January 2026
Primary Function:
The Financial Analyst (Analyst) will be primarily responsible for developing proformas, debt packages, analysis for investor pitches, and forecasting.
Contribution to Company Mission and Vision:
The Analyst shall work collaboratively to ensure that the Company continues to create communities that flourish, while supporting the foundational principles of pursuing outstanding locations and timeless designs. The Analyst shall maintain the integrity of the Old Town brand in all aspects of their position while contributing to the values of gratitude, ownership, perseverance, accountability and innovation.
Role Absolutes:
Create, refresh and analyze project proformas
Generate collateral for lenders and investors
Responsible for Investment Committee Reporting
Primary Responsibilities:
Leadership
Engage with the leadership team to provide critical input, opportunities for improvement, risk areas, insight from experience, challenge of assumptions, and overall guidance from a financial and company operations perspective to help Old Town achieve their stated goals and objectives.
Create, Refresh and Analyze Project Proformas
Assist with financial and sensitivity analysis of complex real estate development projects.
Assist in the preparation of real estate financial forecasting, budgeting and capital requests for the company.
Create lender packages for RFP with potential lenders.
Create investor packages for RFP with potential investors.
Provide input on investor structures and returns.
Generate Collateral & Prepare Investment Committee Reporting
Assist in translating the initial proforma to budget creation for assets under construction.
Ensure a seamless hand-off of budgets to Asset Management and the Director of Investor Relations once constructed.
Support leadership team with assistance for ad-hoc reports or requests.
Assist with financial reporting to lenders, investors and other third parties, including financial statements and investor reporting packages consisting of forecast-to budget variance analyses and cash forecasting.
Lead the appropriate development team members in evaluating and understanding project proformas.
Ensure that thorough proformas are published in preparation for the initial Investment Committee.
Review the quarterly and annual development reports for variance analysis.
Additional Qualifications:
· BS in business finance, accounting or equivalent experience
· Minimum of 2 years' experience in accounting and financial management practices
· Proficiency with accounting software, word processing, and spreadsheets.
· Solid GAAP and financial reporting technical skills
· Strong communication and interpersonal skills
· Strong work ethic, team player
Reporting:
The Financial Analyst will report to the CFO of Old Town.
$51k-76k yearly est. 2d ago
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Relationship Banker - Indianapolis Market
Bank of America 4.7
Finance associate job in Indianapolis, IN
Indianapolis, Indiana;Indianapolis, Indiana; Carmel, Indiana; Speedway, Indiana; Indianapolis, Indiana; Fishers, Indiana; Indianapolis, Indiana; Indianapolis, Indiana
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience infinancial 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
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience infinancial 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
**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.
$31k-37k yearly est. 1d ago
Market Relationship Banker
Old National Bank 4.4
Finance associate job in Huntingburg, IN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18365 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 3d ago
Business Banker
Horizon Bank 4.5
Finance associate job in La Porte, IN
The business banker is responsible for attracting new business clients to the bank and managing a portfolio of small business clients. This is encompassed by business loans, business deposits, and Treasury Management products/services. Develop new relationships through outside sales activities, prospecting, and community involvement. Perform all work in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs).
Principal Accountabilities
Accountable for net merchant processing income, small business deposit gathering, and small business loan production to meet or exceed budgeted financial results. Support customer service activities, loan processing, collections, risk management and compliance requirements. Provide guidance to avoid bank losses and ensure that established policies and procedures are followed.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness, and volume of sales and service activity. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through active involvement in local organizations and events.
Duties
Communicate regularly with Market President; develop and implement strategic initiatives to achieve goals
Monitor sales reports and daily sales activities to identify opportunities for cross-sell and referrals to other business lines; Call on current and potential customers to develop new business and retain or expand existing relationships
Provide management with weekly, monthly and quarterly reports as directed.
Identify quickly any issues requiring a service recovery plan, take a leadership role in providing direction or personally offer corrective action and follow up to ensure customer satisfaction.
Accountable for ensuring periodic testing of controls, documentation and reports are completed and submitted timely.
Accountable for ensuring adherence to established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
Report suspicious transactions or unusual occurrences to supervisor.
Maintain customer confidence and protect bank operations by keeping information private and confidential.
Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.
Other duties as assigned.
Qualifications & Skills
High School diploma or GED required; Bachelor's degree infinance or business preferred
3+ years' management experience in retail or financial services; banking experience preferred.
3+ years' sales experience. Sales management is a plus.
Exhibit excellent sales skills with a high level of customer service orientation. Display a friendly and personable demeanor and a high degree of integrity.
Experience managing appropriate risk and making sound decisions.
Successful candidates must have strong leadership skills, excellent interpersonal skills, and a demonstrated attention to detail. Experience with complex math functions with capacity to analyze credit and financial information.
Ability to effectively respond to customer needs and willing to solicit feedback to improve service.
Ability to present information with diplomacy and tact.
Strong knowledge of Microsoft Office software applications.
Core Competencies
Adaptability & Flexibility
Decision Making & Judgment
Consultative Sales
Results Focus
Customer Focus
Time Management
Physical Requirements
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).
Physical Demands:
Percentage of Time:
Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.
75% - 100%
Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the branch.
75% - 100%
Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone
75% - 100%
Regularly move about the branch to access areas such as office space, common areas, and printer/copier
50% - 100%
Able to remain in stationary position
50% - 100%
Able to grasp, move and sort forms and papers.
75% - 100%
Occasionally position self to reach heights between floor and 6'
Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.
#LI-DNI
$42k-67k yearly est. 3d ago
Personal Banker - Hamburg, Sellersburg IN - Sellersburg, IN
Wesbanco Bank Inc. 4.3
Finance associate job in Sellersburg, IN
Back Personal Banker - Hamburg, Sellersburg IN #41-8545 Sellersburg, Indiana, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Hamburg - Sellersburg, IN.
Market Louisville Work Hours per Week 37.5 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience preferred.
Supervisory or leadership skills desired.
Job Description
SUMMARY:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Personal Bankers are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. The Personal Banker is responsible for the consistent execution of the consumer-based and business relationship building efforts of a full service banking center. The Personal Banker focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Personal Banker is also expected to spend significant time initiating outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent cross selling of new and existing Retail banking relationships. The Personal Banker will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Personal Banker is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a teller, assisting in supervising, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Business development (inside and outside)
Relationship building
Cross-selling of Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and cross-sell the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Cross-sells consistently and makes appropriate business line referrals as defined by location goals.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties may be assigned.
OTHER SKILLS AND REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Sellersburg, Indiana, United States
$31k-37k yearly est. 3d ago
Personal Banker - Part Time
Civista Bank 3.9
Finance associate job in Milan, IN
A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating an exceptional customer experience through their knowledge of available products and services. The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve.
Key Accountabilities, Responsibilities and Expectations:
Creating an exceptional customer experience daily by delivering a personal touch, building relationships, assessing needs, recommending products and referring partners to our customers in order to grow the branch and the bank.
Dedication to personal growth through daily learning. Adapting to current and new procedures and systems to grow the organization and the team.
Ensuring Operational tasks are followed & completed daily.
Execute customer requests with speed and accuracy.
Maintain cash levels and outages within the parameters of the established guidelines.
Constant, consistent communication internally and externally. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc.
Requirements:
Qualifications, Knowledge and Skills:
Customer service, sales, and cash handling experience preferred.
Excellent oral, written and presentation skills
Detail oriented with the ability to work under deadlines with frequent interruptions.
High School diploma or equivalent required.
Above average knowledge of technology and willingness to adapt to new software technologies.
Ability to work under deadlines with frequent interruption.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving objects up to 50 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone.
Work involves some travel to attend meetings, training, and so forth.
EOE - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this restricts management's right to assign or reassign duties and responsibilities to this position at any time.
Please see job description
PI281270167
Job distributed by JobTarget.
$31k-38k yearly est. 3d ago
Future Positions
Reveal Risk
Finance associate job in Carmel, IN
Job Description
Are you passionate about making an impact in the world of cybersecurity and risk management? At Reveal Risk, we're always on the lookout for talented, driven individuals who share our commitment to excellence, innovation, and teamwork.
If we do not have a role that matches your skills and interests today, we're growing and evolving-and future job openings are just around the corner. By joining our talent community, you'll be among the first to hear about new openings tailored to your expertise.
What We Look For:
Skilled professionals in cybersecurity, risk management, project management, client engagement, marketing, and more.
A proactive and solution-oriented mindset, with a passion for simplifying complex challenges.
Team players who thrive in dynamic, collaborative environments.
Why Join Us?
Be part of a boutique firm where your contributions make a direct impact.
Work with a team of passionate experts dedicated to delivering exceptional client results.
Enjoy competitive benefits, a flexible work environment, and a culture that values professional growth.
Stay connected with us and share how your skills and experiences align with our mission. We look forward to learning more about you and exploring the possibility of working together in the future!
Ready to Connect?
Click "Apply Now" to submit your resume and tell us about the kind of role you're seeking.
Powered by ExactHire:156623
$57k-103k yearly est. 19d ago
Analyst, Corporate Tax
Onewabash
Finance associate job in Lafayette, IN
About the Role:
As a Corporate Tax Analyst, you will work on a variety of tasks associated with tax operations. Activities include, but are not limited to, federal and state income tax compliance, assistance with federal and state income tax audits, assistance with the financial reporting of quarterly and annual taxes, preparation of property tax, federal excise tax, and sales/use tax. This position is a valuable member of the finance group and will report to the Corporate Tax Manager but will work closely with all levels of the tax team on a variety of direct and indirect taxes.
Your Responsibilities:
Assist with collecting data and review of federal and multi-state income tax filings
Perform research related to various direct and indirect tax issues
Assist in preparation of monthly and quarterly account reconciliation/analysis for tax accounts
Process tax payments (income, property, sales/use)
Assist in corresponding to federal, state and local tax notices/inquiries
Prepare bi-weekly federal excise tax deposits and quarterly excise tax returns
Support our co-sourcing teams by providing information for sales/use tax filings on a monthly, quarterly, and annual basis
Assist with preparation of property tax filings
Maintain sales tax exemption certificate documentation for internal and external customers
Maintain corporate tax calendar
Other duties as assigned
Let's Talk About Your Qualifications:
Bachelor's Degree (Preferred Major: Business or Accounting)
Minimum 1-4 years of experience in tax compliance (federal and state income tax)
Proficiency in Microsoft Suite
Familiarity with SAP, OneSource Income Tax, and PTMS Property Tax.
Familiarity with ASC 740's guidance on reporting income taxes on U.S. GAAP financial statements
CPA or path to CPA preferred
Must have the ability to handle multiple tasks in a changing environment
Possess excellent communication, interpersonal and organizational skills
Good analytical/problem solving skills
Ability and willingness to apply sound judgment to daily activities
Willingness to challenge current processes and procedures with an emphasis on developing process improvements to gain overall efficiencies
Leadership Attributes:
At Wabash, we pride ourselves on being empowering, and there are some things we feel very strongly about:
Embrace Diversity and Inclusion - Solicit and respect the input of others, celebrate differences, and strive for transparency and inclusiveness
Seek to Listen - Actively listen to reach the best solution and make the strongest decisions
Always Learn - Strive to improve; do not quit or settle for the status quo
Be Authentic - Demonstrate honesty, incredible energy, and grit in everything you do
Win Together - Collaborate, seek alignment, and excel at cross-group communication to success as one team and One Wabash
Join us in turning ideas into world-changing realities. Curate and build your high-impact professional career at Wabash!
Affirmative Action/EEO Statement:
Wabash is committed to providing equal employment opportunity for its associates and applicants without regard to race, color, religion, sex, age, national origin, veteran status, disability, or other protected class or activity under federal, state, or local law. All employment decisions must be based on neutral, legitimate criteria. All employment policies and rules shall be applied equally to similarly situated associates.
$58k-86k yearly est. 1d ago
Financial Analyst (101085)
Honda Dev. and Mfg. of Am., LLC
Finance associate job in Greensburg, IN
What Makes a Honda, is Who makes a Honda
Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals.
At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda's, we want you to join our team to Bring the Future!
Job Purpose
Uses analytical skills and professional accounting knowledge to work with department managers and investment project leaders in the creation of 6 budget events per year. Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytical skills to provide detailed budget to actual analysis.
This is an entry level role that is supervised and does not have significant discretion in autonomous decision
making.
Key Accountabilities
Prepare month end close activities including analysis of financial information in order to create journal entries which impact the financial condition of AHM / HDMA with some supervision.
· Prepare budget vs actual comparisons for responsible departments which are analysed based on professional accounting standards to ensure accurate financial information and to advise management on future activity.
· Use analytical skills and professional accounting knowledge to work with the department managers and investment project leaders in the creation of 6 budget events per year.
· Use financial information to create presentations to advise department leaders of budget to actual condition and make recommendations for areas of improvement
Qualifications, Experience, and Skills
Minimum Educational
Qualifications : Bachelor's degree with a major in accounting or finance, OR associate's degree with a minimum of 2 years of experience in an accounting-related job.
Minimum Experience 0-2 years with a bachelor's degree, 2 years minimum with associate's degree
Other Job-Specific
Skills- Basic Accounting principles- GAAP/IFRS and Cost accounting background. General understanding of accounting functions, terminology and ability to apply accounting concepts. •Strong analytical, problem-solving, presentation and organizational skills. Strong Microsoft product skills (Excel, Powerpoint, etc) SAP Knowledge and skills
Job Dimensions Decisions Expected Working Conditions
Office / Hybrid remote
0-5 hours of OT/week
Some travel
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
$47k-70k yearly est. 8d ago
Banker I
Citizens Bank 3.7
Finance associate job in Greenwood, IN
Summary of Job Responsibilities:
Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.
Essential Duties:
Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
Cross-sells bank services in accordance with individual and branch performance goals.
Operates in a team environment and provides excellent customer service.
Responsible for the completion of tasks necessary to secure company assets.
Uphold the customer and employee service standards established
Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.
Skills and Abilities Required:
The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
Ability to exercise critical thinking skills.
Preference of one year of experience in a consultative sales environment.
Minimum Requirements:
A high school diploma or equivalent.
The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
Successful completion of credit check, drug screen, and background check.
Flexible schedule Monday-Friday and Saturday morning availability.
Two years of customer service experience OR completion of internal Banker Pathway I.
Working Conditions:
Minimum discomfort from noise, heat, dust, and other causes.
Required to stand for long periods when providing customer services
Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
$38k-61k yearly est. 14d ago
Accounting and Financial Reporting Intern
Group1001 4.1
Finance associate job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
We are seeking an enthusiastic intern to join us for a 12-week program. This person will work with the Life & Annuity Accounting and Financial Reporting team on various workstreams related to the monthly closing of the Company's general ledger, quarterly financial reporting requirements, and other ad-hoc reporting tasks and projects. This position will also have opportunities to work cross-functionally with the other accounting and finance teams to gain further insight into the Life & Annuity accounting functions at Group 1001. The internship will run from May 18 to August 7, 2026.
How You'll Contribute:
* Coordination of updating monthly close calendar, both day to day tracking and rolling forward of calendar for upcoming months.
* Assist with monitoring the monthly close process through updating various reports and queries, including the balance sheet and income statement.
* Preparation of monthly journal entries, including tax entries and equity pick-up.
* Rolling forward and updating of various financial reporting templates, including quarterly and annual footnotes and audited financial statements using Workiva.
* Assist in the preparation of the second quarter financial statements using Sovos Stat Reporting Client.
What We're Looking For:
* Undergraduate students completing their sophomore or junior year are preferred.
* Major in Accounting or Finance.
* Availability to work full-time hours over the summer.
* Detail oriented with strong focus on quality of deliverables.
* Ability to prioritize and meet deadlines.
* Ability to work independently and with a team.
* Strong written and communication skills.
* Ability to establish positive relationships and work effectively with any department.
* Familiarity with Microsoft Suite (Word, Excel, Outlook, Teams, PowerPoint)
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-ES1
$30k-39k yearly est. Auto-Apply 11d ago
Junior Trader
Consolidated Grain and Barge
Finance associate job in Vernon, IN
Thank you for your interest in joining our team! At CGB, you can contribute to meaningful work, grow professionally and personally, and belong in a place where everyone has a voice.
Founded in 1969, CGB Enterprises, Inc. is known as an innovative and progressive leader in the grain and transportation industries. Today, CGB operates an enterprise with over 100 locations and nearly 2,000 U.S. employees overseeing a diverse family of businesses that provide an array of services for producers and logistics services for an international base of customers. The combination of our assets provides a growing organization that is celebrating over 50 years of strength and stability!
This job is primarily responsible for the execution of positions created by others. Responsibilities include processing a variety of complexities for various commodities simultaneously.
In this job, you will:
Develop tactics to best execute trading positions.
Maintain and develop sales opportunities while adhering to credit, quality, and cash risk limits; monitor national and international markets as well as negotiate price, specification, and delivery details.
Negotiate price/delivery, write up logistical documents, contracts, applications, hedging transactions, and final settlements; adhering to trading and risk position limits.
Gather and report on actionable information on crop and growing conditions, commodity movement, market, freight and logistical situations and trends throughout the world.
Cultivate long-term relationships with customers, third party vendors, and end users to improve and expand origination and sales.
Communicate market trends and information to regional staff; ensuring timely and quality market information.
Other duties as assigned.
Here's what you'll need to be considered:
Education
Required - Bachelor's degree, or equivalent experience.
Experience
Required - 2 year's related Trading experience.
Knowledge, Skills, and Abilities
Working knowledge of the entire commodity life cycle; from producer to consumer.
Working knowledge of the basics of commodity transportation entering and exiting an elevator.
Basic computer skills, including working knowledge of Microsoft Office Suite.
Strong business acumen.
Effective interpersonal, oral and written communication skills with the ability to interact with all levels of people within and outside the organization.
Excellent consultative skills.
Ability to maintain confidentiality and comply with all applicable regulations.
Here's additional information you need to know:
Physical Demands & Requirements
Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
The employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.
Environmental Conditions
The work environment described here are meant to be representative of those an employee would normally encounter while performing the essential functions of this job.
The physical environment requires the employee to work inside where there are limited extremes to heat and/or cold; moderate noise; a normal office environment.
Travel, up to 10%.
The expected base pay range for this role is:
$72,178.00 - $93,536.00
Actual pay offered may vary depending on multiple individualized factors, including work location, job-related knowledge, skills and relevant experience for the job. Pay amount does not guarantee employment for any particular period of time.
Are you ready to make a meaningful career move & an impact at CGB? Apply today!
Known in our industry for stability and high ethics, CGB Enterprises, Inc. offers a stellar benefits package including: an outstanding 401(k) retirement plan with company contributions, medical, prescription drug, dental, vision, life, & disability benefits, flexible spending accounts, paid leave (holidays, vacation, sick), wellness programs, recognition programs, community involvement opportunities, and much more!
CGB Enterprises, Inc. is an Equal Opportunity Employer. EEO is the Law links in English or Spanish. We are unable to legally hire anyone who is not eligible to work in the United States nor are we able to sponsor visas.
The above is intended to describe the general content of and requirements for the performance of this position. It should not be construed as a detailed description of all the work requirements that may be performed in the job.
All Third Party Agencies, Headhunters, and Recruiters
CGB Enterprises, Inc. and its Subsidiaries only forms contracts with recruiters with whom we have an established relationship and with whom we have in place a signed contract. All contact from third parties must go through our Human Resources Department. Any contact made outside of our Human Resources Department by a third party will cancel any future business relationships between the third party and CGB Enterprises, Inc. and its Subsidiaries.
$72.2k-93.5k yearly Auto-Apply 11d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Crown Point, IN
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 infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Main Banker- Starting at $15/hr
Full House Resorts 3.2
Finance associate job in Rising Sun, IN
Essential Job Functions:
Accept Live Gaming Device Fills and Credits, BVU and Electronic Gaming Device drop after count/verification.
Post bets from patrons and redeem Sports Wagering Operations tickets or vouchers.
Reviews and files CTR and SARC under Title 31
Re-impressment of windows and banks in the cashier cage areas.
Exchanges from all cashier cage areas.
Impresses and exchanges for the Food and Beverage Department.
Accepts and verifies Food and Beverage drops.
Responsible for preparation of bank deposits, and ordering of funds needed.
Ensures excellent relations both external and internal.
Responsible for inventory and accountability of all funds.
Accepts chip credits from window cashiers.
Reconcile fill bank.
Inputs openers and closers in the LGS computer system.
Must have ability to meet tasks and responsibilities as assigned by the Marine and/or Security departments during times of emergency or otherwise, as required of the crew of a Coast Guard certified vessel.
Other Job Functions:
Perform miscellaneous duties as assigned.
All other duties as assigned with the normal operation of a cashier's cage.
Job Qualifications:
Experience Required: One year experience in a cashiers cage or bank preferred, money handling experience imperative.
Education Required: High school diploma or equivalent preferred.
Skills, Knowledge and/or Abilities Required: Basic mathematics skills and computer skills, ability to effectively interact with people.
Licenses, Certifications, Bonding, and/or Testing Required: Indiana Gaming Commission Occupational License - Level 2.
Other Specialized Requirements: Ability to remain in one position for long periods of time, ability to lift 25 pounds frequently, ability to work any shift.
$32k-38k yearly est. 60d+ ago
Relationship Banker - 31 West Financial Center -
Bank of America 4.7
Finance associate job in Jeffersonville, IN
Louisville, Kentucky;Jeffersonville, Indiana
**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.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience infinancial 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.
$31k-37k yearly est. 1d ago
Relationship Banker
Old National Bank 4.4
Finance associate job in Muncie, IN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18731 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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$17 hourly 3d ago
Analyst, Corporate Tax
Onewabash
Finance associate job in Indianapolis, IN
About the Role:
As a Corporate Tax Analyst, you will work on a variety of tasks associated with tax operations. Activities include, but are not limited to, federal and state income tax compliance, assistance with federal and state income tax audits, assistance with the financial reporting of quarterly and annual taxes, preparation of property tax, federal excise tax, and sales/use tax. This position is a valuable member of the finance group and will report to the Corporate Tax Manager but will work closely with all levels of the tax team on a variety of direct and indirect taxes.
Your Responsibilities:
Assist with collecting data and review of federal and multi-state income tax filings
Perform research related to various direct and indirect tax issues
Assist in preparation of monthly and quarterly account reconciliation/analysis for tax accounts
Process tax payments (income, property, sales/use)
Assist in corresponding to federal, state and local tax notices/inquiries
Prepare bi-weekly federal excise tax deposits and quarterly excise tax returns
Support our co-sourcing teams by providing information for sales/use tax filings on a monthly, quarterly, and annual basis
Assist with preparation of property tax filings
Maintain sales tax exemption certificate documentation for internal and external customers
Maintain corporate tax calendar
Other duties as assigned
Let's Talk About Your Qualifications:
Bachelor's Degree (Preferred Major: Business or Accounting)
Minimum 1-4 years of experience in tax compliance (federal and state income tax)
Proficiency in Microsoft Suite
Familiarity with SAP, OneSource Income Tax, and PTMS Property Tax.
Familiarity with ASC 740's guidance on reporting income taxes on U.S. GAAP financial statements
CPA or path to CPA preferred
Must have the ability to handle multiple tasks in a changing environment
Possess excellent communication, interpersonal and organizational skills
Good analytical/problem solving skills
Ability and willingness to apply sound judgment to daily activities
Willingness to challenge current processes and procedures with an emphasis on developing process improvements to gain overall efficiencies
Leadership Attributes:
At Wabash, we pride ourselves on being empowering, and there are some things we feel very strongly about:
Embrace Diversity and Inclusion - Solicit and respect the input of others, celebrate differences, and strive for transparency and inclusiveness
Seek to Listen - Actively listen to reach the best solution and make the strongest decisions
Always Learn - Strive to improve; do not quit or settle for the status quo
Be Authentic - Demonstrate honesty, incredible energy, and grit in everything you do
Win Together - Collaborate, seek alignment, and excel at cross-group communication to success as one team and One Wabash
Join us in turning ideas into world-changing realities. Curate and build your high-impact professional career at Wabash!
Affirmative Action/EEO Statement:
Wabash is committed to providing equal employment opportunity for its associates and applicants without regard to race, color, religion, sex, age, national origin, veteran status, disability, or other protected class or activity under federal, state, or local law. All employment decisions must be based on neutral, legitimate criteria. All employment policies and rules shall be applied equally to similarly situated associates.
$58k-86k yearly est. 1d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Carmel, IN
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 infinancial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Banker I
Citizens Bank 3.7
Finance associate job in Mooresville, IN
Job Description
Summary of Job Responsibilities:
Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud.
Essential Duties:
Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.
Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community
Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
Cross-sells bank services in accordance with individual and branch performance goals.
Operates in a team environment and provides excellent customer service.
Responsible for the completion of tasks necessary to secure company assets.
Uphold the customer and employee service standards established
Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.
Skills and Abilities Required:
The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.
Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
Ability to exercise critical thinking skills.
Preference of one year of experience in a consultative sales environment.
Minimum Requirements:
A high school diploma or equivalent.
The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
Successful completion of credit check, drug screen, and background check.
Flexible schedule Monday-Friday and Saturday morning availability.
Two years of customer service experience OR completion of internal Banker Pathway I.
Working Conditions:
Minimum discomfort from noise, heat, dust, and other causes.
Required to stand for long periods when providing customer services
Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.
The ability to lift and carry cash drawers and coin bags (up to 25 pounds).
$38k-60k yearly est. 2d ago
Relationship Banker - 31 West Financial Center
Bank of America Corporation 4.7
Finance associate job in Jeffersonville, IN
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience infinancial 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