Financial Advisor
Finance representative job in Council Bluffs, IA
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.
Openings in multiple locations across the FNBO Footprint. ***
Omaha, Nebraska
Fort Collins, Colorado
DeKalb, Illinois
Sugar Grove, Illinois
Council Bluffs, Iowa
Plano, Texas
About This Role:
Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals.
Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs.
Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.
The Ideal Candidate for This Role:
Required Qualifications:
Bachelor's degree in Business Administration or related field or equivalent experience.
3 years of experience in the investment or financial services industry.
FINRA Series 7 and 66 (or Series 63 & 65) registrations.
State Life, Accident & Health and Variable Contract insurance licenses.
Previous successful business development activities and effective relationship management experience.
Proven sales skills, preferably in the investment industry.
Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.
Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.
Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250197
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Auto-ApplyFinancial Advisor - Experienced Professionals
Finance representative job in Papillion, NE
Join the mission. Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
What You'll Do
As an experienced Financial Advisor at First Command, you'll go beyond the basics-providing comprehensive financial guidance that evolves with our clients' lives. You'll:
* Serve as a Trusted Advisor
Identify and adapt to each client's evolving financial goals across all stages of wealth-accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.
* Deliver Advanced, Personalized Planning
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
* Provide a High-Touch Client Experience
Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
* Engage the Military Community
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.
* Drive Results and Grow Your Business
Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks-especially within the military community-while identifying new opportunities and deepening existing client engagement.
What Sets You Apart
* A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.
* Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.
* Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.
* The drive and discipline to run your own independent business-offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.
* Military experience or affiliation is strongly preferred.
Required Experience
Licensing & Certifications
* Required: Series 7 & 66 (or 6, 63, 65) and Life & Health license
* Preferred: CFP, ChFC, or RICP designations
Your Next Step
If you're an experienced advisor who wants to make a difference in the lives of those who serve-and continue building your career with purpose-First Command is where you belong.
#LI-LW1#LI-LW1
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
Financial Advisor
Finance representative job in Omaha, NE
Job Description
Make Your Mark: Financial Advisor Opportunity at Revolution Group, LLC in Omaha, NE
Are you fueled by purpose, thrive in a tight-knit culture, and obsessed with delivering results? Do you have the hunger to transform lives through wealth advising, the smarts to navigate complex strategies, and the humility to always put clients first? At Revolution Group, LLC, we're searching for a Financial Advisor who's ready to join a team that's redefining wealth management-powered by exclusive private investments and a relentless drive to succeed.
We're different by design. Based in Omaha, NE, we blend top-tier financial planning with access to private investment opportunities-like real estate, private equity, and more-that set us apart from the pack. We handle the nitty-gritty-portfolio construction, cutting-edge tech, back-office support-so you can focus on what you love: building relationships and driving outcomes. Our culture is built on collaboration, innovation, and a shared passion for excellence, and we need someone with the same fire to join us.
Who We Are:
Revolution Group, LLC isn't just another firm-it's a movement. Our founder, once the lead strategist for one of the world's richest families, created Revolution Capital-our SEC-registered investment advisor and planning division-to fix what's broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. We bring elite strategies, including private investments, to high-net-worth individuals and families, delivering results that matter.
We're a REAL FIDUCIARY™, fee-only, and fiercely committed to our clients' best interests. Our purpose? To create financial security and legacy for generations. Our culture? Hardworking, humble, and forward-thinking. Our goal? Measurable success-for our clients and our team.
What You'll Do:
As a Financial Advisor, you'll be the heartbeat of our client relationships, turning their ambitions into achievements with tailored plans and private investment edge. Here's what you'll take on:
Uncover clients' goals and craft strategies that deliver-leveraging private investments and sharp financial planning.
Provide big-picture advice on retirement, taxes, estate planning, and risk management.
Drive portfolio performance with regular reviews and bold, results-focused decisions.
Stay ahead of markets, trends, and our unique investment offerings to wow clients with fresh ideas.
Chase new opportunities and collaborate with the team to grow our impact.
Keep it real, staying compliant with regulations and best practices.
Who We're Looking For:
We're after someone who lives for purpose, fits our culture, and delivers results-someone humble, hungry, and smart. Here's what we'd love to see:
A bachelor's degree in finance, economics, or a related field.
5+ years in wealth management or financial planning (Series 65 or CFP designation is a big plus).
A proven ability to build trust and keep clients coming back-portable clients are a bonus.
Deep know-how in complex planning and private investments.
Analytical chops and a knack for making smart calls under pressure.
Killer communication skills-connect with people and break down big ideas simply.
A team player who's just as comfortable flying solo.
Integrity that runs deep, with a passion for putting clients first.
If you're a transactional product-pusher, this isn't your spot. But if you're motivated by meaningful work, crave a culture that values your input, and want to drive real results with a team that's changing the game, let's talk.
Why Join Us?
This is more than a job-it's a chance to grow, contribute, and win. At Revolution Group, you'll plug into a purpose-driven culture, wield private investment tools most advisors only dream of, and help clients build lasting wealth. We're a team that celebrates hard work, humility, and big outcomes-join us, and let's make waves together in Omaha, NE.
Ready to step up? Apply today as a Financial Advisor at Revolution Group, LLC! Send your resume, a cover letter that shows us your spark, and-if you've got them-three references. Let's create something extraordinary.
#hc105939
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Council Bluffs, IA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Paid time off
Training & development
ROLE DESCRIPTION: As an Account Representative - State Farm Agent Team Member with Greg Duncan - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.
In this role, youll combine exceptional communication skills, a sales-driven mindset, and a passion for helping people. Youll have the opportunity to develop professionally while contributing to the agencys success. We are excited to meet driven, sales-focused candidates who are eager to grow within our agency. High performers can anticipate opportunities for advancement.
RESPONSIBILITIES:
Generate leads and actively pursue new business opportunities
Make outbound calls daily to prospective clients, introducing our products and services.
Educate clients about insurance products and recommend appropriate coverage options.
Foster strong client relationships through regular follow-ups and proactive communication.
Maintain accurate client records and manage policy updates efficiently.
QUALIFICATIONS:
Excellent communication and relationship-building abilities.
Experience in sales or customer service preferred.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
SCHEDULE:
Monday - Friday: 8:30am-5pm
Compensation: $50,000.00 - $75,000.00 per year
We're Hiring!
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you want to work in an environment that is fun, challenging, and rewarding, then Greg Duncan - State Farm Agent may be the right fit for you! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.
Financial Advisor
Finance representative job in Omaha, NE
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyFinancial Advisor Trainee Intern No Prospecting + Base Salary
Finance representative job in Omaha, NE
Job DescriptionSalary: 31k-37k
Join our Dynamic Team as a Financial Advisor Trainee Intern!
Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Trainee Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. You will be trained to assist clients in managing their financial portfolios and support them in achieving their long-term goals. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry!
What Youll Do:
Client Relationship Management: Learn how to build and maintain relationships with clients by understanding their financial goals and helping them make informed decisions about their financial future.
Financial Planning: Work alongside experienced advisors to assist in developing financial plans for clients, including basic retirement, tax, and investment strategies. You'll learn how to ensure plans align with the clients financial needs and objectives.
Investment Strategy: Support senior advisors in guiding clients on investment options and asset allocation. You'll gain hands-on experience in helping clients create portfolios that match their long-term goals.
Market Research and Analysis: Observe and assist with monitoring financial markets and trends. Youll learn how to use this data to make recommendations that are in line with both client needs and market conditions.
Client Education: Help educate clients on financial products and industry trends. Youll assist in explaining basic financial concepts, ensuring they understand their options and feel confident about their decisions.
Compliance and Documentation: Assist in ensuring that all client interactions and transactions comply with company policies and industry regulations. You'll also help maintain accurate records of financial plans and transactions.
Sales and Business Development: Support efforts to identify new business opportunities and help build the client base. You'll learn how to contribute to the expansion of the business while maintaining strong client relationships.
Experience Youll Bring:
Experience: While prior experience in financial services isnt required, an eagerness to learn and develop in a financial advisory role is essential.
Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but well provide the training you need.
Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key!
Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable.
Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required.
Bonus Points If You Have:
Licensing:While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), its a plus!
Technical Know-How:Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed.
What Youll Get:
Continuous Development Opportunities:Grow both personally and professionally with ongoing training and development.
Charitable Giving Participation:Be a part of our commitment to making a difference in the community.
Team-Centric Environment:Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time.
General Physical Requirements:
Ability to sit for extended periods of time
Ability to walk short distances within the office
Ability to lift & carry up to 50lbs
Ability to reach above and below shoulder level to access items or equipment
Who We Are:
Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.
Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.
If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
Financial Advisor - NE - Omaha
Finance representative job in Omaha, NE
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinance & Accounting Intern
Finance representative job in Omaha, NE
Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers "large company" benefits with an exciting, friendly, and "small company" atmosphere? Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.
This position will be in Omaha, NE, and candidates must be local and able to work for at least 2 semesters while taking on a full-time course load.
What will you do?
* Actively review and audit accounting process with a focus on inter-company balances.
* Assist with the preparation of various schedules needed for annual financial statements and to meet new reporting requirements.
* Complete monthly/quarterly accounts receivable reconciliations and other selected general ledger account reconciliations as needed.
* Assist with the cash reconciliations and general ledger coding.
* Collaborate with others to assist with compiling information for management, auditors, and accountants.
* Ad hoc Internet research, spreadsheet preparation, some clerical responsibilities such as filing, copying, scanning and data organization.
* Assists with gathering information, updating files and other miscellaneous tasks related to the company's conversion to a new general ledger system.
What are we looking for?
* Junior class standing or completion of Intermediate Accounting
* Accounting, Math, I.T. or Finance major and maintain full-time course load during Spring and Fall semesters Proficiency with personal computers and software such as Excel, PowerPoint, Access and Word
* Excellent grammar, proofreading and oral / written communication skills
* Punctual
* Excellent organization skills
* Ability to meet deadlines
Who would excel in this role?
* Someone who enjoys the details of working with numbers.
* Analytical personality
* Someone who can work as well independently as well as on a team in a collaborative capacity.
We want you to be involved! We offer Employee Resource Groups for volunteering, connecting with others, social gatherings, and professional development. We also regularly seek employees input through companywide surveys.
We care about your health and wellbeing! Our Wellness program is integrated into the Company culture with an online wellness portal that offers a year-round, one-stop-shop to manage and track all areas of health, our Omaha office boasts a complimentary state-of-the-art onsite fitness center, and a robust wellness program.
Benefits, Perks and more! We offer retirement and savings plan with immediate enrollment with 100% employer match up to 5%, Medical, Dental and Vision for regular, full-time employees and eligible dependents, a dedicated Learning & Development program for employees to grow personally and professionally, 100% upfront Educational Reimbursement program, subsidized downtown parking, competitive time off policies including parental leave, an Employee Assistance program and much more!
Auto-ApplyFinancial Services Representative (Loan Officer)
Finance representative job in Omaha, NE
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
* Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
* Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
* Build Relationships: Be a trusted financial partner to our members.
* Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
* Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
* Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
* Invest in Yourself: Centris offers tuition reimbursement!
* Treat Yourself: Company-paid DoorDash membership.
* Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
* Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
* Detail-oriented individual with a positive attitude and a passion for helping others!
* Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
Community Banker I - Float
Finance representative job in La Vista, NE
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry and Fiserv systems is preferred.
Schedule:Monday-Friday with availability from 7:45am-5:45pm; Rotating Saturday 8:15am-12:15pm
This position is a floating role covering Omaha Metro branches, with the home branch located at the Southport Branch.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
Relationship Banker - Nebraska Market - Papillion, NE
Finance representative job in Papillion, NE
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyInsurance Account Representative - State Farm Agent Team Member
Finance representative job in Omaha, NE
Job DescriptionBenefits:
401(k) matching
Company parties
Competitive salary
Flexible schedule
Paid time off
ROLE DESCRIPTION: We are looking for someone to join our high achieving team, who excels in communication and enjoys interacting with others.
All applicants are welcome. No experience necessary as we will train the right person to dominance. Must fit in a workplace environment where employees are consistently motivated to perform at their best, exceeding expectations and achieving ambitious goals, often characterized by strong collaboration, open communication, a focus on continuous improvement, employee empowerment, and a shared sense of purpose and values within the organization.
Potential Titles:
Sales Ninja (will acquire a customer by any means necessary)
VP of ABC (Always Be Closing)
Head of Customer Wow
Honey Badger
State Farm is the #1 brand in the industry. We are the national leaders in home, auto and life insurance. Leave your job and start your career here!
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
WHAT WE PROVIDE:
Family culture.
Uncapped earning potential.
All the training and resources necessary for success.
Paid Time off.
No nights and no weekends
WHAT YOU BRING:
A winning mindset.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Positive attitude.
THIS IS A SALARY PLUS COMMISSION PAYSCALE.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Omaha, NE
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Training & development
ROLE DESCRIPTION: As a Sales Team Member for Candy Specht State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. Our agency is a fun environment where your professional and personal growth is the main goal. We believe that your strong customer service skills will be the key to success.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist clients with policy applications and renewals.
Handle client inquiries and provide timely responses.
Maintain accurate records of client interactions.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Main Banker (Starting at $19!)
Finance representative job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Auto-ApplyMain Banker (Starting at $19!)
Finance representative job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
insurance representative
Finance representative job in Omaha, NE
job Looking for the path to the future you want? An insurance career is your answer.
You define your own financial success. Roles can allow you to choose where, when, and/or how you work. You become a trusted adviser in your community. You score a career built to last.
Know (almost) nothing about insurance careers?
Check out insuremycareer.com.
Find out which gig might be perfect for you.
Take the quiz, here.
Ready to a find a job?
Search the available positions using the filters above.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.
Auto-ApplyRelationship Banker - Nebraska Market - Papillion, NE
Finance representative job in Papillion, NE
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyPERSONAL BANKER I
Finance representative job in Papillion, NE
Job DescriptionDescriptionGENERAL SUMMARY:In compliance with established policies and procedures, performs a broad variety of customer service and sales activities that promote long-term customer relationships. Assist customers with account problems and questions. Duties include initiating and servicing of deposit accounts and related services. Secure and strengthen customer relationships on an ongoing basis through follow-up calls, customer profiling activities, and review of customer needs. Responsible for closing deposit accounts as needed. Serve as a consumer lender trainee in processing loan requests per the bank's policy and guidelines. Individual lending limitations and authority will be granted and updated over time based upon the incumbent's demonstrated ability and level of lending experience. RESPONSIBILITIES AND DUTIES:
Assists customers in making product and service choices that best meet the needs, and conducts subsequent required duties related to the proper account opening and closing for both individual and commercial account relationships.
Be proactive in exploring customer needs and making appropriate recommendations of available products and services in a professional manner.
Performs customer service duties as directed by incumbent's supervisor, including but not limited to, answering phone and in-person customer inquiries, conducting customer research, processing approved refunds of service charges or fees as directed by supervisor, place check orders for customers as requested, assist in appropriate customer access to established safe deposit, and processing of deposit verifications for credit purposes.
Performs appropriate customer profiling at the time the relationship is first established to ensure that the immediate product and service suggestions are effective and that subsequent follow-up activities can be done with adequate information to ensure the bank's goals of serving all of the customer needs are met.
Provides interest rate quotes to customers per the bank's established rate sheet, obtaining individual rate quotes from appropriate bank personnel as needed for jumbo deposit relationships.
Accepts applications and conducts initial credit verifications and underwriting requirements as necessary for Demand Deposit and other Consumer Loans, including but not limited to ordering credit reports, and providing customers with loan payoff quotations.
Responsible for requesting and reviewing loan documentation related to the initiation and/or modification of DDL, Consumer and Fresh Start Loan accounts.
Initiates and processes incoming/outgoing wires, obtaining all necessary approvals.
Performs any other duties/projects as assigned by supervisor.
Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends)
KNOWLEDGE, SKILL, AND ABILITIES:
Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes. Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
Knowledge of general banking principles and banking regulations and a willingness to participate in educational opportunities.
Skill in communicating with clients and co-workers in courteous and professional manner.
Skill in operating computer terminals and printers, back counter capture machine, coin machine and copier
Skills in effectively listening to customers and making appropriate referrals
Ability to maintain a high level of confidentiality.
Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff.
Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met.
Ability to demonstrate accuracy and efficiency in a fast-paced environment.
Ability to function as a team player.
EDUCATION AND EXPERIENCE:
High school graduate or equivalent.
A minimum of 24 months of prior banking experience is generally expected.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%Must be able to greet customers read documents, use computer Hearing: 75-100%Must be able to communicate with customers and co-workers Standing/Walking: 75-100%Must be able to visit customer Lifting/Pulling/Pushing: 25-49% Climbing/Stooping/Kneeling: 25-49% Fingering/ Grasping/Feeling: 75-100%Must be able to use computer, write PHYSICAL DIMENSIONS:Medium Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.
More DetailsMonday Through Friday 8am to 5pm, rotating Saturdays 8:30am to 12:00pm
Financial Services Representative (Loan Officer)
Finance representative job in Omaha, NE
Job Description
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union!
Financial Services Representative (Personal Banker)
Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
Build Relationships: Be a trusted financial partner to our members.
Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
Invest in Yourself: Centris offers tuition reimbursement!
Treat Yourself: Company-paid DoorDash membership.
Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
Detail-oriented individual with a positive attitude and a passion for helping others!
Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
Community Banker I
Finance representative job in Omaha, NE
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday with flexibility to work 7:45am - 5:45pm; Rotating Saturday mornings.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.