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Finance associate jobs in Ames, IA

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  • Investment Trader

    Integrity Marketing Group 3.7company rating

    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
  • Finance & Restructuring Associate Attorney Corporate Finance

    Direct Counsel

    Finance associate job in Des Moines, IA

    Job DescriptionFinance & Restructuring Associate Attorney - Corporate Finance (3-6 Years) Direct Counsel is seeking a Finance & Restructuring Associate Attorney to join a nationally recognized law firm with openings in multiple major markets, including Chicago, Dallas, Denver, Des Moines, Florham Park, Fort Wayne, Indianapolis, Los Angeles, Minneapolis, New York City, Philadelphia, Princeton, San Francisco, and Washington, D.C. About the Role The position sits within the firm's Finance & Restructuring practice and is ideal for attorneys with three to six years of corporate finance experience. Candidates should have experience working with financial institutions, private credit lenders, or borrowers in finance transactions. Key Experience Sought Loan originations and real estate financings Drafting loan agreements, security documents, intercreditor agreements, and related documents Advising on covenant compliance Leading due diligence teams Coordinating with specialists Managing transactions with minimal supervision Candidate Profile 3-6 years of relevant law firm experience Strong drafting and transactional skills Excellent writing ability and academic credentials Ability to balance multiple matters independently Compensation & Structure Anticipated salary range: $180,000 - $315,000, depending on location and experience Hybrid work model: three days in office per week Comprehensive benefits, including bonuses, insurance, and 401(k) This opportunity offers exposure to sophisticated finance and restructuring work for financial institutions, private companies, and private credit clients.
    $26k-47k yearly est. 13d ago
  • Intern, Financial Planning & Analysis

    Fidelity & Guaranty Life 4.5company rating

    Finance associate job in Des Moines, IA

    Join F&G as a Summer 2025 intern and gain relevant experience, professional development and incredible networking at a growing company. This position's primary responsibility is to... Organization This position reports to the Director, FP&A GAAP Projections & Analysis. They will work with other members of the Financial Planning & Analysis Department when performing assigned work, and will have an opportunity to have responsibilities across the FP&A organization. FP&A interacts with all levels of management throughout the entire organization. Duties & Responsibilities The range of tasks to be performed may include, but may not be limited to, the following: Assisting with the preparation and tie outs of the monthly forecast packages Assisting with the preparations for the Multi-Year Plan process Assisting with the testing and implementation of a new forecasting tool/system and process Assisting with the monthly/quarterly forecast and quarterly close activities Assisting with ad hoc requests, special projects and other duties related to financial planning and analysis, as assigned Other duties related to FP&A, as assigned. Experience & Education Requirements Accounting or Finance degree major GPA of 3.0 or greater (on a 4.0 scale) within major Interest in a career within financial services industry preferred Skills and Abilities A successful candidate will possess the following skills and abilities: Strong interpersonal and communication (verbal and written) skills Highly motivated and demonstrated ability to take initiative Willing to learn Ability to work as part of a team with professionals at all levels Ability to work on multiple tasks Organizational and time management skills Intermediate/advanced skills in Microsoft Office Suite (e.g., Excel, Word) Ability to maintain confidentiality Ability to create complete and accurate documentation of work performed Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As an Iowa Top Workplace 1 and a proud equal opportunity employer, F&G employees are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company, while continuing to be a great place to work. Join our employee-centric hybrid work environment: fglife.com/about/culture.html 1 Des Moines Register Top Workplaces 2018-2020
    $32k-38k yearly est. Auto-Apply 60d+ ago
  • Member Financial Operations Intern

    Federal Home Loan Bank of Des Moines 4.1company rating

    Finance associate job in Des Moines, IA

    At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed. The Federal Home Loan Bank of Des Moines is looking for an intern to support the Member Financial Operations (MFO) division. Common duties include daily transaction support and validations, analyzing operational data and procedures for efficiencies and project support. This individual would be responsible for performing many highly regulated functions to benefit the Bank and its members. Accountabilities: Key Responsibilities: Collaborate with the Member and Financial Operations (MFO) teams to support daily operations, quality control initiatives and various projects Respond to member correspondence requests for information. Review procedures for content and efficiency to ensure they align with the process and controls and follow Bank guidelines and policy. Monitor, identify, and report on emerging issues related to members and other business partners to ensure Anti-Money laundering, OFAC, fraud or other risk issues are escalated and addressed on a timely basis. Assist with pulling data for Internal and External Audit requests. Contribute to projects and the development of solutions to improve effectiveness of processes, reduce risk and promote efficiencies. Other duties as assigned. Requirements: Proficient computer skills including Word and Excel; SQL database experience a plus. Ability to multi-task in fast paced environment, think critically, take initiative and work independently with strong attention to detail. Working towards a bachelor's degree in business, accounting or finance. Compliance background, focusing on Anti-Money Laundering, Fraud and Financial and government regulations are a plus. Excellent written and verbal communication skills. Ability to engage others respectfully, self-motivate, and has strong organization and presentation skills. Compensation Range: Hourly: $22.00 - $22.00 This compensation range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.
    $22-22 hourly 60d+ ago
  • Community Banker

    Two Rivers Bank & Trust 3.8company rating

    Finance associate job in Ankeny, 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. 8d ago
  • Dental Financial Coordinator

    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. 60d+ ago
  • Community Banker

    Two Rivers Careers 2.5company rating

    Finance associate job in Ankeny, 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. 9d ago
  • Finance Coordinator-Full time

    Regional Health Services of Howard County 4.7company rating

    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. 6d ago
  • Financial Analyst

    Cai 4.8company rating

    Finance associate job in Des Moines, IA

    **Req number:** R6673 **Employment type:** Full time **Worksite flexibility:** Remote **Who we are** CAI is a global technology services firm with over 8,500 associates worldwide and a yearly revenue of $1 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have the freedom and focus to do what is right-whatever it takes. Our tailor-made solutions create lasting results across the public and commercial sectors, and we are trailblazers in bringing neurodiversity to the enterprise. **Job Summary** We are looking for a Financial Analyst ready to take us to the next level! If you have extensive experience involving Financial Reporting, Monthly Analysis, and forecasting and are looking for your next career move, apply now! **Job Description** CAI's **Financial Analyst** provides leadership and expertise in operational and financial support for a defined area. Works directly with the EVP (Executive VP), account managers, sales associates, and corporate staff to effectively support that area's needs. Creativity and independent decision making are required. A strong focus on Financial Planning and analysis is a key part of this role. This position will be **full-time** and **remote.** **What You'll Do** + Understand the business so you can lead financial discussions and point out areas of concern/opportunity + Foster the team goal of digitizing financial results and metrics, ensure you are promoting the use of the tools being built + Prepare monthly analysis of financial reports for operating divisions and cost centers, including trend analysis and spending/revenue patterns + Assess monthly financials for discrepancies and error reporting + Prepare monthly forecasts for operating divisions and cost centers + Prepare ad hoc reports to support management in financial decision making + Provide payroll documentation for salary and bonus payouts + Prepare financial reports for Return on Investment, and other decision support models + Understand the business operations of divisions and cost centers to provide business support + Assist divisions and cost centers in creating new project structures to allow associates and subcontractor personnel to report time and expenses + Responsible for correct project/customer set up that enables invoicing based off Customer SOW's, reviewing/analyzing RFP's for new project bids - finding costs that could affect profit margins **What You'll Need** Required: + Bachelor's Degree in Accounting/Finance/Business Administration + 2-3+ years of Financial Analysis/Forecasting experience within Corporate Finance/Accounting + Experienced with Microsoft Office, especially Microsoft Excel (Pivot Tables) Preferred: + Experience with Workday is highly preferred + Strong analytical and problem-solving skills + Strong communication and collaboration skills + Ability to develop presentations and MS Word documents + Ability to understand financial statements **Physical Demands** + Ability to safely and successfully perform the essential job functions consistent with the ADA and other federal, state and local standards + Sedentary work that involves sitting or remaining stationary most of the time with occasional need to move around the office to attend meetings, etc. + Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard and monitor **\#LI-JE1** **Reasonable accommodation statement** If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to application.accommodations@cai.io or (888) 824 - 8111. $70,000 - $80,000 The pay range for this position is listed above. Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages include medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role receive paid time off and may also be entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $70k-80k yearly 9d ago
  • Relationship Banker - Iowa-South Dakota Market - Des Moines, IA

    Jpmorganchase 4.8company rating

    Finance associate job in Des Moines, IA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $25k-30k yearly est. Auto-Apply 1d ago
  • Retail Banking Specialist (Central Iowa)

    West Bancorporation 4.8company rating

    Finance associate job in Des Moines, IA

    Purpose: This position covers shift shortages as assigned at all branches for the Teller and Personal Banking positions. Serves our customers by effectively and efficiently processing both financial and non-financial transactions and opening new accounts. Serving as our customer's primary point of contact, this position helps the bank build strong relationships by providing an outstanding community banking experience. Essential Duties & Responsibilities Build Strong Relationships by acting as the bank's primary contact with its customers, consistently providing an outstanding service experience for every bank customer as you perform the following functions: Open Personal and Business Accounts for New and Existing Customers: Perform personal banker functions as assigned. Provide financial solutions for bank customers. Develop and grow relationship banking by assessing needs and offering appropriate West Bank products and services. Open new accounts, debit cards, check orders, etc. (35%) Effectively and Efficiently Process Customer Transactions: Perform teller functions as assigned, meeting and exceeding bank service standards, greeting and acknowledging each customer and making them feel welcome while closely following bank processes and security procedures. Work as a team with other tellers to complete daily tasks, demonstrating respect and professionalism, being prompt, and minimizing unplanned absences. Provide high levels of service to our internal colleagues with the understanding that our levels of internal service directly impact the service we can provide to our external customers. Be flexible and accepting of changes in schedule, assignments, responsibilities or hours worked. Perform branch capture functions as instructed by supervisor. Provide authorized signature on cashier's checks as needed, following approval by manager contacted by telephone or in person in accordance with established policies and procedures (50%) Business/Customer Development: Using a service centered approach, assist the bank in developing its customer base and product distribution by identifying customer needs and referring them to the appropriate person or product (or addressing need when appropriate). Meet and/or exceed established referral expectations. (10%) Build Strong Communities: Participate in community events, including staffing at least two events (art festivals, community celebrations, etc.) and participating in at least two community festivals (parades, bank-sponsored outreach events, etc.) per year. (5%) Qualifications (Include Education and Experience): High School Diploma required, AA in Accounting or Business Administration a plus. Customer service, teller, and/or personal banking experience required. Computer experience (MS Word, Excel, Outlook) and experience with banking-related systems helpful. Great customer service skills and flexibility with schedule changes a must.
    $26k-31k yearly est. 55d ago
  • Personal Banker

    Midwestone Financial Group, Inc.

    Finance associate job in West Des Moines, IA

    Small enough to care. Big enough to deliver. As a Personal Banker, is responsible for developing and maintaining relationships with customers and prospects by providing financial advice and solutions based on their retail accounts, loans, and service needs. Identifies opportunities to connect customers with other business lines to strengthen the relationship. Performs in a leadership role to assist less experienced Bankers in their development or to meet and resolve customer needs. Actively participates in proactive customer outreach initiatives and community events. May assist with operational duties, including banking transactions, and may fill in at various locations as requested. Responsibilities * Identifies customer needs by asking open-ended questions to recommend and open appropriate deposit accounts for consumer and business ownerships, and related retail services. * Originates and processes consumer loan applications; handles loan closings and collection activities. * Participates in customer outreach initiatives and campaigns to achieve sales goals. * Uses bank technology to track related activities and progress towards goals. * Proactively identifies and makes referrals to other business lines and connects customer to the appropriate employee. * Performs necessary tasks to establish and/or update accounts, and services. * Embraces leadership opportunities within the branch by: * Acting in a leadership capacity when Retail Branch Team Leader, Assistant Team Leader or Senior Banker is not available (including resolution of difficult or sensitive customer situations); * Assisting with sales skills development activities; * Assisting others with complex consumer, fiduciary, or business ownership accounts and relevant services. * Provides backup support for operational duties and banking transactions while adhering to all processing and balancing requirements. * Volunteers for community organizations and participates in community events. * Performs other duties as assigned. Qualifications * Associates degree or equivalent combination of education and related work experience. * In addition to education in the field of business or related field, prefer 1-2 years of experience in a sales and service-related role. * Banking or financial experience is preferred. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $28k-36k yearly est. Auto-Apply 14d ago
  • Personal Banker

    Midwestone Bank

    Finance associate job in West Des Moines, IA

    Small enough to care. Big enough to deliver. As a Personal Banker, is responsible for developing and maintaining relationships with customers and prospects by providing financial advice and solutions based on their retail accounts, loans, and service needs. Identifies opportunities to connect customers with other business lines to strengthen the relationship. Performs in a leadership role to assist less experienced Bankers in their development or to meet and resolve customer needs. Actively participates in proactive customer outreach initiatives and community events. May assist with operational duties, including banking transactions, and may fill in at various locations as requested. Responsibilities Identifies customer needs by asking open-ended questions to recommend and open appropriate deposit accounts for consumer and business ownerships, and related retail services. Originates and processes consumer loan applications; handles loan closings and collection activities. Participates in customer outreach initiatives and campaigns to achieve sales goals. Uses bank technology to track related activities and progress towards goals. Proactively identifies and makes referrals to other business lines and connects customer to the appropriate employee. Performs necessary tasks to establish and/or update accounts, and services. Embraces leadership opportunities within the branch by: Acting in a leadership capacity when Retail Branch Team Leader, Assistant Team Leader or Senior Banker is not available (including resolution of difficult or sensitive customer situations); Assisting with sales skills development activities; Assisting others with complex consumer, fiduciary, or business ownership accounts and relevant services. Provides backup support for operational duties and banking transactions while adhering to all processing and balancing requirements. Volunteers for community organizations and participates in community events. Performs other duties as assigned. Qualifications Associates degree or equivalent combination of education and related work experience. In addition to education in the field of business or related field, prefer 1-2 years of experience in a sales and service-related role. Banking or financial experience is preferred. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together. We can recommend jobs specifically for you! Click here to get started.
    $28k-36k yearly est. Auto-Apply 14d ago
  • Traveling Personal Banker I

    Peoples Bank 4.5company rating

    Finance associate job in Pleasantville, IA

    Job Description Join Our Team at Peoples Bank! Peoples Bank, a locally owned and progressive community bank, attributes its financial success and growth to its outstanding employees. Since 1998, we've expanded from a small office on the Indianola square to branches in Carlisle, Chariton, Indianola, Lacona, Knoxville, Milo, Pleasantville, and Seymour. What sets us apart is our commitment to taking the time to answer our customers' questions and solve their problems. Unlike other banks that focus on quotas, we encourage our employees to do what's right for our customers and colleagues. We offer competitive compensation, excellent benefits, opportunities for professional growth, community involvement, and a positive work environment. Position: Traveling Personal Banker (Pleasantville Location) Responsibilities: Responsible for working at different Peoples Bank branches to help cover staff shortages and is paid for their extra time and mileage when traveling to a branch outside of Pleasantville. Open, close, and maintain checking accounts, savings accounts, certificates of deposit, IRAs, safe deposit boxes, ATM/Debit Cards, and online banking. Qualifications: High School Diploma/GED required. One year of banking experience preferred. Excellent communication skills (verbal, written, listening, and etiquette). Positive, helpful, and professional attitude. Ability to work in a team-oriented and fast-paced environment. Strong problem-solving skills, computer skills, and multitasking ability. Ability to handle multiple interruptions while efficiently assisting customers in-person and over the phone. Schedule: Regular shifts vary between 8 a.m. to 5 p.m. Monday through Friday. Saturday rotation from 8 a.m. to 12 p.m. Compensation: Pay range: $20.26 - $22.52/hr (based on previous banking experience). Health, Dental, and Vision Insurance. Employer-paid Life Insurance, Short-Term Disability, and Long-Term Disability. 401K with Employer Match. 15+ days of PTO per year. Family Leave Plan. Over 11 Paid Holidays. Employer-paid Identity Theft Insurance. Aflac Insurance. Flexible Spending Accounts. Peoples Bank Stock Purchase Plan. Free personal checking accounts and safety deposit box. Peoples Bank is an Affirmative Action and Equal Opportunity Employer. We provide equal employment opportunities without regard to any status protected by federal or local law.
    $20.3-22.5 hourly 10d 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. 3d ago
  • Community Banker- Altoona

    Community State Bank 4.3company rating

    Finance associate job in Altoona, 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. 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    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 8d ago
  • Relationship Banker - Iowa-South Dakota Market - Des Moines, IA

    JPMC

    Finance associate job in Des Moines, IA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $25k-32k yearly est. Auto-Apply 1d ago
  • Financial Services Representative

    Availa Bank

    Finance associate job in Webster City, IA

    EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the "Apply" link to find out more. UNIVERSAL BANKER I (BANK TELLER) POSITION SUMMARY This position is responsible for assisting with a customers financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. This is not a remote position SCHEDULE: Full-time role Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. Additional or different hours may be necessary as business needs warrant Requirements: UNIVERSAL BANKER I (BANK TELLER) ESSENTIAL DUTIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions. Build relationships with customers by identifying needs and offering solutions. Provide accurate information to customers based on product and service knowledge and understanding of the banking industry. Frequently communicate with customers and employees in person or by phone and exchange accurate information in these situations. Sell, open, and maintain banking products and services to new and existing customers. Cross sell bank products as part of the regular transaction process. Proficient in customer account opening, maintenance, and closing accounts (including checking, savings, CDs and safe deposit boxes). Process check orders; follow check cashing procedures; issue cashiers checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes. Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions). Maintain a balanced cash drawer. Perform ATM/ITM duties in applicable markets. Meet or exceed all established branch goals and contribute to branch deposit growth. UNIVERSAL BANKER I (BANK TELLER) ROLE QUALIFICATIONS: Education High school diploma or equivalent required Experience Accounting or banking experience encouraged Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills Ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Ability to multi-task in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Be able to work flexible hours and shifts Must have a valid drivers license and reliable transportation PM21 PI8e408eb94279-31181-38772959
    $25k-37k yearly est. 7d ago
  • Business Banker

    Two Rivers Bank & Trust 3.8company rating

    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! POSITION PURPOSE This position is responsible for growing and retaining profitable relationships and assisting in the introduction of other Two Rivers Bank & Trust products and services to clients. EDUCATION AND WORK EXPERIENCE * Bachelor's degree in business, economics, finance, or comparable banking degree or comparable years of similar work experience. * Seven or more years' lending experience. * Experience in Commercial and Industrial, Commercial Real Estate and SBA lending preferred. * Portfolio management experience preferred. * Knowledge of banking rules and regulations, in addition to knowledge of bank products and services. SKILLS AND QUALIFICATIONS * Experience with Windows operating systems. * Experience with MS Office software and bank financial analysis software. * Organized, effective time management, and self-directed team player. * Excellent verbal and written communication skills. * Advanced understanding of Commercial Banking products and services. * Excellent relationship building skills and strong, well developed interpersonal skills to maximize business contacts and develop a working relationship with existing and potential clients. * High level of analytical skills to conduct loan analysis and monitor loan progress with consideration of market trends, economic conditions and other pertinent factors. * Strong sales skills with proven success in meeting and/or exceeding sales goals. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES * Prospect, develop, and manage banking relationships by understanding customer needs, assessing financial information and finding workable solutions within the bank's policies and philosophies. * Negotiate credit items including overall terms, repayment methods, and collateral requirements. * Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. * Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan to ensure compliance with regulations and enhance the ability to make sound credit decisions. * Ensure that loans are properly documented in accordance with approval terms. * Conduct annual reviews of commercial relationships to monitor overall credit quality. * Work with Treasury Management and other areas of the bank to actively cross-sell Two Rivers Bank & Trust products and services. * Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business. SCHEDULE/TRAVEL/STATUS * Exempt * In-Office (Not Remote) * Infrequent Travel 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.
    $25k-44k yearly est. 10d ago

Learn more about finance associate jobs

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.

Average finance associate salary in Ames, IA

$36,000
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