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Finance Associate Jobs in Cedar Rapids, IA

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  • Internship - Financial Reporting & Control - Aegon AM

    Aegon AM NL

    Finance Associate Job In Cedar Rapids, IA

    Internship - Financial Reporting & Control - Aegon AM page is loaded **Internship - Financial Reporting & Control - Aegon AM** **Internship - Financial Reporting & Control - Aegon AM** locations Cedar Rapids, Iowa time type Part time posted on Posted 30+ Days Ago job requisition id R20056863 **** Summary**** We are looking to hire one (1) intern who will work in our Cedar Rapids, IA office and under a hybrid work model. We are unable to hire on a remote, work-from-home basis. The internship is not available for students who have completed their college undergraduate education or who will graduate prior to the conclusion of the internship. Depending on the availability of the student hired, the internship could start mid to late May, or early June, with an estimate of 30-40 hours worked per week. The internship duration will be up to twelve (12) weeks. Company Overview: Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $341 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,160 employees work from 13 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Aegon AM NextGen: Our Aegon AM NextGen internship program provides you with the opportunity to work alongside experienced investment management professionals, immersing you in different areas of the business to develop the skills and knowledge necessary to become the next generation of leaders and specialists. We will provide you with the autonomy to make decisions and drive our client's success. From a global onboarding and mentoring opportunities to our unlimited training platform and internal Talent Marketplace, you'll find pathways to grow. Our network event will connect you with industry experts, senior leaders, and fellow interns, fostering meaningful relationships. Join us and take the first step towards a promising career in asset management.****Job Description**** **Responsibilities:** During this internship your will join our US Financial Reporting & Control team and will gain exposure to the Financial Application Support team, a global team dedicated to supporting our financial consolidation and reporting system . Your k ey responsibilities include: * Assist the US Financial Reporting team with the monthly and quarterly close processes, encompassing accounts payable, management fees, client invoicing, accounting, and financial reporting. * Support the Financial Planning & Management Information team with monthly forecasting activities. * Participate in global finance projects, offering a unique opportunity to contribute to and learn from international financial initiatives. **This would be your future internship because you:** * Are working toward a bachelor's degree in Accounting or Finance. * Available per May 2025. * Are proficient in Microsoft Excel (Power BI a plus), detail oriented and analytical, and would like to gain experience working in a global finance organization. * Passionate about improving processes, understanding the “why” and gaining a diverse finance experience. * Able to work in our Cedar Rapids, IA office and work a minimum of two (2) days per week in the office. * A laptop to use during the internship. * Personal guidance. * Participation in Aegon AM NextGen, developmental opportunities and building a network of company relationships. **W** You will be coached and guided by our US Financial Reporting & Control team where you work directly with our FAST Team, consisting of four (4) global team members, supporting our financial reporting & consolidation system. The US Financial Reporting Team is a seven (7) person team responsible for accounts payable, client billing, finance operations & accounting and financial reporting. And lastly, two (2) US members of our global Financial Planning / Management Information team, responsible for budgeting, forecasting and financial analysis. Job and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR. *At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in* *the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.* #LI-Hybrid ****Why Work for Us**** At Aegon Asset Management, we invest in You. Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success! ****Equal Opportunity Employer:**** AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws. Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: ***************************** if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs. ****Technical Assistance:**** If you experience technical problems during the application process, please email ***************************** . Aegon Asset Management is a global, active investment manager. We use our investment management expertise to help people achieve a lifetime of financial security, with a focus on excellence, trust and partnership. Our clients benefit from the extensive international research capabilities and in-depth local knowledge. Aegon Asset Management is part of Aegon Group, one of the world's leading financial services organizations, providing life insurance, pensions and asset management. California residents may find additional information about the processing of their personal data , including information about their right to opt out of the sale or sharing of their personal information, and may submit an opt-out request .
    $26k-34k yearly est. 26d ago
  • Financial Analyst II

    Truenorth Companies 3.5company rating

    Finance Associate Job In Cedar Rapids, IA

    Share If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. **Financial Analyst II** 30+ days ago Requisition ID: 1843 **Financial Analyst** **II** to join our **Finance team** in our **Cedar Rapids** office! This role will involve preparing and performing analytical work related to annual budgets, monthly forecasts, financial statements, and the divisional critical indicators. **About TrueNorth Companies:** Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team! **What TrueNorth Offers:** TrueNorth offers a lineup of excellent benefits to all full-time employees, including: * Annual Bonus * Medical, Dental, Vision * 401k with Company Contributions * Responsible Time Off (PTO) * 11 Paid Holidays * Company-paid Life and Disability Coverage * Paid Volunteer Time Off * Donation Match Program * Tuition Reimbursement * Employee Assistance Program (EAP) * Wellness Program with Financial Incentives/Discounts * Hybrid Work Schedule **Essential Job Functions:** * Perform the analysis, forecasting and reporting of corporate and business unit operating performance to identify trends, risks, and opportunities for improvement. * Compare monthly results to plan; prepare and forecast relevant financial information, as well as monitor and analyze financial trends and communicate results to leadership and local owners. * Meet with Growth and Operational leadership to identify, discuss, and prioritize financial performance vs. annual plan * Prepare and facilitate monthly results to leadership and local ownership in each location * Prepare ad-hoc reports as appropriate for the executive team, growth and operations. * Support decision makers on the appropriate course of action, and present reports to document recommendations. * Work cohesively with operations to manage data integrity and conversion projects. * Perform other duties as assigned **Credentials:** * Four-year degree in Finance or Accounting preferred * At least one year of full-time experience in accounting, finance, budgeting, forecasting and/or financial analytics required * Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions * Experience in the insurance industry preferred * Certification in the accounting field is preferred **Skills:** * Strong knowledge of accounting principles and finance practices. * Proficient in analytics for data interpretation and decision-making. * Ability to work effectively in a collaborative team environment while maintaining a positive attitude. * High level of commitment to delivering quality results and maintaining professionalism in all interactions. * Proven ability to maintain confidentiality and handle sensitive information. * Excellent customer service skills with a focus on client satisfaction. * Strong flexibility and multi-tasking abilities in a fast-paced environment, with a strong work ethic. * Highly organized with effective time management and problem-solving skills. We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture. TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company! to view a video about TrueNorth's Core Values & what they mean to us. TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws. Apply today!
    $49k-81k yearly est. 27d ago
  • Financial Analyst I or II

    Greatamerica Financial Services Corporation 4.3company rating

    Finance Associate Job In Cedar Rapids, IA

    Financial Analyst I or II page is loaded **Financial Analyst I or II** locations Cedar Rapids, IADes Moines, IA time type Full time posted on Posted 30+ Days Ago job requisition id JR270 GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. *****Do you want to recommend, develop, and implement***** We Are Looking to Add a Key Member to Our Finance Team! The Financial Analyst primarily serves as a key resource for the Finance Team on corporate and select business unit initiatives, with specific emphasis on evaluating the financial implications of strategic opportunities, evaluating the company and its business units' operating strategies, and providing planning, analysis, and support to meet the company's overall performance targets. **As a Financial Analyst, you'll** * Develops decision-supporting financial models and analytical tools for internal and external audiences. * Assists in the analysis and summary of consolidated company performance for the senior leadership team. * Contributes to the continuous improvement of analysis and forecasting of GreatAmerica's performance related to key performance indicators and measures used to identify areas of opportunity, areas with positive and negative trends, and areas of targeted improvement. * Assists the finance team and leadership team in the development and implementation of strategies to generate revenue, reduce costs, and improve profitability. * Provides analysis and finance expertise to certain functions and business support teams, as required (ex. Human Resources). * Provides financial advice and counsel on select company and business unit operating initiatives, as assigned. * Provides support in other key areas of the operating business units which have significant financial implications such as pricing, compensation plans, staffing levels, and structuring of unique business ventures and arrangements. * Performs ad hoc analysis to evaluate complex financial issues and prepares recommendations for policy, procedure, control, or action based on results of analysis. * Contributes to the development and maintenance of complex operating and financial models (income statement, balance sheet and cash flow analysis) designed to efficiently and accurately forecast company financial performance and evaluate strategic opportunities. * Assists in evaluation of GreatAmerica's key strategic opportunities, as specified (ex. capital structure allocations, new investment opportunities, strategic partnerships, etc.). May also support initiation of key strategic opportunities that are pursued. * Supports aspects of corporate and operating business unit 5-year financial planning process and 12-month budgeting process. * Performs research on and provides recommendations related to financial policies, governmental legislation, accounting, or customer financial regulations which directly impact projects being analyzed. * Contributes to the evaluation of company performance relative to industry benchmarks. * Lives the GreatAmerica principles; involved in cross functional team efforts as assigned and required. * Proactively promotes and participates in process improvement initiatives. * Performs other duties as required. *The candidate will be hired as a Financial Analyst I or Financial Analyst II based upon qualifications, skills and organizational needs.* **To be successful in this role you'll need** * A Bachelor's degree in Accounting, Finance or related field. CPA/MBA is a plus * 1-3 years finance, analytics and/or accounting experience * Computer Skills: Excel, PowerPoint, Word. PowerPivot and other Business Intelligence and Data Analytics tools a plus * Exceptional analytical and problem solving skills. * Proficiency with Microsoft Excel and outstanding computer skills. * Excellent interpersonal and communication skills. * To be organized and creative team-player with initiative who responds well to challenges. * To demonstrate sound business judgment. * Location will be on-site in Cedar Rapids, Iowa or Des Moines, Iowa with a hybrid option. Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes: **Financial Benefits** * Competitive Compensation * Monthly Bonuses for Eligible Employees * 401(k) and Company Match * Annual Profit Sharing * Paid Time Off **Health, Wellbeing, and Family Planning Benefits** * Paid Vacation - starting at 80 hours annually for employees in their first year of service. * Paid Sick Days - Ten (10) per year with a conversation option for unused time. * Ten (10) Paid Holidays per year * Gym Reimbursement * Health Insurance * Dental Insurance * Vision Insurance * Short-Term and Long Term Disability * Company Paid Life Insurance * Flexible Spending Accounts (FSA) * Health Savings Accounts (HSA) * Employee Assistance Program * Parental Leave **Education and Career Planning Benefits** * Tuition Assistance * Networking Opportunities * Leadership Development Opportunities **Perks** * Paid Parking * Service Awards * Hybrid work arrangements * Business casual environment * A strong organizational culture focused on our greatest asset: **you**! *If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at .* Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa. GreatAmerica is the largest independent, family-owned national commercial equipment finance companies in the U.S. and is dedicated to helping manufactures, vendors, and dealers be more successful and keep their customers for a lifetime. With a focus on the small ticket vendor and OEM finance channel we have partnered with some of the largest and industry leading companies in the Office Equipment, Communications, IT, Automotive, Construction, Healthcare, and Franchise market sectors. In addition to financing, GreatAmerica offers innovative non-financial services to help our customers grow. At GreatAmerica we enjoy the benefits of being independent and family-owned, fostering quick decision making, customer response and innovation. Established in 1992 our team has grown to over 650 employees and a portfolio of over $2.5+ Billion. Our exemplary customer service, principle-centered business philosophy and team-based operating approach are key to our success and growth. With a strong balance sheet and consistent financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of the GreatAmerica team, you will grow professionally and work with some of the most talented finance professionals in the industry. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.
    $48k-79k yearly est. 27d ago
  • Finance Manager

    Dave Wright Nissan Subaru

    Finance Associate Job 6 miles from Cedar Rapids

    IMMEDIATE OPENING! AWARDED BEST DEALERSHIP TO WORK FOR 11 TIMES! Dave Wright Nissan Subaru Core Values: We Solve It We Are All One Team We Do What We Say We Grow Or We Die We Commit And Never Quit Finance Manager Responsibilities: Work directly with the sales team and customers to assist in the financial buying process Build relationships with customers Present service contracts and program options Complete paperwork for title work and lenders Maintain relationships with lenders and vendors Achieve monthly forecasts for F&I income, penetrations, and customer service Prior automotive sales experience NOT required Finance Manager Compensation & Benefits: Unlimited commission potential Health, dental, vision, and life insurance Paid holidays, vacation and sick days 5 day work week 401K Other Perks: Summer golf outing Christmas party Company picnic Monthly Impact Award Winner Monthly National Holiday celebrations Apply for our Finance Manager position today!
    $70k-99k yearly est. 24d ago
  • Finance Manager

    Davewrightnissan

    Finance Associate Job 6 miles from Cedar Rapids

    **IMMEDIATE OPENING!** **AWARDED BEST DEALERSHIP TO WORK FOR 11 TIMES!** **Dave Wright Nissan Subaru Core Values:** - We Solve It - We Are All One Team - We Do What We Say - We Grow Or We Die - We Commit And Never Quit **Finance Manager Responsibilities:** * Work directly with the sales team and customers to assist in the financial buying process * Build relationships with customers * Present service contracts and program options * Complete paperwork for title work and lenders * Maintain relationships with lenders and vendors * Achieve monthly forecasts for F&I income, penetrations, and customer service * Prior automotive sales experience NOT required **Finance Manager Compensation & Benefits:** * Unlimited commission potential * Health, dental, vision, and life insurance * Paid holidays, vacation and sick days * 5 day work week * 401K **Other Perks:** * Summer golf outing * Christmas party * Company picnic * Monthly Impact Award Winner * Monthly National Holiday celebrations Apply for our Finance Manager position today! **Apply for Finance Manager** Please add your resume 10MB limit; .pdf, .doc, and .docx file types are accepted. Please add your cover letter (optional) 10MB limit; .pdf, .doc, and .docx file types are accepted. Military Experience
    $70k-99k yearly est. 27d ago
  • Intermediate Financial Analyst

    Aegon Asset Management

    Finance Associate Job In Cedar Rapids, IA

    Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life . Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7 ,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com . Summary Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex. Job Description Responsibilities: + Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data. + Analyzes financial data and brings issues to the attention of the appropriate person. + Determines appropriate methodology to prepare information for use by others. + Participates in monthly accounting processes to ensure accuracy and completeness of financial records. + Interprets financial transactions and events for users who must make economic or business decisions. + Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements. + Develops financial reports/models for forecasting, trending and results analysis. + Supports client reporting needs including client performance and compensation. + Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems. + Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity. + Responsible for adherence to the company's framework of internal controls. Qualifications: + Bachelor's degree in Accounting or Finance and/or equivalent work experience. + Minimum 3 years of experience, with degree. + Advanced computer skills. Preferred Qualifications: + Working knowledge of financial area preferred (for example, investments, insurance products, premium). + Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical. + Work effectively individually and within a team; organizational and prioritization skills. Working Conditions: + Fast paced deadline-driven office environment. + Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely. **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.* * The Salary for this position generally ranges between $60,000 - $70,000 annually . This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, t his position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company d iscretion. W orried about not having every single qualification listed? It's okay. If it's a role you're interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees . Compensation Benefits + Competitive Pay + Bonus for Eligible Em ployees Benefits Package + Pension Plan + 401k Match + Employee Stock Purchase Plan + Tuition Reimbursement + Disability Insurance + Medical Insurance + Dental Insurance + Vision Insurance + Employee Discounts + Career Training & Development Opportunities Health and Work/Life Balance Benefits + Paid Time Off starting at 160 hours annually for employees in their first year of service. + Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). + Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars + Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child. + Adoption Assistance + Employee Assistance Program + College Coach Program + Back-Up Care Program + PTO for Volunteer Hours + Employee Matching Gifts Program + Employee Resource Groups + Inclusion and Diversity Programs + Employee Recognition Program + Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation (**************************************************************************** in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon (********************** acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023 At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit ******************** . * As of December 31, 2022 For more information about Transamerica's privacy practices, click here. (****************************************************************************
    $60k-70k yearly 14d ago
  • Finance Clerk

    Sac and Fox Tribe of Iowa

    Finance Associate Job 47 miles from Cedar Rapids

    TITLE: Finance Clerk DEPARTMENT: Finance CLASSIFICATION: Non - Exempt DUTIES & RESPONSIBILITIES: * Assist in general accounting office duties including, but not limited to, scanning documents, digital filing, dispersing checks, preparing overnight mail envelopes, stamping mail, and additional general office duties * Enter Fiscal department PO's or API's and process for payment * Function as backup for Payroll Clerk, processing payroll when Payroll Clerk is on vacation or performing other duties * Receive payments from Tribal customers and tribal departments, reconcile daily cash receipts, post deposits in accounting system * Assist Accounts Payable staff to prepare invoices for payment * Assist Procurement Staff to maintain vendor records * Assist reconciliations and journal entries as needed * Assist in maintaining Finance Department records * Perform other duties as assigned. QUALIFICATIONS: * Associate's degree in business and at least 2 years of experience in accounting * Requires computer skills including Microsoft Word and Excel * Experience with accounting software * High attention to detail and accuracy * Proficient in Microsoft Office, especially Excel and Outlook * Must maintain strict confidentiality. * Strong customer service skills * Prefer prior work experience working for a tribal organization. SUPERVISION: * Will be supervised by the Assistant Comptroller SALARY LEVEL: * Annual salary range: $36,171 - $49,004 ","
    $36.2k-49k yearly 12d ago
  • Intermediate Financial Analyst

    Aegon 4.4company rating

    Finance Associate Job In Cedar Rapids, IA

    Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex. Job Description Responsibilities: * Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data. * Analyzes financial data and brings issues to the attention of the appropriate person. * Determines appropriate methodology to prepare information for use by others. * Participates in monthly accounting processes to ensure accuracy and completeness of financial records. * Interprets financial transactions and events for users who must make economic or business decisions. * Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements. * Develops financial reports/models for forecasting, trending and results analysis. * Supports client reporting needs including client performance and compensation. * Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems. * Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity. * Responsible for adherence to the company's framework of internal controls. Qualifications: * Bachelor's degree in Accounting or Finance and/or equivalent work experience. * Minimum 3 years of experience, with degree. * Advanced computer skills. Preferred Qualifications: * Working knowledge of financial area preferred (for example, investments, insurance products, premium). * Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical. * Work effectively individually and within a team; organizational and prioritization skills. Working Conditions: * Fast paced deadline-driven office environment. * Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely. Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. The Salary for this position generally ranges between $60,000 - $70,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. Worried about not having every single qualification listed? It's okay. If it's a role you're interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $60k-70k yearly 15d ago
  • Intermediate Financial Analyst

    Transamerica 4.1company rating

    Finance Associate Job In Cedar Rapids, IA

    Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex. Job Description Responsibilities: Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data. Analyzes financial data and brings issues to the attention of the appropriate person. Determines appropriate methodology to prepare information for use by others. Participates in monthly accounting processes to ensure accuracy and completeness of financial records. Interprets financial transactions and events for users who must make economic or business decisions. Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements. Develops financial reports/models for forecasting, trending and results analysis. Supports client reporting needs including client performance and compensation. Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems. Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity. Responsible for adherence to the company's framework of internal controls. Qualifications: Bachelor's degree in Accounting or Finance and/or equivalent work experience. Minimum 3 years of experience, with degree. Advanced computer skills. Preferred Qualifications: Working knowledge of financial area preferred (for example, investments, insurance products, premium). Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical. Work effectively individually and within a team; organizational and prioritization skills. Working Conditions: Fast paced deadline-driven office environment. Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely. **Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** The Salary for this position generally ranges between $60,000 - $70,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. Worried about not having every single qualification listed? It's okay. If it's a role you're interested in, we encourage you to apply. Employees who enjoy their jobs are one of our favorite things. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $60k-70k yearly 11d ago
  • Associate Stylist Level I

    University of Iowa Commun

    Finance Associate Job 16 miles from Cedar Rapids

    Join Our Team as a Sylist at our North Liberty location! The team at Revitalize U Med Salon and Spa provides an all-inclusive cosmetic experience. We are looking for a talented Stylist that is energetic, enjoys a fast- paced work environment, and provides superior customer services to guests. Position Summary This position will be responsible for providing guests with the best experience possible. You should be comfortable using a variety of hairstyling techniques for different customers. Cross-promoting other med spa services and stylists is especially important in this team. To do well in this role, you will need to have excellent people skills and the ability to accurately capture the style that our clients hope to achieve with their haircut. You should also keep yourself aware of new styles and emerging trends in hairstyle. Position Responsibilities All employees are responsible for a basic knowledge of the employee handbook, along with the mission and vision of Revitalize U, and must conduct themselves with behavior that supports these values. All employees must occasionally collaborate with the leadership team to create, revise, and maintain accurate job descriptions. Consult with guests to ensure services are in line with expectations. Communicate with guests throughout scheduled appointment time with regards to ticket totals, services performed, and add-on service options. Educate clients on services offered at Revitalize U. Clean color bowls, brushes, and whisks, tear foils, continuously load, switch, and fold laundry, clean and sanitize brushes and combs, and assist fellow team members as needed. Maintain all necessary tools that you are personally responsible for providing. Use all salon provided equipment with respect and assist with maintaining salon equipment in good working order. Anticipate needs and keep guests informed of any scheduling changes. Participation in photoshoots and outside education that Ludic provides. Other projects and/or duties as assigned. Education Requirements Graduated from an accredited Cosmetology school or apprenticeship program. Valid and active State of Iowa Cosmetology License. Experience Requirements Working knowledge of salon/barber products and services. Strong interpersonal skills to build long lasting client relationships to drive business. Demonstrated ability to work independently. Capable of working effectively in a team setting. Self-motivation to seek and complete tasks as assigned. Flexible and adaptable to changing work environments. Ability to prioritize multiple tasks and manage time efficiently. Physical Demands Occasional lifting up to 20 lbs. Must be able to stand for extended periods of time. (up to 8 hours a day). Bending, squatting, and reaching. Fine motor skills to cut hair, comb hair, and manipulate scissors and other small implements. Revitalize U Med Spa and Salon is an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment free from discrimination on the basis of race, creed, color, religion, national origin, age, sex, pregnancy(including childbirth and related conditions), disability, genetic information, status as a U.S. veteran, service in the U.S. military, sexual orientation, gender identity, or associated preferences. Persons who need assistance or accommodations with the application or interview process may contact UIHV at ************. Successful candidates will be required to self-disclose any conviction history and will be subject to a criminal background check and credential/education verification. .
    $40k-70k yearly est. 13d ago
  • Relationship Banker- Marion

    Cedar Rapids Bank & Trust

    Finance Associate Job 6 miles from Cedar Rapids

    Full-time Description TITLE: Relationship Banker JOB FAMILY: Relationship Bankers DEPARTMENT: Retail Banking PAY GRADE & FLSA: 5; Non-exempt The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client's needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client's needs. ESSENTIAL FUNCTIONS: Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. Maintain thorough knowledge of all bank products and services. Answer questions, address service challenges, and provide resolutions. Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained. Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships. Collaborate with business development and lending teams to seek and establish new clients in the marketplace. Coordinate and participate in sales presentations at partnership meetings. Achieve monthly partnership event goals and track progress. Recommend- Achieve monthly branch goals and track progress. Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. Assist clients with HSAs, IRAs, fiduciary, and small business products. Assist clients with consumer lending needs including the ability to take a loan application and maintain a sound lending portfolio. Answer inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. Follow security procedures consistently and protect client confidentiality. Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Invest in community partnerships and participate in community events in support of our brand and culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: High school diploma or equivalent required. Two years' experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: Duties performed in a professional office environment. Availability to work Saturdays. Requires travel to other bank locations or client sites. 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. Requirements NMLS required
    $25k-32k yearly est. 18d ago
  • Relationship Banker- Marion

    QCR Holdings 4.1company rating

    Finance Associate Job 6 miles from Cedar Rapids

    TITLE: Relationship Banker JOB FAMILY: Relationship Bankers DEPARTMENT: Retail Banking PAY GRADE & FLSA: 5; Non-exempt The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client's needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client's needs. ESSENTIAL FUNCTIONS: * Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. * Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. * Maintain thorough knowledge of all bank products and services. * Answer questions, address service challenges, and provide resolutions. * Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained. * Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships. * Collaborate with business development and lending teams to seek and establish new clients in the marketplace. * Coordinate and participate in sales presentations at partnership meetings. * Achieve monthly partnership event goals and track progress. Recommend- Achieve monthly branch goals and track progress. * Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. * Assist clients with HSAs, IRAs, fiduciary, and small business products. * Assist clients with consumer lending needs including the ability to take a loan application and maintain a sound lending portfolio. * Answer inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. * Follow security procedures consistently and protect client confidentiality. * Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Invest in community partnerships and participate in community events in support of our brand and culture. * Foster and preserve a culture of diversity, equity, and inclusion. * Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: * High school diploma or equivalent required. * Two years' experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred. * Excellent client service skills. * Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. * Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. * Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: * Duties performed in a professional office environment. * Availability to work Saturdays. * Requires travel to other bank locations or client sites. 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. Requirements NMLS required
    $26k-30k yearly est. 21d ago
  • Community Banker - 20 hours/week

    Community State Bank 4.3company rating

    Finance Associate Job 50 miles from Cedar Rapids

    Community Bank and Trust is committed to being the most customer-focused financial institution in the Cedar Valley and is seeking an individual that is passionate about building customer relationships. CBandT is looking for a Community Banker (20 hours per week) to join our team. The key attributes of this position are to process customer transactions in efficient, accurate manner, following established policies and procedures of the Bank. Uphold the positive image of the Bank by providing the best possible customer service in a responsible and professional manner. Balance cash drawer according to established procedures and standards. To be considered for this position candidates should have a high school degree or equivalent. Post high school education in a related field preferred.One year in banking or related field with cashier experience is highly recommended.Skill in handling and computing cash transactions (numeric calculations), ability to work cooperatively with co-workers,maintain composure and manage stressful situations and verbally communicate effectively and pleasantly. To learn more about our company visit For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://qcrcbt.applicantlist.com/jobs/***********75.html
    $27k-41k yearly est. 60d+ ago
  • Personal Banker Williams Blvd

    Wells Fargo & Co 4.6company rating

    Finance Associate Job In Cedar Rapids, IA

    **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** * 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** * Ability to work weekends and holidays as needed or scheduled * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship **Posting Location:** * 3010 Williams Blvd. SW, Cedar Rapids, IA 52404 **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
    $27k-32k yearly est. 27d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance Associate Job 19 miles from Cedar Rapids

    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 35d ago
  • Community Banker

    Two Rivers Bank & Trust 3.8company rating

    Finance Associate Job 19 miles from Cedar Rapids

    This position is responsible for individual and business development activities and strategies that promote core deposit growth by attracting new business and building relationships with new and existing customers. This position is responsible for providing timely and efficient service to the customer while adhering to all bank and regulatory guidelines. This position is responsible for consumer lending and maintaining borrower relationships. +-----------------------------------------------------------------------+ | **COMPANY OVERVIEW:** | | | | Two Rivers Financial Group, Inc., through our wholly owned | | subsidiaries of Two Rivers Bank and Trust and Lee County Bank, 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 individual and business development activities and strategies that promote core deposit growth by attracting new business and building relationships with new and existing customers. This position is responsible for providing timely and efficient service to the customer while adhering to all bank and regulatory guidelines. This position is responsible for Consumer Lending responsibilities and maintaining borrower relationships. --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- +-----------------------------------------------------------------------+ | **EDUCATION AND WORK EXPERIENCE:** | +-----------------------------------------------------------------------+ | - High school diploma or equivalent | | - Prior banking experience and extensive knowledge of banking | | products and services. | | - Prior new account knowledge/experience.| | - Two or more years of consumer lending or comparable work | | experience. | +-----------------------------------------------------------------------+ | **SKILLS AND QUALIFICATIONS:** | +-----------------------------------------------------------------------+ | - Experience with computer operating systems. (Windows) | | - MS Office software experience | | - Basic math skills. | | - 10 key skills preferred. | | - Exceptional internal and external customer service skills. | | - Demonstrate selling skills and abilities. | | - Attention to detail. | | - Demonstration of excellent communication skills, both oral and | | written. | | - Strong organization skills and effective time management. | +-----------------------------------------------------------------------+ | **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 customers 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 | | and home equity lending. | | - Maintain quality portfolios keeping past dues, document | | exceptions, classified credits, non-classified credits to a | | minimum for consumer and home equity loans. | | - Negotiate credit items including costs, repayment methods, and | | collateral requirements for consumer and home equity lending. | +-----------------------------------------------------------------------+ | **SCHEDULE/TRAVEL/STATUS:** | +-----------------------------------------------------------------------+ | - Monday - Friday, Saturdays by Rotation (Hours and Saturday | | Schedule Vary by Market) |
    $24k-35k yearly est. 5d ago
  • Administrative Services Specialist - Nursing Finance/Agency - Data

    Jobs@Uiowa

    Finance Associate Job 23 miles from Cedar Rapids

    University of Iowa Healthcare is seeking a dedicated Administrative Services Specialist to join our Nursing Finance Department. This full-time role involves fostering a culture that aligns with our organization's vision, mission, and goals through various forms of operational support, program administration, project management, quality improvement, and leadership. Key Responsibilities As an Administrative Services Specialist, you will: Contribute to the success of projects, programs, units, departments, or divisions by coordinating and supporting operations. Lead organizational efforts by planning, directing, and evaluating operations. Provide administrative services across a range of functions, including Research, Health Care, and Academic Support. This role encompasses a broad spectrum of duties with varying levels of complexity, aimed at top-level administration within a unit, department, or division. Key responsibilities include: Operational, information, and communication management Human Resources Financial management Strategic planning Specific Duties Serve as the primary contact for supplemental staffing through third-party vendors, facilitating communication between managers and agencies, validating credentialing, making offers, and validating invoicing as needed. Design brochures, application materials, course materials, evaluation forms, and other documents. Develop and produce special and periodic reports. Apply knowledge of HR policies and procedures to provide basic guidance and advice. Provide functional and/or administrative supervision of staff as assigned. Manage and/or participate in recruitment processes and serve on search committees as assigned. Analyze data information requirements for supplemental staffing, develop or manage appropriate database systems for storage/retrieval, and create aggregate data reports for regulatory and healthcare agencies. Support program budgets and manage Department of Nursing fund allocations and expenditures. Assist in budget development and monitoring, providing projections and recommendations, and responding to requests for financial information. Initiate and approve workflow transactions, including purchasing, travel, and human resources transactions. Assist in the preparation of strategic plans. Develop and implement quality assurance and process improvement activities. Research and compile information to facilitate communication processes. Monitor compliance with UIHC policies and processes, implement changes, and serve as a liaison regarding questions and concerns. Coordinate with HCIS and oversee Nursing LAN equipment and server management. Develop and coordinate internal and external communications. Ensure time, resources, energy, learning opportunities, and actions are focused on priorities that matter to the changing workplace. Create a team environment of accountability and commitment for reaching goals and desired results, ensuring the team is developed to address future needs. Ensure compliance with codes of ethics that benefit the overall good of all constituents. Demonstrate and communicate a big-picture understanding of the organization, its interrelationships, and priorities. Participate in developing effective ways to address service challenges. Model service delivery and coach others to deliver excellent service in various settings. Communicate effectively with direct reports, peers, leadership, and external constituents. Utilize various methods for information sharing and gathering, modifying processes to enhance service. Establish and maintain positive and productive working relationships within and outside of your area. Identify and resolve disagreements/conflicts early. Promote a safe, equitable, and respectful environment where concerns can be addressed effectively. Recommend changes to work practices and policies to promote transparency and approachability. University of Iowa Health Care -recognized as one of the best hospitals in the United States-is Iowa's only comprehensive academic medical center and a regional referral center. Each day more than 12,000 employees, students, and volunteers work together to provide safe, quality health care and excellent service for our patients. Simply stated, our mission is: Changing Medicine. Changing Lives. Percent of Time: 100% Schedule: Monday - Friday, 7:30 AM - 4:00 PM Location: General Hospital (GH) Pay Grade: 3B ****************************************************************** Education Required Bachelor's degree or an equivalent combination of education and experience. Required Qualifications 1-3 years of experience providing administrative support for a program or operation. Proficiency in Microsoft Office software, including Access, Excel, Word, PowerPoint, and Outlook. Strong organizational skills with experience managing multiple projects and meeting deadlines. Knowledge of fiscal management. Excellent verbal communication skills, with the ability to develop and maintain collaborative working relationships and lead work groups and teams. Excellent written communication skills. Desired Qualifications Bachelor's degree in Business Administration and/or a Master's degree. 6 months to 1 year of experience in purchasing/vendor management. Experience in data collection and management. Familiarity with UI Purchasing guidelines. Advanced knowledge of relational databases. Experience in accounting and account reconciliation. High-level proficiency in Microsoft Teams. Advanced Excel skills. Knowledge of UI and UIHC policies, procedures, and regulations. Application Process To be considered, applicants must upload a resume that clearly addresses how they meet the required and desired qualifications of this position. Job openings are posted for a minimum of 14 calendar days. This job may be removed from posting and filled any time after the minimum posting period has ended. Successful candidates will be required to self-disclose any conviction history and will be subject to a criminal background check and credential/education verification. For questions, contact Rebecca Beggs at ***********************. This position is not eligible for University sponsorship for employment authorization. Additional Information Compensation Contact Information
    $20k-33k yearly est. Easy Apply 3d ago
  • Personal Banker

    Midwestone Financial Group, Inc.

    Finance Associate Job 19 miles from Cedar Rapids

    At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further. 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. 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 company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employee Stock Ownership Plan * 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 * Take Your Dog to Work Day in June * Employee Rally Day- a day of celebration and recognition! 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. We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential. Now that you know more about us and the position, next step is for you apply so we can learn about you! Created By : Compensation Range
    $28k-36k yearly est. 39d ago
  • Personal Banker

    Midwestone Bank

    Finance Associate Job 19 miles from Cedar Rapids

    At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further. 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. 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 company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employee Stock Ownership Plan 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 Take Your Dog to Work Day in June Employee Rally Day- a day of celebration and recognition! 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. We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential. Now that you know more about us and the position, next step is for you apply so we can learn about you!
    $28k-36k yearly est. 59d ago
  • Community Banker

    Two Rivers Careers 2.5company rating

    Finance Associate Job 19 miles from Cedar Rapids

    Two Rivers Financial Group, Inc., through our wholly owned subsidiaries of Two Rivers Bank & Trust and Lee County Bank, 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 individual and business development activities and strategies that promote core deposit growth by attracting new business and building relationships with new and existing customers. This position is responsible for providing timely and efficient service to the customer while adhering to all bank and regulatory guidelines. This position is responsible for Consumer Lending responsibilities and maintaining borrower relationships. EDUCATION AND WORK EXPERIENCE: High school diploma or equivalent Prior banking experience and extensive knowledge of banking products and services. Prior new account knowledge/experience. Two or more years of consumer lending or comparable work experience. SKILLS AND QUALIFICATIONS: Experience with computer operating systems. (Windows) MS Office software experience Basic math skills. 10 key skills preferred. Exceptional internal and external customer service skills. Demonstrate selling skills and abilities. Attention to detail. Demonstration of excellent communication skills, both oral and written. Strong organization skills and effective time management. 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 and home equity lending. Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer and home equity loans. Negotiate credit items including costs, repayment methods, and collateral requirements for consumer and home equity lending. SCHEDULE/TRAVEL/STATUS: Monday - Friday, Saturdays by Rotation (Hours and Saturday Schedule Vary by Market) Infrequent Travel In-Branch Position BENEFITS: Competitive Compensation Comprehensive Healthcare 401K Retirement Plan Employee Stock Ownership Plan Life & AD&D Insurance Long Term Disability Plan Paid Time Off (PTO) Paid Holidays Paid Volunteer Hours Professional Development and Advancement Opportunities Employee Assistance Program 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. 38d ago

Learn More About Finance Associate Jobs

How much does a Finance Associate earn in Cedar Rapids, IA?

The average finance associate in Cedar Rapids, IA earns between $21,000 and $68,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average Finance Associate Salary In Cedar Rapids, IA

$38,000
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