Des Moines, Iowa
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$24k-28k yearly est. 7d ago
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Join Our Team at Trader PhD LLC!
Trader PhD LLC
Finance associate job in West Des Moines, IA
Who We Are
We are an agricultural commodity advisory service in the Des Moines Metro Area, Iowa. Our company was launched ten years ago to help farmers and ranchers all across the U.S. to provide market advice, commentary, and risk management strategies.
In that time, we've been named one of the fastest-growing private companies on the Inc 5000 list, as well as been named one of Iowa's Top Workplaces.
Our core values here at Trader PhD are Accountability, Supporting Each Other, Growth Mindset and Have Fun & Be Happy. If these values resonate with you then you would be a perfect candidate to join our team!
Opportunities at Trader PhD LLC
We continuously seek individuals with skills in:
Sales & Business Development - Building relationships and driving revenue growth.
Market Analysis & Research - Providing expert insights on commodity trends.
Client Success & Support - Ensuring clients get the most value from our services.
Telemarketing & Lead Generation - Connecting with potential clients and generating leads.
Software & IT Support - Improving and maintaining our internal and client-facing systems.
Operations & Administration - Keeping our business running smoothly.
If you don't see a currently open job listing that matches your expertise, we still want to hear from you!
What We Look For
We value:
Strong sales, problem-solving and analytical skills
A proactive and results-driven mindset
Excellent communication and teamwork abilities
A passion for financial markets, agriculture, and innovation
Why Join Trader PhD LLC?
Innovative & Growing Company - Be part of a team shaping the future of commodity trading.
Career Growth - We invest in our employees' professional development.
Competitive Compensation - Salaries, performance incentives, and benefits.
Collaborative Culture - Work with industry experts in a supportive environment.
How to Apply
Interested in joining our team? Click on the “Apply for this Job” button in the upper right. We'll keep your application on file and reach out when a suitable opportunity arises.
Be part of a company that is transforming agricultural markets-apply today!
Cognizant Workday practice is recruiting for upcoming graduates who are looking for an exciting, entry level consulting opportunity starting in the summer of 2026. We proudly partner with Workday, one of the leading cloud-based software solutions for HR, Finance, Payroll management, and Student Services. As an Organizational Change and Training Associate Consultant at Cognizant Workday practice, you will be part of a project team working with customers to get the most out of their Workday Implementation.
Our Finance AMS Associate Consultant position is best suited for self-starters who are eager to work with exciting, Fortune 500 companies and dive headfirst into all phases of Workday system implementations. We provide world-class, classroom, virtual and on-the-job training, an exceptionally encouraging network of mentors. Our associates' diverse set of backgrounds offer varied perspectives and fuel new ways of thinking! Join our dedicated team of experienced Workday implementation & AMS professionals and become part of our dynamic, fast-paced, HR/Finance transformation consulting practice.
**Responsibilities:**
+ Become a Workday champion and partner closely with your team and customers to achieve excellence in each phase of your assigned projects.
+ Execute on the assigned support activities by your team lead(s) with utmost quality and as per the milestone\resolution time
+ Assist the Lead Consultant(s) in gathering business requirements, designing and prototyping, testing and implementing business solutions.
+ Configure the system to the customers' expectations and requirements
+ Master the art of "follow through". Frequently update your team Lead and Service Delivery Manager on timeline, tasks, risks, roles & responsibilities, etc.
+ Proactively keep yourself abreast of Workday updates and project changes. Seek out opportunities to further your skills and professional growth. We love initiative!
**Skills and Requirements:**
+ 1 year of work experience in an office environment, preferred.
+ Bachelor's degree or equivalent experience in Computer Science, Finance, or related field.
+ Passion for exceptional customer service.
+ Strong communication, presentation and analytical skills, with the ability to effectively manage customer expectations.
+ Intermediate knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint
+ Travel to customer site, when needed.
**Why Choose Cognizant Workday practice?**
+ Flexible work schedules or working out of one of our hub locations to cultivate personal and professional balance.
+ Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance.
+ Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood, excellent paid parental leave programs.
+ Established Employee Resources Groups (ERG's) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion.
+ Committed to giving back to improve our communities and environmental impact.
+ Learning and development opportunities through established corporate programs, on and off-site trainings, and on-demand online learning courses.
**Salary and Other Compensation**
Applications are accepted on an ongoing basis.
The annual salary is $75,000.00, depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Location**
New hires will be aligned to the Cognizant office in **Plano, TX,** where you will work alongside other experienced Cognizant associates. Applicants must be willing to relocate to this major geographic area.
**Work Authorization**
Due to the nature of this position, Cognizant cannot provide sponsorship for U.S. work authorization (including participation in a CPT/OPT program) for this role.
**Disclaimer:**
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
_Cognizant is always looking for top talent. We are searching for candidates to fill future needs within the business. This job posting represents potential future employment opportunities with Cognizant. Although the position is not currently available, we want to provide you with the opportunity to express your interest in future employment opportunities with Cognizant. If a job opportunity that you may be qualified for becomes available in the future, we will notify you. At that time you can determine whether you would like to apply for the specific open position. Thank you for your interest in Cognizant career opportunities._
Cognizant 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.
$75k yearly 21d ago
Investment Trader
Integrity Marketing Group 3.7
Finance associate job in Urbandale, IA
The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.
Essential Job Functions
Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations.
Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing.
Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software.
Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives.
Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.
Communicate with various team members and stakeholders regarding investment strategies and portfolio performance.
Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.
Other duties as assigned.
Travel up to 10%
Knowledge, Skills, and Abilities
Must display Core Values
Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes
Strong attention to detail
Product knowledge in managed accounts, securities, and trading systems
Strong conceptual skills with an ability to deliver big ideas that drive results
Exceptional written and verbal communication skills
Experience and Education
2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
Licensing: FINRA Series 7. Series 65/66 required within 6 months.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
$64k-107k yearly est. Auto-Apply 60d+ ago
Dealership Finance Manager
Car Guys 4.3
Finance associate job in Ames, IA
CarGuys Inc. -America's #1 Automotive Recruiter If you are looking for a new career in the car Biz CarGuys Inc. is the go-to company to assist you. We work with dealerships that are looking to hire, all across the country. Anytime you are looking to find a new career…contact us, CarGuys Inc. to assist. We help dealers to hire, from porters all the way up to CEO's
Currently we have a dealership in your area looking to hire an Automotive Finance Manager.
This dealership may offer:
an above average salary based on industry standards
a full benefits package
Paid Vacation and Paid Time Off
Employee Discounts on both auto repairs and parts
They offer Growth and advancement opportunities
Along with Long term Job Security
- The perfect candidate for this position will:
Have at least a few years of Dealership Finance Manager Experience
You will Control all aspects of the F&I Process
Completing applications, pulling credit scores, filling out sales contracts, determining payoff amounts and performing title checks. Contracts-in-Transit, Funding, Digital Menu Selling,
You will Need to be highly skilled as a finance and insurance manager
And You Must be Organized and have the ability to communicate effectively with both co-workers and customers
APPLY TODAY!!
Skills: Dealership finance manager, automotive finance manager, car dealer finance manager, auto dealer finance manager, Dealer Finance Manager, CDK, Route ONE, F & I, E-Lead, Auto Finance and Insurance Manager, Auto Financial and Insurance Manager, Automotive Financial and insurance manager, Dealership Finance and Insurance manager, F & I Manager, Auto F & I Manager, Automotive F & I Manager, Dealership F & I Manager, Dealer F & I Manager, Car dealership F & I manager, car Lot F & I manager
*You are apply through Car Guy's Inc, America's and Canada's #1 Automotive Recruiter. Companies all over America and Canada hire us to find them qualified candidates. If deemed a qualified candidate your resume will be forwarded to a local dealer.
$80k-103k yearly est. 24d ago
Financial Advisor (FT) | Business Services | Ames | 2026-001
McFarland Brand 2016-09-29
Finance associate job in Ames, IA
McFarland Clinic is currently accepting application for Financial Advisor for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.
Responsibilities include: Assist patients in person, online and on the phone to resolve billing questions/concerns. Help patients find options to resolve their balances. Maintain work queues and reports. Work with insurance companies and other third-party entities. Be a resource for other departments throughout the clinic.
Position comes with competitive clinic pay and valuable benefits package.
Education
High School Diploma, GED or HiSET
Days: Monday - Friday.
Hours: 8:00 AM - 5:00 PM.
Experience
Excellent verbal, written communication skills
Proficient typing skills
Customer service experience and working with the public required.
Pre-employment drug screen and criminal history background checks are a condition of hire.
Benefits
McFarland Clinic offers a comprehensive benefits package, including health and dental insurance, 401(k), and PTO. Click here for details.
McFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than 75 years experience of caring for people. We welcome applicants who can help us enhance the health and well-being of our patients and communities we serve.
McFarland Clinic is an Equal Opportunity Employer
McFarland Clinic makes every effort to comply with all requirements of federal, state and local laws relating to Equal Employment Opportunity.
$24k-48k yearly est. 24d ago
Community Banker- HQ
Community State Bank 4.3
Finance associate job in Ankeny, IA
Full-time Description
TITLE: Community Banker
DEPARTMENT: Retail Banking
The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
Process client transactions in a professional and efficient manner while following established policies and procedures.
Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
Balance cash vault according to established procedures.
Process requests for foreign currency transactions.
Identify potential fraud accounts and take appropriate action to prevent loss.
Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
Follow all established procedures to ensure compliance with federal regulations.
Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
Actively promote banking products and services to the community.
Answer client questions, address client concerns, and provide resolutions to inquiries.
May quote client deposit rates.
Collaborate with other team members to ensure a positive banking experience for all clients.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Assist with client outreach and demonstrate support for company culture.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
High school diploma or equivalent required.
Previous banking, client service, or related field with cash handling experience.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Strong interpersonal and written communication capabilities.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
Duties are performed in a professional office environment.
Requires travel to other bank locations.
Availability to work on Saturdays.
Overtime may be required.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-41k yearly est. 20d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in West Des Moines, IA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 16d ago
Community Banker- HQ
QCR Holdings 4.1
Finance associate job in Ankeny, IA
TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
* Process client transactions in a professional and efficient manner while following established policies and procedures.
* Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
* Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
* Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
* Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
* Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
* Balance cash vault according to established procedures.
* Process requests for foreign currency transactions.
* Identify potential fraud accounts and take appropriate action to prevent loss.
* Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
* Follow all established procedures to ensure compliance with federal regulations.
* Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
* Actively promote banking products and services to the community.
* Answer client questions, address client concerns, and provide resolutions to inquiries.
* May quote client deposit rates.
* Collaborate with other team members to ensure a positive banking experience for all clients.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Assist with client outreach and demonstrate support for company culture.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
* High school diploma or equivalent required.
* Previous banking, client service, or related field with cash handling experience.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Strong interpersonal and written communication capabilities.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
* Duties are performed in a professional office environment.
* Requires travel to other bank locations.
* Availability to work on Saturdays.
* Overtime may be required.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-32k yearly est. 21d ago
Dental Financial Coordinator - Weekends
Emergency Dental Care USA
Finance associate job in Des Moines, IA
We are looking for a Dental Financial Coordinator to join our team.
We are looking for someone that is comfortable with these front office responsibilities:
• Answering phones, scheduling
• Experience in presenting treatment plans and making financial arrangements
• Comfortable with insurance verification and filing.
$35k-53k yearly est. 13d ago
Finance Summer Intern
Berkley 4.3
Finance associate job in Urbandale, IA
Company Details
Rated Best Places to Work 2024 by Business Insurance, Continental Western Group is a regional property casualty insurance company offering commercial products and services through independent agents in the Midwest. CWG provides unique value through the service provided by our experienced group of employees and independent agents. Since 1886 - Strong, Local and Trusted.
As a Berkley company, we enjoy operational flexibility that allows us to deliver quality coverage solutions. W. R. Berkley Corporation, and all member insurance companies, are rated A+ (Superior) by A.M. Best Company, and carry Standard & Poor's Financial Rating of A+ (Strong).
This role will be based in our Urbandale, IA office 4 days a week on site and one day remote.
#LI-hybrid, #LI-LD1
The Company is an equal employment opportunity employer.
Responsibilities
As an Finance Intern with Continental Western Group (CWG), you will be immersed in a variety of insurance business fields, test your skills, enhance your business knowledge, network and be offered assignments/projects in specific areas of study. The program was developed to provide you with a valuable, rewarding experience and help connect the knowledge from academics with the reality of today's insurance careers.
What you can expect
The CWG internship and development program seeks high potential students that demonstrate creativity, curiosity, innovativeness, entrepreneurial spirit and appropriate risk taking. The program provides access to the company's senior leaders while also introducing a broad overview of insurance operations in claims, marketing, underwriting, analytics and the independent agency system.
Learn the Fundamentals
The first phase of the CWG internship includes an introduction to CWG and the W. R. Berkley Corporation including the historical path of our 100-year-old company. General training about CWG's product, distribution channel and company-specific business processes will lay the groundwork for an intern's comprehensive learning experience. Technical training necessary to perform analysis and complete program projects will follow the general training. Sessions focused on developing innovation, creativity, risk taking, and entrepreneurial drive will be held regularly for all program interns.
Make an Impact
Each intern may be assigned to a business area within CWG such as Claims, Underwriting, Actuarial, Marketing or Finance. After completing the general rotational training, interns will manage project responsibilities specific to the Finance department.
Create Connection
The CWG internship program will include social activities aimed at building strong networking relationships with fellow interns and CWG staff. Activities may include CWG key management sessions, team building, and volunteer/community service opportunities.
At CWG, we're dedicated to making your time with us unique and rewarding! Competitive pay, exposure to the complete business operation, meaningful responsibility, fun activities, and full-time employment opportunities!
Qualifications
What you need to have:
Must be a registered undergraduate junior or senior student pursuing a major in finance/accounting, business, math, risk management, actuarial science, or related studies.
Participation in extracurricular and leadership activities.
Commitment to the duration of the 10-12 week internship program.
Unrestricted authorization to work in the United States.
Must be available to work onsite at the Urbandale, IA Campus
We will be reviewing applications after the holiday season.
Please note, internships are planned for employment start dates in Summer 2026.
Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms.
The company offers a competitive compensation plan and robust benefits package for full time regular employees.
The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role
$33k-41k yearly est. Auto-Apply 48d ago
Financial Analyst
Holmes Murphy 4.1
Finance associate job in Waukee, IA
Innovative Captive Strategies is redefining what's possible in the captive insurance space-and we're looking for an experienced Financial Analyst who's ready to grow with us. If you're energized by analytical work, committed to accuracy, and excited to support clients in a dynamic, relationship‑driven environment, this role offers the opportunity to make a meaningful impact.
As a Financial Analyst on our Captive Finance team, you'll play a key role in delivering high‑quality financial analysis and reporting for captive insurance entities. You'll support the financial operations of multiple captives, ensure compliance with accounting standards, and collaborate closely with internal teams, external partners, and captive members.
Core Responsibilities
Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards.
Prepare captive financial statements, budgets, supporting schedules, and quarterly/year‑end reporting materials; coordinate audit and tax documentation with internal teams and external advisors.
Compile and analyze key financial data such as claims, premiums, bordereaux, reinsurance reporting, expense budgets, tax calculations, and quarterly loss data.
Monitor and manage captive cash flow, including surplus cash investments, and evaluate financial performance, benchmarking results and assessing potential member distributions.
Provide financial reporting and insights to captive managers and members; assemble board book materials and support client communications.
Review financial statements, establish and document procedures, delegate tasks to FinanceAssociates, and support training for new team members.
Qualifications
Bachelor's degree in Accounting or Finance.
CPA preferred; MBA a plus.
3-5 years of accounting experience, ideally within the insurance industry.
Offshore banking experience is a plus.
Occasional overnight travel may be required.
Here's a little bit about us:
Innovative Captive Strategies is a leader in providing tailored captive insurance solutions that empower our clients to achieve their financial goals. We are dedicated to excellence, innovation, and building strong, meaningful relationships with our clients. At ICS, we believe in fostering a collaborative and high-performance culture where every team member can grow and succeed.
In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?!
Innovative Captive Strategies is an Equal Opportunity Employer.
#LI-EG1
$50k-75k yearly est. Auto-Apply 12d ago
Finance Coordinator-Full time
Regional Health Services of Howard County 4.7
Finance associate job in Des Moines, IA
Serves as the office clerical coordinator. Provides clerical support to the department Vice President, managers and other employees as applicable. ESSENTIAL FUNCTIONS: * • Greets visitors and others who enter the dept. and calls to inform staff of their arrival. • Receives and directs telephone calls and visitors, both of in-house and out-of-house origin, to the appropriate personnel.
* • Maintains the Kronos vacation schedule for the dept. and prepare for final sign off.
* • Schedules appointments and reservations as requested along with ordering food/beverage when appropriate.
* • Opens, sorts and distributes mail daily as appropriate.
* • Maintains department administrator's filing system and audited financial statements.
* • Operates equipment including personal computer, copy machine, fax, typewriter, calculator and audio/visual equipment such as TV/VCR and LCD projectors.
* • Maintains dept. calendars, phone listings and email directories. • Understands the best software program or equipment to use for specific projects and tasks. Takes appropriate classes to maintain that knowledge.
* • Maintains office supply inventory and researches the cost effective options prior to the purchase of items requested. • Works with all Financial Operations personnel and when necessary, will assist in maintaining a timely process on all Financial Operations projects.
* • Be able to make minor administrative decisions in the absence of the department administrator/department manager.
* • Performs various other projects as required.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* • High school diploma or GED required
* • One year PC/word processing required
* • Three years experience in the secretarial field preferred.
Our Commitment
Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are 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, veteran status, or any other status protected by federal, state, or local law.
$32k-38k yearly est. 52d ago
Community Banker
Two Rivers Bank & Trust 3.8
Finance associate job in Des Moines, IA
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
EDUCATION AND WORK EXPERIENCE
* High school diploma or equivalent.
* Prior enhanced banking experience and extensive knowledge of banking products and services.
* Prior enhanced new account knowledge/experience.
* Two or more years of consumer lending or comparable work experience.
SKILLS AND QUALIFICATIONS
* Experience with computer operating (Windows)
* MS Office software experience
* Basic math
* 10 key skills
* Exceptional internal and external customer service skills.
* Demonstrate selling skills and abilities.
* Attention to
* Demonstration of excellent communication skills, both oral and written.
* Strong organization skills and effective time
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES
* Ensure a positive interaction with customers and non-customers during all interactions.
* Responsible for obtaining pre-determined goals for service, sales and operations.
* Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions.
* Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence.
* Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities.
* Identify potentially fraudulent activity to help prevent loss to the Bank and our customers.
* Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.)
* Perform other duties based on branch traffic and needs. (i.e. Teller duties)
* Actively participate in community events to demonstrate support for the Two Rivers culture.
* Develop and maintain relationships with customers to increase retention and customer satisfaction.
* Keep current on regulations and legislation affecting consumer lending.
* Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans.
* Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending.
SCHEDULE/TRAVEL/STATUS
* Monday - Friday, Saturdays by Rotation
* Infrequent Travel
* In-Branch Position
* Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need.
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
$24k-34k yearly est. 3d ago
Financial Analyst
Innovative Captive Strategies
Finance associate job in Waukee, IA
Innovative Captive Strategies is redefining what's possible in the captive insurance space-and we're looking for an experienced Financial Analyst who's ready to grow with us. If you're energized by analytical work, committed to accuracy, and excited to support clients in a dynamic, relationship‑driven environment, this role offers the opportunity to make a meaningful impact.
As a Financial Analyst on our Captive Finance team, you'll play a key role in delivering high‑quality financial analysis and reporting for captive insurance entities. You'll support the financial operations of multiple captives, ensure compliance with accounting standards, and collaborate closely with internal teams, external partners, and captive members.
Core Responsibilities
Manage core accounting functions, including accurate financial recordkeeping, AP/AR processing, reconciliations, and compliance with accounting standards.
Prepare captive financial statements, budgets, supporting schedules, and quarterly/year‑end reporting materials; coordinate audit and tax documentation with internal teams and external advisors.
Compile and analyze key financial data such as claims, premiums, bordereaux, reinsurance reporting, expense budgets, tax calculations, and quarterly loss data.
Monitor and manage captive cash flow, including surplus cash investments, and evaluate financial performance, benchmarking results and assessing potential member distributions.
Provide financial reporting and insights to captive managers and members; assemble board book materials and support client communications.
Review financial statements, establish and document procedures, delegate tasks to FinanceAssociates, and support training for new team members.
Qualifications
Bachelor's degree in Accounting or Finance.
CPA preferred; MBA a plus.
3-5 years of accounting experience, ideally within the insurance industry.
Offshore banking experience is a plus.
Occasional overnight travel may be required.
Here's a little bit about us:
Innovative Captive Strategies is a leader in providing tailored captive insurance solutions that empower our clients to achieve their financial goals. We are dedicated to excellence, innovation, and building strong, meaningful relationships with our clients. At ICS, we believe in fostering a collaborative and high-performance culture where every team member can grow and succeed.
In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:
Paid Parental Leave and supportive New Parent Benefits - We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement - We support those who want to develop and grow.
401k Profit Sharing - Each year, Holmes Murphy makes a lump sum contribution to every full-time employee's 401k. This means, even if you're not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays - Yes, we actually encourage employees to use their time off, and they do. After all, you can't be at your best for our clients if you're not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you - Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs - Holmes Murphy is committed to celebrating every employee's unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities - Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important - not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity - Yes, there is an annual opportunity to make more money. Who doesn't love that?!
Innovative Captive Strategies is an Equal Opportunity Employer.
#LI-EG1
$46k-67k yearly est. Auto-Apply 12d ago
Financial Analyst
Compressor Controls LLC (CCC
Finance associate job in Urbandale, IA
Job Description
DUTIES & RESPONSIBILITIES
Listed in order of relevance:
FP&A Operational Excellence - Meet enterprise planning and financial reporting requirements on a US GAAP basis. Lead fiduciary role that ensures internal controls are in place and effectively protect global asset base. Provide support to international entities on an as needed basis. Deliver simple, timely, consistent and insightful strategic and operational analyses.
Business Forecasting - Develop and maintain automated forecasting process. Scorecard forecasting process and implement enhancements to deliver targeted precision.
Sales & Marketing Decision Support - Provide financial support to Regional Sales teams, quantify and analyze Sales Pipeline health, support incentive plans, and provide ad hoc analysis.
Enhance Profitability - Develop and maintain automated tools to better assess profitability on a project, business segment, and region basis.
Effectively communicate with management and staff across the organization
Respond to change productively and handle other duties as required.
Follow all company safety policies and procedures.
EDUCATION & EXPERIENCE
Undergraduate degree from a four-year college or university required.
1-3+ years work experience in related Accounting/Finance field.
Experience with Power BI or other Business Intelligence program a plus.
Experience with data models and financial concepts and terminology.
KNOWLEDGE & SKILLS
Proficiency in Microsoft Office suite, particularly Excel.
Proven skills in accurate and timely business forecasting.
Proven ability to learn new concepts and thrive in a changing environment.
Ability to read, speak, and write in English required.
WORKING CONDITIONS
The noise level in the work environment is usually moderate.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to manipulate computer input devices, finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must have sufficient mobility to enable travel to industrial sites, offices, and facilities. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception, and the ability to adjust focus.
Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
$46k-67k yearly est. 19d ago
Personal Banker
Luana Savings Bank
Finance associate job in Norwalk, IA
Responsibilities
A Personal Banker is involved in a wide variety of customer-facing and internal deposit operations. This individual is responsible for processing customer transactions and providing an above-and-beyond customer experience at every interaction. This individual will work with other Personal Bankers to complete all deposit operations and transactions at the location ranging from daily duties to special projects. Duties include, but are not limited to, accurately handling cash, deposits and loan payments, cashing checks, account withdrawals, recording night and mail deposits, selling cashier's checks and money orders, balancing all transactions and cash daily, daily processing and assistance with online, mobile, and e-services, ATM/debit cards, fraudulent activity, and more.
A Personal Banker will open, close, and manage a wide variety of accounts for consumers and businesses such as Checking, Savings, or Certificates of Deposit, and more. This individual answers customer questions in person or on the phone and cross-sells products and services that may fit customer needs. All staff members work Saturdays on a rotating schedule (may vary based on staffing, approx. once once per month).
Required Skills
Ability to listen to customer requests and process efficiently and accurately
Ability to multi-task in a fast-paced, professional environment
Ensure new clients and customers are connected to other individuals and resources they require
Strong cash-handling skills
Communicate and satisfy customer inquiries in a professional manner
Take a lead in promoting Luana Savings Bank to our surrounding area
Professional appearance and behavior
Follow all established policies and procedures
Cross-sell appropriate products and services to current and prospective customers
Attention to detail
Team-player attitude and ability to contribute to a positive work culture
Intermediate computer skills with ability to operate Microsoft Word, Excel, Outlook and quickly learn new programs
Ability to learn a variety of bank-specific programs and technologies
Reside within a 20 mile radius from the designated office or willing to relocate - please include location/relocation details in cover letter or resume submission
HS Diploma or GED required
Desired Skills
Minimum of an Associate's Degree preferred in a related field
Minimum of 6 months experience in a Teller, Personal Banker, or comparable deposit-related role at a financial institution
Additional Info
At-Will, Full-Time position based on 40 hours per week - when scheduled on a Saturday compensating time off is given during the week worked
Schedule is 8AM-4:30PM M-F; (8AM-11AM Sat rotating)
Travel: Minimal for occasional training
Employment is subject to background and credit check
Benefits
Paid Vacation, Sick, Personal, and Volunteer time off, Paid Holidays
Salaried position
Single, spouse, or family medical coverage offered with majority paid by employer - Employer funded HSA Account compliments the medical coverage plan
401(K) plan with employer match
Additional Profit Sharing Plan that
tops the industry
Luana Savings Bank is the consumer-voted BEST BANK in the Metro (Des Moines Register), operating with around 100 employees across 6 locations. We provide a team atmosphere where new ideas are encouraged. Every staff member is important and appreciated. We understand a successful business relies on staff contentment to provide the best customer experience possible. Our extremely low turnover rate and employee longevity, as many as 50+ YEARS OF SERVICE, is a testament to why professionals choose a career with Luana Savings Bank.
$28k-36k yearly est. 16d ago
Community Banker
Two Rivers Careers 2.5
Finance associate job in Urbandale, IA
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
EDUCATION AND WORK EXPERIENCE
High school diploma or equivalent.
Prior enhanced banking experience and extensive knowledge of banking products and services.
Prior enhanced new account knowledge/experience.
Two or more years of consumer lending or comparable work experience.
SKILLS AND QUALIFICATIONS
Experience with computer operating (Windows)
MS Office software experience
Basic math
10 key skills
Exceptional internal and external customer service skills.
Demonstrate selling skills and abilities.
Attention to
Demonstration of excellent communication skills, both oral and written.
Strong organization skills and effective time
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES
Ensure a positive interaction with customers and non-customers during all interactions.
Responsible for obtaining pre-determined goals for service, sales and operations.
Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions.
Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence.
Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities.
Identify potentially fraudulent activity to help prevent loss to the Bank and our customers.
Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.)
Perform other duties based on branch traffic and needs. (i.e. Teller duties)
Actively participate in community events to demonstrate support for the Two Rivers culture.
Develop and maintain relationships with customers to increase retention and customer satisfaction.
Keep current on regulations and legislation affecting consumer lending.
Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans.
Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending.
SCHEDULE/TRAVEL/STATUS
Monday - Friday, Saturdays by Rotation
Infrequent Travel
In-Branch Position
Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need.
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
$24k-31k yearly est. 2d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Urbandale, IA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 5d ago
Community Banker
Two Rivers Bank & Trust 3.8
Finance associate job in Urbandale, IA
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
EDUCATION AND WORK EXPERIENCE
* High school diploma or equivalent.
* Prior enhanced banking experience and extensive knowledge of banking products and services.
* Prior enhanced new account knowledge/experience.
* Two or more years of consumer lending or comparable work experience.
SKILLS AND QUALIFICATIONS
* Experience with computer operating (Windows)
* MS Office software experience
* Basic math
* 10 key skills
* Exceptional internal and external customer service skills.
* Demonstrate selling skills and abilities.
* Attention to
* Demonstration of excellent communication skills, both oral and written.
* Strong organization skills and effective time
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES
* Ensure a positive interaction with customers and non-customers during all interactions.
* Responsible for obtaining pre-determined goals for service, sales and operations.
* Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions.
* Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence.
* Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities.
* Identify potentially fraudulent activity to help prevent loss to the Bank and our customers.
* Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.)
* Perform other duties based on branch traffic and needs. (i.e. Teller duties)
* Actively participate in community events to demonstrate support for the Two Rivers culture.
* Develop and maintain relationships with customers to increase retention and customer satisfaction.
* Keep current on regulations and legislation affecting consumer lending.
* Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans.
* Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending.
SCHEDULE/TRAVEL/STATUS
* Monday - Friday, Saturdays by Rotation
* Infrequent Travel
* In-Branch Position
* Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need.
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
How much does a finance associate earn in Ames, IA?
The average finance associate in Ames, IA earns between $20,000 and $63,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.