Customer Service Representative- Full Time (Mound)
Cortrust Bank 4.4
Cortrust Bank job in Mound, MN
CORTRUST BANK The mission of this bank is to profitably deliver high quality customer service that meets the financial needs of our community, its businesses, and its citizens. No line of financial services is beyond our charter.
CorTrust Bank is seeking a [status] Customer Service Representative in our Mound community!
It's more than just a job! When you join one of the region's leading community banks, you can expect a family atmosphere committed to building outstanding teams. We believe in the overall well-being of our employees and work hard to provide the best opportunities for growth. We're proud to offer a competitive compensation package that includes perks like a 401k with employer match, Employee Stock Ownership Plan, insurance coverage options, paid time off, service awards, community service opportunities, an Employee Assistance Program, and a stable work environment.
Summary: The Customer Service Representative directly supports our customers and front-line operations by engaging with customers, processing teller transactions, and performing administrative duties.
Key areas of responsibility:
Customer service:
Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies.
Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries.
Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible.
Teller transactions & cash handling:
Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, savings bonds, domestic wire transfers, withdrawals, and more.
Open new personal deposit accounts, using your knowledge of Bank products and services to help customers choose the best account to fit their needs.
Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels.
Administrative & compliance:
Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality.
Understand requirements for customer identification procedures to accurately process name changes, manage customer debit cards, add signers, and perform additional customer maintenance functions.
Process reports, run proof work, and complete general ledger maintenance and reconciliation.
Other duties as assigned.
Key competencies:
The ideal candidate for Customer Service Representative possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously. They adapt easily to system, process, product, and service changes, and are able to reason, problem solve and think critically. They must demonstrate a high level of integrity, personal diplomacy, and respect. Knowledge of Federal banking regulations and industry workflow is a plus but isn't required. Must be able and willing to abide by all Bank policies, procedures, and Federal banking regulations.
CorTrust is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$34k-39k yearly est. Auto-Apply 6d ago
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Midwest Wealth Planning Director - Growth Leader
U.S. Bank 4.6
Minneapolis, MN job
A prominent financial institution in Minneapolis seeks a Managing Director of Wealth Planning. The candidate will lead the Midwest Region's Wealth Planning team, developing planning strategies and fostering internal partnerships. Applicants should possess over 10 years of experience in financial and estate planning, along with strong communication skills. The role offers a competitive salary range of $170,255 to $200,300 and a benefits package designed to support employee well-being.
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$170.3k-200.3k yearly 2d ago
Cash Management Officer III
Choice Bank 3.5
Golden Valley, MN job
Full-time Description
The Cash Management Officer (CMO) is responsible for driving sales with revenue generating and client retention activities related to the sale of Complex Cash Management and Deposit products and services. In partnership with business bankers and independently, CMOs develop new business and promote the expansion of existing customer relationships through networking referrals, community involvement and by providing professional, personal customer support services.
Responsibilities
Cash Management Sales & Services
Sell, present and track the sale of Cash Management products. This includes, but not limited to, business online banking, positive pay packages, etc. to existing and new Cash Management clients.
Researches and implements technical expertise across multiple systems to facilitate and communicate resolutions and/or solutions.
Act independently; interviewing and recommending solutions generally without assistance, exercising knowing when to ask for help and offer help as appropriate.
Execute effective sales strategies to drive revenue growth and achieve goals.
Implement and executes personal sales action plan to ensure targets are met and organizational strategies are utilized.
Build and maintain strong relationships with clients and prospects. Meets with potential clients and grows long-lasting relationships by understanding their evolving needs. Identify additional needs for existing customers through observation and annual reviews.
Develop and manage relationships with key partners and internal teams, to ensure the products and services meet the needs of clients, recommend solutions as the industry changes.
Understand the risks associated with cash management products, can complete the underwriting process, and does so consistently, prior closing the cash management product opportunity in CRM.
Keep CRM current to regularly report on sales performance and pipeline.
Partners closely with Cash Management Sales Analyst (CMSA) to generate/update/maintain documentation as necessary for deposit accounts and cash management services.
Ensure alignment and compliance with organizational policies and procedures.
Stay up to date with industry trends and developments. This includes maintaining technical knowledge through resources, networks and professional organizations.
Requirements
Minimum of 8 to 10 years of relevant experience with requisite competencies.
Bachelor's degree in finance, accounting or related field or relevant experience.
Expertise in cash flow forecasting, risk management, and investment strategies; strong leadership and project management skills; ability to manage complex financial transactions.
Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) preferred.
Culture Alignment
Choice is #PeopleFirst, banking second.
People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
Embrace change and encourage innovation.
Know when to ask for help and know when to offer help.
Better the places we live.
Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.
The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings.
Salary Description $72,755 - $128,381 / year
$72.8k-128.4k yearly 60d+ ago
Senior Internal Auditor - IT/IS/Data
Choice Bank 3.5
Golden Valley, MN job
Full-time Description
Job Summary / Purpose
The Internal Auditor performs risk-based internal audits in conjunction with the internal audit plan. Work performed includes partnering with business unit staff to document, understand, and analyze financial, operational, and compliance processes, assess risks, test controls which manage risks, and report results. This position assists internal audit management with development of the internal audit plan, championing internal control and corporate governance concepts throughout the business, and fostering improvement of the audit process. The Internal Auditor coordinates engagements with third-party auditors and regulatory bodies and tests controls to support the bank's FDICIA program.
Responsibilities
Form relationships, build trust, and partner with audit clients and audit team members
Collaborate with audit clients and audit team members to share knowledge
Employ thought leadership via a growth mindset approach
Be inquisitive and curious to gain knowledge of the business function, processes, and systems
Seek out industry trends and information to proactively identify emerging enterprise risks
Stay apprised of company strategy and changes throughout the organization
Respectfully and thoughtfully challenge and fearlessly ask why
Understand and apply risk assessment methodology and risk management techniques
Identify and analyze business processes, key risks, and critical controls
Prepare or update planning and risk assessment documentation
Develop and update risk-based audit programs
Conduct process walk throughs and review or develop process documentation
Evaluate control design adequacy in meeting established objectives
Perform, or supervise audit team members in, the testing of control effectiveness
Use appropriate sampling and control testing techniques
Identify and assess the relevancy of possible observations, including root cause analysis
Document work performed to support audit scope and conclusions
Collaborate with audit clients to identify process improvements and solutions for risk mitigation
Draft clear, concise, and actionable audit reports; professionally communicate audit results, verbally and in writing
Conduct work in accordance with the Standards
Perform follow up, including an appropriate level of validation testing, on the state of outstanding audit observations
Conduct FDICIA internal control testing and assists with program documentation and reporting
Requirements
Qualifications
Minimum of 8 to 10 years of relevant experience with IT/IS/Data auditing.
Independently manages complex issues, analysis, and mid to large sized audit projects
Provides oversight and direction for co-source and outsourced audit coverage
Has relevant audit and banking experience within a complex banking environment and expert competencies in critical thinking, analysis, business acumen, attention to detail and report writing
Expert application of audit standards and methodology; documents workpapers accordingly
Routinely uses judgment on moderate to complex problems
Advanced understanding of industry knowledge, organizational objectives and the competitive environment and risks to those objectives; understands and recommends appropriate risk mitigation strategies; provides innovate, value-added recommendations
Expert knowledge of more than one discipline
Influences timelines, expectations and proactively builds partnerships across all levels of teams and the organization
Progresses department procedures and develops staff for current and long-term department needs
Relies heavily on data and observations to identify opportunities for improvement
Be accountable and responsible for projects, timelines, and quality of work
Self-directed and able to produce in a remote environment
Be proficient with Microsoft Suite of products
Culture Alignment
Choice is #PeopleFirst, banking second.
People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
Embrace change and encourage innovation.
Know when to ask for help and know when to offer help.
Better the places we live.
Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.
The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings.
Salary Description $80,206 - $141,545 / year
$80.2k-141.5k yearly 2d ago
Banking Specialist, Customer Experience
Heritage Bank 4.4
Willmar, MN job
Full-time Description
This position combines the responsibilities of a lobby-focused Universal Banker with the expertise of an Operations Specialist. The ideal candidate will possess a strong understanding of overall banking operations, have exceptional customer service skills, and possess the ability to thrive in a fast-paced environment. This hybrid role combines the essential elements of customer service and operational efficiency, empowering you to make a positive impact on both customer satisfaction and the overall success of the bank.
Responsibilities
Customer Service Excellence:
Provide a world-class customer experience by handling inquiries, resolving issues, and addressing concerns promptly and professionally.
Act as a trusted advisor for customers offering guidance on banking products, services and procedures.
Be adaptable to helping customers regardless of the banking channel chosen; in-person, telephonic, chat, text, emails or whatever the next technology the customer demands we communicate with. This could require work being performed out of any MN branch locations.
Transaction Processing
Execute a variety of banking transactions accurately and efficiently, including deposits, withdrawals, transfers and loan payments.
Ensure compliance with regulatory requirements and internal policies while processing transactions.
Account Management
Assist customers with opening and closing accounts, updating account information, and managing account inquiries.
Proactively identify opportunities to cross-sell banking products and services to help customers find a solution for their financial pains.
Specialized Knowledge in one or more of the following areas
Deposit Operations:
Performing tasks for deposit products and services including but not limited to: Demand Deposit Accounts, Savings Products, Certificates of Deposit, Digital Banking, Treasury Management services and Quality Assurance tasks to ensure accuracy, quality and compliance of the Team's work.
Loan Operations:
Performing tasks for loan products and services including but not limited to; creating loan documents, filing proper collateralization instruments, ordering third-party reports, booking loans, addressing servicing concerns, updating workflow status pre- and post-closing in our systems and Quality Assurance tasks to ensure accuracy, quality and compliance of the Team's work
Cross-functional Collaboration:
Collaborate with other departments such as sales, marketing, and compliance to ensure seamless customer experiences and compliance with regulations.
Liaise with back-office teams to address operational challenges and streamline processes for improved efficiency.
Participate in training sessions and knowledge sharing activities to stay updated on product offerings, policies, and procedures.
Technology Utilization:
Utilize banking software and digital platforms effectively to process transactions, access customer information, and provide online support.
Educate customers on digital banking tools and encourage adoption to enhance their banking experience.
Secondary Responsibilities
Participates in all required training.
Responsible for security as it applies to this position.
Responsible for compliance with banking regulations.
Deals professionally with all internal and external customers.
Bank Standards
Mission: Help people succeed financially.
Ethics: Always do the right thing.
Solutions: Bring innovative solutions to challenges.
Ownership: Take accountability and learn from our mistakes.
Positivity: Bring energy and enthusiasm to everything we do.
Benefits
Full-time team members enjoy a comprehensive benefits package including paid time off, paid holidays, and even paid volunteer days. We've got your health covered with medical, dental, and vision insurance, plus you can plan for your future with our 401(k) and ESOP retirement plans. And that's not all - enjoy a range of additional benefits and incentives consistent with our company policy. Join us and discover how rewarding your career can be!
Disclaimer
This job description outlines the general nature of the role and is not intended to be all-inclusive. Duties, responsibilities, and benefits may change as business needs evolve. Employment is at will, meaning either the employee or the Company may end the employment relationship at any time, consistent with applicable law.
We are an Equal Opportunity Employer and value diversity at all levels of the organization.
Requirements
Qualifications:
Associate's or Bachelor's degree in Finance, Business Administration, or related field preferred.
Prior experience in banking, customer service, or a related field is advantageous.
Strong interpersonal skills with the ability to empathize and communicate effectively with diverse customers.
Detail-oriented with excellent organizational and time management abilities.
Proficiency in using banking software, Microsoft Office Suite, and digital communication tools.
Knowledge of banking regulations and compliance standards.
A passion for delivering exceptional customer experiences.
$39k-46k yearly est. 60d+ ago
Competitive Intelligence, Business Insights & Research Analyst - Treasury & Prepaid Solutions
Us Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
SUMMARY
The Competitive Intelligence, Business Insights & Research Analyst will play a pivotal role in shaping business strategies and drive growth by converting complex competitive intelligence and internal data into meaningful insights that inform high-impact decisions . The position collaborates closely with cross-functional leaders to define strategic priorities and deliver growth recommendations informed by market trends and competitive analysis. Beyond reporting, this role also focusses on influencing business direction through performance-driven insights and strategic guidance.
RESPONSIBILITIES
* Competitive Intelligence & Market Analysis:
< Monitor competitor strategies and product launches and market positioning and pricing.
< Track industry trends, emerging technologies and regulatory changes impacting the business.
< Facilitate and drive performance benchmarking to identify gaps and opportunities.
* Business Strategy Support:
< Understand competitive landscape evolution; identify trends, patterns, and anomalies in data trends to inform business strategy.
< Collaborate with business units to identify opportunities for growth, efficiency, and optimization.
* Stakeholder Engagement:
< Work with executives, managers, and technical teams to understand the data analytics and KPIs needs of the business and deliver corresponding solutions.
< Present findings and recommendations to senior leadership in a clear and concise manner.
* Data Analysis & Reporting:
< Manipulate and analyze internal data and performance metrics from multiple sources; combine with external market data to identify growth opportunities.
< Translate findings into actionable recommendations for leadership and cross-functional teams.
< Develop and maintain interactive dashboards using tools like Power BI, Tableau, etc.
< Perform validation of data and troubleshoot executive reporting issues.
* Process Improvement:
< Identify gaps in current state propose corresponding improvements.
< Automate recurring executive reports.
BASIC QUALIFICATIONS
* Bachelor's or Master's degree in Statistics, Economics or related field.
* 3-5+ years of experience in Strategy, Business Insights or a related role.
PREFERRED SKILLS/EXPERIENCE
* Knowledge of Banking/Financial Services and Payments industry.
* Understanding of financial metrics and business operations.
* Excellent communication and presentation skills.
* Strong problem-solving and critical thinking abilities.
* Ability to manage multiple projects and meet deadlines.
* Proficiency in business intelligence tools, e.g., Power BI, Tableau and Qlik.
* Proficiency in Microsoft office suite of products, e.g., Excel and PowerPoint.
* Experience with Agile practice including backlog management and defining user stories.
* Experience with Jira and Confluence.
* Experience with SQL.
This position offers a hybrid/flexible schedule which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$117.7k-138.5k yearly 53d ago
Investment Portfolio Manager
Choice Bank 3.5
Golden Valley, MN job
Full-time Description
The Investment Portfolio Manager is responsible for risk management, optimizing returns, and ensuring compliance with fiduciary and regulatory guidelines. The Investment Management function is responsible for managing Choice's fixed income bond portfolio, direct equity venture capital investments, and Limited Partner fund investments.
Securities Analysis
Complete qualitative and quantitative analysis for both initial underwriting efforts and ongoing analysis of individual positions.
Evaluate products with complex cashflows and structural subordination to determine if they provide adequate risk mitigation versus return profiles.
Utilize industry standard analytical platforms (Bloomberg, Intex, etc.) to perform risk, return, and relative value analysis.
Develop and maintain financial models for all investment types. Provide insights into model outputs to key internal stakeholders.
Perform periodic credit reviews for existing securities positions using sound judgement to determine if credit dynamics of the security warrant an elevation of credit monitoring.
Meet with large institutional asset managers to underwrite and periodically reevaluate their credit underwriting process for managed structured products such as Collateralized Loan Obligations to ensure it is prudent and aligned with Choice credit appetites or objectives.
Portfolio Analysis
Complete statistical analysis on characteristics of individual securities to measure their contribution to portfolio risk exposures.
Evaluate macro and microeconomic trends against the position of the portfolio. Recommend portfolio exposure adjustments based on risk exposures in relation to the economic environment.
Refine portfolio strategy and objectives against evolving organizational goals, regulatory environment, and market landscape.
Drive continuous improvement and implement new portfolio risk management and monitoring techniques or frameworks to solidify and expand a best-in-class portfolio management process within the community banking space.
Conduct sophisticated stressing of portfolio aggregate and component exposures to inform and effectively mitigate risk exposures across environments.
Communication & Documentation
Adhere to internal and regulatory documentation standards for prepurchase due diligence, trade approvals, credit reviews, and other portfolio analysis.
Prepare materials for Asset-Liability Management Committee meetings that review portfolio trends including KPI/KRI metrics as well as facilitate strategic discussion and decisioning.
Facilitate cross-functional collaboration across departments and in particular the enterprise risk management function to ensure risk is effectively measured, monitored and communicated. Partner to revise risk metrics as appropriate.
Support the continual process of Investment Policy refinement and compliance reporting.
Provide written or verbal subject matter expert communication to senior and executive leadership upon request or as directed to foster transparency and effective challenge for management of the portfolios.
What Success Looks Like in This Role
Delivers accurate, insight-driven portfolio allocation analysis-incorporating dynamics around complex structured products-using Bloomberg, Intex, and robust internal modeling.
Applies sound credit judgment and effectively engages external asset managers to ensure underwriting practices align with Choice's risk appetite and performance objectives.
Produces clear, data-driven portfolio analytics and stress-testing insights that inform ALCO decisions and strengthen overall balance-sheet strategy.
Anticipates market, economic, and regulatory developments and recommends portfolio adjustments that enhance risk-adjusted returns while aligning with organizational goals.
Collaborates effectively across departments - especially with ERM-to refine risk metrics, strengthen governance, and provide transparent, expert communication to senior leadership.
Requirements
Bachelor's degree in finance, economics, or accounting (advanced degrees are advantageous).
7-10 years of experience in financial analysis, preferably within investment management.
Chartered Financial Analyst (CFA) designation is desirable.
Expertise in interest rate hedging/derivative strategy.
Experience with fixed income tools of the trade (i.e. Bloomberg, etc.)
Travel Requirement
This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs.
Culture Alignment
Choice is #PeopleFirst, banking second.
People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
Embrace change and encourage innovation.
Know when to ask for help and know when to offer help.
Better the places we live.
Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.
The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full-time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings.
Salary Description $96,719 - $145,083 per year
$96.7k-145.1k yearly 9d ago
Teller, Part-time
Heritage Bank 4.4
Willmar, MN job
Part-time Description
Helps all Heritage Bank customers achieve financial success by assisting them with deposits and withdrawals, deposit account needs, loan payments, and other banking products/services they may need help with. Primary location is in our Willmar office, but may work in Spicer or Pennock as needed.
Primary Duties & Responsibilities
Accurately processes all cash or check transactions, including deposits/withdrawals, transfers to/from accounts, loan payments or advances. (50%)
Has working knowledge of all deposit accounts to accurately and efficiently help customers with all their account needs. (10%)
Assists everyone who presents themselves to Heritage Bank, whether in lobby or drive-up, on the phone or via fax or e-mail, to be sure they get the help they want or need. (10%)
Compliance with all applicable banking regulations. (5%)
Opens & closes the lobby or drive-thru as scheduled. (5%)
Secondary Duties & Responsibilities
All Employee Owners must help Heritage be successful in any way possible never saying “That's not my job”. As an Employee Owner “Everything is my job.”
Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.
Responsible for security as it applies to this position.
Responsible for compliance with laws and regulations applicable to this position.
Achieve performance and quality metrics as determined by supervisor.
Performs other tasks, as assigned.
Bank Standards
Mission: Help people succeed financially.
Ethics: Always do the right thing.
Solutions: Bring innovative solutions to challenges.
Ownership: Take accountability and learn from our mistakes.
Positivity: Bring energy and enthusiasm to everything we do.
Benefits
Depending on hours worked, part-time employees may be eligible for some benefits like paid time off, health insurance, and retirement. And that's not all - enjoy a range of additional benefits consistent with our company policy. Join us and discover how rewarding your career can be!
Disclaimer
This job description outlines the general nature of the role and is not intended to be all-inclusive. Duties, responsibilities, and benefits may change as business needs evolve. Employment is at will, meaning either the employee or the Company may end the employment relationship at any time, consistent with applicable law.
We are an Equal Opportunity Employer and value diversity at all levels of the organization.
Requirements
Education & Experience
High School Diploma or equivalent
1-2 years Customer Service experience
Previous experience in banking or other comparable field, such as sales and/or cash handling preferred
Other Skills / Characteristics:
Professional, courteous, friendly, confident, and outgoing personality
Good communication skills
Dependable and punctual
Confidential
Good problem-solving skills
Ability to prioritize multiple tasks
Ability to stand for long periods of time
Take accountability and have pride in a clean lobby environment
Versatile and accurate
Able to make decisions quickly and prioritize properly
Flexible working schedule
Willingness to evolve processes and learn new technology
Salary Description $15 - $23/hr
$15-23 hourly 60d+ ago
Commercial Portfolio Specialist
Royal Credit Union 3.9
White Bear Lake, MN job
Do you thrive in a fast‑paced financial environment and enjoy developing strong business relationships? Become a Commercial Portfolio Specialist at Royal Credit Union! In this role, you'll support our commercial lending team, analyze complex financial data, help structure high‑quality business loans, and make a meaningful impact on the Members and communities we serve.
Why Royal?
Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.
Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.
What You'll Do:
The Commercial Portfolio Specialist supports the Vice President Commercial Loan Officer(s) in managing a complex portfolio of diverse, quality, and profitable commercial and commercial real estate loans and deposits. The incumbent will gather and analyze financial data and evaluate loan applications to make appropriate recommendations regarding product offerings, loan structuring, pricing, and approval. Develop and maintain strong relationships with existing and prospective Members. Participate in overall credit/risk management, portfolio management, and servicing of assigned portfolio. Ensures compliance with lending policies and procedures. Actively collaborate with other Royal Team Members to help meet Members' specific commercial lending, commercial real estate lending, and deposit and cash management needs.
Our Commitment To You:
Compensation: $109,304 - $131,289 annually. This is an exempt-level, salaried position. (candidates with significant related experience may be higher)
Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more!
What's Needed For This Position:
Bachelor's degree in Finance, Accounting, Business, Economics, or related field or equivalent business lending work experience
Five years of business loan account relationship management experience, business credit underwriting experience, or a combination of both
Thorough knowledge of lending regulations and credit/underwriting practices
Must be bondable
Valid driver's license and insured vehicle
Knowledge, Skills & Competencies:
Financial & Technical Expertise: Strong understanding of financial services, commercial lending terminology, financial statement analysis, loan documentation, appraisals, environmental reports, and digital banking platforms; readily learns new technologies and uses Royal's digital solutions effectively.
Analytical & Critical Thinking: Ability to evaluate complex financial data, interpret trends, assess credit risk, analyze spreadsheets, weigh costs/benefits, and make confident, evidence‑based decisions in fast‑paced conditions.
Communication & Relationship Building: Excellent written and verbal communication skills; able to question, listen, and identify Member needs; presents information clearly; develops strong Member and community relationships; experienced in business development.
Organization & Time Management: Demonstrates strong planning skills, meets deadlines, prioritizes work effectively, manages high work volume, provides others with needed information, and works independently with minimal supervision.
Problem‑Solving & Collaboration: Identifies options, evaluates solutions, anticipates concerns, addresses issues professionally, influences others constructively, and works collaboratively across departments to support Member needs and organizational goals.
We'd Love To See:
Experience in commercial loan documentation
Training:
Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging.
Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization.
Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!
$109.3k-131.3k yearly 1d ago
Varicent ICM Product Consultant
Us Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The HR Product team is hiring an experienced Varicent ICM Product Consultant. We are looking to expand our team by adding someone that has experience configuring in the cloud-based Varicent application and can help drive towards adoption of Presenter Adaptive reporting. This role will support design, report configuration, and testing of incentive plans in Varicent across various U.S. Bank business lines.
Responsibilities:
* Provide subject matter expertise in Varicent to guide and upskill HR Product team members in the building and expanding of the Varicent application.
* Lead efforts to modernize reporting by converting legacy reports to Presenter Adaptive format, ensuring alignment with business needs and usability for end users.
* Provide guidance and recommendations on system functionality optimization, design, and enhancements to ensure the product keeps up with Varicent's latest technology capabilities (artificial intelligence, workflows, virtual agents).
* Perform testing and analysis to ensure the system meets or exceeds customer requirements. Ensure design solutions are validated/tested to confirm the design is working as planned, downstream impact is considered, and additional problems are not inadvertently resulting from the change.
* Log and maintain tickets in Jira, which is our HR Product support application. Take ownership of issue though resolution. Communicate and educate business teams as needed on resolution.
* Analyze, understand and share learnings from peer groups, Varicent Community, and professional networks to build strong knowledge of the product. Drive knowledge sharing with team members.
Basic Qualifications:
* Bachelor's degree in Information Technology, Human Resources, Business Administration, Engineering or equivalent work experience
* 3-5 years proven configuration experience in Varicent
* In-depth understanding of incentive compensation plan rules and formulas
Preferred Skills/Experience:
* Ability to understand and translate business needs into technical requirements
* Comprehensive knowledge of HR business processes and the technology platforms used to support, including web and mobile capabilities
* Proficient analysis and research skills, i.e., ability to support complex system features, incidents, and future product state with the purpose of maintaining and improving delivery of services
* Ability to negotiate priorities and manage difficult conversations in favor of advancement of digital and agile culture.
* Experience as an Agile team member, i.e., experience participating in design, sizing, configuration, testing, release, and deploy lifecycle, as well as supporting iterative configuration and engaging stakeholders as needed
* Ability to write and analyze reports, review system audit reports and make recommendations on process or technical changes.
* Effective verbal, written, and interpersonal communication skills, ability to lead meetings re: technical/functional design, demo, and feedback sessions
* Advanced knowledge of technology desktop software and tools (e.g. Microsoft office suite, Windows infrastructure), industry trends and tools and key enterprise software
Location Expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$105.4k-124k yearly 9d ago
Wire Payment Ops Specialist
Choice Bank 3.5
Golden Valley, MN job
Full-time Description
can be worked out of any Choice location.
Purpose (Why does this job exist?)
Wire Payment Operations Specialists play a critical role in ensuring the timely and accurate processing of wire transfers for both traditional and BaaS (Banking as a Service) customers.
Responsibilities (What will be the day-to-day responsibilities of this position?)
Executing Wire Transfers: Facilitating wire transfers timely and accurately while adhering to both regulatory guidelines and internal policies.
Verification and Validation: Under dual control, reviewing wire instructions, verifying account details, and ensuring compliance to security protocols.
Exception Handling: Investigating and resolving any discrepancies or issues related to wire transactions.
Monitoring both the Wire Transfers inbox and the Wire Transfers phone line for wire requests/inquiries from internal and external customers.
Collaboration: Coordinating with internal teams, outside financial institutions, BaaS Partners, and customers to facilitate wire transfers and conduct research on past wire transfers as needed.
Risk Mitigation: Identifying and mitigating potential risks associated with wire transfers.
Assisting with special projects such as reporting, procedure documentation, bank-wide trainings, and vendor collaboration.
Requirements
Qualifications
Preferred: Two years of banking experience.
Customer Service: Top notch customer service skills to help exemplify our #PeopleFirst banking approach.
Attention to Detail: Precision and accuracy are essential in wire processing.
Financial Awareness: Familiarity with banking procedures, AML (Anti-Money Laundering) regulations, and wire transfer protocols.
Communication Skills: Effective communication with team members, clients, and external partners.
Problem-Solving: Ability to troubleshoot and resolve issues promptly.
Time Management: Efficiently managing multiple wire requests within tight deadlines.
Culture Alignment
Choice is #PeopleFirst, banking second.
People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
Embrace change and encourage innovation.
Know when to ask for help and know when to offer help.
Better the places we live.
Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.
The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings.
Salary Description $16.02 - $28.27 / hour
$16-28.3 hourly 60d+ ago
Mortgage Closer II
Royal Credit Union 3.9
Arden Hills, MN job
Are you a detail-driven mortgage professional with a passion for accuracy and exceptional service? Become a Mortgage Closer II at Royal Credit Union! In this role, you'll prepare closing documents, review construction loan draws, support Members and team members, and ensure smooth, compliant mortgage closing experiences across multiple loan types.
Why Royal?
Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.
Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.
What You'll Do:
Responsible for preparing closing documents and funding for all conventional and bond loans, government, renovation, and construction loans. Facilitate the inspection/draw phase for all construction and renovation loans. Review and approve construction loan draws. Process all construction end loan modifications. Review reports for upcoming mortgage closings, prepare and review documents for the title companies. Perform final preparation and audit of all documents needed for closing. Mortgage Closer II's will ensure that all loans comply with all federal; state, investor, bond and company guidelines.
Our Commitment To You:
Compensation:
Minnesota range: $25.10- $28.10 per hour
(candidates with significant related experience may be higher. Pay also depends on candidates location)
Benefits:Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more!
What's Needed For This Position:
High School Diploma or Equivalent
Two (2) years of recent experience in the field of Mortgage Loan Closing.
Knowledge, Skills and Competencies:
Advanced Mortgage Closing Expertise: Strong knowledge of financial services and accounting principles, with proficiency in closing government, construction, renovation, and end-loan modification products.
Compliance & Quality Control: Ability to review closing documents, disclosures, insurance, flood certificates, and appraisals for accuracy while meeting regulatory, investor, and internal guidelines.
Communication & Collaboration: Strong written and verbal communication skills; able to support team members.
Organization & Multi‑Tasking: Excellent time management and organizational skills; ability to prioritize under multiple deadlines, high volume, and changing conditions while maintaining accuracy.
Problem‑Solving & Independence: Strong analytical and critical-thinking skills to resolve issues, meet closing conditions, produce quality documentation, and work independently with minimal supervision.
Adaptability and Flexibility: Strong ability to adapt to changes within the mortgage industry and changing technology.
We'd Love To See:
Experience working with construction and government loans.
Work Schedule:
Full-Time, working approximately 40 hours per week. Hours and shifts vary between 8am- 5pm Monday through Friday, with occasional evening and weekend hours, as needed.
This position is part of Royal's workplace flexibility program and has the ability to be remote after 2-3 months of training and proficiency in the position.
Please note that team members need to live within Royal's footprint and be able to come to an office for in person meetings on a regular basis.
When not working remote, the office location will be at our Arden Hills, MN office based on office availability and candidate preference.
Training:
Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging.
Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization.
Ready to make a positive impact?
APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!
$25.1-28.1 hourly 4d ago
U.S. Bank Legal Project Manager - Corporate and Subsidiary Governance
Us Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
U.S. Bank is seeking an experienced Legal Project Manager - Corporate and Subsidiary Governance to join the Law Division's Office of the Corporate Secretary team. The Office of the Corporate Secretary is responsible for corporate governance matters and support of the U.S. Bancorp and U.S. Bank National Association Boards of Directors, as well as advising on matters relating to the company's subsidiary management, annual meeting of shareholders and proxy statement, executive compensation, and environmental, social, and governance (ESG) matters. The primary function of this role is to support the corporate secretary function in connection with the administration of corporate subsidiary management processes. We are looking for an individual who can work independently but collaboratively in a fast-paced and collegial team environment.
Responsibilities:
* Working with and supporting the Office of the Corporate Secretary on administration of corporate subsidiary management processes;
* Preparing drafts of subsidiary minutes and maintenance of minute books;
* Determining corporate authority for individuals and companies;
* Drafting corporate resolutions and similar authorizing documents;
* Assisting with the preparation of board meeting materials;
* Preparing corporate filings with states and other entities;
* Assisting in gathering and researching information related to public company disclosures, governance practices, and other corporate matters
* Assisting with the development, implementation and maintenance of corporate policies, corporate governance processes and procedures, and relevant disclosure controls and procedures;
* Responding to internal and external requests for information;
* Assisting with various research projects;
* Supporting various other corporate and governance projects; and
* Providing other general support to the corporate secretary function.
Basic Qualifications
* Bachelor's degree, or equivalent work experience
* Eight to ten years of experience in project management activities
Preferred Skills/Experience
* Bachelor's degree or paralegal certificate preferred
* Familiarity with basic concepts of corporate governance and legal entity structure
* Prior experience using an electronic board portal for board and committee materials (Diligent Boards, preferred)
* Prior experience using and maintaining a subsidiary management database
* 8-12 years of relevant corporate and securities paralegal or project management experience, preferably at a public company or large law firm
* Excellent organizational skills and attention to detail, including in completing processes and projects thoroughly and proofreading written work
* Ability to prioritize effectively and meet deadlines, including excellent follow-through on projects with minimal supervision and where inputs from multiple parties must be obtained
* Excellent administration, project management, and document management skills
* Ability to work efficiently in a very fast-paced environment and take on responsibility for new areas as situations arise
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
We are proud that U.S. Bank has been recognized as a World's Most Ethical Company by the Ethisphere Institute and has been named the #1 Most Admired Superregional Bank by Fortune magazine.
Successful candidates for a position in the U.S. Bank Law Division support U.S. Bank's core values, which guide what we do every day:
* We do the right thing.
* We power potential.
* We stay a step ahead.
* We draw strength from diversity.
* We put people first.
In the U.S. Bank Law Division, we honor those values through our mission: "we guide our clients to remarkable results with expert legal counsel and ethical leadership." Our commitment is evident in the work we do, not only for the Bank, but for our communities. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role. In addition, the Law Division has been recognized for its leadership and engagement in Diversity, Equity, and Inclusion initiatives.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$105.4k-124k yearly 26d ago
Residential Mortgage Underwriter II
Choice Bank 3.5
Golden Valley, MN job
Full-time Description
The Residential Mortgage Underwriter II is responsible for evaluating residential real estate credit applications to determine accuracy, completeness, credit worthiness, and regulatory compliance.
Responsibilities
Underwriting
Conduct credit risk review and apply conditions required to comply with product, program, and regulatory specifications
Perform appraisal analysis to ensure acceptable collateral position.
Ensure compliance with internal, state, and federal compliance through continuous education and evaluation of internal procedures and controls.
Communicate credit risk decisions to applicants and mortgage industry credit partners.
Along with the Manager of Residential Mortgage Operations, mentor operations specialists on underwriter considerations and enhancements.
Supports, advances, and is responsible for meeting Premier Experience service standards within the Mortgage Department.
Other General & Administrative
Assists with departmental projects.
Actively participate in internal and external continuing education for mortgage loan operations and professional development.
Contain knowledge of company products and services.
Have a working knowledge of Choice Financial's policies and procedures and comply with them.
Maintain complete confidentiality with regards to customer accounts, loans and bank relationships.
Project a positive image of Choice Financial when representing the organization.
Actively support management and organizational goals.
Interact with other employees to promote teamwork, communications, trust and respect.
Adapt to meet the ever-changing customer and community needs.
Performs duties outside normal scope as assigned.
Related Skills & Key Competencies
Leads as a team player with excellent interpersonal skills and develops partnerships.
Takes initiative by proactively identifying what needs to be done and acts.
Communicates effectively with excellent written and oral communication skills.
Promotes and administers change and accepts diversity.
Exhibits problem-solving, analytical thinking, and decision-making skills.
Fosters open communication.
Follows policies and procedures.
Proficient computer skills including Microsoft Office (Word, Excel, Access).
Must work in an efficient, systematic way.
Must display consistency, thoroughness, attention to detail, and strong organizational skills.
Use sounds judgment in prioritizing tasks to work under tight deadlines.
Requirements
Qualifications
2 to 4 years of relevant experience in mortgage loan operations with requisite competencies
2-year degree in Accounting, Finance, Business Administration or equivalent combination of education and experience with requisite experience
Handles moderately complex files such as self-employed borrowers or layered risk factors
Works independently on standard loans; escalates complex cases for review
May mentor junior underwriters informally
Travel Requirement
This position requires travel to support business needs, including team collaboration, internal trainings, and cross-functional initiatives. The frequency and duration of travel will vary based on organizational priorities and team needs.
Cultural Alignment
Choice is #PeopleFirst, banking second.
People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
Embrace change and encourage innovation.
Know when to ask for help and know when to offer help.
Better the places we live.
Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.
The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings.
Salary Description $19.48 - $34.37 / hour
$19.5-34.4 hourly 9d ago
Member Account Representative - Edina
Royal Credit Union 3.9
Edina, MN job
Do you enjoy building relationships and making a difference in people's financial lives? Become a Member Account Representative at Royal Credit Union! In this role, you'll assist Members with transactions, open new accounts, and offer tailored financial advice, all while embodying our core values.
Why Royal?
Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.
Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.
What You'll Do:
The Member Account Representative is responsible for promptly welcoming Members and others to the office. Accurately process Member transactions as requested. Open new accounts, unsecured loans, credit cards and kwik cash loans. This position may also require working at other office locations. Responsible for actively building relationships by meeting Member needs with Royal's products and services, providing electronic service demonstrations, and resolving any Member inquiries in an efficient, accurate, and friendly manner. Support NPS (Net Promoter Score) initiatives in the office by providing exceptional service, guided by Royal's Core Values, creating loyal Members.
Our Commitment To You:
Compensation: $19.86 - $22.24 per hour (candidates with significant related experience may be higher)
Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more!
What's Needed For This Position:
High School Diploma or Equivalent
Have a working knowledge of financial services and identify solutions to meet financial needs for both existing and prospective Members.
Demonstrate a strong sense of customer service, strong written and verbal communication skills, and strong interviewing and listening skills. Able to explain and present to Members.
Exhibit good organizational skills, excellent time management, strong listening skills, and the ability to produce accurate and high-quality materials, data entry, and transactions.
Readily learns new technologies, uses Royal's digital solutions on different technology devices (e.g., tablets, smartphones, PCs, etc.), and a basic understanding of all Microsoft Office products.
Work productively in a team environment with high levels of interruption, perform routine and repetitive tasks, and pay meticulous attention to detail.
We'd Love To See:
Previous customer service and cash handling experience
Previous experience working in a financial institution
Work Schedule:
Full-time, working approximately 40 hours per week.
The hours will vary between 8:15am - 5:15pm Monday through Friday, and every other Saturday from 8:45am - 12:15pm at our Apple Valley, MN office.
Must be able to work fully onsite at the Edina Royal Credit Union branch location.
Training:
Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging.
Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization.
After Foundation training is completed, Member Account Representatives will participate in an additional 9 days of training split between Learning Center and Tactical Branch locations prior to serving Members independently at your ‘Home' Branch.
Learning Center: Held at one of three locations (Eau Claire, White Bear Lake, or Somerset), this classroom style training is conducted via Zoom by a live facilitator and covers the fundamental aspects of your role. You will be supported by an in-person content matter expert alongside you to assist your learning. Training will run from 9:00am - 4:30pm on these days.
Tactical Branch: This hands-on training experience will provide you the opportunity to work 1:1 with a dedicated OJT (on the job trainer) for six days to practice the things you learned at the Learning Center in a live branch environment prior to getting in front of Members.
Eager to make a difference in our Members' lives? APPLY TODAY and be part of a team that recognizes your contributions and fosters your success!
$19.9-22.2 hourly 5d ago
Head of Business Partnerships - Digital Assets and Money Movement
Us Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
The Head of Business Partnerships - Digital Assets and Money Movement will lead a critical function within our new business unit, serving as a cornerstone for long-term growth and innovation in the evolving digital finance ecosystem.
This role sits at the intersection of strategic partnerships, revenue generation, and product innovation, driving high-impact collaborations with leading technology platforms, fintechs, blockchain infrastructure providers, and ecosystem participants in digital assets and real-time money movement.
The position will work closely with Global Digital Assets leadership, Partner Revenue teams, Product Management, and Enterprise Technology to accelerate adoption and market penetration.
ESSENTIAL FUNCTIONS
Strategic Oversight
* Own the overarching Digital Assets and Money Movement partnership strategy, ensuring alignment with enterprise priorities.
* Define and track long-term milestones and near-term revenue growth objectives, including market penetration metrics.
Partnership Management
* Develop and evolve the business partnerships model for digital assets and real-time payments.
* Collaborate with revenue leaders, coverage executives, product teams, strategy, finance, and technology to deliver integrated solutions.
Team Leadership
* Provide dynamic, high IQ/high EQ leadership to a team of partnership managers.
* Foster a results-oriented, collaborative, and inclusive culture that thrives on innovation and accountability.
Market Development
* Drive adoption of digital asset and money movement solutions through innovative product and distribution models.
* Stay ahead of industry trends in blockchain, tokenization, and real-time payments; identify opportunities to enhance capabilities.
Executive Engagement
* Actively participate as a member of the Digital Assets and Money Movement Leadership Team.
* Chair cross-functional governance committees to ensure strategic alignment and execution.
PREFERRED SKILLS/QUALIFICATIONS
* 10-15 years of experience leading partnerships or sales teams in digital assets, payments, or related technology sectors.
* Deep subject matter expertise in blockchain, tokenization, real-time payments, and emerging digital finance models.
* Proven success in negotiating and managing complex partnership agreements with global technology and financial institutions.
* Strong technology acumen; ability to explain complex concepts to diverse audiences (experience in product management or go-to-market preferred).
* Executive presence with experience engaging senior stakeholders at partner organizations.
* MBA or advanced degree highly desirable.
* Demonstrated ability to build diverse, high-performing teams and foster an inclusive, collaborative culture.
* Self-motivated, strategic thinker with strong execution skills and ability to navigate cross-functional environments.
BASIC QUALIFICATIONS
* 10+ years of experience in financial services, fintech, or payments, with a focus on partnerships or business development.
* Bachelor's degree.
* This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $186,150.00 - $219,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$186.2k-219k yearly 9d ago
Credit Analyst I / II
Choice Bank 3.5
Minnesota job
Full-time Description
can be worked out of any Choice Bank location in our Minneapolis market.
The Credit Analyst position is responsible for gathering, analyzing, and interpreting credit information for existing and prospective customers in order to assess credit quality and to minimize risk and potential loan loss.
Responsibilities
Reads, reviews, and understands various financial statements to include but not limited to; tax returns, balance sheet, profit and loss statements, aging's, borrowing base certificates, debt schedules, equipment lists, business credit reports, credit bureau reports, rent rolls, lease agreements, fall cash flow, personal financial statement, environmental reports, and appraisals.
Prepares financial spreads for various types of commercial and real estate businesses and individuals establishing a direct obligation as a borrowers or guarantor.
Prepares credit memos for new or renewing loan requests that will be presented for loan decision. Has a thorough understanding and is able to accurately communicate the following aspects of the credit memos:
Financial statement analysis including trend, ratios, margins, sensitivity, and pro forma.
Cash flow analysis including traditional and UCA.
Collateral analysis including BBC review, real estate appraisals, equipment appraisals, contracts, and purchase agreements.
Guarantor analysis including cash flow, personal financial statement, and credit report.
Risk rating
Analyzes findings through underwriting due diligence and narrates information in a comprehensive analysis using a variety of data analysis (charts, formulas, graphs, etc.).
Analyzes the credit worthiness of a commercial applicant and guarantors through the review of financial statements and identifies key risks of the relationship.
Evaluates the credit quality and suggests proper risk rating based on analysis in the Credit Memo. Ensures relationships are appropriately risk rated during the underwriting process and recommends risk rating changes to the Banker in a timely manner.
Provides prompt turnaround on customer and credit requests, while communicating the status of loans in process with the Banker and/or direct manager.
Reviews and articulates findings within third party collateral reports to the Banker and/or direct manager.
Meets with and interview customers to develop a thorough understanding of the loan request and the business relationship.
Uses knowledge of the loan policy to detect deviations, exceptions, and variances on loan proposals. Ensures that all credit requests are properly approved or exceptions documented based on loan policy standards.
Assists the banker in completion of quarterly Problem Loan Reports on the bank's risk rated customer.
Completes annual reviews, risk rating changes, and other file comments to preserve the credit integrity of the loan portfolio.
Provides ongoing monitoring of borrowers' financial indicator covenants for compliance with loan documents.
Prepares various loan reports as directed from Credit Leadership.
Develop knowledge on SBA or FSA loan products along with policy and procedures.
Attends general credit analysis training provided by Credit Manager as well as RMA or MBA classes.
Complies with responsibilities as they relate to the Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML), Patriot Act, and Office of Foreign Assets Control Regulations (OFAC). This includes participating in any required training and promptly complying with all reporting requirements.
The position may require travel to various Choice Bank offices.
Performs duties outside normal scope as assigned.
Other duties and special projects as assigned.
Requirements
Qualifications
1-3 years of experience as a Commercial Credit Analyst
Proficient with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
Demonstrates a desire to learn new skills
Exhibits a record of time management abilities
Outstanding communication skills, including oral and written
Cultural Alignment
Choice is #PeopleFirst, banking second.
People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities.
In contributing to our culture, Choice team members are guided by our core values.
Embrace change and encourage innovation.
Know when to ask for help and know when to offer help.
Better the places we live.
Work hard. Do the right thing. Have a little fun.
Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.
Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise.
The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings.
Salary Description $19.48 - $41.78 / hour
$19.5-41.8 hourly 60d+ ago
Relationship Manager, Food and Beverage - Institutional Client Group
U.S. Bank 4.6
Minneapolis, MN job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
U.S Bank's Institutional Client Group (ICG) cultivates clients' trust through customized service and access to the bank's resources and expertise. This One U.S. Bank approach helps companies meet their business needs through expertise in capital markets, credit, payables and receivables, liquidity and investments. The team also provides access to other financial products and services, available throughout U.S. Bank, that can help middle market and corporate companies work toward their financial and operational goals.
ICG is looking for an experienced Relationship Manager in our Food and Beverage space with a focus on seafood and agriculture. This client-oriented individual will handle and grow a complex portfolio of loans, prospect for and close new business relationships as well as retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager's primary focus involves expanding and servicing a variety of large and highly complex customer relationships, taking a leadership role in all aspects of client relationship management, including dedication to customers, quality, accountability, loan and deposit growth, and fee income growth.
Base pay for this role usually falls within $130,000 to $195,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically eight or more years of corporate/commercial banking experience
Preferred Skills/Experience
- Strong relationship management and business development/sales skills
- Well-developed analytical and problem-solving skills
- Considerable knowledge of credit and credit quality
- Thorough knowledge of bank products and services
- Ability to work effectively with individuals and groups in managing customer relationships
- Effective presentation, verbal and written communication
- This role requires frequent travel
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$133.4k-156.9k yearly Auto-Apply 8d ago
Mortgage Servicing Specialist
Royal Credit Union 3.9
Arden Hills, MN job
Are you detail-oriented and thrive in a fast-paced environment? Become a Mortgage Servicing Specialist at Royal Credit Union! In this role, you'll support Members and team members with mortgage and HELOC servicing, resolve complex issues, and ensure accuracy throughout the loan lifecycle.
Why Royal?
Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.
Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.
What You'll Do: A Mortgage Servicing Specialist is responsible for all servicing functions on mortgages and Home Equity Lines of Credit (HELOCs) throughout the lifecycle of the loan. This requires complete and accurate processing of transactions to avoid repurchase or collection risks, as well as ensuring compliance with daily processes. A Mortgage Servicing Specialist will provide support to both Royal Credit Union Team Members and Members for all of Royal's mortgage and HELOC loan products with exceptional, efficient, and accurate Member Service. [Mortgage S...Specialist | PDF]
Our Commitment To You:
Compensation: $17.40-$22.24 per hour (candidates with significant related experience may be higher)
Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more!
What's Needed For This Position:
High School Diploma or Equivalent
Previous customer service experience
Must be bondable upon hire
Knowledge, Skills and Competencies:(Summarized into 5 detailed bullet points)
Mortgage & HELOC Expertise: Working knowledge of financial services and basic accounting principles, with the ability to process transactions accurately and avoid repurchase or collection risks.
Member Service & Communication: Strong sense of Member service, excellent interviewing and listening skills, and confident, articulate, and professional written and verbal communication.
Organization & Time Management: Excellent organizational and time management skills; able to function efficiently under multiple deadlines, high volume, and changing priorities.
Problem-Solving & Attention to Detail: Analytical and critical thinking skills to resolve complex issues, de-escalate upset Members, and maintain meticulous attention to detail.
Technical Proficiency & Adaptability: Readily learns new technologies, uses Royal's digital solutions, and has a basic understanding of Microsoft Outlook, Word, Excel, PowerPoint, and Teams.
We'd Love To See:
Experience working in a call center environment and/or financial institution
Work Schedule:
Full-Time, working approximately 40 hours per week. Hours and shifts vary between 8:30am - 5:00pm Monday through Friday with additional hours as needed.
This position is part of Royal's workplace flexibility program and has the ability to be remote after a few months of training and proficiency in the position.
When not remote, can work out of our Eau Claire, WI or Aden Hills, MN Operations Offices. Candidates must live within Royal's branch footprint.
Training:
Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging.
Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization.
Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!
$17.4-22.2 hourly 5d ago
Customer Service Representative - Woodbury (Part Time)
Cortrust Bank 4.4
Cortrust Bank job in Woodbury, MN
CORTRUST BANKThe mission of this bank is to profitably deliver high quality customer service that meets the financial needs of our community, its businesses, and its citizens. No line of financial services is beyond our charter.
CorTrust Bank is seeking part-time Customer Service Representative in our Woodbury community!
It's more than just a job! When you join one of the region's leading community banks, you can expect a family atmosphere committed to building outstanding teams. We believe in the overall well-being of our employees and work hard to provide the best opportunities for growth. We're proud to offer a competitive compensation package that includes paid time off, service awards, and community service opportunities.
Summary: The Customer Service Representative directly supports our customers and front-line operations by engaging with customers, processing teller transactions, and performing administrative duties. This position will be ideal for college or high school students, or anyone looking to work less than 20 hours per week.
Key areas of responsibility:
Customer service:
Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies.
Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries.
Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible.
Teller transactions & cash handling:
Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, withdrawals, and more.
Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels.
Administrative & compliance:
Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality.
Process reports, run proof work, and complete general ledger maintenance and reconciliation.
Other duties as assigned.
Key competencies:
The ideal candidate for Customer Service Representative possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously. They adapt easily to system, process, product, and service changes, and are able to reason, problem solve and think critically. They must demonstrate a high level of integrity, personal diplomacy, and respect. Knowledge of Federal banking regulations and industry workflow is a plus but isn't required. Must be able and willing to abide by all Bank policies, procedures, and Federal banking regulations.
CorTrust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Zippia gives an in-depth look into the details of CorTrust Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about CorTrust Bank. The employee data is based on information from people who have self-reported their past or current employments at CorTrust Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by CorTrust Bank. The data presented on this page does not represent the view of CorTrust Bank and its employees or that of Zippia.
CorTrust Bank may also be known as or be related to CorTrust Bank, CorTrust Bank NA, Cortrust Bank, Cortrust Mortgage Company and Hopkins Financial Corporation.