Finance associate jobs in Waterloo, IA - 23 jobs

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization's financial reporting results. Responsibilities: Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives. Manage stakeholder expectations and make critical decisions to align projects and organizational objectives. Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes. Spearhead initiatives for innovating and optimizing processes in finance systems. Guide and advance capabilities of the team. Contribute to strategic planning and ensuring alignment with organizational goals. Qualifications: Bachelor's degree in finance, accounting, or related field, or equivalent experience Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years) Outstanding strategic planning skills to execute finance system transformations Advanced skills managing expectations and cultivating relationships with key stakeholders Ability to focus on and achieve desired outcomes in finance transformation projects Preferred Qualifications: Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions Working Conditions: Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia Compensation: The Salary for this position generally ranges between $110,000 - $130,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. #LI-BD1 Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Job DescriptionBenefits: Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives. We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement. Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree. Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa. Nick Jans - Wealth Management Advisor: How long with NM? 2 years as an intern and 11.5 years full-time Prior Experience? Studied Business at UNI and worked at Scheels. Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors. Eric Sikkema - Wealth Management Advisor: How long with NM? 12.5 years with Northwestern Mutual Prior Experience? Worked for a golf course before joining Northwestern Mutual. Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing. Owen Ward - Certified Financial Planner: How long with NM? 7 years Prior Experience? Started his career right out of college. Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes. Ally Dana - Development Director: How long with NM? Almost 10 years! Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation. Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Matthew Henson - Financial Advisor: How long with NM? Matthew has been with NM for 6 years. Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security. Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . is located at our Cedar Falls, IA branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES AND RESPONSIBILITIES Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions. Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately. Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more. Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. Builds client relationships through outbound and proactive measures including First 15. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Attention to detail, including verbal and written instructions. Maintains confidentiality. Effective use of tact and diplomacy as it relates to clients and co-workers. Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate and percent and to draw and interpret bar graphs. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables. Delivers complete and accurate work and displays pride and professionalism in work. Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training. Takes personal initiative and is a positive example for other to emulate. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years banking or related experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently Lifting - Occasionally (up to 10 lbs) Sitting - Frequently Overtime - Subject to business need Noise Level - Moderate Typical Work Hours - M-F (8-5) Regular and Predictable Attendance - Required **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .

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

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

Designs and implements processes and solutions associated with a wide variety of data sets used for data/text mining, analysis, modeling, and predicting to enable informed business decisions. Gains insight into key business problems and deliverables by applying statistical analysis techniques to examine structured and unstructured data from multiple disparate sources. Collaborates across departments and with customers to define requirements and understand business problems. Uses advanced Excel, SQL querying, and reporting methods to develop solutions. **Job Duties** 1. Extracts and compiles information from large data sets from various systems to identify and analyze outliers. 2. Provide quantitative and qualitative data analysis in the reporting of patterns, insights, and trends to decision-makers. 3. Works with internal, external and enterprise clients as needed to research, develop, and document new standard reports or processes. 4. Implements and uses analytics software and systems to support department goals. 5. Tracks trends related to various feeds, with focus on membership, revenue, and commissions. 6. Identify any deficiencies within the process, strategize and design improvements where possible. **Job Qualifications** **REQUIRED EDUCATION:** Associate's degree or equivalent combination of education and experience **REQUIRED EXPERIENCE:** + 1-3 years related experience + Proficiency in MS SQL queries and database development. + Proficient in MS Office Suite products, key skills in Excel (VLOOKUPs and pivots). + Intermediate proficiency with complex SQL queries, and stored procedures. + Strong critical thinking and attention to detail. + Ability to effectively communicate with technical and non-technical stakeholders. + Strong time management skills to manage simultaneous projects and tasks to meet internal deadlines **PREFERRED EDUCATION:** Bachelor's degree or equivalent combination of education and experience **PREFERRED EXPERIENCE:** 2 - 4 years related experience **PHYSICAL DEMANDS:** Working environment is generally favorable and lighting and temperature are adequate. Work is generally performed in an office environment in which there is only minimal exposure to unpleasant and/or hazardous working conditions. Must have the ability to sit for long periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing. Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V. Pay Range: $80,168 - $128,519 / ANNUAL *Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. #LI-WW1 Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.

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

IMMEDIATE OPENING! AWARDED BEST DEALERSHIP TO WORK FOR 12 TIMES! Dave Wright Nissan Subaru Core Values: We Solve It We Are All One Team We Do What We Say We Grow Or We Die We Commit And Never Quit Finance Manager Responsibilities: Work directly with the sales team and customers to assist in the financial buying process Build relationships with customers Present service contracts and program options Complete paperwork for title work and lenders Maintain relationships with lenders and vendors Achieve monthly forecasts for F&I income, penetrations, and customer service Prior automotive sales experience NOT required Finance Manager Compensation & Benefits: Unlimited commission potential Health, dental, vision, and life insurance Paid holidays, vacation and sick days 5 day work week 401K Other Perks: Summer golf outing Christmas party Company picnic Monthly Impact Award Winner Monthly National Holiday celebrations Apply for our Finance Manager position today!

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

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Contract | Cedar Rapids, IA 3-5 Years of Experience Required Our client in Cedar Rapids is seeking an analytical and detail‑driven Financial Analyst to join their growing team. This role is ideal for someone who thrives in a collaborative environment, enjoys digging into financial data, and provides insights that drive business decisions. About the Role The Financial Analyst will support budgeting, forecasting, financial modeling, variance analysis, and reporting. You'll collaborate cross-functionally with accounting, operations, and leadership teams to help guide strategic financial planning. Key Responsibilities + Prepare monthly, quarterly, and annual financial reports. + Conduct variance and trend analyses; provide insights on performance drivers. + Assist in the annual budgeting and forecasting processes. + Build and update financial models to support business planning and decision‑making. + Analyze revenue, expenses, KPIs, and operational metrics. + Present financial findings to management in a clear, concise manner. + Support ad hoc financial analysis requests and special projects. Requirements 3-5 years of financial analysis experience required. Bachelor's degree in Finance, Accounting, Economics, or related field. Strong analytical skills with the ability to interpret and present data. Proficiency in Excel; experience with financial modeling preferred. Familiarity with ERP or financial reporting systems is a plus. Excellent communication skills and comfort working cross‑functionally. Detail-oriented, organized, and able to meet deadlines in a fast-paced environment. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Full-time Description TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs. ESSENTIAL FUNCTIONS: Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. Answer questions, address service challenges, and provide resolutions. Maintain a system of orderly follow-up by mail and phone to onboard new clients. Collaborate with business development and lending teams to seek and establish new clients in the marketplace. Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols. Accept and process loan and other types of payments and issues receipts. Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances. Follow security procedures consistently and protect client confidentiality. Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: High school diploma or equivalent required One-year experience in banking, client service, or related field with cash handling experience. Capability to perform lending, sales, or account management. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: Duties performed in a professional office environment. Availability to work Saturdays. Requires travel to other bank locations or client sites. Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

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

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

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

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

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Performs accounting, financial reporting and analysis functions, Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed. Responsibilities Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data. Analyze, test and verify information compiled is correct and/or reasonable based upon accounting and financial analysis knowledge. Respond to requests received from management and other departments. Understands the flow of information and uses that knowledge to troubleshoot problems. Participates in monthly accounting processes to ensure accuracy and completeness of financial records. Explains to others how analysis was produced and or reported. Updates financial reports/models for forecasting, trending and results analysis. Supports client reporting needs. Assists with project work and may serve as a member of divisional project team. Responsible for adherence to the company's framework of internal controls. Improve procedures, update and organize documentation of reporting and planning processes. Qualifications Bachelor's degree in Accounting or Finance and/or equivalent work experience. Up to 2 years of experience, with degree. Advanced computer skills. Preferred Qualifications Working knowledge of financial area preferred (for example, investments, insurance products, premium). Ability to effectively communicate orally and in writing, customer service approach. Detail-oriented, accurate; analytical, work effectively individually and within a team, organizational and prioritization skills. Working Conditions Hybrid (Tuesday - Thursday) Fast- paced deadline- driven office environment. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs. ESSENTIAL FUNCTIONS: * Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. * Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. * Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. * Answer questions, address service challenges, and provide resolutions. * Maintain a system of orderly follow-up by mail and phone to onboard new clients. * Collaborate with business development and lending teams to seek and establish new clients in the marketplace. * Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. * Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. * Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols. * Accept and process loan and other types of payments and issues receipts. * Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances. * Follow security procedures consistently and protect client confidentiality. * Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Foster and preserve a culture of diversity, equity, and inclusion. * Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: * High school diploma or equivalent required * One-year experience in banking, client service, or related field with cash handling experience. * Capability to perform lending, sales, or account management. * Excellent client service skills. * Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. * Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. * Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: * Duties performed in a professional office environment. * Availability to work Saturdays. * Requires travel to other bank locations or client sites. * Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.