Finance associate jobs in Iowa - 341 jobs

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Who We Are We are an agricultural commodity advisory service in the Des Moines Metro Area, Iowa. Our company was launched ten years ago to help farmers and ranchers all across the U.S. to provide market advice, commentary, and risk management strategies. In that time, we've been named one of the fastest-growing private companies on the Inc 5000 list, as well as been named one of Iowa's Top Workplaces. Our core values here at Trader PhD are Accountability, Supporting Each Other, Growth Mindset and Have Fun & Be Happy. If these values resonate with you then you would be a perfect candidate to join our team! Opportunities at Trader PhD LLC We continuously seek individuals with skills in: Sales & Business Development - Building relationships and driving revenue growth. Market Analysis & Research - Providing expert insights on commodity trends. Client Success & Support - Ensuring clients get the most value from our services. Telemarketing & Lead Generation - Connecting with potential clients and generating leads. Software & IT Support - Improving and maintaining our internal and client-facing systems. Operations & Administration - Keeping our business running smoothly. If you don't see a currently open job listing that matches your expertise, we still want to hear from you! What We Look For We value: Strong sales, problem-solving and analytical skills A proactive and results-driven mindset Excellent communication and teamwork abilities A passion for financial markets, agriculture, and innovation Why Join Trader PhD LLC? Innovative & Growing Company - Be part of a team shaping the future of commodity trading. Career Growth - We invest in our employees' professional development. Competitive Compensation - Salaries, performance incentives, and benefits. Collaborative Culture - Work with industry experts in a supportive environment. How to Apply Interested in joining our team? Click on the “Apply for this Job” button in the upper right. We'll keep your application on file and reach out when a suitable opportunity arises. Be part of a company that is transforming agricultural markets-apply today!

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com. Fair Chance Notices

The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring. Essential Job Functions Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing. Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software. Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives. Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items. Communicate with various team members and stakeholders regarding investment strategies and portfolio performance. Work with the Compliance Department as needed to address regulatory concerns or improper sales practices. Other duties as assigned. Travel up to 10% Knowledge, Skills, and Abilities Must display Core Values Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes Strong attention to detail Product knowledge in managed accounts, securities, and trading systems Strong conceptual skills with an ability to deliver big ideas that drive results Exceptional written and verbal communication skills Experience and Education 2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities. Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience. Licensing: FINRA Series 7. Series 65/66 required within 6 months. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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

Requirements Motorsports/Automotive Finance experience is required Excellent communications skills Must be organized and detailed Time efficiency is a must Reliable work history

Job Description TITLE: Finance Clerk DEPARTMENT: Finance CLASSIFICATION: Non - Exempt DUTIES & RESPONSIBILITIES: Assist in general accounting office duties including, but not limited to, scanning documents, digital filing, dispersing checks, preparing overnight mail envelopes, stamping mail, and additional general office duties Assist Accounts Payable staff to prepare invoices for payment Assist Accounts Receivable staff to reconcile receipts for deposit Assist Procurement Staff to maintain vendor records Enter Fiscal department PO's or API's and process for payment Assist reconciliations and journal entries as needed Assist in maintaining Finance Department records Perform other duties as assigned. QUALIFICATIONS: High School Diploma and at least 2 years of experience working in an office environment Requires computer skills including Microsoft Word, Excel, and Access High attention to detail and accuracy Proficient in Microsoft Office, especially Excel and Outlook Must maintain strict confidentiality. Strong customer service skills Prefer prior work experience working for a tribal organization. SUPERVISION: Will be supervised by the Assistant Comptroller SALARY LEVEL: Annual salary range: $42,724 - $63,253 Job Posted by ApplicantPro

Company Details Rated Best Places to Work 2024 by Business Insurance, Continental Western Group is a regional property casualty insurance company offering commercial products and services through independent agents in the Midwest. CWG provides unique value through the service provided by our experienced group of employees and independent agents. Since 1886 - Strong, Local and Trusted. As a Berkley company, we enjoy operational flexibility that allows us to deliver quality coverage solutions. W. R. Berkley Corporation, and all member insurance companies, are rated A+ (Superior) by A.M. Best Company, and carry Standard & Poor's Financial Rating of A+ (Strong). This role will be based in our Urbandale, IA office 4 days a week on site and one day remote. #LI-hybrid, #LI-LD1 The Company is an equal employment opportunity employer. Responsibilities As an Finance Intern with Continental Western Group (CWG), you will be immersed in a variety of insurance business fields, test your skills, enhance your business knowledge, network and be offered assignments/projects in specific areas of study. The program was developed to provide you with a valuable, rewarding experience and help connect the knowledge from academics with the reality of today's insurance careers. What you can expect The CWG internship and development program seeks high potential students that demonstrate creativity, curiosity, innovativeness, entrepreneurial spirit and appropriate risk taking. The program provides access to the company's senior leaders while also introducing a broad overview of insurance operations in claims, marketing, underwriting, analytics and the independent agency system. Learn the Fundamentals The first phase of the CWG internship includes an introduction to CWG and the W. R. Berkley Corporation including the historical path of our 100-year-old company. General training about CWG's product, distribution channel and company-specific business processes will lay the groundwork for an intern's comprehensive learning experience. Technical training necessary to perform analysis and complete program projects will follow the general training. Sessions focused on developing innovation, creativity, risk taking, and entrepreneurial drive will be held regularly for all program interns. Make an Impact Each intern may be assigned to a business area within CWG such as Claims, Underwriting, Actuarial, Marketing or Finance. After completing the general rotational training, interns will manage project responsibilities specific to the Finance department. Create Connection The CWG internship program will include social activities aimed at building strong networking relationships with fellow interns and CWG staff. Activities may include CWG key management sessions, team building, and volunteer/community service opportunities. At CWG, we're dedicated to making your time with us unique and rewarding! Competitive pay, exposure to the complete business operation, meaningful responsibility, fun activities, and full-time employment opportunities! Qualifications What you need to have: Must be a registered undergraduate junior or senior student pursuing a major in finance/accounting, business, math, risk management, actuarial science, or related studies. Participation in extracurricular and leadership activities. Commitment to the duration of the 10-12 week internship program. Unrestricted authorization to work in the United States. Must be available to work onsite at the Urbandale, IA Campus We will be reviewing applications after the holiday season. Please note, internships are planned for employment start dates in Summer 2026. Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role Not ready to apply? Connect with us for general consideration.

Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Funk Group of Northwestern Mutual is seeking to onboard a new Financial Representative to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: ************************************************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree. Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa. Nick Jans - Wealth Management Advisor: How long with NM? 2 years as an intern and 11.5 years full-time Prior Experience? Studied Business at UNI and worked at Scheels. Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors. Eric Sikkema - Wealth Management Advisor: How long with NM? 12.5 years with Northwestern Mutual Prior Experience? Worked for a golf course before joining Northwestern Mutual. Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing. Owen Ward - Certified Financial Planner: How long with NM? 7 years Prior Experience? Started his career right out of college. Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes. Ally Dana - Development Director: How long with NM? Almost 10 years! Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation. Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Mark Hubbard - Wealth Management Advisor: How long with NM? Mark has worked with NM for 20 years. Prior Experience? Mark was a middle school teacher and football coach. He retired from coaching after 20 years, having spent 23 years in the education and coaching profession. Passionate About? Mark enjoys spending time with his wife, Angie, and their kids, following their childrens sports schedules. Hes also passionate about hunting, boating, working out, and reading. 2030 Office Vision by Managing Director, Mark Funk: After 22 years as Managing Director of the Waterloo District, we are proud of our growth and progress. We are on track to exceed Project 100, introducing 100 new individuals to this career by 2033, and our newest generation is growing at an exceptional rate. The average revenue of our seasoned advisors has increased significantly, and our leadership team continues to expand, with Ally and three Growth and Development Directors leading the way. Our Internship program is consistently introducing new talent and our team culture is strong, focused on family, and enjoying the remarkable opportunities we've created. Position Overview: As a Financial Representative you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Description Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc. Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service Build appropriate relationships with customers to better understand their banking needs Responsible for having an in depth understanding of transactional processes and retail bank products Assist customers with resolution of account concerns and issues Promptly and cheerfully answer phone calls and greet in a professional manner. Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc. as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices. If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today! EOE, including disability/vets

Job DescriptionDescription: Are you a people person? Do you care about your community? Have you always wanted to work somewhere that treats you like family? Do you love helping people? We have a great opportunity for you as a Financial Service Representative at CUSB Bank!! About Us CUSB Bank is a family owned, community minded institution that has been around for over 135 years and pride ourselves on being large enough to offer everything a customer needs while remaining small enough to know them by name. CUSB is committed to our employees and their families; believing work-life balance is a key to a happy employee and healthy workplace. Our company is built on 5 pillars: Communication, Trust, Collective Responsibility, Caring, and Pride. We take these 5 pillars into account in everything that we do at CUSB Bank. Position Summary The Financial Service Representative (FSR) role is responsible for delivering superior customer service in assisting customers with account needs, conducting financial transactions between customers and the Bank, handling customer inquiries and providing appropriate solutions for CUSB Bank customers with utmost accuracy and confidentiality. Benefits In addition to a competitive pay rate we offer many benefits including but not limited to; Health, Dental, Vision, Life, and Disability benefits Traditional and ROTH 401k options with 3% company match and profit sharing Incentive Compensation based on yearly company performance Generous paid time off Clothing allowance A positive, professional atmosphere with a healthy dose of fun Responsibilities Provide exceptional customer service at every opportunity, including making customers aware of our fantastic products and services Exercise discretion, judgment and initiative Assisting customers with account needs including the opening and maintaining of all retail accounts and servicing of electronic banking services Handle and balance a cash drawer per bank procedures and guidelines Process checking and savings transactions; mortgage and retail loan payments; and Mastercard/VISA transactions Assist customers with gift cards, cashier's checks, money orders, and savings bonds Assist customers with renting and entry to their safe deposit box Cross-train within the department and ability to work as FSR or Teller at any given location as may be required Requirements: Requirements High school diploma or general education degree (GED) or one to two years of relevant experience and/or training or equivalent combination of education and experience. Ability to operate the following equipment: PC and printer, telephone, calculator, copy and fax machines. Working knowledge of Microsoft Office, i.e. Word, Excel, and Outlook. Demonstrate math skills as required to this position which includes adding, subtracting, multiplying, and dividing. Oral and written communication skills as appropriate to this position. Ability to read, write and speak the English language. Ability to write reports, business correspondence, and procedure manuals. Reasonably regular and predictable attendance. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. CUSB Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Part-Time Financial Services Internship with Career Growth Potential Are you looking to gain valuable experience in the financial industry while pursuing other interests? Our part-time internship offers a flexible opportunity to develop your skills, gain hands-on experience, and set yourself up for a full-time career in financial services. What You'll Gain: Practical experience in client engagement, financial planning, and market research. Training and mentorship from experienced professionals in the field. Exposure to a variety of financial services and strategies. The potential to transition into a full-time role as you progress in your training. What We're Looking For: Self-motivated, goal-oriented individuals with a desire to learn and grow. Strong communication skills and the ability to build relationships. A proactive attitude and willingness to take on new challenges. An interest in helping others achieve financial security. Why This Internship is Ideal: Flexible, part-time schedule to accommodate your other commitments. Direct exposure to real-world financial services work. Mentorship and professional development opportunities. A clear pathway to a full-time career as you gain experience and skills. This part-time internship is a perfect way to explore a rewarding career in the financial industry while balancing other priorities. Apply now and start building your future! Location: Flexible options, including in-office and hybrid roles Duration: Part-time with potential for full-time advancement.

Job DescriptionBenefits: Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Internship Description Summary: The position of Finance Intern is responsible for providing support to the Finance department. This position will assist with business needs related to finance and accounting which may involve interaction and collaboration across many departments within Stellar. This internship offers a unique opportunity to gain hands-on experience in various aspects of finance and accounting while contributing to important projects. The ideal candidate will be detail-oriented, eager to learn, and possess strong analytical skills. Essential Duties and Responsibilities: • Assist in the development of financial models and tools • Assist in cleansing and validating financial data for reporting and system integration • Support the mapping of financial data from legacy systems to the new ERP platform • Review, organize, and format Excel spreadsheets for seamless import into the ERP system. • Help the accounting team with activities including AR, AP, Cash, Reconciliations, etc. • Support the finance team with forecasting • Present research, findings and analysis to leadership • Provide administrative support to the department as needed • Collaborate with team members on special projects and initiatives • Other duties may be assigned Competencies: • Strong analytical and quantitative skills • Proficiency in Microsoft Excel and other financial software/tools • Excellent communication and interpersonal skills • Ability to work independently and as part of a team • Detail-oriented with strong organizational skills • Eager to take on new challenges in a constantly changing environment Education and/or Experience: Currently an enrolled undergraduate student studying finance or accounting Stellar Industries, Inc. offers a paid internship. Stellar Industries, Inc. has had tremendous success hiring our interns upon their graduation. As an intern at Stellar Industries, Inc., you will acquire hands-on experience in a fast-paced environment, general business knowledge, opportunities for networking and professional development, and gain an understanding of the manufacturing industry while gaining real world experience. You will be involved with projects requiring adherence to strict deadlines, the need for organization, creativity, and attention to detail. Requirements Internships, Finance

Job DescriptionBenefits: Simple IRA Matching Opportunity for advancement Paid time off Bonus based on performance Free food & snacks ROLE DESCRIPTION: As a Financial Representative State Farm Agent Team Member with Gregg Hancock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Join the Gregg Hancock State Farm Agency team as a Financial Representative and make a positive impact on the lives of others while transforming your own life - personally, professionally, and financially. As a Financial Representative, you will work with clients to develop and implement comprehensive insurance and financial plans, helping them understand their current financial situation, plan for the future, and provide the necessary tools and support to achieve their goals. While extensive training and mentorship will be provided, we also value your expertise and encourage you to take ownership of your role. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Build personal and trusted relationships with clients by connecting with them on a deeper level. Develop and implement insurance and financial plans to help clients achieve their financial goals. Benefit from the backing of State Farm, a renowned industry leader with over 20,000 Agents nationwide. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field. Must be financial service licensed. Proven experience working as a financial services representative. Ability to connect with people and establish strong relationships. Interest in financial planning. Driven and committed to succeeding. Desire to earn more based on hard work. Passion for helping people make informed insurance and financial decisions. Ready to achieve personal and professional fulfillment. BENEFITS: Competitive commission-based compensation with bonuses. Control over your earnings at any stage of your career. Retirement package. Life insurance. Growth potential/Opportunity for advancement within my office PREFERRED QUALIFICATIONS: Background and work experience in financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military, or community influence. Bachelor's degree from a four-year college or university. Strong interpersonal skills, grit, motivation, and self-starter mentality. ABOUT STATE FARM: At State Farm, we believe that everyone deserves financial security and peace of mind. Our team of Financial Representatives is committed to helping clients achieve their financial goals and make informed decisions about their future. With a rich history in the industry, State Farm is a trusted and respected name in the insurance and financial services sector. Join our team and be a part of our legacy of providing exceptional service and support to our clients. Together, we can make a difference in people's lives and ensure a brighter financial future for all.

Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting. How You Will Make an Impact Primary duties may include, but are not limited to: * Manages database processes, related analysis and reporting. * Reviews and approves changes to database coding. * Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases. * Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise. * Analyzes, reports, and develops recommendations on data related to complex and varied business metrics. * Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools. * Leads a team of associates, mentors, trains, and coaches lower level analysts. Minimum Requirements: Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528. Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Job Level: Non-Management Exempt Workshift: Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. ESSENTIAL FUNCTIONS: * Process client transactions in a professional and efficient manner while following established policies and procedures. * Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. * Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. * Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. * Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. * Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. * Balance cash vault according to established procedures. * Process requests for foreign currency transactions. * Identify potential fraud accounts and take appropriate action to prevent loss. * Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. * Follow all established procedures to ensure compliance with federal regulations. * Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. * Actively promote banking products and services to the community. * Answer client questions, address client concerns, and provide resolutions to inquiries. * May quote client deposit rates. * Collaborate with other team members to ensure a positive banking experience for all clients. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Assist with client outreach and demonstrate support for company culture. * Foster and preserve a culture of diversity, equity, and inclusion. * Additional duties and responsibilities may be required to support the company's mission and vision. QUALIFICATIONS: * High school diploma or equivalent required. * Previous banking, client service, or related field with cash handling experience. * Excellent client service skills. * Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. * Strong interpersonal and written communication capabilities. * Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. WORKING CONDITIONS: * Duties are performed in a professional office environment. * Requires travel to other bank locations. * Availability to work on Saturdays. * Overtime may be required. * Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

PRIMARY FUNCTION: Flexsteel Industries, Inc. is looking for a driven, self-motivated and curious candidate to join the team as a Finance & Accounting Intern. In this role you will have the opportunity to assist with a variety of assignments in the areas of Finance and Accounting. This will include but not be limited to analyzing data, supporting the financial close process, preparing and reviewing financial reports and gaining an understanding of how Accounting and Finance interact with and support the operations of the day-to-day business. While having visibility of the Finance and Accounting leadership as you develop your skills. MAJOR DUTIES AND RESPONSIBLITIES: Gain an understanding of the financial close process and support the team in multiple capacities. Learn to prepare and analyze complex reports, utilizing reporting tools such as excel, analyst and SAP. Prepare and review monthly account reconciliations. Participate in the preparation and compilation of financial forecasts. Provide support and maintain multiple cost accounting deliverables Complete accounting and finance projects, as assigned by supervisor. Supporting the internal Sarbanes-Oxley audit and annual external audit.

Join Our Team as a Part Time Video Banker at First Security Bank & Trust in Charles City, IA! Are you looking for a career that combines your passion for customer service with the world of banking? First Security Bank & Trust is seeking a enthusiastic and motivated Video Banker to join our team in Charles City, IA. As a Video Banker, you will have the opportunity to provide exceptional service to our customers through our Interactive Teller Machines (ITM), while also developing relationships and helping customers build and protect their financial legacy. Hours for this position are Monday through Friday 3:00 pm-6:00 pm and Saturday 8:00am - 1:00pm as scheduled. POSITION SUMMARY: Greet customers using any of our 9 Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. Assist Service Center and Operations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Greet customers through use of technology and video equipment. Serve the customer in a professional, courteous and efficient manner through prompt handling of all teller functions. Follow established policies, procedures and guidelines of First Security Bank while processing customer transactions. Field questions from current bank customers as well as non-customers; maintaining good customer relations at all times. Identify cross-sell opportunities and make referrals. Guide customers to others in the bank as needed for product or service assistance. Identify and mitigate potential fraud. Take overflow phone calls for Service Center. Assist operations area with deposit and clerical duties as requested. This could include mailings, balancing and review of accounts, and other tasks as identified Other duties as needed. DESIRED KNOWLEDGE, SKILLS, & ABILITIES Excellent verbal communication skills. Strong work ethic Ability to work in a fast-paced environment. Ability to work independently and as part of a team. Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology. Ability to recognize customers financial needs, goals and objectives. Strong presence and interest in working in a video-based position. Flexibility Effective problem-solving skills QUALIFICATIONS Education: High School Diploma or equivalent required Experience: 6 months previous customer service experience. Previous banking or financial services experience preferred but not required. Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust. #hc215933