Are you ready to take your career to the next level? As an Assistant Branch Manager at our Avoca location, you'll become a driving force in enriching the lives of our members and the community. Join a team that champions innovation and embraces a culture of customer-centricity. You'll have the opportunity to solve complex problems daily, fostering excellence and integrity in every interaction. Your passion for member service will directly impact our growth and success, while also enhancing your leadership skills in a dynamic and energized environment.
You won't just be managing a branch; you'll be part of a visionary movement that prioritizes connection and support in the financial landscape. You will be given great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Competitive Salary, Paid Time Off, Education Reimbursement and Paid Volunteer Time. C1st is proud to consistently be rated one of Iowa's Top Workplaces. Don't miss this chance to elevate your career and make a real difference!
Make a difference as a Assistant Branch Manager
As an Assistant Branch Manager at Community 1st Credit Union, you will engage with members daily, ensuring their needs are met with excellence and care. You'll support the Branch Manager in overseeing branch operations, including supervising staff and maintaining a high-performance culture. Expect to drive service initiatives, addressing member inquiries and resolving issues efficiently to foster customer loyalty.
You will analyze branch performance metrics and implement strategies for improvement, all while embodying our core values of integrity and innovation. Additionally, you'll facilitate staff training and development, empowering your team to deliver outstanding service and connect deeply with our members. Each day will present new challenges, requiring you to be a proactive problem solver and a passionate advocate for our community.
What we're looking for in a Assistant Branch Manager
To thrive as an Assistant Branch Manager at Community 1st Credit Union, you will need exceptional interpersonal and communication skills to cultivate strong relationships with both members and team members. A problem-solving mindset is crucial, enabling you to address challenges swiftly and innovatively. Strong organizational abilities will help you prioritize tasks and manage the daily operations of the branch effectively. Being member-centric is essential; you should have a genuine passion for understanding member needs and delivering top-notch service.
Leadership skills are key-motivating your team while fostering a positive, energetic atmosphere will drive performance. Additionally, analytical thinking is necessary for evaluating branch performance and implementing improvements. Adaptability will allow you to thrive in a fast-paced environment, embracing new approaches that enhance the credit union's impact within the community.
Are you ready for an exciting opportunity?
We believe in taking care of our team, both on and off the job. That's why we offer a mobile-friendly application process - because we know your time is valuable. If you're ready to take your management skills to the next level and join a team that values hard work and good times, complete our application today!
$42k-51k yearly est. 39d ago
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Personal Representative
Community 1St. Credit Union 4.0
Community 1St. Credit Union job in Pella, IA
Step into a thrilling career as a Personal Representative at Community 1st Credit Union at our Pella location! Here, you'll be on the front lines, bringing passion and empathy to every interaction. This dynamic role offers the excitement of connecting with members, helping them achieve financial success, and being part of a high-energy team that thrives on innovation and excellence.
Be part of a culture that embraces flexibility and fun, where every day is a chance to make a difference. Your passion for service will shine through in every interaction, creating lasting connections with our community. Don't miss this exhilarating opportunity to elevate your career while contributing to a mission that truly matters!
Benefits package includes: Medical, Vision, Dental, Flexible Spending Account, Education Reimbursement, Life Insurance, PTO, Paid Volunteer Time, Sick Time, and an amazing 401K plan (10% company contribution). C1st is proud to consistently be rated as a Top Workplace in Iowa.
What would you do as a Personal Representative
As a Personal Representative at Community 1st Credit Union, your day-to-day expectations will be as dynamic as they are rewarding! You'll engage with members, answering questions and providing personalized solutions that foster their financial growth. Every interaction will be an opportunity to showcase your empathy and member-centric approach.
You'll process transactions with accuracy and efficiency while anticipating member needs and ensuring prompt service. Expect to collaborate with a high-performing team, brainstorming innovative ways to enhance member experiences. You'll also participate in ongoing training and development to stay ahead in the ever-evolving financial landscape.
Embrace a friendly environment that encourages open communication and teamwork, where your contributions will help shape the future of our community! Your passion for service will guide you as you connect members with the tools they need to succeed.
What matters most
To thrive as a Personal Representative at Community 1st Credit Union, you'll need a unique blend of skills. Exceptional communication abilities are crucial as you engage with diverse members, ensuring clarity and understanding in every interaction. Empathy and active listening will allow you to connect deeply with members and address their individual needs effectively. Problem-solving skills are essential, enabling you to identify creative solutions that enhance member satisfaction. A member-centric mindset will drive you to prioritize member experiences, making every interaction a positive one.
You should also exhibit a strong sense of integrity, ensuring trust and transparency in your communications. Additionally, being adaptable and flexible will help you thrive in a fast-paced environment, and being a team player will foster collaboration, contributing to a fun yet professional workplace culture. Your passion and high performance will set you apart as you strive for excellence in every member interaction!
Our team needs you!
At C1st, employees are not only encouraged to get involved in their communities - but they are also actively supported, as C1st offers paid volunteer time for all employees. If you're looking to join a team that makes a difference both at work and in the community, C1st is the place for you.
If this sounds like the right job for you, don't wait - apply today to join our team. We look forward to hearing from you!
$34k-39k yearly est. 5d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
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.
$15 hourly Auto-Apply 3d ago
Fabricator / Assembly / Mechanic
Orion Motors LLC 4.8
Glendale, WI job
Orion Motors LLC is a company specializing in camper van conversions and custom work. We perform final assembly of exterior and interior systems, such as windows, beds, seats, flooring, electronics, kitchenette, and interior finishing panels. We are looking for someone that can work in any of these areas. Since Orion Motors specializes in custom work, some flexibility is required since roles are not fully defined. Job responsibilities will vary from day to day. ******************
Location: Glendale, WI, 53209
PRIMARY RESPONSIBILITIES (functions, authorities, tasks, etc.)
• Use hand tools for finishing, measuring, cutting, assembly & finishing of vehicle components and sub-systems
• Variety of shop operations including painting, welding, mechanical assembly, wood working.
• Read simple drawings and CAD data.
• Set up, operate, and adjust a variety of wood & metal working machines such as bandsaws, mills, and lathes to cut and shape blocks, parts, and patterns, according to specifications.
• Perform handling of materials & jobs for unloading, crating, and machine set-up.
• Work safely, following all safety rules.
• Shop organization and cleaning upon completion of tasks.
• Special projects, other tasks & assistance as assigned.
COMPETENCIES (education, training, skills, and/or experience)
• Mechanical - Knowledge of wood & metal working machines & hand tools, including their design, uses, repair & maintenance.
Electrical - basic knowledge of wire harnesses and electrical components, 12V and 120V
Automotive - knowledge of automotive systems, and general diagnostics.
• Mathematics - Knowledge of shop mathematics, algebra, geometry & their applications.
• Interpersonal Skills - Must have a positive attitude and a problem solver. Ability to communicate with others, willing to listen, accept & follow instruction & ask questions.
• Attention to detail to ensure tasks are completed thoroughly and correctly.
• Ability to lift 50 lbs.
• Experience: Some shop experience, fabrication, or classes preferred. We will train to complete the required skill set, but some basic relevant experience is required..
• Education: High School Diploma or GED equivalent.
• Must be 18 years of age or older.
HOURS OF WORK: Full Time - M-F, 9:00-5:00.
WAGE: $25.00-30.00 / hour depending on skills and experience
SMOKING POLICY: No smoking is allowed in the building or in company vehicles.
DRUG / ALCOHOL POLICY: Pre-employment drug test required.
Respond to this posting. Submit your resume or list relevant work experience.
Please provide your name and contact information.
$25-30 hourly 1d ago
Office Manager
Equity Lifestyle Properties, Inc. 4.3
Sturgeon Bay, WI job
Join our team in the heart of Door County and help facilitate amazing experiences for our guests! As the Office Manager at our beautiful seasonal campground, you'll be a key player in keeping everything running smoothly. You'll lead daily office operations, support the Property Manager, and make sure every visitor leaves with great memories and plans to return.
Key Responsibilities:
· Oversee all front office operations, ensuring efficient daily workflows and exceptional guest service.
· Act as the primary point of contact for daily and seasonal campers-responding to inquiries, taking reservations, and resolving issues promptly both in-person and over the phone.
· Support the Property Manager with administrative duties such as scheduling, reporting, and ensuring corporate compliance.
· Handle financial tasks, including processing payments, deposits, and regular cash handling and balancing.
· Maintain organized records and seasonal camper files, keeping documents current and compliant with corporate and campground policies.
· Assist with seasonal site sales by contacting leads, managing waitlists, and coordinating with prospective campers.
· Communicate and coordinate with vendors, contractors, and service providers to ensure timely delivery of goods and services.
· Collaborate closely with the Park Manager to address guest feedback, identify process improvements, and deliver outstanding campground experiences.
· Maintain a welcoming office environment that reflects our values of hospitality, efficiency, and professionalism.
What We're Looking For:
· High school diploma or GED required, additional education in business, hospitality, or recreation management a plus.
· At least 1-2 years of experience in customer service, administrative support, or hospitality.
· Strong communication and interpersonal skills with a friendly, professional demeanor.
· Excellent organization, time management, and attention to detail.
· Proficiency with computers, reservation systems, and office software (training provided).
· Ability to multitask in a fast-paced, guest-focused environment.
· A team-oriented spirit and a genuine love for camping are a plus!
Why You'll Love It Here:
· Be part of a close-knit, upbeat seasonal team that values community and customer satisfaction.
· Enjoy working in one of Wisconsin's most scenic summer destinations.
· Gain valuable experience in both hospitality management and administrative.
$42k-56k yearly est. 5d ago
Loan Sales Specialist
Onemain Financial 3.9
Sioux City, IA job
At OneMain, Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.
In the Role
Deliver results related to individual and branch sales goals as well as customer expectations
Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
Present financial solutions, based on customer needs, that meet their goals
Present customers with optional insurance products
Educate customers on the terms and conditions of their loan to ensure a clear understanding
Learn how to utilize credit underwriting techniques and sales tools
Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
Requirements:
HS Diploma/GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$37k-66k yearly est. Auto-Apply 4d ago
Health Services Coordinator
Rawhide Youth Services 3.3
New London, WI job
Job Purpose
The Health Coordinator supports the medical and treatment teams to coordinate care and assist in maintaining client treatment plans through adhering to youth medical appointments, coordination of transportation for external appointments and to/from home passes; assisting with the Nurse to provide education to the youth and staff regarding medical cares for each youth; participating with providers to respond to youth medical/injury events through phone, email and faxes; functions within professional, regulatory, accreditation, and organizational standards. This role focuses on assisting in delivery of health-related training programs alongside the Nurse, helping to ensure that staff meet the agency's standards and best practices for residential care.
Essential Functions
Assists Nurse with reporting of youth care concerns, documentation, review of appointment and discharge summaries.
Coordinates and supports medication administration processes and procedures. Adhere to all training requirements associated with medication administration.
Coordinates schedule with dental bus and youth medical appointments to ensure youth are scheduled in a timely manner.
Provide safe transportation of youth to their appointments. Of note, some transportation activity may include several hours of driving, pending the location of appointments, as we serve youth across the state of Wisconsin.
Tracks, reports, and maintains health data by documenting infection control practices, including staff TB skin testing and related reporting; supporting PQI data collection; tracking and reporting health issues, including state reporting of communicable diseases.
Job Responsibilities
Collaborate with, and take direction from the nurse to ensure the needs of the youth and staff are met from a nursing perspective
Provide administrative support to the nurse as needed
Complete assigned tasks as needed
Maintain schedule for all youth of external appointments, including rescheduling and follow-up appointments, track routine youth appointments to ensure youth maintain all required appointments
Collaborate with residential team to ensure youth appointments are able to occur from a scheduling and programming perspective
Ensure clear communication is maintained with all needed staff/teams
Safely drive youth to between Rawhide campus and scheduled appointment locations.
Comply with all traffic laws and Rawhide safety policies to maintain a safe transportation environment.
Conduct vehicle checks before and after each trip and complete all required documentation (e.g. passenger logs, timesheets, incident reports). Report any maintenance needs.
Manage pharmacy needs, including picking up, verification of, and delivery of medications in a responsible and accurate manner
Maintain flexibility in the ability to pick up medications on short notice
Maintain Professional and Technical Knowledge
Maintain professional and technical knowledge by completing required trainings for medication administration, direct care work with youth, and other trainings as assigned
Protects the Credibility of the Rawhide Mission
Complying with the Rawhide standard of conduct
Setting an example, in words and actions, that is consistent with the values and beliefs of Rawhide
Contributes to Team Effort
Performing other duties as directed or assigned by supervisor
Qualifications
Qualifications:
Meet one of the following qualifications:
Have an associate or bachelor's degree with a focus on child and youth care work or in a social or behavioral science field
Have at least 1 year of successful experience working in a recognized child welfare setting for the type of population served by Rawhide
Completion of Rawhide's supervised traineeship program
Minimum of 1-2 years of experience in staff scheduling, workforce management, or a similar role in a healthcare, social services, or direct-care setting
Proficiency in Microsoft Office Suite (Excel, Word, Teams)
Familiarity with scheduling software and workforce management tools is a plus
Strong organizational and time-management skills. Problem-solving mindset with attention to detail and accuracy. Ability to multitask and work under pressure to meet deadlines. Ability to think critically and creatively.
Ability to safely drive a company vehicle and feel comfortable transporting youth
Ability to handle sensitive situations with professionalism and confidentiality.
Working Conditions
This role involves sitting for extended periods, assisting passengers, and occasional lifting or bending.
Physically able to meet the demands of the position, including providing therapeutic physical restraints.
Driving in varying weather and traffic conditions required; must be able to safely drive up to 5 or 6 hours a day, pending campus needs
Benefit Overview:
Competitive Pay
Medical, Dental & Vision Insurance
Competitive 401k plan
10 paid Holidays
PTO, VTO, Wellness Day, & Floating Holiday
5 Weeks Paid Sabbatical Leave
Onsite Café (New London)
Tuition Reimbursement
Nature Trails/Waterfront on 600+ acres (New London)
Onsite Fitness Center and Gymnasium (New London)
Employee Assistance Program (EAP)
Jury Duty Leave
Bereavement Leave
$46k-63k yearly est. 1d ago
IT Business Analyst Internship
Northwestern Mutual 4.5
Milwaukee, WI job
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million clients. For the seventh consecutive year, Northwestern Mutual has also been recognized among the “Best Places to Work in IT” as a top workplace for information technology (IT) professionals, according to IDG's Computerworld, the leading source of technology news and information for IT influencers worldwide. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.
Job Description
Interns may be involved in providing day-to-day support as needed including problem resolution, metrics reporting, documentation, project assistance and various other activities including attending and participating in various meetings as part of the team. Responsibilities of the intern may include:
• Meeting with internal business partners to capture requirements or current/future state process descriptions, and delivering relevant documentation
• Communicating and coordinating with field offices contacts, general contractors, vendors, and/ or other Home Office business and technology teams, to analyze/document items such as (1) processes to be improved, (2) requirements to be implemented, and/or (3) problems to be explored/resolved
Qualifications
Active student pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Management Information Systems or related field. A cumulative grade point average of 3.0 or higher with a minimum of 6-9 credits in Computer Science or Management Information Systems courses.
Additional Information
SKILLS AND COMPETENCIES REQUIRED FOR POSITION
• Excellent verbal and written communication (including meeting scheduling/facilitation), analytical and problem- solving skills, time management and customer service skills
• Proficiency with Microsoft Windows, Microsoft Office tools (VISIO and SQL experience is a plus)
• Previous work or classroom experience in one of the following: requirements gathering, functional analysis, training or database querying
• Ability to organize projects involving participants from multiple internal departments
• Ability to multi-task
• Knowledge of SharePoint administration is a plus
$46k-56k yearly est. 60d+ ago
Asset Management Operations Specialist
Robert W. Baird & Co.Orporated 4.7
Milwaukee, WI job
About the Role:
Baird Advisors, Baird's institutional fixed income management business, manages over $188 billion for institutional clients, pensions, foundations, and individuals. As a nationally recognized and highly regarded active fixed income manager, our team of experienced investment professionals is proud of our long-term track record of competitive returns versus benchmarks and peers, coupled with a high degree of consistency. Recognized for 12 consecutive years as a best place to work by Pensions & Investments, and ranked the #1 fund family by Morningstar, our team is committed to excellence. These accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. This commitment helps us attract extraordinary people - many of whom stay with us for their entire careers - ensuring the quality and continuity of our advice and service. Our team investment strategies are offered through our mutual fund complex, Baird Funds, and through Separately Managed Accounts (SMAs) for large institutional clients. Learn more about the award-winning Baird Advisors team here.
The Asset Management Operations Specialist is a dynamic and multifaceted role supporting Baird Advisors and Baird Funds across operations and client service functions. This position is ideal for a detail-oriented, analytical individual who thrives in a fast-paced environment and is eager to make a tangible impact on business operations. You'll have the opportunity to work alongside experienced professionals, develop cross-functional expertise, and grow your career within a high-performing team.
As an Asset Management Operations Specialist, you will:
Provide exceptional service to internal and external clients in an environment that promotes Baird's culture, mission, and values statement.
Crosstrain in operational, trading, reconciliation, performance reporting, client communication and reporting functions across Baird Advisors to assist the team as needed.
Respond to/or initiate communication with clients, consultants, brokers, or custodians to support inquiries and follow through on requests.
Handle complex client and operational requests with the ability to analyze and resolve issues in a timely manner.
Utilize desktop applications like Microsoft Excel to fulfill data requests for portfolio managers and assist in the overall management of client accounts.
Contribute to process improvements that will help drive exceptional client service, efficiency, and risk mitigation.
Perform various other duties and take on projects as required.
What makes this opportunity great:
Be part of a growing, high-performing group with a strong track record of success.
In-depth involvement in daily business operations providing the opportunity to have a direct impact on the business.
Work in a collaborative structure that fosters learning, innovation, and professional development.
Ability to work with a variety of teams and leaders, proving your ability to be highly adaptable on a wide range of duties.
This is a compelling opportunity to learn from and work directly with some of the most experienced and respected financial services professionals in Milwaukee and the industry.
We are a team that is passionate about delivering exceptional results for our clients while enjoying what we do and giving back to the communities where we live and work.
We are a team with documented success advancing diversity, equity, and inclusion.
What we look for:
Bachelor's degree with relevant operations work experience within the financial services industry preferred.
Proficiency and experience with Microsoft Office (Word, Excel, Outlook) and the ability to quickly master internal systems and applications.
Ability to handle multiple assignments; work under pressure and within deadlines to produce high quality, timely and accurate work.
Strong verbal and written communication as well as interpersonal skills to collaborate and work effectively as part of a team while completing work independently as needed.
Detail-oriented with excellent project management and organizational skills; able to prioritize work and handle multiple tasks to ensure that complex projects are completed by deadline, with interim review steps incorporated.
Attention to detail, accuracy and reliability are essential with a drive for continuous improvement.
Problem-solving and analytical skills with a desire for continual learning and process improvement.
Desire and ability to become Series 7 & 66 licensed within one year of employment.
#LI-YA1
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$67k-97k yearly est. Auto-Apply 6d ago
Knowledge Management Specialist
Trademark Paralegal (Intellectual Property) In Chicago, Illinois 4.8
Milwaukee, WI job
Foley & Lardner LLP is a great place to work because of what we do and how we do it. Here, your unique perspectives, experiences, and abilities will be embraced and developed, so you can excel. Being a part of Foley means having the opportunities and resources necessary to gain experience, advance professional goals, and forge meaningful connections. It's a place where you can build your career and enjoy professionally satisfying work. We have over 2,300 people who are #HappyatFoley, and we think you will be too.
Foley & Lardner LLP is looking for a Knowledge Management (“KM”) Specialist to join our Practice & Client Solutions team. The KM Specialist supports improved knowledge sharing and collaboration as part of the firm's AI and innovative technology initiatives. The KM Specialist assists with the implementation of technologies and processes to aid in the delivery of legal services to clients. In addition, they consult with firm members in the effective use of Generative AI, client facing solutions, and knowledge and information systems; respond to user inquiries; document best practices; and monitor usage data and behavior metrics to assess effectiveness of the firm's technology. #LI-Hybrid
Responsibilities
Support and manage the firms GenAI solutions including CoCounsel, Harvey, DraftWise, ThoughtRiver, Kira, FoleyChat and CoPilot
Develop and support automated workflows using DocuSign, HighQ, Microsoft applications and other tools
Research and recommend new or existing tools and resources to improve workflow productivity and efficiency
Assist in the identification, documentation, and advancement of best practices for optimizing client-facing and internal technology solutions
Respond to user service requests and other inquires
Consult firm members on the optimal utilization of the firm's knowledge management platforms, including Foley Collaborate, Foley @Work, NetDocuments, MS Teams, and additional related systems
Develop and deliver training programs for the firm's knowledge management platforms, and suggest ways to boost user adoption
Maintain documentation related to system specifications, information governance, content management, best practice for use and other firm standards
Gather user feedback and track logs, usage data, and behavior metrics to evaluate knowledge management platforms for usability and performance
Participate in special projects
Assist the Senior Specialists, Knowledge Management with other activities and other duties, as assigned
Qualifications
Bachelor's degree required; J.D, M.L.S, or equivalent degree preferred
Minimum of three (3) years of relevant experience in a law firm or professional services firm
Solid understanding of knowledge management trends and technologies, GenAI technologies, content automation tools, and collaboration platforms
Proven project management experience
In support of transparency and equity in the workplace, Foley provides salary ranges for all positions. The figures below represent the full compensation range of this position. The actual offered amount will be between the range minimum and midpoint based on the following factors: education, experience, geographic market, and internal pay equity at Foley. We are accepting ongoing applications.
Milwaukee, Madison, Detroit, Orlando, Salt Lake City, Jacksonville, Tampa - $75,200 to $105,300
Chicago, San Diego, Denver, Dallas - $82,700 to $115,800
Los Angeles - $86,500 to $121,100
Boston, Washington D.C. - $90,200 to $126,400
All qualified applicants will receive consideration for employment without consideration to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status or medical condition. Foley & Lardner LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Ordinance
$42k-57k yearly est. Auto-Apply 5d ago
Business Support Program Manager
Greater Iowa City, Inc. 3.7
Iowa City, IA job
Greater Iowa City, Inc. (Greater IC) is a network of business and community leaders working to support business, invest in strategic initiatives, and advocate for an economically resilient Johnson County. We are seeking a Business Support Program Manager to oversee and drive programs that support local business and workforce needs.
The Business Support Program Manager will play a pivotal role in driving our mission to enhance the economic vitality and overall well-being of our business and entrepreneurial community. This individual will be responsible for designing, implementing, and managing a diverse range of programs and initiatives aimed at promoting economic growth, workforce needs, fostering engagement, and addressing business challenges.
GENERAL RESPONSIBILITIES
1. Program / Initiative Development: Lead the conceptualization, design, and implementation of business support programs / initiatives aligned with organizational goals and business, workforce and entrepreneurial needs. This includes:
Developing comprehensive program plans, including goals, objectives, budget, activities, and timelines.
Collaborating with internal and external partners to leverage resources and expertise in program design and implementation.
Ensuring that programs are inclusive, culturally responsive, and tailored to the unique needs and assets of the business and entrepreneurial community.
Continuously evaluate and adapt programs based on feedback, data analysis, and changing business dynamics.
2. Stakeholder Engagement: Build and maintain strong relationships with stakeholders, including business leaders, university partners, business organizations, and local government officials to foster collaboration and support for programs / initiatives.
3. Project Management: Oversee program implementation, including budget management, timeline adherence, resource allocation, and performance monitoring in collaboration with Greater IC leadership.
Initial Program Responsibilities:
1. Business Resource Center
Oversee the development and daily operations of a centralized hub for business support services
Curate and maintain resources including guides, toolkits, and referral networks
Ensure accessibility and relevance for businesses of all sizes and sectors
Coordinate with local service providers to offer workshops, consultations, and technical assistance
2. Entrepreneurial Support
Design and manage programs that support startups and small businesses, like 1 Million Cups.
Provide technical assistance, mentorship, and access to capital resources
Partner with local incubators, accelerators, conferences like EntreFest, and universities
Track outcomes and adjust programming to meet evolving needs
3. Coworking and Entrepreneurial Space Management
Manage Co-Working and 808 member communications and community building activities and delegate to the office manager, where appropriate, for facilities requests and rentals, invoicing, and maintenance issues.
Other Responsibilities:
Business Support Innovation Council: Take lead in agenda and content development to support this quarterly meeting of industry leaders. This effort corresponds with a newsletter and engagement with Council members that helps inform all stakeholders of the efforts of business support and workforce programs. Conversations within this council may lead to emerging programs.
Qualifications:
Bachelor's degree in business, economics, public administration, urban planning, public policy, business administration, or related field.
Experience and progressive opportunities in educational roles in community development, business support, workforce or a related field, with a proven track record of program management and stakeholder engagement.
Strong understanding of business support principles, community development strategies, and social impact measurement.
Experience in data analysis and other community and business support data tools.
Excellent communication skills, including the ability to effectively communicate complex ideas to diverse audiences through written reports, presentations, and public speaking engagements.
Demonstrated ability to build and maintain relationships with a wide range of stakeholders, including government agencies, community organizations, businesses, and residents.
Commitment to inclusive programming.
POSITION DETAILS
This is an exempt, full-time, benefits eligible position. Work is performed in-person at the Greater Iowa City, Inc. office at the MERGE co-working location in downtown Iowa City, 136 S Dubuque St. Work hours are primarily 8:30-5:00 PM, Monday-Friday, but may require occasional early morning, late afternoon, or weekend hours to accommodate meetings/events. Johnson County residence is required for emergency and facility access. A valid driver's license and access to transportation is required.
Greater IC provides competitive benefits including health/dental insurance, short-term/long-term/life insurance; retirement plan; parking PTO and paid holidays, cell/vehicle/wellness reimbursement plan.
Greater IC is an EEO employer.
--------------------------------------------------------------
Salary: Compensation is between $50,000 to $80,000 and/or commensurate with experience.
Application Deadline: Open until filled.
Application Instructions: submit resume and cover letter to Nancy Bird, President & CEO, *************************. Pre-screen interviews will be online; second-level interviews will be in-person and include staff and key stakeholders.
Greater Iowa City, Inc is an EEO employer.
$50k-80k yearly 3d ago
Business Continuity Planning & Disaster Recovery Analyst
Northwestern Mutual 4.5
Franklin, WI job
You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we're much stronger together than we are apart. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
Our business is about helping people secure their financial futures, and that starts with putting people first - our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We're strong, innovative and growing. Come grow with us.
Job Description
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
What's the role?
As Business Continuity Planning & Disaster Recovery Analyst, you will: maintain a foundation for enabling management of systems and data risk; monitor, measure and reporting on effectiveness and efficiency of information protection processes; assess information risks and noncompliance issues to aid in making appropriate investment decisions. You hold yourself to a high standard, proactively working to attain/enhance pertinent industry knowledge.
Additional details:
An experienced Business Continuity Planning & Disaster Recovery Analyst to join the CDX Disaster Recovery (DR) Team who will be expected to learn their processes to develop, maintain and exercise technology disaster recovery plans (ex. walk throughs, functional tests). Solid understanding of Business Continuity Planning and Disaster Recovery concepts required. Will work in a technical environment to collaborate with application support and infrastructure support teams to facilitate their disaster recovery testing. Ability to collaborate across business areas and strong communication skills (verbal and written) are required. Detailed documentation will be critical to the success of this role including completion of disaster recovery testing documentation and any discovered gaps.
Mandatory: Strong process driven mindset with ability to execute defined processes efficiently as well as drive continuous process improvement. Advanced user of SharePoint. Proficient user of LeanKit for daily planning and tracking of work via a kanban board. Ability to work independently based from a Kanban board of available work. Team player who is committed to the success of the team. Strong attention to detail.
Preferred: Proficient user of FrontLine Live (the application used to store Disaster Recovery plans and documentation).
Some off hour work may be needed to support functional disaster recovery testing of our infrastructure. Scheduling is unpredictable since times are set by the infrastructure teams.
Bring Your Best! What this role needs:
Bachelor's degree with an emphasis in MIS, Business or related field; or related work experience beyond the minimum required
Three or more years of experience in information systems or systems audit with a demonstrated knowledge in technologies and processes
Demonstrated flexibility to adjust to changing business needs by effectively managing and prioritizing concurrent assignments
Demonstrated ability to independently identify and resolve critical issues through effective problem solving skills
Strong ability to develop and leverage relationships;
Ability to effectively influence and negotiate with internal and external partners
Excellent communication skills focused on facilitation of meetings;
Ability to deliver informative, well-organized documentation and ability to effectively communicate in difficult and/or sensitive situations
Req ID: 15461
Position Type: Regular Full Time
Education Experience: Bachelor's Desired
Employment Experience: 3-5 years
Licenses/Certifications:
FLSA Status: Exempt
Posting Date: 07/17/2017
$77k-98k yearly est. 60d+ ago
Private Banking Associate
Greenstate Credit Union 3.9
North Liberty, IA job
The Private Banking Associate creates, collects, analyzes, exercises judgment and advises members on Private Banking products and services. This position is responsible for maintaining organization of the private banking portfolio and coordinates meeting all business and regulatory deadlines. This position is also responsible for assisting and serving as backup to the Private Banking Relationship Manager in all aspects.
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.
Salary range for this position is $79,173.90 - $92,563.38 with a progressive benefit package.
Essential Duties and Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.
Adheres to the Credit Union's core values and Service Standards in 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 and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Plays a vital role in participating in community service organizations and/or credit union sponsored events, on an annual basis.
Adheres to all state, federal and credit union regulations, policies and guidelines.
Answers phones and assists with inquiries about private banking when the Relationship Manager is unavailable.
Gathers all required applicant information and financial documents to open deposit accounts, submit loan inquiries, and track private banking qualifications/reviews.
Fields and returns phone calls and emails for Private Banking Relationship Managers.
Schedules the closing appointment with all necessary parties.
Organizes loan and deposit files with all necessary documentation and submits files to auditors when needed.
Maintains the file documentation database and tracks exceptions reporting.
Monitors and adjusts variable rate loan rates, payments, etc., as needed.
Works collaboratively with Marketing, Knowledge Base, Service Training, and VP Treasury Management to ensure consistency and accuracy of continued education of Private Banking.
Assists in the completion of agreements, set up forms, and procedures.
Troubleshoots all deposit account issues and works with co-workers and business members concerning these issues.
Creates monthly reports for management as requested.
Performs Other duties as assigned.
Job Requirements/Expectations
Bachelor's degree, plus at least three years in private banking, commercial banking/treasury management, training, or equivalent combination of education and experience.
Work experience must demonstrate progressive levels of responsibility in a finance and/or compliance environment.
A thorough understanding of the financial institution's policies and procedures is required.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, business members, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Proficiency with word processing, spreadsheets, and internet.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Must be bondable.
Reporting Relationship This position reports to the SVP Wealth & Premier Banking. 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.
#LI #ID
$79.2k-92.6k yearly Auto-Apply 4d ago
Rotational Banking Internship (Summer 2026)
Bank Iowa 4.3
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.
$34k-47k yearly est. 25d ago
City Manager
International City Management 4.9
Manchester, IA job
The City seeks a visionary leader with outstanding listening and communication skills, as well as economic development capabilities for its next City Manager. Manchester is a growing community with a strategic location in northeastern Iowa. Manchester's downtown is historic and vibrant.
This is an outstanding professional opportunity in a growing community and in an organization with tenured and talented staff and stable community leadership.
The City Manager will be highly collaborative and visible throughout the community.
Additional information at: ************
manchester-ia.
org/
$70k-95k yearly est. 7d ago
Consumer Loan Servicing Representative
Dutrac Community Credit Union 3.8
Dubuque, IA job
Our mission at DuTrac is to be a trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in whatever those goals may be. As a Loan Servicing Representative at DuTrac you have the power to be the difference maker!
Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's working environment. You will appreciate working in DuTrac's family- friendly culture that provides excellent opportunities for both personal and career growth while providing a competitive salary and benefits package.
The Consumer Loan Servicing Representative plays an integral part of the lending function at the credit union with the following responsibilities:
Ensuring the proper documentation of all consumer loans.
Provide tracking of documentation for loan and member service functions.
Insures that assets held as collateral by the Credit Union are properly insured and liens are properly perfected. Follows up on titles not received in a timely manner and contacts appropriate parties for missing documents. Verifies accuracy of shared pledged for share secured loans. Submits GAP and CPI claims.
Processes paid off loans and releases titles.
Responds to members requests; directs titles to branches for member pick up; provides written payoff requests and guarantee of title releases to third parties.
Ideal candidates will have the following experience:
One to three years of similar experience.
Excellent computer skills.
Knowledge of lending process is helpful.
Very organized and strong record keeping skills.
Outstanding written and verbal communication skills.
This position is full-time and is located in the Dubuque market.
DuTrac Community Credit Union is proud to be an Equal Opportunity Employer. Apply at **********************
$32k-41k yearly est. Auto-Apply 2d ago
Commercial Banking Spec II
Old National Bank 4.4
Milwaukee, WI job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Job Summary
The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
· High level of service to RMs and external clients.
· Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
$18.3 hourly Auto-Apply 60d ago
Business Systems Manager
Citizens Community Bancorp, Inc. 4.3
Remote or La Crosse, WI job
Are you passionate about bridging business needs with technology solutions? At CCFBank, we're looking for a Business Systems Manager who thrives on optimizing processes, driving innovation, and collaborating across teams. In this role, you'll be at the heart of our technology ecosystem-ensuring our systems run smoothly, leading impactful projects, and shaping the future of banking efficiency.
The ideal candidate is a strategic thinker and problem solver with a passion for leveraging technology to improve business processes. They have a deep understanding of Fiserv Premier and related banking systems, combined with strong analytical skills to identify opportunities for optimization. This person thrives in a collaborative environment, engaging stakeholders across departments to translate business needs into actionable technical solutions.
The individual in this position must be located within 200 miles of one of our CCFBank locations (*******************************
Primary Responsibilities
System Analysis & Optimization
* Maintain deep expertise in Fiserv Premier, Fiserv BPM, Fiserv Director and related applications.
* Continuously evaluate current systems to identify challenges and opportunities for business process and technology improvement.
* Perform ongoing maintenance and periodic reviews of assigned systems and applications.
* Proactively identify problems and opportunities, developing comprehensive solutions.
Project Leadership & Change Management
* Lead the Fiserv Committee's evaluation, coordination, and release note change management processes.
* Ensure business impacts are identified, understood, and managed through structured change management.
Requirements & Stakeholder Engagement
* Meet with stakeholders across departments to understand business needs.
* Translate business requirements into clear, actionable technical specifications.
Solution Design & Implementation
* Lead the design, development, and implementation of new business processes, software, or hardware solutions.
* Administer technical and business process changes to test and production systems, ensuring proper change management documentation is created and adherence to approval gates occurs.
Testing & Pre-Implementation
* Conduct or coordinate user acceptance, performance, stress, regression, and integration testing.
* Oversee all pre-implementation activities, including:
* Creating conversion scripts and test cases
* Updating workflows
* Modifying and running reports
* Evaluating new processes for adverse impacts
* Support business line personnel in updating operational procedures and developing training to boost productivity and reduce risk.
Compliance, Quality Control & Support
* Troubleshoot system issues and provide end-user support.
* Supports IT Techs by responding to inquiries; provide daily operations and system support to personnel.
* Deliver daily operational assistance and guidance to bank personnel.
* Support internal and external audit reviews and risk assessments.
* Recommend and initiate corrective actions to management.
* Ensure compliance with bank policies, procedures, and all applicable state and federal regulations, including Bank Secrecy Act (BSA) responsibilities.
Minimum Education and Experience Qualifications
* Bachelor's degree in Computer Science, Business Information Systems, Information Technology or a related field
* 5+ years of experience working with Fiserv Premier or equivalent core banking platform
* 5+ years of experience in loan and deposit business systems and compliance.
* In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
Desired Education and Experience
* Advanced knowledge of the Mortgage, Commercial and Consumer lending business generally demonstrated by 7+ years working with Mortgage, Commercial, or Consumer lending operations team, or in a related Compliance role.
* Report writing and data analytics experience preferred
* Project management experience preferred
* Successful process automation experience preferred
* Knowledge of compliance relating to consumer, mortgage, and commercial lending.
* Knowledge of loan documentation for consumer, mortgage, and commercial loans.
What's in it for you?
* Full Time, 40 hours per week.
* Monday - Friday work week.
* Competitive Pay.
* Eligible for an annual bonus based on company goals and performance.
Perks:
* Health, Vision & Dental Plans
* Health Savings Account (HSA) with CCF Contributions
* Employer Paid Life Insurance and Long Term Disability Plans
* Voluntary Life Insurance and Short Term Disability Plans
* Accident, Critical Illness, and Hospital Indemnity Plans
* Benefits Care Advocate
* Flexible Spending Account
* Health Reimbursement Arrangement (HRA)
* 401K Retirement Plan and Company Match
* Paid Time Off and Paid Holidays
* Time Off for Bereavement Leave, Parental Leave, and Voting
* Paid Time Off Donation
* Paid Time Off Cash Out
* Company-Wide Wellness Program
* Employee Assistance Program (EAP)
* Colleague Referral Program
* Education Reimbursement Program
* Career Planning
* Remote Work Arrangements
* Colleague Pricing on Secondary Market Mortgage Loans
* Colleague Beyond Save & Spend Accounts Perks
* Discount Program
What can you expect from us?
At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.
We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.
Learn more here about how we make more possible: ***********************
Ready to be part of our financial family? Apply online at ccf.us!
If you need assistance applying, contact us at ********* and we will attempt to meet your needs.
In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.
* Please note, we are hiring for one position but are flexible on location for the correct candidate as long as they reside within 200 miles of a CCFBank location.
$89k-110k yearly est. 6d ago
Loan Sales Specialist
Onemain Financial 3.9
Bellevue, IA job
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$38k-69k yearly est. Auto-Apply 4d ago
Senior Physical Security Specialist
QCR Holdings 4.1
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.
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