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Head of Commercial Finance
Medica 4.7
Finance associate job in Minnetonka, MN
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for.
We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued.
The Head of Commercial Finance has overall responsibility for the financial results of their assigned business segment. This position serves as the segment finance lead and has overall responsibility for relevant financial analysis, reporting, accounting close support, forecasting, budgeting, and ad hoc analyses for running the segment. This position will be a close a strategic partner to the Segment General Manager and be jointly accountable for the successful growth and profitability of the aligned segment. This includes full oversight and accountability for the Segment P&L inclusive of membership, Revenue, Medical expense, Pharmacy expense, non-claims medical, and admin allocations for the segment. Performs other duties as assigned.
Key Accountabilities
Collaborate with segment leadership team to drive forward business and financial strategies to strengthen the segment's position in the market. Focus will include product, pricing, network, health management, sales, exchanges, and administrative efficiencies.
Represent the needs and requirements of the segment to understand and influence decisions in the development of trend reporting, cost saving initiatives, operational and platform performance and administrative efficiencies
Own and lead the MBR and QBR process for assigned segment. This may include updating or developing new materials to report on segment results, evaluate segment performance, provide insights on the segment business results, analyze and track opportunities for growth/profitability enhancement, and other ad hoc analysis/management reporting.
Evaluates financial implications of key decisions and initiatives, including major purchases, acquisitions, outsourcing arrangements, new products, IT systems development, geographic expansion opportunities, proposed new partner alignments, etc.
Own and lead forecasting, annual budgeting, and long-term plan development for segment financials. Regular forecasting and budgeting updates will be made throughout the year covering the entire P&L for the segment.
Take the lead on segment specific projects. Examples of such projects could include CMS bid development and submission, new vendor implementations, geographic expansions and/or significant platform enhancements
Oversee day-to-day team responsibilities and prioritize work (may include direct and indirect staff)
To be successful, this individual will also partner closely with analytics, actuarial, markets, network, underwriting, sales, risk adjustment, and other enterprise teams as needed to effectively manage, grow, and enhance profitability for existing business or expand our existing offerings/geographical reach. Some of the key bodies of work will include: strategic planning, product pricing, product financial performance, risk management strategies, product design support, pricing analysis/support, growth strategy design & execution.
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics or related field; equivalent combination of education and related work experience will also be considered
10+ years of relevant combined experience in finance, accounting and/or product development
5+ years direct management experience
Preferred Qualifications
Experience in finance and/or strategy in healthcare, insurance or managed care
Direct experience and deep knowledge of Commercial health insurance business
Experience in budgeting, forecasting and the development of complex financial models within complex business environments / industries
Knowledge of applicable state and federal laws, particularly new laws related to health care reform
Skills and Abilities
Strong oral and written communication and presentation skills
Self-directed and can develop and lead a technical team if needed
Ability to analyze and interpret complex financial data
Strong project management skills
Strong drive for results and accountability
Ability to articulate vision and strategy
Creative problem-solving skills using innovative approaches
Effective handling multiple complex projects with a high degree of engagement
Demonstrated leadership and influencing skills with the ability to lead and drive change
Strong strategic planning skill
Demonstrated ability to build consensus across multiple constituencies, including Senior Management
Collaborative management style and the ability to work with staff at all levels
This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week.
The full salary grade for this position is $130,300 - $223,400. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $130,300 - $195,510. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to base compensation, this position may be eligible for incentive plan compensation in addition to base salary. Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.
The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.
Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States.
We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.
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.
$130.3k-223.4k yearly 3d ago
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Relationship Banker
Old National Bank 4.4
Finance associate job in Roseville, MN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2026-19089 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
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
Financial Sales Representative
Knewsales Group
Finance associate job in Minneapolis, MN
Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products.
Job Description
Why should you work for us?
Steady hourly wage and commission on each sale - the harder you work, the more you earn!
On-the-job training to polish those sales skills
Opportunity to work with a major name in the banking industry
Who should apply?
People who are passionate and love the thrill of selling
People who enjoy meeting new people and striking up a conversation
People who have great enthusiasm and amazing communication skills
Qualifications
What are the roles and responsibilities?
Promote and sell credit cards for one of biggest financial institutions
Work at various locations to sell our client's credit cards - must be willing to travel!
Engage consumers and educate them on the benefits of our client's credit cards
Ensure all customers are provided accurate information about the products and services you've been assigned
Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full
What are the essential requirements?
Must enjoy speaking and interacting with people
Customer service and sales experience is a strong asset
Thank you to all who apply; however, only those selected for an interview will be contacted.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$100k-140k yearly est. 3d ago
Business (Commercial) Banker
Citizens Independent Bank 3.7
Finance associate job in Saint Louis Park, MN
At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a career with us. We are seeking a Business Banker to join the CIB team!
BASIC FUNCTION
This position is responsible for establishing new banking relationships with corporations, partnerships, individuals doing business, not-for-profit organizations, and associations. The incumbent must have complete knowledge of all commercial products and services including credit products, deposit/investment products, cash management, other commercial services, and the bank fee schedule. The incumbent is responsible for assigned floor duty to service walk-in customers, but also spends a significant amount of time out of the bank in the offices of existing clients, servicing existing business, developing new business, calling on prospective clients, and networking in various ways in the community. The incumbent should also be involved with a community organization that meets our CRA requirements.
NATURE AND SCOPE
This is a front line sales position for all commercial deposit/investment, credit, and cash management products.
Commercial business is brought into the bank through personal interaction of the Commercial Banker with the customer/prospect. The banker must match the product and service with the customer/prospect's identified needs and must carefully evaluate the amount of risk involved in entering into a relationship. The incumbent must understand the business/industry the customer is in and must gain a thorough knowledge of the customer/enterprise history and future plans. The loan administration unit has been organized to assist in the evaluation and approval process. Lending authority will be given to the incumbent based on their training and experience. Requests which exceed this limit must be approved by the Dept Manager or the Officers Loan Committee. Certain requests may require approval by the Directors Credit Committee.
The incumbent must administer all loans within legal and regulatory requirements, the bank's loan policy, procedure policy, and stipulations established by the Officers Loan Committee and Directors Credit Committee.
RELATIONSHIPS
Within Citizens Independent Bank: Must be a team player in providing floor coverage, in opening and securing the bank, and in scheduling outside calls.
Within the Community: Active in community organizations including service clubs and Chamber of Commerce in representing the bank as a good corporate citizen and to network for new business opportunities. Community involvement should meet CIB s CRA requirements. Work closely with customers in establishing strong business relationship and cultivate customer loyalties while being constantly diligent in evaluating the risks in the relationship.
PREFERRED REQUIREMENTS
A college degree and/or 5 to 10 years of job related experience in business (commercial lending). The ability to motivate or influence others is a material part of the job requiring a significant level of diplomacy and trust.
BENEFITS:
People come first - our clients, our employees, our families, our communities
Rewarding and challenging work
Work-life balance is important with hybrid work arrangement for eligible positions
We strive to promote from within
Employee education and training is vital
Full benefits including medical, dental, vision, 401k with match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO allowance
Incentive Compensation Plan
Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth
75 years of local banking history
Opportunity to participate in fun community activities
Salary Range: $110,000 - $160,000 depending on experience and qualifications
Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
$110k-160k yearly 60d+ ago
Intern - Financial Planning and Analysis
SEI 4.4
Finance associate job in Minneapolis, MN
** Applicants need to reside near Minneapolis, MN or Herndon, VA areas ** Strategic Education Inc. is looking for a group of dynamic students to join our summer internship program to get hands-on experience, skills development, networking, and mentorship with a corporate finance function supporting an innovative publicly traded higher education company.
Responsibilities
Financial Planning and Analysis (FP&A) Intern:
The FP&A Intern supports financial planning, budgeting, forecasting, and analysis.
Responsibilities may include:
Assist in preparing financial models and forecasts.
Analyze financial data to provide insights.
Support budgeting processes.
Other functions and duties as assigned.
Education
Current undergraduate college student pursuing a degree in Accounting, Finance, or related degree, preferably with an expected graduation in Spring 2027.
Skills Required
Analytical Skills - ability to dissect financial data, identify trends, interpret complex information, and make informed decisions.
Financial Reporting - understand financial statements (balance sheets, income statements, cash flow statements) and is comfortable with GAAP (Generally Accepted Accounting Principles).
Attention to Detail - focus on detail when analyzing data, preparing reports, or reconciling accounts.
Communication Skills - clearly write and verbally communicate to explain financial concepts, present findings, and collaborate with colleagues.
Problem-Solving - think critically and propose effective solutions when encountering complex challenges.
Excel Proficiency - skilled in manipulating data, creating pivot tables, using formulas and functions, and building financial models.
Teamwork and Collaboration - works well with others, contribute to team goals, and communicate effectively.
Adaptability - is open to change and willing to learn new tools, software, and industry trends.
Time Management - ability to juggle multiple tasks, priorities, and deadlines.
Ethical Judgment - shows integrity and ethical judgment when handling sensitive information.
SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable.
Careers - Our Benefits, Strategic Education, Inc
SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. While it is not typical for an individual to be hired at or near the top end of the pay range at SEI, we offer a competitive salary. The actual base pay offered to the successful candidate may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal pay equity. Our Talent Acquisition Team is ready to discuss your interest in joining SEI. The expected salary range for this position is below.
$19.50 - $29.75 - Hourly
If you require reasonable accommodations to complete our application process, please contact our Human Resources Department at ***********************
.
$19.5-29.8 hourly Auto-Apply 7d ago
Private Client Banker - Ford Pkwy and S Finn St. - St. Paul, MN
Jpmorgan Chase & Co 4.8
Finance associate job in Saint Paul, MN
JobID: 210702024 JobSchedule: Full time JobShift: Base Pay/Salary: Saint Paul,MN $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$39k-81k yearly est. Auto-Apply 7d ago
Private Client Banker-Northern Minnesota Market
JPMC
Finance associate job in Plymouth, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$36k-60k yearly est. Auto-Apply 59d ago
Financial Analyst
Jamf 3.8
Finance associate job in Minneapolis, MN
At Jamf, we believe in an open, flexible culture based on respect and trust. Our track record and thriving work environment all stem from the freedom we grant ourselves to get the job done right. We take pride in helping tens of thousands of customers around the globe succeed with Apple.
The secret to our success lies in our connectivity, while operating with a high degree of flexibility. Work-life balance remains our priority while feeling connected is important to maintain our strong culture, achieve our goals, and thrive as #OneJamf.
What you'll do at Jamf:
The Financial Analyst will provide financial decision support to key leadership team members by providing in-depth analyses of key performance indicators, by tracking and benchmarking financial trends, and by significantly contributing to the forecasting, budgeting, and monthly close processes.
Focus Area: Annual Recurring Revenue (ARR) and Recognized Revenue
#LI-Remote
What you can expect to do in this role:
Deliver timely financial insights and analysis to support executive decision-making and strategy.
Lead budgeting and forecasting activities for assigned business areas, ensuring accurate application of accounting policies (if applicable) and best practices.
Analyze monthly results, prepare variance explanations, and communicate findings to business partners.
Aggregate, analyze, and present data to support operational and strategic decisions.
Build and maintain data, reports, and key metrics within planning and reporting tools.
Create financial modeling, scenario planning, and analysis for key initiatives.
Produce non-standard management reports and support ad hoc analyses.
Prepare information used for corporate reporting.
Foster strong partnerships across teams to ensure aligned financial results and insights.
Demonstrate and uphold the organization's core values while contributing to a positive, inclusive workplace.
What we are looking for:
Minimum of 2 years of financial planning & analysis experience (Required)
Experience in the software industry (Preferred)
Experience using forecasting, reporting, & accounting software (Preferred)
Ability and desire to learn with a positive attitude
Focus on accuracy and efficiency
Excellent written and verbal communication skills, including the ability to explain finance concepts to non-financial leaders
EDUCATION & CERTIFICATIONS
Bachelor's degree in Finance, Accounting, or equivalent (Required)
A combination of relevant experience and education may be considered
How we help you reach your best potential:
Named a 2025 Best Companies to Work For by U.S. News
Named a 2025 Newsweek America's Greatest Workplaces for Mental Well-being
Named a 2025 Newsweek America's Greatest Workplaces for Gen Z
Named one of Forbes Most Trusted Companies in 2024
Named a 2024 Best Companies to Work For by U.S. News
Named a 2024 Newsweek America's Greatest Workplaces for Parents & Families
Named a 2024 PEOPLE Companies That Care by PEOPLE and Great Place To Work
Named a 2024 Best Technology Company to Work For by U.S. News
Named a 2023 Best Workplaces for Women™ by Great Place to Work and Fortune Magazine
We know that big ideas can come from anyone, so we empower everyone to make an impact. Our 90% employee retention rate agrees!
You will have the opportunity to make a real and meaningful impact for more than 75,000 global customers with the best Apple device management solution in the world.
We put people over profits - which is why our customers keep coming back to us.
Our volunteer time off allows employees to support and give back to our communities.
The below annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/annual salary to be offered to the selected candidate. Factors include, but are not limited to the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.
Pay Transparency Range$59,800-$127,400 USD
What it means to be a Jamf?
We are a team of free-thinkers, can-doers, and problem-crushers. We value humility and the relentless pursuit of knowledge. Our culture flows from a spirit of selflessness and relentless self-improvement - driving both personal growth and collective progress throughout our company. We unite around common goals while respecting personal approaches, believing that fulfilled individuals create a thriving, vibrant workplace.
Our aim is simple: hire exceptionally good people who are incredibly good at what they do and let them do it. We provide the support and resources to let everyone be their authentic, best selves at work, at rest, and at play. We are committed to supporting the continual improvement of Apple in the workplace, the organizations that rely on them and the people who keep it all running smoothly.
Above it all, waves our banner of #OneJamf - and the knowledge that when we stand together, we accomplish so much more than we could alone. We seek individuals who share this unwavering journey toward growth to join us in our quest for constant improvement.
What does Jamf do?
Jamf extends the legendary Apple experience people enjoy in their personal lives to the workplace. We believe the experience of using a device at work or school should feel the same, and be as secure as, using a personal device. With Jamf, customers are able to confidently automate Mac, iPad, iPhone and Apple TV deployment, management, and security - anytime, anywhere - to protect the data and applications used by employees in the workplace, students learning in the classroom, and streamline communications in healthcare between patients and providers. More than 2,500 Jamf strong worldwide, we are free-thinkers, can-doers, and problems crushers who are encouraged to bring their whole selves to work each and every day.
Get social with us and follow the conversation at #OneJamf
Jamf is committed to creating an inclusive & supportive work environment for all candidates and employees. Candidates with disabilities or religious beliefs are encouraged to reach out if they need additional support or alternative options to our recruiting processes to accommodate their disability or religious belief. If you need an accommodation, please contact your Recruiter or Recruiting Coordinator directly. Requests for accommodation will be handled confidentially by Recruiting and will not be shared with the hiring manager. Jamf is an equal opportunity employer and does not discriminate against individuals who request reasonable accommodation for disability or religious beliefs. To request accommodations please email us at *******************
Holmes Murphy
Employee Benefits Finance Internship - Summer 2026
Minneapolis, MN (Onsite)
Are you looking to dive into the world of insurance through an immersive, hands-on program? Look no further! Join us in our Minneapolis, MN location for our 11-week summer program for an internship opportunity that will give you invaluable insights into the industry while you explore your own talents and interests
.
What's in it for you?
Learn the Ropes: Immerse yourself in the intricacies of the insurance industry, gaining a comprehensive understanding of our operations through educational workshops.
Explore Opportunities: Discover the various career paths available within Holmes Murphy and forge a path for your future by rotating through different lines of business.
Engage and Present: Hone your communication skills by participating in presentations and sharing what you've been learning with your fellow interns and business leaders.
Network with the Best: You will have access to our industry experts and leaders who will provide mentorship and guidance for your future career.
Community Connection: Attend community activities and become part of our company's vibrant culture.
What is our Finance Internship?
As a Finance Intern working with our Employee Benefits team, you'll gain hands-on experience supporting the EB Finance Team. This internship is designed to provide exposure to financial analysis, budgeting, forecasting, and strategic decision making process within a dynamic organization.
Responsibilities may include but are not limited to:
Support the creation and monitoring of financial metrics related to revenue, sales operations, and business performance.
Help prepare budget-to-actual comparisons and financial forecasts using prescribed systems.
Participate in the annual budget planning process, including data aggregation and consolidation.
Collaborate with internal leaders on budgeting, forecasting, and spend management.
Perform audits to ensure data integrity and accuracy.
Who are we looking for?
We are seeking enthusiastic, motivated, and curious individuals who are eager to learn and contribute to our team. We believe great talent exists everywhere; no matter your major or background, we welcome you to apply and bring your whole self to Holmes Murphy.
Why Holmes Murphy?
Paid Experience: Earn while you learn.
On-Site Engagement: Enjoy the full experience of working on-site, building meaningful connections and gaining practical knowledge.
Professional Development: Take advantage of a robust learning environment that encourages growth and development.
Leadership Support: Opportunities to collaborate with and learn from industry experts throughout all areas of Holmes Murphy. Unmatched visibility and access to leadership, all the way up to the executive level - we love our interns!
Qualifications
Currently enrolled or in pursuit of enrollment at a 4-year institution.
Examples of prior majors' interns have pursued: Finance, Accounting, Actuarial Science
Prior work experience is a plus, preferably in a customer service or administrative role.
We also know imposter syndrome is real and the confidence gap can get in the way of meeting awesome candidates. Please don't hesitate to apply to our Summer Internship - we'd love to hear from you!
The pay rate for Minnesota candidates is $18.50 per hour.
Holmes Murphy & Associates is an Equal Opportunity Employer.
$18.5 hourly Auto-Apply 16d ago
Community Banker I
American National Bank 4.4
Finance associate job in Minneapolis, MN
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday 8:15am - 4:45pm.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
$20.5-25 hourly 23d ago
Banking General Employment Opportunities
New Market Bank
Finance associate job in Lakeville, MN
Job Description
Come and join a Team that strives to be:
THE place to work where all Team Members are viewed as trusted, willing participating partners in preserving the legacy of community banking and local, family ownership and where integrity, respect and passion are our core values.
Recognized as THE community bank in each community the bank is located by having unquestioned excellence in customer service where we still answer the phone ourselves and have a personal touch in all interactions with customers.
We will keep your resume on file for a minimum of 6 months for any positions that your qualifications meet.
New Market Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to: race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law.
#Bank #banking #Teller #bank teller #finance
$36k-61k yearly est. 17d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Minneapolis, MN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 12d ago
Banker
Quality Talent Group
Finance associate job in North Branch, MN
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$36k-60k yearly est. 15d ago
Segment Finance Analyst II
Medica 4.7
Finance associate job in Minnetonka, MN
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared for.
We're a team that owns our work with accountability, makes data-driven decisions, embraces continuous learning, and celebrates collaboration - because success is a team sport. It's our mission to be there in the moments that matter most for our members and employees. Join us in creating a community of connected care, where coordinated, quality service is the norm and every member feels valued.
Analyze financial data by collecting, monitoring and creating financial models for decision support. Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Assist with annual and quarterly forecasting. Performs other duties as assigned.
Key Accountabilities
Assist in preparation of monthly, quarterly, and annual financial reports including variance analysis and key performance metrics
Build and maintain financial models to support budgeting, forecasting and long-range planning
Collaborate with cross-functional teams including Product, Sales and Actuarial to ensure financial accuracy and alignment
Monitor key performance indicators (KPIs) and provide variance analysis with actionable recommendations
Assist in the evaluation of new products, pricing strategies, and market expansion opportunities
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or equivalent experience in related field
5+ years of related experience within data analysis, financial reporting and forecasting
Adaptability and fast learning ability. TM1 and/or SQL experiences desired
Expert or advanced MS Excel skill and PowerPoint experience
Preferred Qualifications
Healthcare experience and healthcare economics knowledge are pluses
Result driven and detail oriented with the ability to manage and collaborate multiple priorities in a fast-paced environment
Analytical, decision-making, and organizational skills. Ability to synthesize complex data into actionable insights
Ability to synthesize complex data into actionable insights
Strong interpersonal and communication skills
This position is an Office role, which requires an employee to work onsite at our Minnetonka, MN office, on average, 3 days per week.
The full salary grade for this position is $56,600 - $97,000. While the full salary grade is provided, the typical hiring salary range for this role is expected to be between $56,600 - $84,840. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.
The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.
Internal Applicants: We're excited about your interest in growing your career at Medica! To be eligible to apply for internal opportunities, employees must have been in their current role for at least one year.
Recruiter: Michael Benson
Eligibility to work in the US: Medica does not offer work visa sponsorship for this role. All candidates must be legally authorized to work in the United States at the time of application. Employment is contingent on verification of identity and eligibility to work in the United States.
We are an Equal Opportunity employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.
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.
$56.6k-97k yearly 3d ago
Market Relationship Banker
Old National Bank 4.4
Finance associate job in Shakopee, MN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18393 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!
Need help finding the right job?
We can recommend jobs specifically for you! Click here to get started.
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
Financial Sales Representative
Knewsales Group
Finance associate job in Minneapolis, MN
Knewsales is working with a major financial institution to market and sell their credit card products in various outlets. As a result, Knewsales is expanding its team of sales representatives, so we are looking for friendly, passionate and sales-oriented individuals who are looking for a new opportunity as a Financial Sales Field Representative! Each successful sales representative will engage and interact with shoppers to introduce our client's credit card products.
Job Description
Why should you work for us?
Steady hourly wage and commission on each sale - the harder you work, the more you earn!
On-the-job training to polish those sales skills
Opportunity to work with a major name in the banking industry
Who should apply?
People who are passionate and love the thrill of selling
People who enjoy meeting new people and striking up a conversation
People who have great enthusiasm and amazing communication skills
Qualifications
What are the roles and responsibilities?
Promote and sell credit cards for one of biggest financial institutions
Work at various locations to sell our client's credit cards - must be willing to travel!
Engage consumers and educate them on the benefits of our client's credit cards
Ensure all customers are provided accurate information about the products and services you've been assigned
Assist customers in correctly filling out the applications (as outlined in training sessions) and ensure that each application is completed accurately in full
What are the essential requirements?
Must enjoy speaking and interacting with people
Customer service and sales experience is a strong asset
Thank you to all who apply; however, only those selected for an interview will be contacted.
Additional InformationAll your information will be kept confidential according to EEO guidelines.
$100k-140k yearly est. 60d+ ago
Business Banking Specialist
American National Bank 4.4
Finance associate job in Minneapolis, MN
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Together, we can do more for your future…
At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.
We offer:
* Competitive base compensation with additional performance-based annual earning potential
* Career growth potential built into every role
* 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
* No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
* Paid Time Off, Paid Holidays and Paid Volunteer Time
* Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
* Dental Insurance with significant premium contribution by ANB*
* Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
* Tuition Reimbursement*
* Gym Membership Reimbursement*
* Discounts on Banking and Financial needs
* Eligibility Criteria Apply
Job summary
The Business Banking Specialist maintains a high level of expertise in the products and services designed for business & non-profit clients. This position has knowledge of multiple financial services, including cash management, and services new and existing customers in a manner consistent with the sales, service, and operational goals of the bank. The Business Banking Specialist support the commercial banking team by preparing commercial loan documents, loan closings, and providing superior customer service.
Schedule: 40 hours per week, Monday through Friday 8:00am-5:00pm
Essential Job Duties & Responsibilities
* Prepares and processes commercial loan documents for Commercial Bankers in preparation for loan closing and forwards file to the Loan Operations Department.
* Performs special projects as assigned such as business development reports, loan status reports, loan quality control reports/monitoring, and/or risk based capital reports.
* Preparation of various documents including subordination agreements, modification agreements, extension agreements and deeds of reconveyance.
* Answers customer inquiries regarding balances, payoffs, collateral, etc. Maintains thorough working knowledge of the products and services, including cash management designed for business & non-profit clients, bank/branch goals, policies, and operating procedures, as well as all current promotions.
* Originates consumer and small business loans for business clients. Processes advances on loans and manages loan activity.
* Interviews clients and sets up products and services specifically designed to meet the needs of the business and non-profit customers. Calls on existing customers to develop new and/or additional business and to protect and strengthen existing profitable customer relationships. Opens commercial, non-profit and personal deposit accounts, to include preparing signature cards, corporate resolutions and account documentation.
* Review daily overdraft report and work with Lender to decision whether to pay or decline check.
* Achieve compliance certification and use knowledge of compliance/CRA regulations in day-to-day activities.
* Other duties as assigned.
Experience and Education
* 2+ years in banking experience, preferably commercial lending, lending administration or as a Personal Banker.
* High school graduate or equivalent.
* Possess knowledge of lending and bank operations.
* Ability to communicate both oral and written in a courteous and professional manner.
* Strong attention to detail with the ability to compare data from two sources and locate discrepancies.
* Ability to work with minimal supervision.
The expected starting range for this role is $23.00-$40.38 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
$23-40.4 hourly 19d ago
(New Build) Private Client Banker-Bunker Lake Blvd and Quinn St- Andover, MN
Jpmorgan Chase & Co 4.8
Finance associate job in Andover, MN
JobID: 210695348 JobSchedule: Full time JobShift: Base Pay/Salary: Andover, MN- $22.50-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$39k-80k yearly est. Auto-Apply 36d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Woodbury, MN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Private Client Banker - Hudson - Hudson, WI
JPMC
Finance associate job in Hudson, WI
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
How much does a finance associate earn in Minneapolis, MN?
The average finance associate in Minneapolis, MN earns between $35,000 and $113,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Minneapolis, MN
$63,000
What are the biggest employers of Finance Associates in Minneapolis, MN?
The biggest employers of Finance Associates in Minneapolis, MN are: