
* Availability to work on Saturdays.
* Overtime may be required.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Senior Physical Security Specialist
Cedar Rapids, IA job
Full-time Description
TITLE: Senior Physical Security Specialist
DEPARTMENT: 934 - GO Cyber and Physical Security
The Senior Physical Security Specialist is responsible for operating complex IT-based physical security systems. This position will apply knowledge of system configurations, components and dependencies to troubleshoot and resolve issues timely. The Senior Physical Security Specialist is accountable for all physical security hardware and software.
ESSENTIAL FUNCTIONS:
Lead the implementation and operation of perimeter security, internal security and facilities security including communications and server rooms, restricted work areas, data center, utilities and HVAC, water and fire prevention.
Conduct daily checks to confirm the effective operation of the Company's security systems.
Solve issues and escalates as appropriate in a prompt and timely manner.
Work with users and third-party vendors to identify and resolve issues with hardware and software.
Conduct site visits to inspect, maintain and repair security systems.
Conduct break/fix and root cause analysis and utilizes internal and external resources to make necessary repairs.
Manage third party vendors that perform maintenance, repair and construction services.
Support the protection, securing and decommissioning of equipment.
Provide qualitative and quantitative environmental and situational risk assessments.
Support training staff on physical security requirements and proper usage/standards.
Respond to security related incidents including breaches, natural and man-made disasters.
Provide analysis to leadership regarding security system maintenance repairs.
Apply information technology and information security best practices and state and federal policies and procedures to resolve complex issues.
May engage in the design of security systems for all locations, new and existing.
Provides reporting on key physical security metrics as requested by the CSO and COO.
May provide updates to key leadership on implementations, support issues, and strategic initiatives.
May engage in the strategic planning and physical security budgeting processes, cognizant of the annual physical security budget in addition to travel expenditures.
Works directly with the BSO's (bank security officers) and other bank security staff.
Trains staff on the proper use of our physical security software.
Operate in a zero-trust environment, thus when assigning privileges to staff within our security software it should be limited to what they need to perform their job duties.
May provide guidance or security oversight on ATM and ITM's.
Comply with all company or regulatory policies, procedures and requirements applicable to this position.
Foster and preserve a culture of inclusion.
Additional duties and responsibilities may be required to support the company's mission, vision and values.
QUALIFICATIONS:
Bachelor's degree or equivalent experience.
Three to five years' experience with security systems administration.
ASIS Security Certification and Genetec Omnicast and Synergist Certification preferred.
Experience with Genetec Video Management Systems and Bosch Intrusion Systems preferred.
Familiarity with data governance issues and requirements.
Demonstrated knowledge of crime prevention through environmental design (CPTED) principles.
Ability to analyze physical security systems and hardware to determine failure points and vulnerabilities.
Capability to analyze and apply critical thinking to solve issues.
Self-motivated and able to work independently while managing multiple projects simultaneously.
Strong verbal, written and interpersonal communication skills.
Ability to maintain confidentiality exercise discretion.
WORKING CONDITIONS:
Duties are performed in a professional office environment.
May be required to provide on-site support during non-business hours.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Consultant, Loss Control (Human Services)
Iowa job
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Make a Difference with Nationwide
At Nationwide, we believe in protecting what matters most-people and communities. Our Human Services Risk Management Team supports organizations that provide care, hope, and essential services to vulnerable populations. By joining us, you'll play a vital role in helping nonprofits, senior living providers, and community care organizations create safer environments, prevent harm, and strengthen trust. Your expertise will empower these organizations to fulfill their mission while safeguarding those they serve.
We are seeking a Risk Management Consultant (Human Services Practice) to over the Midwest territory (IL, IA, MN, MO, WI, IN). Qualified candidates will reside near a metropolitan airport.
What You'll Do
Conduct risk assessments and loss control surveys for Human Services accounts, focusing on professional liability and abuse exposures.
Evaluate and consult on client's controls, policies and procedures to strengthen abuse prevention and mitigate liability.
Partner with underwriting, agents, and clients to deliver customized risk management solutions that align with organizational goals.
Provide ongoing consulting services to middle market accounts, ensuring compliance and best practices in risk management.
Serve as a trusted advisor to clients, leveraging your expertise to improve safety, accountability, and operational resilience.
What We're Looking For
Experience in Nonprofit, Human and Social Services, or Cultural Nonprofit sectors.
Strong knowledge of professional liability and abuse risk exposures, including prevention strategies and control measures.
Multi-line commercial insurance experience; familiarity with property and casualty lines is a plus.
Exceptional relationship-building, consulting, and communication skills.
Ability to work independently, prioritize tasks, and meet deadlines.
Proficiency with technology and tools for risk assessment and reporting.
Preferred Qualifications
Background in risk management for human services organizations.
Experience with behavioral health, senior living, or community care programs.
Professional certifications such as MLIS, ARM, or ASHRM are highly desirable.
Why Nationwide?
Join a team that values Collaboration, Accountability, Readiness, and Excellence (CARE). You'll have the opportunity to make a meaningful impact by helping organizations protect their people and fulfill their mission.
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Summary
The Loss Control Services team at Nationwide contributes to the overall success of our customers' businesses operationally and financially; we learn and grow with them. If you thrive in an environment where you can apply your expertise and experience to help business partners succeed, this could be the job for you!
As a Loss Control Consultant, you'll provide services to a large portfolio of complex accounts in multiple lines of business, influencing profitability, retention and creating a valued customer experience within a collaborative environment. We'll count on you to determine effective controls, make improvement recommendations and differentiate classes of business. You'll have the opportunity to make a difference for our customers and company as you build and grow internal and external relationships, while continually growing your skills and expertise.
Job Description
Key Responsibilities:
Provides services to influence profitability and retention. Creates and recommends service objectives based upon customer goals, risk assessment results and loss analysis.
Meets with customers to identify hazards and exposures by conducting complex risk assessments to determine the effectiveness of controls and identify technically sound recommendations for risk improvement. Assigns an appropriate line of business rating based on professional judgment and company guidance.
Researches customer's operations, industry and technical information to prepare for site surveys, service work, meetings, presentations and projects.
Applies the highest-level technical expertise to help lead as a subject matter expert for at least one line of business or practice.
Builds and maintains strong relationships customers and business partners. Functions as an ongoing resource and contact person with a high level of expertise.
Consults with customers, providing observations, solutions and support to meet business needs. Creates and recommends service objectives based on customer goal assessments and loss analysis. Identifies service opportunities based on loss trends and other data.
Communicates technical information effectively both verbally and in writing through preparation of technical reports in a state-of-the-art workflow environment.
Interacts with internal and external customers, leadership, peers and subject matter experts in a collaborative environment to gather and share information that helps our customers succeed.
Creates, presents and coordinates technical training and publications for internal and external customers.
Actively participates in career development activities and training.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager or Director. Typically, does not have direct reports.
Typical Skills and Experiences:
Education: Bachelor's degree in safety, science, engineering, fire protection or construction management preferred.
License/Certification/Designation: A minimum of one of the following designations, such as Certified Safety Professional (CSP), Certified Director of Safety (CDS) or Associate of Risk Management (ARM) and others. Associates must acquire all required state certifications.
Experience: Typically, 10 or more years of commercial loss control or related experience preferred.
Knowledge, Abilities and Skills: General knowledge of safety and risk management practices and principles, including regulatory (Occupational Safety and Health Administration [OSHA], Department of Transportation [DOT], etc.) and national consensus standards (NFPA, etc.) preferred. Complete understanding of the commercial insurance business process, the ability to market services and influence others of a course of action. Good verbal and written communication skills to interact with all levels of internal and external contacts. Must possess a desire to learn, grow and develop skills. Ability to prioritize work and time. Ability to operate a personal computer and learn/use applicable systems.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not Eligible)
Working Conditions: Must be able to climb, stoop, bend, balance on various heights, crawl and lift 50 lbs, use PPE when required and conduct physical site surveys in inclement weather and physical environments. May require relocation. This is a field-based position. May require frequent and overnight travel. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Safety Sensitive: This job has been identified as a Safety Sensitive (SS) position and in accordance with our substance free work place program may be subject to random alcohol and other drug testing.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at ************.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Loss Control : $104,000.00-$215,000.00The expected starting salary range for Consultant, Loss Control : $115,000.00 - $173,000.00
Auto-ApplyCollections Specialist
North Liberty, IA job
Analyze and determine factors causing individual accounts to be delinquent and/or overdrawn. Complete all necessary efforts to successfully resolve these factors through interaction with the account holders to minimize the potential for financial loss to the credit union. The ultimate objective of all collection activities will be to determine the cause and severity of an account's delinquent and/or overdrawn status, and to establish an appropriate course of action to remedy the situation.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. This position is a hybrid position with 3 onsite days at our headquarters in North Liberty.
Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES:
Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties andresponsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Reviews daily delinquency queues. Completes all necessary contacts on accounts via telephone, electronic, and written correspondence. Confers with members to determine the reason for delinquency on past due or overdrawn accounts, and to arrange an appropriate course of action to resolve the full delinquency. Contacts co-makers, co-borrowers and guarantors.
Maintains and updates member records. Documents all communications and all collection activity.
Performs skip-tracing duties as required and directed.
Processes all accepted payment methods from members and authorized parties to delinquent accounts, ensuring attention to detail and accurate application of funds.
Thoroughly works all delinquent accounts, ensuring all appropriate efforts are exhausted. Makes recommendations for accounts to be reviewed for repossession, foreclosure or charge off review.
Assists with member escalations when necessary. Manages and maintains positive relationships with members and drives resolution to service delays and quality issues. Expedite, confirm, and follow up to ensure services are completed correctly for our members.
Initiates workflow for review of modification, TDR, workout, deferment requests.
Assists with departmental and/or branch training or job shadowing.
Refers members to financial counseling resources when necessary.
Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events, on an annual basis.
Performs any other duties as assigned.
Job Requirements/Expectations
High School Diploma or GED.
Minimum of three years of call center experience, with two of those years in a collections role.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. At times length of working day can be unpredictable, must be willing and able to work early and/or stay late with short notice.
Ability and desire to interact with co-workers to develop positive and effective working relationships in all areas of Credit Union services.
Strong interpersonal and persuasive skills to represent the Credit Union in a positive way during periods of stressful member contact.
Interpersonal skills necessary to gather data from several sources and to represent positively the
Credit Union during such contact.
Ability to prioritize assignments and organize work efficiently, to handle large volumes of details.
Ability to work independently.
Accuracy and attention to detail required.
Ability to operate related computer applications and office equipment.
Must be bondable.
Reporting Relationship Reports to the Collections Supervisor. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.
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