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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance representative job in Texas, WI
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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$127k-237k yearly est. 2d ago
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Island Passport Club Representative - $16.00 per hour
Treasure Island Resort & Casino 4.1
Finance representative job in Farmington, MN
Pay Rate: $16.00 an hour with $2.00 an hour additional shift differential on swing and grave shift ESSENTIAL DUTIES AND RESPONSIBILITIES
Welcome guests, answer questions and provide information and support to guests
Input, update and maintain accurate player information in the casino management system
Issue Island Passport club cards for club members
Be knowledgeable about and provide guests with information regarding Island Passport club membership, property-wide events and other property amenities
Redeem cash, prizes and comps for guests following department guidelines
Meet goals as established by management
Maintain a working knowledge of promotional systems
Performance point and promotion adjustments following department guidelines
KNOWLEDGE AND CERTIFICATION, SKILLS AND ABILITIES
Required Knowledge and Certification:
High School Diploma/GED or equivalent experience
Preferred Knowledge and Certification:
1-year hospitality or guest service experience, preferably in casinos
Required Skills:
Accurate and detail oriented
Highly organized and ability to adapt quickly to changing priorities
Excellent verbal and interpersonal communication and problem solving skills
Proven high guest service skills
Proficient computer skills Microsoft Office (Word, Excel and Outlook) and Windows
Required Abilities:
Ability to work in a fast paced environment
Ability to interact with guests, coworkers and management in a professional and courteous manner
Ability to follow established dress code policies and practice good personal hygiene
Ability to speak in a clear, concise and pleasant voice
Ability to retain large amounts of information regarding the property and its amenities
Ability to read and write English
PHYSICAL DEMANDS
Must be able to walk, stand and/or sit for long periods throughout the day
Must have a good sense of balance, and be able to bend, kneel, stoop and twist
Must be able to push, pull and grasp objects occasionally
Must have the ability to independently lift up to 25 pounds occasionally
Must be able to perform repetitive hand and wrist motions
WORKING ENVIRONMENT
Office, restaurant, gaming floor and convention center environment including flashing lights, frequent loud noises and cigarette smoke and outdoors for guest events
Must be willing to work a flexible schedule including all shifts, weekends and holidays
Extensive computer use
Occasionally must deal with angry or hostile individuals
High volume direct public contact
$16 hourly 6d ago
Financial Advisor
Nicolet National Bank 4.2
Finance representative job in West Des Moines, IA
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As a Financial Advisor, you will be responsible for the following:
General:
Manages client relationships assigned by the firm and helps clients achieve wealth goals.
Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
Markets the firm and develops its reputation with referral sources and the community.
Attracts new clients to the firm.
Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
Supervises the work of other advisors and administrative support.
Participates in critical management and service decisions, including vendor evaluation and the design of processes.
Develops and maintains internal and external Center of Influence (COI) relationships.
Advisory:
Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
Researches new investment products and vendors.
Facilitates the adoption of new technology by the client service teams and trains others as necessary.
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
Advises clients on appropriate financial products in the context of their plans.
Supervisory Responsibilities:
Wealth Analysts and Financial Advisors, if applicable.
Qualifications:
Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
Holds appropriate advisory licenses as required by the SEC and state agencies
Completion of CFP program and examination
Brings a minimum of five years and a median of seventeen years of experience in the role
PC, phone system, general office equipment
Demonstrates expert knowledge of Microsoft Office applications, especially Excel
Strong verbal and written communication skills and strong interpersonal skills
Ability to maintain strict confidentiality
Ability to effectively promote Nicolet as an employer of choice
Basic knowledge of banking positions
Strong organizational, multi-tasking and prioritizing skills
Self-motivated and resourceful
Strong leadership and delegation skills
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$40k-62k yearly est. 2d ago
Financial Associate Credit Ag Lending
Compeer Financial 4.1
Finance representative job in Mankato, MN
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
Hybrid model - up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit************************
Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN, Lakeville, MN or Waite Park, MN office locations.
The contributions you will make: The Financial Associate Program is a 12-18 month training program. The full-time benefit eligible Financial Associate works through a syllabus which will prepare them for a position in Credit.
A typical day:
Provides accurate financial analysis and loan structuring analysis to Financial Officers on select loan accounts utilizing Salesforce (nCino), Tool for Reasoning Analysis and Credit (TRAC), Credit Desk, or other software to determine credit risk and support the loan decision.
Performs verification of assets, liabilities and income using public records, outside vendors and direct contact methods.
Provides prompt turn around on credit packaging and servicing requests coming to the department.
Spends time contacting the client's or prospective client's farm/agribusiness.
Markets credit and related services, establishing new market relationships which will contribute towards attainment of Compeer Financial's goals and business objectives.
Assists with the maintenance of a prospect file, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services.
Accomplishments will include sales closings, servicing insurance policies, appraisals, positive client relations and generally contributing to Compeer Financial's image as the leading financial institution committed to clients.
The skills and experience we prefer you have:
Pursuing a bachelor's degree in Agricultural Economics, Ag Business or equivalent ag or business related degree.
Knowledge of farm production methods and products, a general understanding of farm business management and finance.
Experience in agribusiness/farming industry, agricultural credit or closely related field preferred.
Solid organizational, interpersonal, communication, problem solving, analytical, negotiating and influencing skills.
Must demonstrate effective team building and processing skills.
The understanding of and ability to use various computer, business/financial applications.
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay$57,900-$73,900 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.
$57.9k-73.9k yearly 2d ago
Banker
Associated Bank-Corp 4.6
Finance representative job in Chippewa Falls, WI
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CPR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required:
High school diploma or equivalent combination of education and experience.
Up to 2 years of customer-facing sales and/or service experience.
Preferred:
Experience in banking, financial services or retail sales.
Why You'll Love Working Here
At Associated Bank, you'll join a supportive team that values customer relationships, integrity, and career growth. We offer development opportunities, hands-on training, and a chance to make a meaningful impact in the communities we serve. Apply today to make an impact and grow your career with us.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 2d ago
Sales Rep - Lab Casework/Equipment - Construction Industry
H2I Group
Finance representative job in Minneapolis, MN
H2I Group is a leading specialty contractor with 100 years of experience in designing, building, and maintaining exceptional athletic, laboratory, technical education spaces, and more. We work with architects and general contractors on projects and customize solutions to bring our client's unique visions to life. One of our greatest assets is the strength of our people. That's why we're a 100% employee-owned company that's always looking for talented, passionate, and driven individuals to build a rewarding career with us. Join our team!
Our Website: ********************
Find out what it's like to work at H2I Group: Linkedin Facebook Twitter Glassdoor
We're looking to hire a Sales Representative to help oversee our Midwest territory where they're responsible for selling Laboratory Casework & Equipment to General Contractors, Architects, and end-users.
Our Sales Representative will:
Develop, manage, and grow intimate, customer-centric relationships with General Contractors, Architects, and End-users within Educational and Commercial Construction markets.
Meet established division sales and profitability goals.
Meet established sales metric goals for facetime, proposals, close rate.
Exceed customer expectations as evidenced by customer surveys.
Exceed internal and external customer expectations for quality and service.
Timely response to requests for information including returning all calls as quickly as possible (within 24 hours)
Establish and manage subcontractor relationships.
Perform all work in a “Can Do” customer-friendly manner.
Construction, laboratory or architectural experience a plus
Salesforce experience a plus
Travel Requirements:
Travel within the assigned territory
Limited overnight travel
What's in it for YOU:
At the H2I Group, we believe that people are the most important part of our business. We are proud to be an Employee-Owned Company and offer the following benefits:
Competitive Compensation Package: Salary, Commission, 401K, Company stock/ESOP
Potential Bonuses: Merit incentive bonuses in Spring & Fall
Employee Benefits: Medical, Dental, Vision, STD, LTD, Life Insurance
Flexible work schedule
Education Benefits: Undergraduate degree partial tuition, master's degree full tuition, and continuing education optional
Education Scholarship Awards: Employees' children and grandchildren are eligible to receive scholarship awards for continuing education.
This does not necessarily include all job functions and responsibilities. Employees may be asked to perform additional related duties and tasks. Management reserves the right to revise and update the job description at any time.
Haldeman-Homme Holdings, Inc. and its subsidiaries are proud to be an Equal Employment Opportunity and Affirmative Action employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
$44k-77k yearly est. 1d ago
SBA Banker III
Seacoast National Bank 4.9
Finance representative job in Des Moines, IA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-42k yearly est. 2d ago
Personal Banker
First Mid Bank & Trust 4.0
Finance representative job in Beloit, WI
Personal Banker Location: Beloit, WI
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: GENERAL:
Use a consultative sales process to build a thorough customer profile and identify current and future financial needs.
Opens all deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc.
Analyzes and reviews legal documentation associated with opening accounts.
Originate consumer loan applications and assist in the processing of loan applications.
May originate Home Equity related products.
Review consumer credit report.
Maintain an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Commercial and Investment), referring customers when appropriate to provide timely financial solutions.
Provide guidance to Universal Bankers and Tellers with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Adhere to established policies and procedures while opening/servicing the full range of bank products.
Participate in the opening/closing process of the branch as directed by the Branch Manager.
Keep up to date on deposit services procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
May manage a cash drawer and process transactions for customers as needed.
Complete other specified duties as assigned.
Travel to other branches within the region when required
SALES:
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Ability to professionally represent First Mid in terms of appearance and verbal/written communication.
Consistently meet/exceed customer experience and individual/team production goals.
Qualifications Education:
High School Diploma/GED required.
Experience:
3+ years' experience in the financial industry.
Skills:
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Demonstrated ability to develop a working knowledge of branch policies and procedures in order to utilize good judgment in making sound decisions.
This position may require S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
Bilingual English/Spanish Preferred
Total Rewards:
Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits
First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123
Pay Range: $19.66 - $24.59 per hour Apply for this Position
$19.7-24.6 hourly 2d ago
Relationship Banker
Old National Bank 4.4
Finance representative job in Breckenridge, MN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18924 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Need help finding the right job?
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 2d ago
Financial Advisor - Southern MN
Thrivent Financial 4.4
Finance representative job in Rochester, MN
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.
$43k-81k yearly est. Auto-Apply 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance representative job in Rochester, MN
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 36d ago
Senior Financial Advisor
AFIN Family Wealth Management
Finance representative job in Northfield, MN
AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Job Summary
As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills.
Required Experience and Education:
5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM
Bachelor's degree in Finance, Economics, Business Administration, or related field
Life and Health Insurance license
Series 7 and 66 (or 63 and 65)
Required Knowledge, Skills, & Abilities:
Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite.
Excellent customer service, communications, and organizational skills
The ability to work on multiple projects simultaneously
Work independently as well as collaboratively within a team environment.
Positive attitude, high energy, and professional demeanor
Ability to exercise good judgment by recognizing urgency and setting priorities
Must pass criminal and credit background checks
Ability to quickly understand new concepts and learn new technology and systems
In-depth knowledge of financial markets, investment products, and wealth management strategies.
Demonstrated ability and commitment to goal-based planning and advice
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Job Duties and Responsibilities
Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation.
Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management.
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Prepare financial plans, check their accuracy and implement financial plans
Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions
Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise.
Executes trades, as required
Stay up-to date with new industry trends and research market
Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities
Benefits
Health and dental insurance
401k and 401k matching
Work-life balance
Ownership of book of business
Disclaimer
AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Schedule: Full-time
Travel: Local
Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
1220 Kensington Rd, Ste 220
Oakbrook, IL 60523
$48k-91k yearly est. Auto-Apply 60d+ ago
Farmers Insurance Representative - Tesmer Agency
Bruce Tesmer Farmers Insurance
Finance representative job in Lake City, MN
Job Description
Are you ready to start a rewarding career, serving your local community?
Farmers Insurance in Rochester, Minnesota, is seeking ambitious individuals to join our team This hands-on program provides the training, mentorship, and resources needed to learn the insurance business and prepare for your agent careerall while serving the vibrant and dynamic community of Lake City and Rochester.
Why Rochester?
Known as the "Med City," Rochester is a thriving community offering a unique blend of small-town charm and big-city amenities. With its rich history, cultural attractions, and scenic parks, Rochester is the perfect place to grow professionally while making an impact. As an Agent Apprentice, youll have the opportunity to help families and businesses protect what matters most in a community that values innovation and connection.
About the Role
As a Farmers Insurance Representative, youll work alongside an experienced Farmers Insurance agent to gain practical experience and essential skills. Through expert mentorship and training from the University of Farmers, youll develop the knowledge and confidence needed to build a lasting career in Rochester.
What Youll Do
Learn the Business: Partner with a seasoned agent to gain expertise in sales, customer service.
Develop Key Skills: Master client relationship management, business planning, and marketing strategies with top-tier training.
Engage Locally: Build relationships with Rochester families and businesses, becoming a trusted advisor and community member.
What Were Looking For
Were looking for individuals with:
A self-starter mindset and entrepreneurial drive.
Sales, customer service, or business experience (preferred but not required).
Strong communication and relationship-building skills.
A positive attitude and a commitment to learning and growth.
A willingness to obtain necessary insurance licensing (support provided).
What We Offer
Comprehensive Training: Access world-class resources and coaching through the University of Farmers.
Financial Support: Receive bonuses and financial incentives during your onboarding process.
Personalized Mentorship: Work one-on-one with experienced agents and District 54 leaders invested in your success.
Career Advancement
Community Impact: Build a career that strengthens and supports the Rochester community.
Why Farmers Insurance?
For over 90 years, Farmers Insurance has empowered aspiring entrepreneurs with the tools, training, and support needed to succeed. In Rochester, a city that celebrates innovation and community spirit, youll find the ideal environment to grow your career and create a meaningful legacy.
Your Journey Starts Here
If youre ready to grow professionally, serve your community, and achieve top producer statuses and awards.
Apply Today
Take the first step toward building a rewarding career and lasting legacy in Rochester.
From starting line to legacylets build together.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Disability Insurance
Life Insurance
Vision Insurance
Dental Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Responsibilities
Program Requirements:
Obtain insurance licenses with Farmers assistance
Join our agency team
Achieve set milestones to become eligible for a Career Agent.
Requirements
Ideal Candidate:
Entrepreneurial spirit and passion for sales
Strong communication and interpersonal skills
Ability to work in a team environment
Ambition to build a successful insurance business
Willingness to learn and grow with Farmers
Join forces with experienced Farmers agents. Tap into their knowledge, insights and best practices to accelerate your success.
Benefits of Mentorship:
Gain valuable industry insights and expertise
Develop effective sales and marketing strategies
Understand complex insurance products and services
Build strong relationships with clients and partners
Navigate challenges with confidence and guidance
"Is This Opportunity Right for You?"
Do you want to:
Experience the support of a top 2% leadership structure, guiding your success?
Finally feel the value of your time and future, shaping your destiny?
Break free from limitations and achieve unparalleled growth?
Join a community of like-minded professionals, collaborating and succeeding together?
Build a legacy that lasts, creating a lasting impact on your community?
$30k-35k yearly est. 24d ago
Business Banker
Frandsen Financial Corporation 3.9
Finance representative job in Dundas, MN
Frandsen Bank & Trust is seeking a Business Banker for the Dundas location. This position is responsible for supporting a dynamic lending team for prospecting and developing new client relationships, managing existing client relationships, and use consultative interactions with clients and prospects to identify cross-selling opportunities with our wide range of financial services. The ideal candidate will also be willing to support community efforts.
Essential Duties and Responsibilities
New business origination
Maintain a book of customers
Understand and sell all bank products
Network throughout the community
Credit underwriting including financial analysis and narrative
Education & Experience:
Bachelor's degree in a business-related field
4+ years of banking experience, at least 3 in a business banking environment
Skills:
Ability and desire to originate new business
Sales skills
Customer service
Credit analysis
Ability to multitask
Networking
Relationship management
Listening skills (Preferred)
Community involvement (Preferred)
Strong organization skills (Preferred)
Salary range for this role is $65,000 to $125,000 annually, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
$65k-125k yearly 33d ago
Insurance Account Representative - State Farm Agent Team Member
Adam Winkels-State Farm Agency Intern
Finance representative job in Owatonna, MN
Job DescriptionBenefits:
401(k)
Competitive salary
Dental insurance
Opportunity for advancement
Paid time off
Training & development
AGENCY DESCRIPTION: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products.
ROLE DESCRIPTION:
Adam Winkels - State Farm Agency Intern is searching for a competitive person who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with customers, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our office.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success each and every day.
Work alongside your offices team to ensure successful long-lasting customer relations.
QUALIFICATIONS:
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Successful track record of meeting sales goals/quotas preferred.
Ability to effectively relate to a customer.
Property & Casualty license.
$36k-46k yearly est. 22d ago
Personal Banker Greater Owatonna/Faribault, MN Area
W.F. Young 3.5
Finance representative job in Owatonna, MN
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Locations:
101 N Cedar Ave, Owatonna MN
104 5th St, Faribault MN
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$21.00 - $28.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
1 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$35k-41k yearly est. Auto-Apply 10d ago
Personal Banker Greater Owatonna/Faribault, MN Area
Wells Fargo 4.6
Finance representative job in Owatonna, MN
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
**In this role you will:**
+ Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
+ Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
+ Receive direction from managers and exercise judgement within defined policies and procedures
+ Develop understanding of bank products and services to connect to customers' needs
+ Interact with customers to demonstrate care and build relationships
+ Provide appropriate options for bank products and services to customer
+ Refer customers' financial needs to other bankers and partners as needed
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience proactively engaging with customers through outreach via phone or email
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to help customers succeed financially by offering introductions to additional team members as appropriate
+ Experience working with others on a team to meet customer needs
+ Experience fostering and developing strong customer relationships
+ Ability to build strong relationships with internal partners
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Ability to interact with integrity and professionalism with customers and team members
+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Support customers and employees in resolving or escalating concerns or complaints
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Locations:**
+ 101 N Cedar Ave, Owatonna MN
+ 104 5th St, Faribault MN
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$21.00 - $28.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
1 Feb 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-515047
$34k-40k yearly est. 9d ago
Financial Associate
Avera 4.6
Finance representative job in Cresco, IA
**Worker Type:** Regular **Work Shift:** Day Shift (United States of America) Join Our Team! At Regional Health Services, we strive to create a positive, team-oriented work environment for our staff. Our professional team of clinical, administrative, and support staff work each day to better serve and care for our community. If you would like to join us on our mission, apply today!
**Position Highlights**
POSITION SUMMARY: Generate revenue from patient/client accounts by submitting claims to the appropriate payer. Review daily receipts and process payments to patient accounts. Communicate with insurance companies, healthcare providers, and patients in person, in writing, and by phone. Assist with other duties as assigned by the Patient Financial Services (PFS) Manager.
POSITION QUALIFICATIONS:
High school diploma.
Knowledge of medical billing and collection practices preferred.
Knowledge of Excel and email.
Demonstrated ability to learn new tasks.
At Avera, the way you are treated as an employee translates into the compassionate care you deliver to patients and team members. Because we consider health care a ministry, you can live out your faith, uphold the dignity and respect of all persons while not compromising high-quality services. Join us in making a positive impact on moving health forward.
The policy of Avera to provide opportunities for all qualified employees or applicants without regard to disability and to provide reasonable accommodations for all employees or applicants who may be disabled. Avera is committed to ensuring compliance in accordance with the Americans with Disability Act. For assistance, please contact HR Now at ************.
Additional Notices:
For TTY, dial 711
Avera is an Equal Opportunity/Affirmative Action Employer: Minority/Female/Disabled/Veteran/Sexual Orientation/Gender Identity.
$23k-30k yearly est. 60d+ ago
Financial Associate
Avera Health 4.6
Finance representative job in Cresco, IA
Worker Type: Regular Work Shift: Day Shift (United States of America) Join Our Team! At Regional Health Services, we strive to create a positive, team-oriented work environment for our staff. Our professional team of clinical, administrative, and support staff work each day to better serve and care for our community. If you would like to join us on our mission, apply today!
Position Highlights
POSITION SUMMARY: Generate revenue from patient/client accounts by submitting claims to the appropriate payer. Review daily receipts and process payments to patient accounts. Communicate with insurance companies, healthcare providers, and patients in person, in writing, and by phone. Assist with other duties as assigned by the Patient Financial Services (PFS) Manager.
POSITION QUALIFICATIONS:
High school diploma.
Knowledge of medical billing and collection practices preferred.
Knowledge of Excel and email.
Demonstrated ability to learn new tasks.
$32k-42k yearly est. Auto-Apply 24d ago
Island Passport Club Representative - $16.00 per hour
Treasure Island Resort & Casino 4.1
Finance representative job in Cottage Grove, MN
Pay Rate: $16.00 an hour with $2.00 an hour additional shift differential on swing and grave shift ESSENTIAL DUTIES AND RESPONSIBILITIES
Welcome guests, answer questions and provide information and support to guests
Input, update and maintain accurate player information in the casino management system
Issue Island Passport club cards for club members
Be knowledgeable about and provide guests with information regarding Island Passport club membership, property-wide events and other property amenities
Redeem cash, prizes and comps for guests following department guidelines
Meet goals as established by management
Maintain a working knowledge of promotional systems
Performance point and promotion adjustments following department guidelines
KNOWLEDGE AND CERTIFICATION, SKILLS AND ABILITIES
Required Knowledge and Certification:
High School Diploma/GED or equivalent experience
Preferred Knowledge and Certification:
1-year hospitality or guest service experience, preferably in casinos
Required Skills:
Accurate and detail oriented
Highly organized and ability to adapt quickly to changing priorities
Excellent verbal and interpersonal communication and problem solving skills
Proven high guest service skills
Proficient computer skills Microsoft Office (Word, Excel and Outlook) and Windows
Required Abilities:
Ability to work in a fast paced environment
Ability to interact with guests, coworkers and management in a professional and courteous manner
Ability to follow established dress code policies and practice good personal hygiene
Ability to speak in a clear, concise and pleasant voice
Ability to retain large amounts of information regarding the property and its amenities
Ability to read and write English
PHYSICAL DEMANDS
Must be able to walk, stand and/or sit for long periods throughout the day
Must have a good sense of balance, and be able to bend, kneel, stoop and twist
Must be able to push, pull and grasp objects occasionally
Must have the ability to independently lift up to 25 pounds occasionally
Must be able to perform repetitive hand and wrist motions
WORKING ENVIRONMENT
Office, restaurant, gaming floor and convention center environment including flashing lights, frequent loud noises and cigarette smoke and outdoors for guest events
Must be willing to work a flexible schedule including all shifts, weekends and holidays
Extensive computer use
Occasionally must deal with angry or hostile individuals
High volume direct public contact
How much does a finance representative earn in Rochester, MN?
The average finance representative in Rochester, MN earns between $26,000 and $84,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Rochester, MN