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Finance service representative jobs in Ames, IA

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  • Aftermarket Sales Rep Branch

    Crown Equipment Corporation 4.8company rating

    Finance service representative job in Des Moines, IA

    : Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local support on a global scale with more than 15 manufacturing facilities worldwide and more than 500 retail locations in over 80 countries. Our global sales and service network provides our customers with a local resource for a wide variety of quality material handling equipment, fleet management solutions, warehouse products and support services to meet their needs anytime, anywhere. Job Posting External Job Duties This business-to-business sales position is responsible for the sale of contract maintenance programs for material handling equipment and catalog parts sales. Pursue new business and develop key existing accounts in an assigned territory. Analyze opportunities, identify key personnel, and develop strong business relationships via cold calls, presentations, and following up on leads for new business. Develop sales strategies, proposals, and forecasts. Develop and conduct product demonstrations and sales presentations. Prepare quotations, cost reports, performance reports and customer correspondence. Develop a territory management plan to maximize time with customers in order to seek new business and enhance customer retention by monitoring customer satisfaction. Utilize online resources to maintain accurate records of sales calls, customer files, and sales activity information. Discuss sales activities with management. Minimum Qualifications Less than 2 years related experience. High School diploma or equivalency. Preferred Qualifications Good communication, interpersonal, organizational, and computer skills. Bachelor's degree in business management, marketing, entrepreneurship, professional selling, or related business program, or several years of successful sales experience a plus. Ability and willingness to work outside normal business hours to prepare for sales activities. Possess several years of successful sales experience; business to business (B2B) experience; problem solving capabilities; strong sense of urgency, responsibility, and self -motivation; and the ability to work in a team environment. Work Authorization: Crown will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas or who need sponsorship for work authorization now or in the future, are not eligible for hire. No agency calls please. Compensation and Benefits: Crown offers an excellent wage and benefits package for full-time employees including Health/Dental/Vision/Prescription Drug Plan, Flexible Benefits Plan, 401K Retirement Savings Plan, Life and Disability Benefits, Paid Parental Leave, Paid Holidays, Paid Vacation, Tuition Reimbursement, and much more. EOE Veterans/Disabilities
    $53k-87k yearly est. 4d ago
  • Customer Service Representative

    Acro Service Corp 4.8company rating

    Finance service representative job in Johnston, IA

    · Take inbound calls and occasional emails from (USA/Canada/Australia) customers and dealers regarding part orders or other items available for purchase. · Occasional outbound calls to customers and dealers to research/investigate and follow up with our findings. · Document every interaction effectively in our internal case management system · Approximately 15-20 calls/day Shifts: Contact Center is open from 7am - 6pm CST, Monday - Friday · Three shifts available that rotate within the 11-hour operation: · 7:00am - 3:30pm · 8:00am - 4:30pm · 9:30am - 6:00pm · Candidate must be available to work any 8-hour shift within the 7am-6pm support window. SPECIAL CONSIDERATIONS: · Training and mentoring will be on the 8-4:30am shift and last approximately 6 weeks. · Takes approximately 3-4 months from start date to reach full productivity. · Limited travel to nearby Des Moines Works for a factory tour and to nearby Jensen Farms approximately twice a year. Will ride along with full-time employee. IDEAL CANDIDATES SHOULD HAVE: · Knowledge of agriculture, turf (mowers) and utility vehicles · Prior work experience in Agriculture or Technology dealer channels · Bachelor's degree in Agriculture, Business, Engineering related field, IT or a similar discipline · Call Center experience · 6+ months experience with customer service / support experience · Efficient researching / troubleshooting skills · Excellent written and verbal communication skills · Speak with confidence · Proficiency with Microsoft Office products · Willingness to work occasional overtime and holidays · Solid work history and proven dependability · Reliable at home internet and a distraction free workplace Interviews will include behavioral based questioning · Candidate will be asked to share specific examples The Company is an Equal Opportunity Employer and is committed to creating an equitable and inclusive environment for all.
    $30k-37k yearly est. 3d ago
  • Medical Equipment Service Associate

    Vantive

    Finance service representative job in Des Moines, IA

    Vantive is a vital organ therapy company on a mission to extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful innovations in kidney care. As we build on our legacy, we are deepening our commitment to elevating the dialysis experience through digital solutions and advanced services, while looking beyond kidney care and investing in transforming vital organ therapies. Greater flexibility and efficiency in therapy administration for care teams, and longer, fuller lives for patients- that is what Vantive aspires to deliver. At Vantive, you will become part of a community of people who are focused, courageous and don't settle for the mediocre. Each of us is driven to help improve patients' lives worldwide. The Field Service Technician is a key customer facing position that represents the Vantive brand in clinical and hospital settings. This position manages an assigned territory and travels to perform installation, repair, preventative maintenance, training, and other services on a variety of electro-mechanical medical devices. Field Technicians are hands-on and enjoy solving advanced technical problems, interacting with customers, applying attention to detail, working autonomously, variation in their work, and traveling. This position focuses on providing a positive customer experience, strong communication, and ensuring all services needs are met in a quality and timely manner. Perform installation, calibration, preventive maintenance, and repairs on a wide range of electro-mechanical medical equipment, ensuring compliance with SLAs, quality standards, and safety protocols. Diagnose and resolve equipment failures, identifying root causes and implementing corrective actions using analytical and technical skills. Manage service territory by scheduling service calls, preventive maintenance, and travel efficiently to meet SLA commitments. Maintain accurate documentation of service activities, maintenance records, and inventory transactions; ensure test equipment is calibrated and functioning properly. Plan and order necessary parts for service and maintenance, maintaining proper inventory control. Provide training and guidance to customer personnel on equipment operation, maintenance procedures, and inspection techniques. Communicate effectively with customers regarding service status, arrival times, and issue resolution to maintain strong relationships and customer satisfaction. Represent the company professionally through positive attitude, appearance, and engagement with customers and colleagues. Mentor and support other service technicians; contribute to departmental meetings, training events, and knowledge sharing through troubleshooting guides and best practices. Contribute to team and organizational success by mentoring peers, sharing best practices, recommending service improvements, and keeping leadership informed of operational needs and challenges. Participate in installation projects, field actions, and assigned initiatives; may lead projects as needed. Ensure proper handling of delicate components and adherence to hospital regulations and environmental, health, and safety policies. Manage travel to clinical and stakeholder sites for technical support, training, and meetings. Experienced in biomedical engineering, including installation, maintenance, and repair of medical devices, with the ability to diagnose issues, perform mechanical adjustments, and apply independent judgment to resolve complex equipment problems in compliance with safety and regulatory standards. Strong interpersonal skills with the ability to maintain a high level professional and courteous conduct with peers, internal and external customers. Proficiency in Microsoft Office tools (Outlook, Word, Excel, Visio, Project, PowerPoint). Ability to travel 50-75%, including overnight stays; willingness to drive long distances or fly as required. Associate's degree or higher in Biomedical Engineering, Electrical/Electronic Engineering, Computer Science, or a related technical field OR associate's degree or higher in non-related field with 3+ years of electro-mechanical troubleshooting experience. OR Biomedical Engineering Technology (BMET) certification with 3+ years of electro-mechanical troubleshooting experience. S. military electrical or electrical biomedical equipment technology program. Previous field service experienced is strongly preferred. We may pay more or less than the anticipated range based upon market data and other factors, all of which are subject to change. Our health and well-being benefits include medical, dental and vision coverage that start on day one, as well as insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance. Financial and retirement benefits include the Aon Pooled Employer Plan ("Aon PEP"), Vantive's 401(k) retirement savings plan, to help you prepare for your future. The Aon PEP is designed to help improve retirement outcomes by providing retirement resources more efficiently. The plan offers a robust set of investment options, financial education, and a suite of resources to support your retirement goals. We also offer Flexible Spending Accounts, educational assistance programs, and time-off benefits such as paid holidays, paid time off ranging from 20 to 35 days based on length of service, family and medical leaves of absence, and paid parental leave. Additional benefits include commuting benefits, the Employee Discount Program, the Employee Assistance Program (EAP), and childcare benefits. For additional information regarding Vantive's US Benefits, please speak with your recruiter or visit our Benefits site: Vantive evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Vantive is committed to working with and providing reasonable accommodations to individuals with disabilities globally. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application or interview process, please click on the link here and let us know the nature of your request along with your contact information. Recruitment Fraud Notice Vantive has discovered incidents of employment scams, where fraudulent parties pose as Vantive employees, recruiters, or other agents, and engage with online job seekers in an attempt to steal personal and/or financial information. To learn how you can protect yourself, review our Recruitment Fraud Notice .
    $26k-41k yearly est. 1d ago
  • Insurance Customer Service Rep

    Country Financial-Matt Reed Agency 4.4company rating

    Finance service representative job in Indianola, IA

    Job Description At COUNTRY Financial - Matt Reed Agency, we combine over 50 years of industry experience with a genuine commitment to helping our clients. We specialize in all lines of insurance and financial services, offering personalized guidance and dependable support to every individual and business we serve. Our office is client-focused and built on teamwork. We take pride in being a supportive, energetic group that values integrity, communication, and growth. If youre looking for a workplace that feels both professional and personal, this is the place to grow your career. As an Insurance Customer Service Representative, you will play an essential role in delivering outstanding client experiences. From handling inquiries and processing policy updates to supporting our agents and helping clients understand their coverage, youll be the face of service excellence in our agency. Base pay: $35,000-$45,000 (based on experience) Paid time off (PTO) and paid vacation Mon-Fri schedule with evenings and weekends off Retirement plan Hands-on training and mentorship Supportive team culture Home office support If youre motivated by helping others, thrive in a team environment, and want a role that keeps you engaged and growing, we encourage you to apply today! Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Retirement Plan Evenings Off Weekends Off Home Office Support Paid Vacations Responsibilities Provide a positive and professional client experience in every interaction Greet clients and prospects who visit the office Contact clients at risk of policy or contract cancellation Manage calendars, schedule appointments, and handle follow-ups Support marketing campaigns and community events Requirements Prior customer service or insurance experience preferred Property & Casualty license (or willingness to obtain upon hire) Strong communication and interpersonal skills Organized and detail-oriented with excellent time management Team-oriented attitude with a proactive, doer mindset
    $35k-45k yearly 5d ago
  • Customer Service Representative

    Global Atlantic Financial Group Limited 4.8company rating

    Finance service representative job in Des Moines, IA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** Job Title: Client Care Advocate - Preneed Location: Des Moines, IA Start Date: February 23, 2026 Pay: $19.54 per hour + overtime pay Training Schedule: 6-8 weeks (Monday-Friday, 7:30 am - 4:00 pm CST) Post-Training Schedule: 8-hour shift, Monday-Friday, hours after training will be 8:30-5pm CST, need to be flexible with shift time Perks and Benefits: $500 cash sign-on bonus All IT equipment provided Hybrid work schedule after training period Free lunch and parking Referral bonuses Eligible for annual bonus Comfortable workspaces and game rooms PTO, Sick Days, Paid Company Holidays Free health insurance - employee & children levels based on salary band Training & career advancement 401(k) match and equity opportunities Tuition, adoption, and lifestyle reimbursement RESPONSIBILITIES: Understands insurance products, procedures, and system capabilities Responds to inbound calls providing excellent customer service Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable Receives and resolves telephone inquiries from parties of the contract within service standards Identify, communicate, and proactively work to solve problems or issues Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance. Main contact for assigned sales representatives, accounts, and states Provides a broad range of technical and operational support to clients and agents Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy Participation in team meetings Provides other duties as assigned by management REQUIRED QUALIFICATIONS: High School diploma or GED required 1+ years of work experience in customer service Strong PC and Software skills, especially Microsoft Office products Insurance industry knowledge is a plus PREFERRED QUALIFICATION: Proven ability to grasp new products, concepts, and procedures Understanding of the industry, sales process, and distribution channel Strong attention to detail with excellent organizational skills Great interpersonal and team skills required Strong written and oral communication skills Excellent phone presence and presentation Ability to maintain positive attitude and composure in dealing with difficult situations Demonstrated flexibility with schedules and time management This role is not eligible for visa sponsorship now or in the future Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $19.5 hourly Auto-Apply 12h ago
  • Customer Service Reps

    Deyarman Ford

    Finance service representative job in Indianola, IA

    2406 N Jefferson Way, Indianola, IA 50125 BDC Service Representative$19 - $22 per hour Depending on Experience! We Pay More for Your Experience!Great Benefits and Room for Advancement! Experience is a Plus! Great Customer Service Skills Required! Growing Service DepartmentDeYarman Employees Are Eligible to Enroll in Degrees@Work - a No-Cost No Debt College Degree Program. Walk-in Applicants are Welcome! Would you like to be a part of the Winning Team? DeYarman Ford in Indianola is currently looking for positive, motivated people to join our Business Development Center. We have an immediate opening for aBDC Service Representative.The position of the Service BDC Representative contributes to the overall success of the dealership by working to assure customer satisfaction. Webelieve culture makes a difference and we strive to build lasting relationships with our employees, customers, and the community. We value our employees and invest in their success. We offer: $19 - $22 per hour Full Time Monday - Friday Paid Vacation & Holidays Positive and professional work environment Hands-on management staff Transparency within the Company Paid Training Excellent opportunity for advancement 401(k) with company match Health, Dental, Vision, Life, and Disability Insurance Responsibilities BDC Representative: Answer all incoming service calls Schedule service appointments Call customers for follow ups, appointment reminders, missed appointments, and to bring customers into the dealership for service. Call customers to inform them of recalls Administer our in-house rentals Interact with customers as well as with all dealership departments. Gather data for outgoing calls. Candidates must be reliable and must report to work promptly when scheduled. Other duties may be assigned QualificationsBDC Representative: Great customer service skills required At least one previous role based in strong customer service experience preferred CDK experience is a plus! Team player attitude Prompt and courteous Enthusiastic personality Must have strong computer skills Please upload your resume. Completing the online assessment will grant you priority approval! Must be authorized to work in the U.S. without sponsorship and be a current resident. Must pass pre-employment testing to include background checks, MVR, and drugscreen. About us: DeYarman Automotive Group has recently purchased the Chrysler/ Dodge/ Jeep/ Ram dealership in Ames. Come join our team and be part of a company that has 40+ years experience in the automotive industry. We know how to take care of our people and want to talk to you! We are an Equal Opportunity Employer. All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation, or other protected status. RequiredPreferredJob Industries Customer Service
    $19-22 hourly 7d ago
  • Investment Trader

    Integrity Marketing Group 3.7company rating

    Finance service representative job in Urbandale, IA

    The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring. Essential Job Functions Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing. Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software. Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives. Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items. Communicate with various team members and stakeholders regarding investment strategies and portfolio performance. Work with the Compliance Department as needed to address regulatory concerns or improper sales practices. Other duties as assigned. Travel up to 10% Knowledge, Skills, and Abilities Must display Core Values Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes Strong attention to detail Product knowledge in managed accounts, securities, and trading systems Strong conceptual skills with an ability to deliver big ideas that drive results Exceptional written and verbal communication skills Experience and Education 2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities. Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience. Licensing: FINRA Series 7. Series 65/66 required within 6 months. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
    $64k-107k yearly est. Auto-Apply 60d+ ago
  • CSR-Dispatcher

    Custom Electrical Services 2.8company rating

    Finance service representative job in Clive, IA

    About us Custom Electrical Services is a small business in Clive, IA. We are a professional electrical contractor that provides service throughout central Iowa. Our work environment includes: Relaxed atmosphere Casual dress code Daytime schedule No nights, holidays, or weekends! Ever! Small business/family atmosphere Attention all customer service superstars! We are a leading electrical contractor in Clive, Iowa looking for an experienced CSR/Dispatcher to join our team. Responsibilities Field incoming phone calls and form submissions from customers. Dispatch service technicians to appropriate locations in a timely and efficient manner. Monitor all assigned technicians in a timely and efficient manner. Monitor all assigned drivers to ensure on-time performance. Provide exceptional customer service to all clients. Enter data for job costing. Requirements Previous experience with ServiceTitan software is preferred but not required. Must be 18 years of age or older. 6 months previous experience as a CSR or dispatcher is preferred. Excellent communication and organizational skills. Must be able to multitask and organizational skills. Ability to work independently and as part of a team. Strong problem-solving skills and attention to detail. Background check and drug screen required. If you meet these requirements and are looking for an exciting new opportunity with room for growth please submit your resume today. We can't wait to hear from you!
    $28k-34k yearly est. 60d+ ago
  • Teller Service Representative

    Veridian Credit Union 4.0company rating

    Finance service representative job in Ankeny, IA

    WANT TO BE A PART OF SOMETHING GREAT? VERIDIAN IS LOOKING FOR INDIVIDUALS TO JOIN OUR AWARD-WINNING TEAM. START YOUR JOURNEY AND APPLY TODAY. Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked! Benefits: *********************************************************** SUMMARY Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services. ESSENTIAL FUNCTIONS Create excellent service experiences that promote the Veridian brand. Understand and be familiar with Bank Secrecy Act (BSA) guidelines. Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc. Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc. Actively cross‑sell credit union services by providing information to current, new and potential members. Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member. Assist members over the phone. Consistently achieve established monthly and annual sales and service goals. Contributes to team effort by accomplishing related results as needed. Monitor necessary departmental files and reports, updating member information as required. Maintains member confidence and protects operations by keeping information confidential. Balance cash box per teller balancing procedures. KEY ATTRIBUTES Oral and written communication skills. Member service focus. Attention to detail and accuracy. Positive attitude that supports a team environment. Dependable and punctual; flexible during peak times. High level of confidentiality. Organizational skills. Self-motivated; ability to work without close supervision. Problem solving; analysis. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: Occasionally lift and/or move items over 10 pounds. Remain sedentary (seated) for extended periods of time. WORKING CONDITIONS This job operates in a professional office environment and routinely uses standard office equipment. TRAVEL Limited travel expected. REQUIRED EDUCATION AND EXPERIENCE High School Diploma. Relevant work experience in the area of customer service and/or cash handling. Math and clerical aptitude. Fluent computer skills in a Microsoft Windows environment. OTHER DUTIES Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. ABOUT VERIDIAN Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $35k-40k yearly est. 14d ago
  • Customer Service Representative

    First Bank 4.6company rating

    Finance service representative job in Eagle Grove, IA

    Are you a people person with great attention to detail? Then becoming a Customer Service Representative would be perfect for you! As a Customer Service Representative with First Bank, you will provide excellent service to our customers while accurately completing bank transactions and offering value added services to our customers. You will also open new accounts for customers and assist in addressing customer questions. This is a part-time position. Hours of availability needed are Monday from 9:00am - 4:00pm and Friday from 9:00am - 5:00pm. This position also requires availability on rotating Saturdays from 9:00am - 12:00pm. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc. Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service to all customers Build relationships with customers to better understand their banking needs Assist customers with resolution of account concerns and issues Promptly and cheerfully answer phone calls and greet in a professional manner. Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc. as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Accounts: Open new accounts or close accounts for customers Complete and submit maintenance requests on behalf of customer Answer customer questions knowledgeably or take initiative to seek out answers on behalf of the customer Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned To best fit the position you must be able to communicate effectively, interact with others in a welcoming and professional manner, and keep private information confidential. Basic computer skills, high school diploma or equivalent and 1 year of customer service experience are required. Bilingual (English/Spanish) highly encouraged to apply. Explore this opportunity today, apply online. EOE, including disability/vets
    $31k-35k yearly est. 60d+ ago
  • Part Time Associate Banker Southeast PA (20 Hours)

    JPMC

    Finance service representative job in Altoona, IA

    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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $38k-80k yearly est. Auto-Apply 60d+ ago
  • Community Banker

    Two Rivers Bank & Trust 3.8company rating

    Finance service representative job in Ankeny, IA

    Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa. We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve. Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career. Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team! EDUCATION AND WORK EXPERIENCE * High school diploma or equivalent. * Prior enhanced banking experience and extensive knowledge of banking products and services. * Prior enhanced new account knowledge/experience. * Two or more years of consumer lending or comparable work experience. SKILLS AND QUALIFICATIONS * Experience with computer operating (Windows) * MS Office software experience * Basic math * 10 key skills * Exceptional internal and external customer service skills. * Demonstrate selling skills and abilities. * Attention to * Demonstration of excellent communication skills, both oral and written. * Strong organization skills and effective time ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES * Ensure a positive interaction with customers and non-customers during all interactions. * Responsible for obtaining pre-determined goals for service, sales and operations. * Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions. * Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence. * Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities. * Identify potentially fraudulent activity to help prevent loss to the Bank and our customers. * Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.) * Perform other duties based on branch traffic and needs. (i.e. Teller duties) * Actively participate in community events to demonstrate support for the Two Rivers culture. * Develop and maintain relationships with customers to increase retention and customer satisfaction. * Keep current on regulations and legislation affecting consumer lending. * Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans. * Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending. SCHEDULE/TRAVEL/STATUS * Monday - Friday, Saturdays by Rotation * Infrequent Travel * In-Branch Position * Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need. NOTICE This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
    $24k-34k yearly est. 7d ago
  • Part Time Associate Banker Southeast PA (20 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Altoona, IA

    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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $24k-44k yearly est. 60d+ ago
  • Retail Banking Specialist (Central Iowa)

    West Bancorporation 4.8company rating

    Finance service representative job in Des Moines, IA

    Purpose: This position covers shift shortages as assigned at all branches for the Teller and Personal Banking positions. Serves our customers by effectively and efficiently processing both financial and non-financial transactions and opening new accounts. Serving as our customer's primary point of contact, this position helps the bank build strong relationships by providing an outstanding community banking experience. Essential Duties & Responsibilities Build Strong Relationships by acting as the bank's primary contact with its customers, consistently providing an outstanding service experience for every bank customer as you perform the following functions: Open Personal and Business Accounts for New and Existing Customers: Perform personal banker functions as assigned. Provide financial solutions for bank customers. Develop and grow relationship banking by assessing needs and offering appropriate West Bank products and services. Open new accounts, debit cards, check orders, etc. (35%) Effectively and Efficiently Process Customer Transactions: Perform teller functions as assigned, meeting and exceeding bank service standards, greeting and acknowledging each customer and making them feel welcome while closely following bank processes and security procedures. Work as a team with other tellers to complete daily tasks, demonstrating respect and professionalism, being prompt, and minimizing unplanned absences. Provide high levels of service to our internal colleagues with the understanding that our levels of internal service directly impact the service we can provide to our external customers. Be flexible and accepting of changes in schedule, assignments, responsibilities or hours worked. Perform branch capture functions as instructed by supervisor. Provide authorized signature on cashier's checks as needed, following approval by manager contacted by telephone or in person in accordance with established policies and procedures (50%) Business/Customer Development: Using a service centered approach, assist the bank in developing its customer base and product distribution by identifying customer needs and referring them to the appropriate person or product (or addressing need when appropriate). Meet and/or exceed established referral expectations. (10%) Build Strong Communities: Participate in community events, including staffing at least two events (art festivals, community celebrations, etc.) and participating in at least two community festivals (parades, bank-sponsored outreach events, etc.) per year. (5%) Qualifications (Include Education and Experience): High School Diploma required, AA in Accounting or Business Administration a plus. Customer service, teller, and/or personal banking experience required. Computer experience (MS Word, Excel, Outlook) and experience with banking-related systems helpful. Great customer service skills and flexibility with schedule changes a must.
    $26k-31k yearly est. 54d ago
  • Community Banker- Altoona

    Community State Bank 4.3company rating

    Finance service representative job in Altoona, IA

    Full-time Description TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. ESSENTIAL FUNCTIONS: Process client transactions in a professional and efficient manner while following established policies and procedures. Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. Balance cash vault according to established procedures. Process requests for foreign currency transactions. Identify potential fraud accounts and take appropriate action to prevent loss. Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. Follow all established procedures to ensure compliance with federal regulations. Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. Actively promote banking products and services to the community. Answer client questions, address client concerns, and provide resolutions to inquiries. May quote client deposit rates. Collaborate with other team members to ensure a positive banking experience for all clients. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Assist with client outreach and demonstrate support for company culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission and vision. QUALIFICATIONS: High school diploma or equivalent required. Previous banking, client service, or related field with cash handling experience. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Strong interpersonal and written communication capabilities. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. WORKING CONDITIONS: Duties are performed in a professional office environment. Requires travel to other bank locations. Availability to work on Saturdays. Overtime may be required. Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
    $27k-41k yearly est. 60d+ ago
  • Animal Services Officer

    Animal Rescue League of Iowa 3.5company rating

    Finance service representative job in Des Moines, IA

    Your Mission: As an Animal Services Officer, you will be on the front lines of protecting animals and promoting public safety in our community. You'll respond to calls for service involving the welfare of animals, investigate reports of neglect or ordinance violations, and work to resolve conflicts between people and animals. Your efforts will directly support the mission of the Animal Rescue League of Iowa by fostering a responsible community where animals are valued and treated humanely. What You'll Do: You will respond to calls regarding public safety, animal welfare, and quality-of-life concerns, including both domestic animals and, in some cases, wildlife. Your work will involve investigating cruelty, neglect, and bite cases, providing aid to injured or sick animals, and educating citizens about animal ordinances and responsible ownership. You'll patrol city streets, ensure compliance with animal laws, issue warnings or citations when necessary, and maintain thorough, accurate reports of your daily activities. Operating Animal Services vehicles and equipment safely will be part of your day-to-day, and when necessary, you'll perform humane euthanasia. Throughout all interactions-with ARL staff, law enforcement, and members of the public-you will represent the ARL and the City of Des Moines with professionalism and respect. What You Bring: You have a high school diploma or GED and a valid driver's license with a satisfactory driving record. You're comfortable operating larger vehicles and can pass a police background check. You remain calm and think clearly under pressure, making sound decisions even in fast-paced or stressful situations. You communicate effectively, prepare accurate documentation, and understand how to read and interpret city and state animal ordinances. You can work well with others, apply logical reasoning to complex situations, and perform basic mathematical calculations. Above all, you have a commitment to animal welfare and public service. Working Conditions: This role requires the ability to lift up to 50 pounds and work outdoors in all types of weather, including extreme heat or cold. You may be exposed to odors, zoonotic diseases, animal waste, scratches or bites, and moderate noise. The position involves both sitting and standing for extended periods and responding to situations that can be physically and emotionally demanding. Why Work at the ARL? At the ARL, every day brings new challenges and opportunities to make a difference-for both animals and people. You'll join a supportive, mission-driven team that is passionate about creating a safer, more humane community. We offer a collaborative environment, opportunities for professional growth, and the chance to be part of meaningful change for the animals and citizens we serve. Employment in this position is at-will, meaning that either the employee or the ARL may terminate the employment relationship at any time. In compliance with the Americans with Disabilities Act and/or applicable state regulations, the Animal Rescue League will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations. Wednesday through Saturday; 12:00 p.m. to 10:00 p.m.
    $33k-38k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Availa Bank

    Finance service representative job in Webster City, IA

    EEO Employer Availa Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the "Apply" link to find out more. UNIVERSAL BANKER I (BANK TELLER) POSITION SUMMARY This position is responsible for assisting with a customers financial transactions in an efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial counseling, including opening and servicing of consumer accounts. This is not a remote position SCHEDULE: Full-time role Typical schedule is 8:15 a.m. to 5:00 p.m. Monday through Thursday. Friday rotation of 8:15am to 4:00pm or 5:30 p.m. Additional or different hours may be necessary as business needs warrant Requirements: UNIVERSAL BANKER I (BANK TELLER) ESSENTIAL DUTIES AND ACCOUNTABILITIES Provide exceptional customer service through quality conversations and efficient and accurate process of customer transactions. Build relationships with customers by identifying needs and offering solutions. Provide accurate information to customers based on product and service knowledge and understanding of the banking industry. Frequently communicate with customers and employees in person or by phone and exchange accurate information in these situations. Sell, open, and maintain banking products and services to new and existing customers. Cross sell bank products as part of the regular transaction process. Proficient in customer account opening, maintenance, and closing accounts (including checking, savings, CDs and safe deposit boxes). Process check orders; follow check cashing procedures; issue cashiers checks; process wire transfers, perform online and mobile banking maintenance; process stop payments and debit card disputes. Handle financial transactions efficiently and effectively with all customers (including, but not limited to deposits, withdrawals, advances, loan payments and merchant transactions). Maintain a balanced cash drawer. Perform ATM/ITM duties in applicable markets. Meet or exceed all established branch goals and contribute to branch deposit growth. UNIVERSAL BANKER I (BANK TELLER) ROLE QUALIFICATIONS: Education High school diploma or equivalent required Experience Accounting or banking experience encouraged Other Skills and Abilities Demonstrated proficiency in typing with speed and accuracy; basic keyboarding skills are required Strong math skills; add, subtract, multiply and divide in all units of measure Exceptional oral, written and interpersonal communication skills Ability to apply common sense to carry out instructions, understand procedures, and speak clearly to customers and employees Understands computer and other equipment capabilities and limitations Exceptional organizational and time management skills Ability to multi-task in a fast-paced environment Maintain a complete understanding of regulatory and compliance policies and procedures Be able to work flexible hours and shifts Must have a valid drivers license and reliable transportation PM21 PI1c4b4443bc05-31181-38772959
    $25k-32k yearly est. 7d ago
  • Auto Customer Service Reps

    Deyarman Ford

    Finance service representative job in Indianola, IA

    2406 N Jefferson Way, Indianola, IA 50125 Automotive DetailerPart Time and Full Time Available Must be 18 years and up Excellent Income and Benefits! Starting at $14 - $15 per hour!Employees Are Eligible to Enroll in Degrees@Work, a No-Cost, No Debt, College Degree Program! Must be available Saturdays Experience is a Plus, but we will Train Opportunity to start your career! Full-time and Part-time Positions Available DeYarman Ford of Indianola is looking to hire Detailersto clean and detail the inside and outside of our vehicles making sure they sparkle and shine! Experience is preferred, but not required. We will train. Flexible scheduling is available but must be available Saturdays. We value our employees and invest in their success! Apply now and join our team! We offer these benefits to full-time employees: Competitive compensation Starting at $14 - $15 but we pay more for your experience! Flexible scheduling with Saturdays Employees are eligible to enroll in Degrees@Work, a No-Cost, No Debt, College Degree Program! Medical Benefits 401(k) Paid Vacation Career advancement opportunities we promote from within! Responsibilities - Detailer: Wash, Wax, Buff and Detail the interior and exterior of our vehicles Vacuum and shampoo seats, carpet and upholstery, clean and treat leather upholstery, etc. Maintain inventory of cleaning supplies Maintain Lot inventory Requirements - Detailer: Must be 18 years and up Automotive Detail experience is preferred, but not required - we will train Flexible scheduling available with Full-time and Part-time positions available but we will require Saturdays. A good work ethic and attention to detail Ability to distinguish small imperfections in your work, such as streaks left on windows, smudges on windows or painted surfaces, areas of missed vacuuming, etc. Position requires standing bending, stooping and moving for extended periods of time Valid driver's license and clean driving record required Please upload your resume,Completing the online assessment will grant you priority consideration! Must be authorized to work in the U.S. without sponsorship and be a current resident. Must pass pre-employment testing to include background checks and MVR. We are an Equal Opportunity Employer . All qualified applicants considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status. RequiredPreferredJob Industries Customer Service
    $14-15 hourly 30d ago
  • Business Banker

    Two Rivers Bank & Trust 3.8company rating

    Finance service representative job in Des Moines, IA

    Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa. We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve. Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career. Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team! POSITION PURPOSE This position is responsible for growing and retaining profitable relationships and assisting in the introduction of other Two Rivers Bank & Trust products and services to clients. EDUCATION AND WORK EXPERIENCE * Bachelor's degree in business, economics, finance, or comparable banking degree or comparable years of similar work experience. * Seven or more years' lending experience. * Experience in Commercial and Industrial, Commercial Real Estate and SBA lending preferred. * Portfolio management experience preferred. * Knowledge of banking rules and regulations, in addition to knowledge of bank products and services. SKILLS AND QUALIFICATIONS * Experience with Windows operating systems. * Experience with MS Office software and bank financial analysis software. * Organized, effective time management, and self-directed team player. * Excellent verbal and written communication skills. * Advanced understanding of Commercial Banking products and services. * Excellent relationship building skills and strong, well developed interpersonal skills to maximize business contacts and develop a working relationship with existing and potential clients. * High level of analytical skills to conduct loan analysis and monitor loan progress with consideration of market trends, economic conditions and other pertinent factors. * Strong sales skills with proven success in meeting and/or exceeding sales goals. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES * Prospect, develop, and manage banking relationships by understanding customer needs, assessing financial information and finding workable solutions within the bank's policies and philosophies. * Negotiate credit items including overall terms, repayment methods, and collateral requirements. * Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives. * Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan to ensure compliance with regulations and enhance the ability to make sound credit decisions. * Ensure that loans are properly documented in accordance with approval terms. * Conduct annual reviews of commercial relationships to monitor overall credit quality. * Work with Treasury Management and other areas of the bank to actively cross-sell Two Rivers Bank & Trust products and services. * Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business. SCHEDULE/TRAVEL/STATUS * Exempt * In-Office (Not Remote) * Infrequent Travel NOTICE This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
    $25k-44k yearly est. 9d ago
  • Relationship Banker

    Community State Bank 4.3company rating

    Finance service representative job in Des Moines, IA

    Full-time Description TITLE: Relationship Banker DEPARTMENT: Retail Banking The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client's needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client's needs. ESSENTIAL FUNCTIONS: Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans. Open bank accounts for current and new clients, oversee transactions and close accounts when necessary. Maintain thorough knowledge of all bank products and services. Answer questions, address service challenges, and provide resolutions. Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained. Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships. Collaborate with business development and lending teams to seek and establish new clients in the marketplace. Coordinate and participate in sales presentations at partnership meetings. Achieve monthly partnership event goals and track progress. Recommend- Achieve monthly branch goals and track progress. Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures. Assist clients with HSAs, IRAs, fiduciary, and small business products. Assist clients with consumer lending needs including the ability to take a loan application and maintain a sound lending portfolio. Answer inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies. Follow security procedures consistently and protect client confidentiality. Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Invest in community partnerships and participate in community events in support of our brand and culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission, vision, and values. QUALIFICATIONS: High school diploma or equivalent required. Two years' experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills. WORKING CONDITIONS: Duties performed in a professional office environment. Availability to work Saturdays. Requires travel to other bank locations or client sites. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
    $25k-30k yearly est. 55d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Ames, IA?

The average finance service representative in Ames, IA earns between $21,000 and $44,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Ames, IA

$30,000
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