Financial Consultant Partner
Finance associate job in Council Bluffs, IA
Regular
Your opportunity
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required minimum skills and qualifications are:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 2 years
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Analysis & Planning Intern
Finance associate job in Omaha, NE
Company:
BHHIC Berkshire Hathaway Homestate Insurance Company
As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and “large company” benefits, in addition to an exciting, friendly, “small company” atmosphere.
*This internship is open to students currently enrolled in an undergraduate four-year degree seeking program in the Omaha area.*
Berkshire Hathaway Homestate Insurance Company is a member of the Berkshire Hathaway group of insurance companies owned by Berkshire Hathaway Inc.
Hours:
Flexible; Between 8:00 a.m. - 5:00 p.m.
15-20 hours per week depending on the applicant's schedule during the school year
More hours available in Summer (up to 40 hours per week)
This internship will give the qualified candidate an opportunity to obtain valuable experience in financial planning and analysis with an opportunity to present projects to company leadership. Duties involve collaborating with others as well as working independently and may include the following:
Complete analytical projects around a variety of areas of the business
Compile data from various sources and prepare consolidated reports and documents
Assist with the development of internal controls and performance metrics
Ad hoc Internet research, spreadsheet preparation, some clerical responsibilities such as data cleansing and organization
Provide insight into technological improvement and data presentation
During this internship, the student will learn:
To use Excel, SQL, and Power BI to produce meaningful outputs for management
To challenge process and assist in driving change
To work independently in a business environment
Qualifications:
Minimum incoming Junior class standing
Proficiency with personal computers and software such as Excel, PowerPoint and Word
Excellent grammar, proofreading and oral / written communication skills
Punctual
Excellent organization skills
Ability to meet deadlines
A comprehensive benefits package is available for regular, full-time employees, including health, vision, dental, life and disability insurance as well as a 401(k) with company match. We also proudly offer 100% upfront tuition reimbursement to regular, full-time employees, to further your education. Our Omaha office boasts a complimentary state-of-the-art, on-site gym, a robust wellness program, low-cost downtown parking, and numerous volunteer and networking opportunities with other emerging professionals.
Auto-ApplyFinancial Analyst
Finance associate job in Omaha, NE
Reporting to the Sr. Financial Analyst, you will perform financial analyses and reporting for assigned areas under limited supervision. You will support period-end close activities, maintain accounting schedules, and ensure compliance with Generally Accepted Accounting Principles (GAAP). You will also assist with special projects, provide guidance to remote team members, and contribute to process improvements.
Your Impact
Prepare and analyze internal and external financial statements in compliance with GAAP and regulatory requirements
Support period-end close by creating journal entries, resolving unusual items, and ensuring timely completion of tasks
Maintain monthly accounting schedules and perform balance sheet reconciliations to support audits and financial accuracy
Execute general accounting activities in SAP, including journal entry uploads and use of the Comprehensive Accounting Excellence (CAE) tool
Generate and distribute routine and ad hoc financial reports for internal stakeholders
Participate in and occasionally lead special projects involving general accounting such as mergers, acquisitions, policy updates, and system conversions
Communicate effectively with internal teams and third-party partners to resolve issues and improve processes
Identify and recommend improvements to enhance efficiency and strengthen the control environment
Document procedures and alert management to situations that may impact the company's financial condition
Your Experience
Bachelor's degree in Accounting or Finance required
3+ years of experience in public or corporate accounting
Strong skills in account research and reconciliation with minimal supervision
Advanced Excel and financial modeling skills; experience with ERP systems and data visualization tools
Experience with databases
Analytical and problem-solving abilities with a high attention to detail.
Demonstrated critical thinking skills, including applying analytics, benchmarking, and insights to produce meaningful strategies and solutions.
Number of Days in Office: 3
#LI-Hybrid
#LI-Associate
#LI-GS1
Compensation:
Pay Range:$63,000-$93,000
The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity. Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees.
Our Benefits:
We care about your total well-being and will support you with the following, subject to your location and role:
Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement
Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan
Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement
Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities
Our Company:
At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye , Slim Jim and Reddi-Wip .
Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome.
Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.
Auto-ApplyFinancial Consultant with Military Background
Finance associate job in Omaha, NE
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual of Omaha is seeking to onboard a new Financial Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
The Backbone of Our Success, Our Local Leaders:
Jennifer Brase - Managing Partner:
How long with NM? Been with NM for 35 years.
Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM.
Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.
Dan Ferguson - Managing Director:
How long with NM? Been with NM for 20 years.
Prior Experience? Was a bartender and server before starting with NM as an intern.
Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.
Katie Eikmeier - Chief Development Officer:
How long with NM? Been with NM for 12 years.
Prior Experience? Worked in marketing and advertising prior.
Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.
Nick Onken - Financial Advisor and Growth & Development Director:
How long with NM? Started with NM 4 years ago.
Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska.
Passionate About? Loves everything about family. Spends as much free time as he can golfing. Has a passion for outdoor activities like hunting and fishing.
Position Overview:
As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
What Our Representatives Value:
Potential for abundant, consistent, and predictable results.
A collaborative, high-support team environment, fostering growth and camaraderie.
Full business development process training and support for seamless operations.
Proven operational systems and cutting-edge technology for enhanced agent efficiency.
Achieving high performance while maintaining a great quality of life.
A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
Strong Earnings Potential: Combining first year income and unlimited upside.
Significant bonus opportunity commensurate with outcomes.
Dental insurance.
Health insurance.
Life insurance.
Retirement plan.
Vision insurance.
Education:
Bachelor's Degree (preferred)
If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios.
Prior insurance or financial services experience is not required.
This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.
Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jennifer Brase is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Finance Manager
Finance associate job in Omaha, NE
Finance & Insurance (F&I) Producers
O'Daniel Honda Mission Statement
To be a dealership whose employees work together to genuinely earn the trust and loyalty of its customers and the community by focusing on excellence in customer service, convenience and value.
Summary
The Finance & Insurance (F&I) Manager sells new and used car buyers financing and insurance products. F&I managers also work with financial lenders to give fair interest rates to buyers and programs. As with all positions within our dealerships, F&I managers are expected to uphold the highest ethical standards.
Finance Producers are expected to:
Offer vehicle financing and insurance to customers and providing them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies.
Seek new lending institutions and maintaining good working relationships to secure competitive interest rates and financing programs.
Process financing and leasing deals accurately and securing approval through financial sources to secure approval and through the proper federal, state and corporate channels.
Understand and complying with federal, state and local regulations that affect the new and used-vehicle and finance departments.
Create and maintain a program with the sales department that will ensure all new sales are referred to the F&I department.
Train and provide the sales team with information on finance and lease programs and the benefits of the dealership's financing and extended service programs.
TO and talk to customers to help close deals
Establish measurable performance goals using gross and net profits, product sales, etc. for monthly, quarterly and annual targets.
Meet or exceed established measurable performance goals
Meet or exceed manufacture set Customer Satisfaction rating expectations
Evaluate each team member's performance and productivity as it relates to the Finance Department
Market and prospect for outside sales opportunities for finance products
Coordinate activities between Finance and other departments
Fill in as needed for Sales Manager Duties
Ensure the dealership is stocked with the necessary documents to complete contracts
Job Requirements
It is recommended that the finance and insurance manager is has two years of automotive sales experience and one year in a dealership management position.
Managerial positions are required to maintain the profitability of their department while controlling expenses and maintaining customer satisfaction.
Managers are required to understand and keep abreast of the federal, state, and local regulations that affect their operations.
F & I personnel require strong communication skills in order to work with customers, employees and finance and insurance vendors as they represent the dealership.
Education Requirements
A college degree or equivalent experience in finance is preferred. A strong background in business, mathematics, marketing and computers is also useful.
Benefits: Health insurance, 401k plan, and vacation pay.
Auto-ApplyFinance Manager
Finance associate job in Omaha, NE
At Village Pointe Toyota, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Village Pointe Toyota is absolutely critical to its success. Our promise is to keep delivering the same award winning service and value that our community has come to expect from our dealership through the years.
If you are wanting to be paid what you are worth, we are currently seeking the right candidate(s) to join our fast paced, never boring, fun, and highly energetic team.
What We Offer
Medical and Dental
401K Plan
Paid time off and vacation
Growth opportunities
Paid Training
Employee vehicle purchase plans
Long term job security
Health and wellness
Discounts on products and services
RESPONSIBILITIES:
Assist customers with product protection selection on their purchase or lease
Assess and fact find needs of customers to best structure their loan or lease related to their purchase
Answer all questions relating to all areas of a car purchase or lease
Work directly with sales manager and sales people
Work directly with the office to maintain effecient paper flow
Maintain 5 star customer rating
Ability to negotiate terms in a professional and transparent manner
Ability to research and learn all state and local titling laws
Maintains proficiency and certifications as required for the position
Accurately gather all credit information for lender to secure financing or lease approval
Accurately read and comprehend lender program and guidelines
Maintain 100% compliance with all lending and federal guidelines
Ability to contract customers in with no errors
Accurately audits team deals Post-Sale
Ensures the expeditious funding of all contracts
REQUIREMENTS:
Knowledge of dealership finance and insurance procedures
Sales experience
Strong negotiation skills
Customer service skills
Professional personal appearance
Excellent communication skills
Advanced computer skills
Microsolf office, excel, word, and power point
Bachelor's degree preferred
Valid driver's license with an acceptable driving record
Must be willing to submit to a background check & drug screen
Auto-ApplyCommunity Banker I - Float
Finance associate job in La Vista, NE
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry and Fiserv systems is preferred.
Schedule:Monday-Friday with availability from 7:45am-5:45pm; Rotating Saturday 8:15am-12:15pm
This position is a floating role covering Omaha Metro branches, with the home branch located at the Southport Branch.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
Relationship Banker - Nebraska Market - Papillion, NE
Finance associate job in Papillion, NE
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyFinancial Services Representative (Loan Officer)
Finance associate job in Omaha, NE
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
* Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
* Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
* Build Relationships: Be a trusted financial partner to our members.
* Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
* Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
* Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
* Invest in Yourself: Centris offers tuition reimbursement!
* Treat Yourself: Company-paid DoorDash membership.
* Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
* Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
* Detail-oriented individual with a positive attitude and a passion for helping others!
* Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
Main Banker (Starting at $19!)
Finance associate job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Auto-ApplyMain Banker (Starting at $19!)
Finance associate job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Personal Banker - $22 (Bellevue, NE) - Bilingual in Spanish Preferred
Finance associate job in Bellevue, NE
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
About This Role:
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
THE GREAT BIG SMALL BANK
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
PRIMARY RESPONSIBILITIES
Make every customer feel welcome in your FNBO branch
Help customers with transactions like deposits and withdrawals
Gain an understanding of your customer's unique financial needs
Make personalized recommendations to support them
Help guide your customers toward greater financial well-being
Deepen your relationship with customers through outreach
Comply with all bank policies, regulations and laws
BENEFITS AND PERKS
All full-time and part-time employees are eligible for the following benefits:
Competitive pay and an incentive plan for helping clients
401(k) match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development training and coaching
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
The Ideal Candidate for This Role:
Outgoing and enjoys engaging with people
Friendly with a positive attitude
A solution-oriented critical thinker
Excited to learn and take on new challenges
A team player
Motivated to do what's right
Collaborative and supportive
QUALIFICATION REQUIREMENTS
High School Diploma or GED
Bachelor's degree or equivalent work experience preferred
Retail banking experience preferred
Bilingual in Spanish preferred
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
Starting pay for Personal Banker positions is $22/hour.
Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level.
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251655
Registration Requirement:
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Auto-ApplySchool Finance Specialist
Finance associate job in Omaha, NE
Job Title: School Finance Specialist
Location: Department of Accounting and Finance, Teacher Administrative Center, 3215 Cuming Street, Omaha, NE 68131
Reports To: Financial Planning & Analysis Manager
Work Schedule/FLSA Status: 12-month / Salaried Exempt
Salary Schedule: Specialist 3 S04 92C, Starting salary $75,902.17.
Salary credit may be awarded for applicable experience.
Position Purpose: The School Finance Specialist is to be a trusted leader in ensuring that every dollar entrusted to our schools is managed with integrity and purpose. This role will empower principals, bookkeepers, and school staff with the training, tools, and support necessary to handle student activity funds confidently and in compliance. The School Finance Specialist will also contribute to districtwide financial planning and analysis, giving the opportunity to shape decisions that directly impact schools and students. This position will support building financial capacity at the school level, strengthening trust with families and the community, and ensuring resources are utilized to their greatest effect. As part of a collaborative, mission-driven finance team, this position will have the chance to lead improvements, solve complex challenges, and see the impact of work across an entire school district.
Essential Performance Responsibilities:
Support School-Based Accounting: Provide guidance and assistance to school staff on daily financial activities, including check writing, deposits, bank reconciliations, and student fee assignment and tracking.
Training & Capacity Building: Develop and deliver training for bookkeepers, principals, program directors, and other school staff to strengthen financial knowledge and ensure consistent application of district accounting policies.
Customer Service: Serve as the district's front-line resource for questions and troubleshooting related to school activity accounting.
System Support: Partner with the district's accounting software vendor to identify, escalate, and resolve technical or functional issues.
Compliance Monitoring: Participate in the school finance review team, conducting onsite reviews of school financial operations to ensure compliance with district policies, state regulations, and sound accounting practices.
Financial Analysis Support: Assist with the preparation of reports, analysis of budget-to-actual results, and other ad hoc projects to support districtwide financial planning and decision-making.
Continuous Improvement: Recommend process improvements, tools, or training to enhance efficiency, consistency, and compliance in school-based accounting.
Foster Team and Departmental Collaboration: Work closely with your FP&A team and across the Accounting & Finance Department to ensure cohesive planning and execution aligned with district priorities.
Knowledge, Skills, and Abilities:
Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred; equivalent experience in school-level accounting or bookkeeping considered.
2-3 years of experience in accounting, bookkeeping, or financial compliance required; experience in K-12, nonprofit, or public sector settings highly valued.
Strong understanding of accounting and bookkeeping principles; knowledge of school activity funds preferred.
Proficiency in Excel and Outlook; experience with financial systems and reporting tools a plus; experience with SchoolCash Suite preferred.
Excellent communication and interpersonal skills, with the ability to train, coach, and build trust with staff of varying financial expertise.
Strong analytical, organizational, and problem-solving skills, with the ability to interpret policies and manage multiple priorities and deadlines.
Mission-driven, proactive, and committed to equity, transparency, and public service.
Additional Duties:
Performs other related tasks as assigned by supervisor and other central office administrators as designated by the Superintendent.
Equipment: This position may require the ability to use basic office equipment, including computers, copiers, and scanners. Must always comply with OPS's guidelines for equipment use.
Travel: Limited travel may be required.
Physical and Mental Demands, Work Hazards:
Must be able to respond rapidly in emergency situations.
Must possess strong organizational, time management, communication, and interpersonal skills.
Work in school building and central office environments.
Interrelations:
Contact with personnel within the district, as well as with customers and vendors.
Will be working under the general supervision of the department supervisor to complete day-to-day tasks.
Will be working with a diverse population requiring the ability to handle all situations with tact and diplomacy.
Must understand and respond appropriately to customer needs and maintain a positive attitude with all customers and colleagues.
Expected to interact with all internal and external customers in a friendly, professional manner and provide quick, responsive customer service.
Employee Punctuality and Appearance:
For schools to operate effectively, employees are expected to perform all assigned duties and work all scheduled hours during each designated workday, unless they have received approved leave.
Any deviation from assigned hours must be approved in advance by the employee's supervisor or building administrator.
All employees are required to report to work dressed in a manner that reflects a positive image of Omaha Public Schools and is appropriate for their position.
Terms of Employment
This position is treated as a full-time exempt classified position. The terms of your employment will be governed by applicable state laws regulating employment in a Nebraska public school and Board of Education policies, as those laws and policies may change from time to time. If your position is represented by a collective bargaining representative, then your employment will also be governed by a negotiated agreement between OPS and that collective bargaining representative.
The offer of employment is contingent upon:
Obtaining and providing verification of all licenses, certificates, and other requirements for the position (e.g., Paraprofessionals obtaining “Highly Qualified status,” etc.), as identified, and maintaining all licenses, certificates, and requirements for your position throughout employment.
A background check that demonstrates to OPS that the background is acceptable for the position.
Verification of U.S. citizenship or legal authorization to work in the United States.
Successful completion of a pre-employment drug test (if required for the position offered).
Successful completion of a tuberculosis skin test (if required for the position offered).
Omaha public schools does not discriminate on the basis of race, color, national origin, religion, sex (including pregnancy), marital status, sexual orientation, disability, age, genetic information, gender identity, gender expression, citizenship status, veteran status, political affiliation or economic status in its programs, activities, employment, and provides equal access to the Boy Scouts and other designated youth groups. The following individual has been designated to handle inquiries regarding the non-discrimination policies: Director, Office of Equity and Diversity, 3215 Cuming Street, Omaha, NE 68131. **************
The Omaha Public School District is committed to providing access and reasonable accommodation in its services, programs, activities, education, and employment for individuals with disabilities. To request disability accommodations during the application process, please contact the Talent Services department at ************.
Relationship Banker - Lincoln Downtown Branch - Lincoln, NE
Finance associate job in Omaha, NE
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPersonal Banker I
Finance associate job in Papillion, NE
Department
2251-Papillion North
Employment Type
Full Time
Location
Papillion North
Workplace type
Onsite
Compensation
Depends on Experience
More Details About Pinnacle Bank/Bank of Colorado We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
8 paid holidays*
17 PTO days each year for the first five years of employment.*
After five years, 22 PTO days each year.*
After ten years, 27 PTO days each year.*
Employees must also complete the 90-day introductory period prior to accruing PTO.*
New employees will receive 16 hours of paid sick time upon their hire date.*
Health, dental, prescription drug card, vision, and voluntary life insurance plans
Health Savings Account with employer contributions
Flexible medical and dependent care spending plans
Parental Leave after one year of full-time employment
401K plan after 3 months and start of next quarter with employer contributions and profit sharing
Free checking account and basic printed checks
Free safe deposit box
$50,000 group term life insurance
Long term disability insurance
Employee Assistance Program
Educational Assistance
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at
**********************
or by phone at ************ and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the
[EEO KNOW YOUR RIGHTS]
and
[PAY TRANSPARENCY STATEMENT]
.
Easy ApplyRelationship Banker
Finance associate job in Omaha, NE
Omaha, Nebraska **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Consultant Partner
Finance associate job in Omaha, NE
Regular
Your opportunity
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required minimum skills and qualifications are:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 2 years
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Community Banker I
Finance associate job in Omaha, NE
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday with flexibility to work 7:45am - 5:45pm; Rotating Saturday mornings.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
Relationship Banker - Nebraska Market - Papillion, NE
Finance associate job in Papillion, NE
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Financial Services Representative (Loan Officer)
Finance associate job in Omaha, NE
Job Description
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union!
Financial Services Representative (Personal Banker)
Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
Build Relationships: Be a trusted financial partner to our members.
Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
Invest in Yourself: Centris offers tuition reimbursement!
Treat Yourself: Company-paid DoorDash membership.
Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
Detail-oriented individual with a positive attitude and a passion for helping others!
Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!