Practice Finance/Private Banking Officer
Business banker job at Deerwood Bank
Deerwood Bank is seeking a dedicated and professional Practice Finance/Private Banking Officer to join our Waite Park, MN or Sartell, MN location. This position is responsible for identifying and developing new client relationships while maintaining existing relationships with high-net-worth clients, independently developing referral business through intermediaries (consultants, attorneys, accountants, brokers, and realtors), analyzing client financial statements and product needs, and implementing appropriate sales strategies to achieve production goals. Provide advice on a variety of financial matters, promoting business and consumer banking products and services and ensuring client satisfaction. Our ideal candidate will have strong interpersonal skills, a deep understanding of financial products and services, and proven experience in a practice finance/private banking setting.
Major Responsibilities and Duties:
Develop, maintain, and grow relationships with Professional Practice (i.e., doctors, lawyers, accountants) clients to understand their financial needs and goals.
Analyze clients' financial situations and credit tailored financial plans.
Monitor clients' portfolios and make recommendations for adjustments as needed.
Retain and grow existing high-net-worth customers' deposit and loan relationships.
Prospect new clients and centers of influence.
Utilize sales strategies and market analysis to achieve production goals.
Identify drivers of profitability and cashflow and be able to conduct an analysis from different financial statements.
Generate new deposit accounts and cross-sales of other ancillary products and services.
Collaborate with other team members to ensure all clients' needs are satisfied.
Participate in various professional associations and community activities to enhance the Bank's visibility and to further personal and professional development.
Maintain information security, including compliance with policies and standards which protect sensitive information.
Regulatory Compliance Requirements:
The incumbent will be responsible for meeting the requirements for all statutes/regulations pertaining to or governing the position/department, which includes conducting activities consistent with established Deerwood Bank policies, procedures and systems, the Bank Secrecy Act, and all applicable state and federal laws and regulations.
Core Competencies
Business Acumen
Business Development
Client Relationship Management
Relationship Building
Financial Analysis
Sales Strategy
Credit Documentation Requirements
Required Qualifications:
Experience working with Professional Practice clients in a trusted advisor role.
5+ years of financial services sales experience with strong working knowledge of credit and lending fundamentals
Full knowledge of commercial and retail banking services and be able to refer clients to the appropriate areas.
Excellent verbal and written communication skills
Initiative-taking and result oriented.
Strong people skills
Candidate must have or be able to obtain an active NMLS license.
Proficiency with Excel, Word, PowerPoint, Outlook, Teams, SharePoint.
Ability to always present a professional and positive image to clients.
Ability to be flexible with schedule and prioritize a variety of tasks.
BS/BA in Business, Finance, or relevant field
Starting Pay Rate
$90,000 - $120,000 per year, depending on qualifications.
Benefits are available to employees working 30 or more hours per week on the first of the month following date of hire.
Medical insurance, including virtual telemedicine and mental health counseling
Health Savings Account
Flexible Spending Account (health, limited purpose health, and dependent care)
Dental insurance
Vision insurance
Life insurance (basic and voluntary)
Short-term disability insurance
Long-term disability insurance
Long-term care insurance
Adoption Assistance Program
Employee Assistance Program
PTO
Paid Volunteer Time Off
Paid holidays
401(k) with company match (eligible on the first of the month following 2 months of employment)
Financial wellness education
Free or reduced fees for banking products and services
Employee Referral Bonus
Auto-ApplyPersonal Banker I
Business banker job at Deerwood Bank
Job Description
Deerwood Bank is hiring a full-time Personal Banker to work in its Blackduck, MN location. This position is responsible for positively promoting Deerwood Bank services and products while working with a team of staff that further develop, retain, and expand our customer relationships. Also responsible in performing a variety of duties such as open, cross sell and maintain deposits and investment products, proper handling of teller work, deposits, checks, payments promoting various bank products and services as well as other tasks as assigned. This position demands a high level of customer service skills, attention to detail and adherence to all bank policies and procedures.
Functions, Duties and Responsibilities:
Assist customers and staff with various retail, operations, and customer service support.
Approve, deny, or hold checks being cashed or deposited. Verifying customer balances and requiring proper identification and documentation.
Review, implement, and ensure compliance with the Internal Control Review Program as assigned.
Familiar with security equipment and understands safety precautions.
Cross trained in basic teller position functions to be able to assist when needed.
Opens accounts, performs applicable maintenance and account closures.
Open, cross sell and maintain deposit products, investment products, in compliance with bank policy and guidelines while focusing on branch goals and regulatory guidelines. Report and attempt collections of overdrawn or past due accounts.
Provides support for various tasks including but not limited to: maintain adequate current and coin supply, verifying balances, maintain load and balance ATM, order checks, documenting change of addresses, answering phones and questions, follow proper safe deposit box access, may have to maintain bait money, branch capture, redeem savings bonds, buy and sell foreign currency, prepare cashier checks, selling gift and reloadable cards, temporary cards, wire transfers, verify mail and night depository bags and envelopes, accurate logs and other appropriate activities to support the banks service reputation.
Open and close the bank following proper security procedures.
Pay Rate: $18.00 - $22.00 per hour, depending on qualifications. Saturdays are paid at double time.
Work Schedule: Hours will vary on Monday - Friday between 7:45am - 5:15pm; Saturdays on rotation 8:30am - 12:30 pm.
Knowledge, Skills and Abilities:
Provide excellent customer service and work in a team environment.
Ability to prioritize and make on the spot decisions regarding customer transactions, weighing customer satisfaction issues with exposure to loss or fraud.
In-depth knowledge of all bank deposit products, services, and policies.
Effectively operate all office equipment required to support this position. To include but not limited to personal computer, strong keyboarding skills, fax, scanner/copier, printer, phone system, all applications, spreadsheets, database, and presentation software necessary.
Must be alert to fraudulent activity, dishonesty, questionable behavior or improper handling of accounts and report to appropriate Bank personnel.
Strong interpersonal skills, attention to detail, positive attitude, and pleasant personality.
Excellent oral and written communication skills. Display independent judgement.
Demonstrate excellent organization, prioritize workflow, adaptability, and flexibility.
Ability to work in a fast-paced environment and be a quick thinker and learner while maintaining a high degree of accuracy.
Training and Experience:
High school diploma or GED preferred; and cash handling and customer service experience preferred.
Benefits are available to employees working 30 or more hours per week on the first of the month following date of hire.
Medical insurance, including virtual telemedicine and mental health counseling
Health Savings Account
Flexible Spending Account (health, limited purpose health, and dependent care)
Dental insurance
Vision insurance
Life insurance (basic and voluntary)
Short-term disability insurance
Long-term disability insurance
Long-term care insurance
Adoption Assistance Program
Employee Assistance Program
PTO
Paid Volunteer Time Off
Paid holidays
401(k) with company match (eligible on the first of the month following 2 months of employment)
Financial wellness education
Free or reduced fees for banking products and services
Employee Referral Bonus
Commercial Banker
Saint Joseph, MN jobs
Job Description
Kensington Bank is seeking a relationship-driven Commercial Banker, who will be a key member of our lending team based out of our St. Joseph branch.
Kensington Bank takes pride in serving our communities with integrity, innovation, and excellence. As a trusted financial institution in Central Minnesota, we are dedicated to fostering a workplace culture that values our employees as much as our customers.
As a Commercial Banker for Kensington Bank, you will be responsible for managing a diverse individual portfolio of loans, as well as generating new loans and deposit volume. This role also must be able to make credit decisions within established authority guidelines. The ideal candidate will be a relationship-driven professional with a strong background in credit analysis and loan structuring. Lastly, the Commercial Banker will be expected to attract new customers and expand relationships with existing customers, so you must be energized by community involvement and participation in Kensington Bank's sales and customer service efforts.
Responsibilities:
Develop and manage a loan portfolio of high-quality commercial relationships by being a trusted advisor to customers, while taking responsibility for all aspects of loan origination and annual reviews of selected commercial loan accounts.
Daily review, approval, and disposition of overdrafts for portfolio customers, as well as being responsible for collection of delinquent (past due) loans.
Work closely with Kensington Bank product specialists, credit partners, treasury management, and retail banking teams to deliver a full spectrum of services.
Actively engage with internal committees (Officer Loan Committee; Business Development Meetings), as well as the overall Kensington Bank team to support bank activities, as needed.
Positively represent Kensington Bank while being actively involved in community and civic organizations.
Requirements:
Two-year degree in business, or equivalent experience.
3-5 years of lending experience within a bank environment.
Exceptional interpersonal skills, including confidentiality and communication.
Valid driver's license and willingness to travel as business needs require.
Desire to build relationships, collaborate with coworkers and enhance the lives of our customers.
This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.
Salary Range [based on experience]: $70,000-$120,000
Benefit Summary:
Medical Insurance
Flexible Spending Account
Dental Insurance
Identity Theft Protection Program
Vision Insurance
Wellness Program
Life Insurance
Paid time off
LTD/STD
Paid holidays
Accident/Critical Care Insurance
401(K)
Please apply for this incredible growth opportunity online via the Kensington Bank Career Site: **************************************************
Kensington Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sex, national origin, pregnancy (including childbirth, lactation, and related medical conditions), disability, protected veteran status, and all other protected statuses.
Business (Commercial) Banker
Saint Louis Park, MN jobs
At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a career with us. We are seeking a Business Banker to join the CIB team!
BASIC FUNCTION
This position is responsible for establishing new banking relationships with corporations, partnerships, individuals doing business, not-for-profit organizations, and associations. The incumbent must have complete knowledge of all commercial products and services including credit products, deposit/investment products, cash management, other commercial services, and the bank fee schedule. The incumbent is responsible for assigned floor duty to service walk-in customers, but also spends a significant amount of time out of the bank in the offices of existing clients, servicing existing business, developing new business, calling on prospective clients, and networking in various ways in the community. The incumbent should also be involved with a community organization that meets our CRA requirements.
NATURE AND SCOPE
This is a front line sales position for all commercial deposit/investment, credit, and cash management products.
Commercial business is brought into the bank through personal interaction of the Commercial Banker with the customer/prospect. The banker must match the product and service with the customer/prospect's identified needs and must carefully evaluate the amount of risk involved in entering into a relationship. The incumbent must understand the business/industry the customer is in and must gain a thorough knowledge of the customer/enterprise history and future plans. The loan administration unit has been organized to assist in the evaluation and approval process. Lending authority will be given to the incumbent based on their training and experience. Requests which exceed this limit must be approved by the Dept Manager or the Officers Loan Committee. Certain requests may require approval by the Directors Credit Committee.
The incumbent must administer all loans within legal and regulatory requirements, the bank's loan policy, procedure policy, and stipulations established by the Officers Loan Committee and Directors Credit Committee.
RELATIONSHIPS
Within Citizens Independent Bank: Must be a team player in providing floor coverage, in opening and securing the bank, and in scheduling outside calls.
Within the Community: Active in community organizations including service clubs and Chamber of Commerce in representing the bank as a good corporate citizen and to network for new business opportunities. Community involvement should meet CIB s CRA requirements. Work closely with customers in establishing strong business relationship and cultivate customer loyalties while being constantly diligent in evaluating the risks in the relationship.
PREFERRED REQUIREMENTS
A college degree and/or 5 to 10 years of job related experience in business (commercial lending). The ability to motivate or influence others is a material part of the job requiring a significant level of diplomacy and trust.
BENEFITS:
People come first - our clients, our employees, our families, our communities
Rewarding and challenging work
Work-life balance is important with hybrid work arrangement for eligible positions
We strive to promote from within
Employee education and training is vital
Full benefits including medical, dental, vision, 401k with match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO allowance
Incentive Compensation Plan
Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth
75 years of local banking history
Opportunity to participate in fun community activities
Salary Range: $110,000 - $160,000 depending on experience and qualifications
Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Trader, Fixed Income
Minneapolis, MN jobs
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
Job Summary
Under the direction of Senior Traders and the Director of Fixed Income Trading, executes purchases and sales of fixed income securities that are authorized by portfolio managers. Securities will primarily be investment grade corporates, but would also include U.S. government and agency securities, high-yield corporates, leveraged loans, emerging market debt, preferred securities, and index derivatives. Add value to the investment process by effectively engaging with Traders, Portfolio Managers and Analysts.
Job Responsibilities and Duties
Under the direction of Senior Traders and the Director of Fixed Income Trading, execute purchases and sales of fixed income securities that are authorized by portfolio managers.
Provide direct trading support to Senior Traders, the Director of Fixed Income Trading, and the overall trading desk operation (some support work will be administrative).
Assist in the management of the primary market new issue process, including issue information, price guidance, order processing, allocation and ticketing.
Execute electronic orders on various fixed income trading platforms including but not limited to Blackrock Solution's Alladin OMS, Bloomberg, MarketAxess, and TradeWeb.
Confirm and coordinate trade executions with brokers and Thrivent Operations/Settlements teams as needed.
Assist trading desk with the development of trade ideas and monitoring of both executed and open orders.
Deliver on ad hoc requests from traders, portfolio managers, and analysts.
Help identify, work to innovate, and improve processes within the trading environment to reduce operational risk, improve efficiency, and automate where possible.
Work closely with Portfolio Compliance (addressing alerts and restrictions).
Generate commission reports and assist in monitoring budgets.
Assist in the preparation of transaction cost analyses.
Job Qualifications
Required:
Master of Business Administration, Finance or other advanced degree in a relevant field with at least 1 year work experience in securities analysis, an applied securities analysis program or the equivalent; or a 4-year degree with an emphasis in finance, business or other relevant subject area with at least 3 years experience in institutional investment trading, operations or other relevant role.
Strong written, verbal, and interpersonal skills.
Proficiency with Blackrock Solution's Alladin OMS, Bloomberg, and Excel; some experience with other electronic trading platforms desirable.
Rigorous attention to detail, proactive, organized, and efficient.
Consistently demonstrates an ability to think quickly, logically, and apply good judgment.
Ability to multi-task and manage conflicting priorities effectively in a dynamic market environment.
A natural sense of curiosity and the drive necessary to self-educate utilizing the role's access to information and resources.
Preferred:
CFA designation or demonstrated progress towards completion is desirable.
Additional Information
This position requires you to work on-site in Minneapolis, MN a minimum of 5 days a week.
Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $107,125.00 - $144,933.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyBranch Small Business Banker (SAFE)
Minnetonka, MN jobs
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
* Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
* Service business customers with their business needs in a branch environment
* Carry out business banking focused functions over the phone
* Present recommendations for resolving more complex situations
* Provide information to colleagues, internal partners, and stakeholders, including customers
* Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
* Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
* Participate in community organizations and build relationships with centers of influence
* Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
* Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
* Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
* 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
* 1+ year of experience managing a dedicated book of small business customers across assigned territory
* Knowledge and understanding of book of business
* Experience using strong business acumen to provide financial services consultation to small business customers
* Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
* Customer service focus with experience handling complex transactions across multiple systems
* Experience building and maintaining effective relationships with customers and internal partners
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Knowledge and understanding of retail compliance controls, risk management, and loss prevention
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and employees
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer-coaching others
* Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Job Expectations:
* This position is not eligible for Visa sponsorship.
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Location: Ridgedale, 1809 Plymouth Rd Ste 1, MINNETONKA, MN 55305
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$30.00 - $40.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
17 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Small Business Specialist 2 - Roseville, MN area
Roseville, MN jobs
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
Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs.
This position also requires up to 2-10 or more hours of driving per week.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically one to three or more years of customer service, consultative sales and/or prospecting experience
Preferred Skills/Experience
- Comprehensive knowledge of applicable bank and branch policies, procedures and support systems
- Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations
- Basic knowledge of cash flow management and business credit underwriting
- Effective written and verbal communication skills and can convey business recommendations in an effective manner
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: $24.18 - $32.21
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.
Auto-ApplyCiti Private Bank - UHNW Private Banker - Director / MD
Washington, MN jobs
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements
New Client and Business Development
* Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
* Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
* Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
* Profile, qualify, and convert prospects into CPB clients.
* Identify and execute on new business opportunities with existing clients
* Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
* Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
* Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
* Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
* Manage client expectations regarding what can and cannot be executed on their behalf
* Ensure financial strategies are kept current and appropriately aligned with client objectives
* Understand and communicate the risk involved with financial and investment strategies
* Ensure all client inquiries and problems are handled effectively and resolved
* Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
* Comply with all regulatory policies and control procedures regarding client transactions and suitability
* Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
* Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
* Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
* Strong knowledge of financial industry and current market conditions
* Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
* Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
* Ability to understand, utilize and learn computer and web based applications
Qualifications and Education
* 15+ years of experience
* Licensing: Series 7 & 66 (or 63 & 65) & 31
* Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
* Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
* -----------------------------------------------------
Job Family Group:
Private Client Coverage
* -----------------------------------------------------
Job Family:
Private Banker
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
Washington District Of Columbia United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Jul 15, 2025
* -----------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Private Client Banker- Shakopee - Shakopee, MN
Shakopee, MN jobs
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyNational Sales Team Small Business Specialist (Banker) St Paul MN
Saint Paul, MN jobs
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 DescriptionThe National Sales Small Business Specialist will be responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues less than $2.5 million. Primary responsibilities include outbound calling activities while leveraging digital tools and building strong human connections to offer solutions to business customers. May also include servicing, account opening and maintenance for customers within the segment. Source of referrals opportunities will be through digital or direct mail marketing lead lists, along with internal and external partners.Basic Qualifications
- Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
-Typically has a Bachelor's degree or equivalent work experience
-Three or more years of customer service, sales and/or prospecting experience Preferred Skills/Experience
-Comprehensive knowledge of applicable bank and branch policies, procedures and support systems
-Comprehensive knowledge of cash flow management and business credit underwriting and demonstrates the ability to confidently communicate with underwriters
-Demonstrates excellent customer service in accordance with the U.S. Bank Core Values and provides comprehensive financial solutions to small businesses with annual revenues less than $2.5 million
-Demonstrates strong written and verbal communication skills and can convey business recommendation in an effective manner
-Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations
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: $27.50 - $36.68
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.
Auto-ApplyPrivate Client Banker- Shakopee - Shakopee, MN
Shakopee, MN jobs
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Shakopee,MN $22.50 - $30.29 / hour
Business Growth Specialist
Lake Elmo, MN jobs
What You'll Do As a Business Growth Specialist, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees.
The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities.
Consulting Responsibilities: Maintain a high level of awareness for business processes.
Provide expert guidance during initial consultations.
Assess client needs and recommend appropriate solutions.
Stay current with product knowledge and industry trends.
Build and maintain professional relationships.
Serve as a resource for complex inquiries.
Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects.
Schedule and manage appointments efficiently using scheduling systems.
Develop and maintain strong relationships through effective communication.
Provide initial consultation and needs assessment during calls.
Follow established protocols for call quality and compliance.
Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems.
Analyze call patterns and outcomes to improve efficiency.
Monitor and report on key performance metrics.
Identify trends and areas for improvement.
Maintain detailed records of all communication attempts.
Organization and Follow-up Activities: Manage and prioritize daily call schedules.
Conduct timely follow-up communications.
Maintain organized client records and contact information.
Coordinate with team members on shared responsibilities.
Develop and maintain efficient workflow processes.
Documentation and Reporting: Prepare detailed call summaries and interaction reports.
Document all client interactions in CRM system.
Generate regular performance and activity reports.
Maintain accurate and compliant records.
Create and update standard operating procedures.
Perform other job related duties and special projects as needed.
Who You Are Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans.
Salesforce experience is highly preferred.
Strong communication and listening skills.
Demonstrates ability to build solid, trusting relationships.
Must be able to balance working independently and partnering with differing stake holders.
Demonstrates expertise and professionalism in all interactions, both internal and external.
Salary Range Information Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $67500 - $121200 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible Yes Work Environment This role offers a fully onsite work arrangement.
Location We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL).
Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.
(This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.
) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level.
Together, we're imagining a more purpose-led future for financial services - and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.
Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 11/26/2025 Most Recently Posted Date 12/1/2025
Business Growth Specialist
Lake Elmo, MN jobs
**What You'll Do** As a **Business Growth Specialist** , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities.
+ Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries.
+ Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance.
+ Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts.
+ Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes.
+ Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures.
+ Perform other job related duties and special projects as needed.
**Who You Are**
+ Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans.
+ Salesforce experience is highly preferred.
+ Strong communication and listening skills.
+ Demonstrates ability to build solid, trusting relationships.
+ Must be able to balance working independently and partnering with differing stake holders.
+ Demonstrates expertise and professionalism in all interactions, both internal and external.
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$67500 - $121200 / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
Yes
**Work Environment**
This role offers a fully onsite work arrangement.
**Location**
We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL).
**Work Authorization/Sponsorship**
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
**Nonimmigrant Workers (************************************************************************************ **and** **Green Card for Employment-Based Immigrants (*****************************************************************************************************
**Investment Code of Ethics**
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
11/26/2025
**Most Recently Posted Date**
12/1/2025
Business Growth Specialist
Minnetonka, MN jobs
**What You'll Do** As a **Business Growth Specialist** , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities.
+ Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries.
+ Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance.
+ Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts.
+ Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes.
+ Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures.
+ Perform other job related duties and special projects as needed.
**Who You Are**
+ Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans.
+ Salesforce experience is highly preferred.
+ Strong communication and listening skills.
+ Demonstrates ability to build solid, trusting relationships.
+ Must be able to balance working independently and partnering with differing stake holders.
+ Demonstrates expertise and professionalism in all interactions, both internal and external.
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$67500 - $121200 / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
Yes
**Work Environment**
This role offers a fully onsite work arrangement.
**Location**
We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL).
**Work Authorization/Sponsorship**
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
**Nonimmigrant Workers (************************************************************************************ **and** **Green Card for Employment-Based Immigrants (*****************************************************************************************************
**Investment Code of Ethics**
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits.
**Principal is an Equal Opportunity Employer**
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
11/26/2025
**Most Recently Posted Date**
12/1/2025
Business Growth Specialist
Minnetonka, MN jobs
What You'll Do As a Business Growth Specialist, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees.
The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities.
Consulting Responsibilities: Maintain a high level of awareness for business processes.
Provide expert guidance during initial consultations.
Assess client needs and recommend appropriate solutions.
Stay current with product knowledge and industry trends.
Build and maintain professional relationships.
Serve as a resource for complex inquiries.
Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects.
Schedule and manage appointments efficiently using scheduling systems.
Develop and maintain strong relationships through effective communication.
Provide initial consultation and needs assessment during calls.
Follow established protocols for call quality and compliance.
Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems.
Analyze call patterns and outcomes to improve efficiency.
Monitor and report on key performance metrics.
Identify trends and areas for improvement.
Maintain detailed records of all communication attempts.
Organization and Follow-up Activities: Manage and prioritize daily call schedules.
Conduct timely follow-up communications.
Maintain organized client records and contact information.
Coordinate with team members on shared responsibilities.
Develop and maintain efficient workflow processes.
Documentation and Reporting: Prepare detailed call summaries and interaction reports.
Document all client interactions in CRM system.
Generate regular performance and activity reports.
Maintain accurate and compliant records.
Create and update standard operating procedures.
Perform other job related duties and special projects as needed.
Who You Are Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans.
Salesforce experience is highly preferred.
Strong communication and listening skills.
Demonstrates ability to build solid, trusting relationships.
Must be able to balance working independently and partnering with differing stake holders.
Demonstrates expertise and professionalism in all interactions, both internal and external.
Salary Range Information Salary ranges below reflect targeted base salaries.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $67500 - $121200 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible Yes Work Environment This role offers a fully onsite work arrangement.
Location We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL).
Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role.
(This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.
) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
These same requirements may also apply to other positions across the organization.
Experience Principal At Principal, we value connecting on both a personal and professional level.
Together, we're imagining a more purpose-led future for financial services - and that starts with you.
Our success depends on the unique experiences, backgrounds, and talents of our employees.
And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being.
Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.
Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date 11/26/2025 Most Recently Posted Date 12/1/2025
Financial Services Representative
Lake Elmo, MN jobs
Did You Know?
A career in banking offers a huge variety of opportunities including the possibility of early responsibility, rapid career progression as well as good pay and benefits.
Lake Elmo Bank has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years. In addition to its main office in Lake Elmo, the Bank offers full-service banking at both their Oakdale and Stillwater locations.
Lake Elmo Bank has a current Full Time Personal Banker opening.
Type: Full Time Hourly. Work hours are scheduled between 8 a.m. and 5 p.m. Monday-Friday (1 hour lunch) Position includes a rotating Saturday schedule from 9 a.m.-12 p.m.
Benefits Include:Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan.
Location: Must be willing to rotate as needed between all of our offices located in Lake Elmo, Stillwater and Oakdale.
Education and Experience Requirements:
High School Diploma or GED required.
Associates or Bachelor's degree (B.A.) from a College or university preferred; or 2-4 years related experience and/or training; or equivalent combination of education and experience.
Previous banking experience preferred, but will train.
Previous retail, customer service and/or cash handling experience highly preferred..
Major Responsibilities Include:
Providing customers personal service second to none by striving to meet their needs in a timely and friendly manner.
Contributing to a positive and productive work environment by working cooperatively and effectively as a member of a specific work group as well as a member of the entire Lake Elmo Bank team.
Supporting the community by active participation in worthwhile community projects.
Working effectively with each customer in the Bank to establish and enhance relationships, identify individual needs (loan and deposit) and tailor a set of services designed to meet those needs.
Assisting customers, by phone and in person, to respond to inquiries, execute transactions and resolve customer service issues.
Fully understand all Bank products, effectively explain products to customers, and make appropriate referrals to Consumer lenders, Home Equity lenders, Mortgage lenders, Investment and Trust Department.
Assisting customers with service problems to maintain goodwill and personally resolve problems always working to retain relationships whenever possible. Or direct the customer to the appropriate individual who can resolve the issue.
Actively identify customer needs and preferences and communicates observations to Supervisor and/or Retail Banking Manager.
Providing assistance with teller transactions and consumer loans as needed.
Knowledge, Skills and Abilities:
Proven ability to prioritize multiple tasks.
Exemplary, positive can-do attitude and work ethic.
Ability to independently problem solve.
Provide unequaled personal service to customers for a wide variety of banking products and services.
Contribute to a positive and productive work environment by working cooperatively and effectively as a member of the Lake Elmo Bank team.
Support the community by active participation in worthwhile community projects.
Our employees
Enjoy competitive pay, benefits and time off.
Several opportunities throughout the year to participate in employee and customer events..
About Us:
Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years.
Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the Bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank was also voted "Best Bank" by the Stillwater Gazette Readers' Choice Awards.
Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department.
Compensation details: 24.95-37.45 Hourly Wage
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Community Banker I
Minneapolis, MN jobs
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday 8:15am - 4:45pm.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
Banking Specialist, Customer Experience
Willmar, MN jobs
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 Duties & 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 - Helping People Succeed Financially
Ethics - We always do the right thing at work and in our personal lives.
Solution - We bring solutions to challenges and are always looking for ways to be better.
Ownership - We are accountable in our roles and accept responsibility for our mistakes.
Positivity - We bring positive energy and enthusiasm to everything we do.
Disclaimer:
The statements contained in this describe the general nature and level of work being performed by the person accepting this role. “Secondary Duties and Responsibilities” are considered incidental or secondary to the overall purpose of the job. This job description does not state or imply the only duties and responsibilities assigned to this job. Employees holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability.
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.
Financial Services Representative
Crookston, MN jobs
Join Our Team at United Valley Bank!
Now Hiring: Full-Time Universal Banker Crookston, MN
Are you passionate about people, problem-solving, and making a real difference in your community? At United Valley Bank, were more than just a bank were your partner in success. And right now, were looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN.
What Youll Be Doing:
Be the first point of contact for customers delivering friendly, personalized service
Handle deposits, withdrawals, and account transactions with accuracy and efficiency
Promote banking products and services that benefit our customers financial well-being
Maintain a secure, organized workspace and ensure compliance with banking regulations
Balance your cash drawer and prepare end-of-day reports
Act as a knowledgeable resource and go-to support for our valued customers
What Were Looking For:
A people-person with strong communication skills and a positive attitude
Someone who thrives in a fast-paced environment and enjoys learning new things
Trustworthy and detail-oriented with excellent math and problem-solving abilities
Passion for delivering great service and building customer loyalty
What Youll Need:
High school diploma or equivalent (required)
Prior customer service or cash-handling experience (preferred)
What We Offer:
A supportive, team-oriented workplace that values your contributions
Competitive Pay
Full benefits package, including:
Medical, dental, and vision insurance
401(k) with employer match
Paid time off and paid holidays
Life and disability insurance
Employee banking perks
Supportive team environment with opportunities for growth
Join a workplace where your efforts matter and your growth is supported. At United Valley Bank, were building something special and wed love for you to be part of it.
Requirements:
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Commercial Banking Specialist
Willmar, MN jobs
Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Commercial Banking Specialist that will support assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
* Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
* Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
* Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
* Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
* Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
* Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
* Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
* Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Salary Range
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Assists with Commercial Support and Administrative Needs
* Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
* Point of contact for clients-puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients.
* Conducts research and organizes outreach for business development activities.
* Understands and complies with all applicable compliance rules and regulations.
* Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners.
Assists with Depository Process
* Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
* Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
*
Assists with Loan Process
* Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
* Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
* Reviews and manages open applications in CML for assigned RMs.
* During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
* Coordinates loan closings and attends loan closings to perform Notary services.
* Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Portfolio and Credit Administration
* Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
* Tracks upcoming loan maturities and contacts clients to request financial information as needed.
* Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Qualifications and Education Requirements
* Associate's degree in Administrative Services/Business or equivalent experience required.
* Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes.
* Ability to communicate with clients and key decision makers effectively and independently.
* Strong working knowledge of Microsoft Word and Excel.
* Priority focus on providing excellent service to RMs, Clients and Bank Partners.
* Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
* Appropriate attention to detail and organizational skills.
* Able to adapt and manage changing priorities and deadlines.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative.
We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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