Finance service representative jobs in Council Bluffs, IA - 353 jobs
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Client Services Representative
Insight Global
Finance service representative job in Omaha, NE
One of our clients in the Insurance Industry is looking for Insurance Client ServicesRepresentatives to work hybrid in Omaha, Nebraska, San Antonio, Texas, and Pittston, Pennsylvania. As a Client ServicesRepresentative, you will be responsible for delivering industry-leading service by ensuring the timely and accurate entry of all inbound leads. Answering inbound calls, you'll be speaking with traditional agents and brokers to assist in them providing product options for their end clients. This role requires strong multitasking abilities, consistent dependability, and a collaborative mindset. You'll work closely with team members in a fast-paced environment, maintaining high service standards while contributing to a supportive and team-focused culture. This position can pay anywhere between $19/hr and $21/hr dependent on previous licensing. Exact compensation may vary based on several factors, including skills, experience, and education.
Required Skills & Experience
· Bachelor's or Associates degree in Business Administration or related field
· Or will take Post Secondary Credits with 2+ years of customer service experience
· Customer Service Experience
· Excellent verbal and written communication skills
· Organizational skills and attention to detail
· Excellent time management skills with a proven ability to multitask
Nice to Have Skills & Experience
· Current commercial P&C license (property and casualty) - Allows for higher compensation
· Experience working in the auto insurance agency
· Previous experience working in the insurance industry
· Bilingual with any other language
$19-21 hourly 4d ago
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Sales Representative - First Aid & Safety
Cintas Corporation 4.4
Finance service representative job in Omaha, NE
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$54k-80k yearly est. 5d ago
In Home Plumbing/Sewer Sales Representative
ARS Rescue Rooter
Finance service representative job in Omaha, NE
Meet with homeowners who are experiencing water or drainage issues. Use a camera system to inspect underground or in-wall plumbing, identify root causes, and present quotes for repair or full line replacement - including excavation if necessary. This Sales Representative, Plumbing, Sales, Representative, Home
$43k-74k yearly est. 6d ago
LIfe and Financial Services Sales
Lance Juett Insurance Agency Inc.
Finance service representative job in Omaha, NE
Job Description
We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people's lives. As our newest life insurance sales representative you will sell and market life and financialservices to existing clients and new customers. As a full-time sales representative you will help individuals, families, and small businesses secure their tomorrows.
We are seeking energetic and driven individuals with a winning spirit to join our fast paced sales department. As a life insurance sales representative you will work with a dynamic team that shares your desire to be the best. Our disciplined, proven successful sales process will help you in growing your career. Apply today so we can contact you about the next steps in the interview process to be our next sales representative. .
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Parental Leave
Responsibilities
Solicits for new business via telephone, networking, and other lead sources.
Develop insurance quotes, makes sales presentations, and closes sales.
Develop ongoing networking relationships with centers of influence.
Secure all onboarding Documents from customers.
Develop new FinancialServices opportunities.
Document each customer contact in eAgent.
Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Prospecting and generating new business through leads & referral sources.
Generating insurance quotes.
Be outstanding at relationship building.
Maintain client relationships with follow up phone calls.
Cold call, direct email and perform other lead generation activities.
Follow up with customers to assure satisfaction, respond to questions, solicit further sales, and solve problems.
Grow sales revenue by utilizing phone, email and potential client lists.
Requirements
Must be able to pass a comprehensive background check and be able to obtain your series 6, series 63 and your Life and Health licenses with in 60 days of start date
$65k-155k yearly est. 21d ago
Operations Business Services Associate
Pacific Life 4.5
Finance service representative job in Omaha, NE
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking several talented Operations Business Services Associates within the Consumer Markets Division (CMD) in our Omaha, NE or Newport Beach, CA.
This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
As an Operations Business Services Associate, you'll move Pacific Life, and your career, forward by providing problem resolution, operations, and administrative support to producers and current policyholders/contract owners using knowledge of the company's annuities and life insurance products. You will play a key role in supporting our Inforce Processing or Advisor Services teams.
As part of the Inforce processing team, you will provide post-policy or contract issue support by processing incoming requests for life insurance policies and annuity customers, working directly with clients via phone to resolve financial and non-financial transaction requests that are not in good order. The team ensures service excellence by meeting production benchmarks, maintaining professional communication, and accurately noting outstanding requirements and updating various internal systems correctly to have an accurate client record for the life of their policy/contract with Pacific Life. Additionally, the team member will complete training to master foundational processing functions and demonstrate a strong technical understanding of procedures and their impact on clients.
As part of the Advisor Services team, you will process new and existing producers contracting applications/licensing, appointments, licensing data, continuing education, and/or errors & omissions to align with the regulations of Department of insurance, company guidelines, and department service level agreements. You will effectively communicate with licensees, regulatory agencies, compliance/legal, and field offices to obtain required supporting documents and obtain appropriate signatures to facilitate request. High attention to detail is critical when analyzing high volume contracts and ensuring contracts are in good order.
How you'll help move us forward:
Process changes on existing insurance policies, including policy changes, conversions, reinstatements and exchanges and/or processes trades, withdrawals, loans, electronic fund transfers, and registration change on existing contracts.
Process and ensure producer applications, licensing requirements, and continuing education are in good order.
Communicate effectively with team members, internal stakeholders, and customers for the purpose of coordinating case work and resolving issues related to processing.
Participate in quality review of work for processes that have been mastered.
Participate and contribute to team meetings or special tasks and assignments
How you will make an impact:
Queue items are reviewed against contract information and department procedures to determine good order. Transaction details are correctly input into processing systems and system errors researched. Takes all appropriate action to ensure a superior service experience.
Progresses steadily through training on core functions, and can demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients.
Prepares effectively before making outbound calls, and follows Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.
Department productivity and quality standards are met.
Rotates assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor.
The experience you will bring:
0-2+ years of experience in a customer service and/or operations focused role
Effective critical thinking and problem-solving skills
Strong verbal and written communication skills
Commitment to driving an industry-leading customer service experience
Comfort navigating across multiple technology platforms
Ability to work effectively within a fast-paced team environment
What will make you stand out:
A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning
Experience within the financialservices industry
Compensation:
Starting hourly rate will be based on your experience and location
Omaha, NE: range is between $18.00 - $21.00 per hour plus an annual bonus
Newport Beach, CA range is between $21.0 - $24.0 per hour plus an annual bonus
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-RB1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$18-21 hourly Auto-Apply 60d+ ago
Teller Service Representative-Part Time
Veridian Credit Union 4.0
Finance service representative job in Council Bluffs, IA
Teller ServiceRepresentative
Hiring multiple Tellers for our: Gretna location, Omaha locations, Papillion location, & Council Bluffs location.
Part-time: 30-35 hours/week
Pay: $17.78
Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked
SUMMARY
Under general supervision and in compliance with established policies and procedures, the Teller ServiceRepresentative 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.
$17.8 hourly Auto-Apply 25d ago
Financial Service Representative $20/hr - FT/PT
Metro Credit Union Omaha 3.9
Finance service representative job in Omaha, NE
Do you possess effective communication skills? Do you strive to provide consistent and efficient service to others? If you are looking to find your fit with a growing company, Metro has a great opportunity for you! Earn $20.00 per hour with a complete benefits package for full-time positions and opportunities to grow and advance. The FinancialServiceRepresentative's primary responsibility is handling all member service calls in a professional and knowledgeable manner. This requires the ability to cultivate and develop relationships, establish trust, recognize solutions that would benefit the member, and answer their requests in a friendly, efficient, and accurate manner. Position responsibilities include: • Answer member service phone calls for the Credit Union by greeting members in a friendly manner, handling their transactions efficiently and accurately, offering them additional products or services when it benefits them, and ending the call in a polite manner. • Provide quality service to members through various methods of communication including video, chat, message center and email. • Perform requested transactions for members including but not limited to: answering questions, giving out history or balance information, placing stop payments on drafts or EFT's, handling wire transfer requests, processing check orders, providing card, online banking, fraud/dispute troubleshooting, and blocking or reordering cards when appropriate. • Maintain an upbeat and positive attitude at all times. • Develop relationships with the members who you work with on a regular basis. The ideal candidate will have: • Effective communication skills to be utilized by phone, in writing and/or virtually • Experience in a service-oriented job • Ability and willingness to learn quickly • Strong computer aptitude • Ability to multi-task • Bilingual a plus Benefits: • Paid Time Off (PTO), Paid Holidays • Medical, Dental, and Vision coverage • Life Insurance • Short-Term and Long-Term Disability Insurance • Tuition Reimbursement • 401(k) with Employer Matching • Flexible Spending Accounts (medical & daycare) Come be a part of Metro Credit Union!
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$37k-76k yearly est. Auto-Apply 20d ago
Financial Services Representative (Loan Officer)
Centris Federal Credit Union 3.3
Finance service representative job in Gretna, NE
Unleash Your Potential as a FinancialServicesRepresentative at Centris Federal Credit Union! FinancialServicesRepresentative (Personal Banker) Starting Pay Rate: $19.38 - $21 per hour + incentives. This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
* Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
* Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
* Build Relationships: Be a trusted financial partner to our members.
* Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
* Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
* Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
* Invest in Yourself: Centris offers tuition reimbursement!
* Treat Yourself: Company-paid DoorDash membership.
* Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
* Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
* Detail-oriented individual with a positive attitude and a passion for helping others!
* Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
$19.4-21 hourly 12d ago
Financial Services Representative (Loan Officer)
Centris FCU
Finance service representative job in Gretna, NE
Unleash Your Potential as a FinancialServicesRepresentative at Centris Federal Credit Union!
FinancialServicesRepresentative (Personal Banker)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
Build Relationships: Be a trusted financial partner to our members.
Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
Invest in Yourself: Centris offers tuition reimbursement!
Treat Yourself: Company-paid DoorDash membership.
Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
Detail-oriented individual with a positive attitude and a passion for helping others!
Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
$19.4-21 hourly 11d ago
Associate Banker
Bank of Montreal
Finance service representative job in Omaha, NE
Application Deadline:
02/10/2026
Address:
16808 Harrison St.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
**Job Responsibilities**
+ Champion a culture of innovation and a customer centric mindset
+ Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to drive new client acquisition in partnership with the bankers
+ Embrace a culture of respect, diversity and inclusion
**Required Qualifications, Capabilities and Skills**
+ 3+ years in a similar banking, venture, credit or treasury role
+ Outstanding professional reputation and integrity
+ Strong leadership skills required
+ Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
+ Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
+ Extensive knowledge of products and services
**Preferred Qualifications, Capabilities and Skills**
+ Bachelor's degree preferred
+ Superior knowledge of the market dynamics and its business environment preferred
+ Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$24k-44k yearly est. 17d ago
Associate Banker
BMO Harris Bank 4.1
Finance service representative job in Omaha, NE
Application Deadline:
02/17/2026
Address:
18102 Wright St.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-50k yearly Auto-Apply 7d ago
Financial EMR Informaticist
Syracuse Area Health 4.5
Finance service representative job in Syracuse, NE
This position ensures the accuracy, integrity, and efficiency of financial data within the electronic medical records (EMR) system. This role supports billing, coding, reimbursement, and compliance efforts by optimizing EMR workflows and collaborating across departments.
This position is benefited, full-time, 40 hours per week. Hours are Monday-Friday, 8:00am-4:30pm. No weekends, no holidays!
Qualifications
Associates degree (AA) or equivalent from two-year college or technical school; or six months to one-year related experience or training; or equivalent combination of education and experience, Bachelor's degree preferred
Healthcare experience and background required
Strong computer skills which support education and analytics (e.g. Excel, Word, PowerPoint, etc.)
Electronic Health Record and/or clinical professional experience highly desired
Experience and knowledge of electronic clinical quality measure data collection and submission requirements along with understanding, promoting interoperability requirements and payment models highly desired
Demonstrated experience in a software super user role, system coordinator, data analytics, project management, and/or process flow development preferred
Experience in a role with demonstrated system-related problem solving and critical thinking skills
Strong system navigation skills
Excellent customer service focused skills
Excellent verbal and written communication skills with ability to communicate effectively at all levels
Demonstrated initiative, self-starter with ability to handle multiple concurrent tasks
$27k-37k yearly est. 16d ago
Personal Banker I
Riverstone Bank 4.7
Finance service representative job in Syracuse, NE
Riverstone Bank is seeking an individual for a full-time, Personal Banker. This position is responsible for being a resourceful advocate to our customers, as well as projecting a positive image through exceptional customer service. We are seeking a friendly, outgoing individual that can effectively complete transactions and daily tasks in an engaging and positive manner.
Hours/Location:
7:45am 4:15pm Monday- Friday with a 30-minute lunch. This position is located at the Syracuse Branch:
920 12th Street
Syracuse, Nebraska
Job Responsibilities:
Service: Assist customers with account transactions by providing prompt, accurate service. These transactions may be in person, by telephone, or in writing.
Personal Commitment: Demonstrate commitment, dependability, and respect for the team with regular attendance, punctuality, and agreed-upon schedule of availability. Project a professional image in attire, manner, communication, and focus.
Daily Processing:
Responsible for daily transactions and handling cash.
Frequently balance a cash drawer and run transactions proof through branch capture.
Performs operational duties as required, which may include: vault operations, ordering and shipping cash, ATM settlement, research teller differences, and completing various reports.
Create cashier's checks, money orders and loan disbursement checks.
Responsible for opening and closing individual and commercial deposit accounts. Must obtain appropriate BSA information and business documents for account opening.
Pick-up mail, sort and deliver Monday-Friday.
Responsible for opening and closing duties.
Prepares holds on deposits.
Completes forms such as CTRs, SIRs, and any other BSA reporting as necessary.
Answer phone calls and transfer to appropriate departments.
Referrals: Possess a working knowledge of the banks products and services and provide customers with applicable information and guidance.
Maintain and Organize: Responsible for maintaining customer accounts including deposit accounts, CDs, Health Savings Accounts, IRAs, and other retail banking products.
Training: Expected to attend and participate in ongoing training and Branch meetings.
Administrative: Participate in special projects facilitated by various departments. Maintain and stock the lobby, teller line and vault room.
8. Other duties as assigned.
Core Competencies/Qualifications
High School Diploma or equivalent
Ability to maintain a high level of confidentiality
Retail sales/service experience preferred
Cash handling experience preferred
Basic math skills and proficient computer skills
Proactive and responsive personality with a high level of accuracy, attention to detail and follow through.
Ability to communicate effectively and professionally at all levels of the organizations and community.
Possess a positive attitude with the ability to work independently and exercise good judgment.
Working Conditions/Physical Demands
The environment for this position is an office-type setting that is mostly clean and comfortable. Little discomfort caused by such factors as noise, heat or dust. This position spends time writing, typing, speaking, listening, lifting (up to 20lbs), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, kneeling and reaching.
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, duties, and skills required of personnel so classified. Further, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Education:
High school or equivalent (Preferred)
Benefits:
Pay commensurate with experience
401(k) Retirement Savings Plan
Dependent-Care Spending Account
Flexible Spending Account
Profit Sharing
Accidental Death and Dismemberment
Dental Insurance
Dependent Life Insurance
Life Insurance
Long-Term Disability
Medical Insurance
Supplemental Insurance
Vision Insurance
Bereavement Pay
On-the-Job Training
Paid Holidays
Paid Vacations
Paid Sick Leave
Anniversary Day Off
Wellness Program
AirMedCare Discount
$30k-35k yearly est. 27d ago
Sales Representative - First Aid & Safety
Cintas Corporation 4.4
Finance service representative job in Omaha, NE
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling, setting appointments with prospects, presenting programs and m Sales Representative, Sales, First Aid, Representative, Safety, Business, Manufacturing
$54k-80k yearly est. 5d ago
Operations Annuity New Business Services Associate
Pacific Life 4.5
Finance service representative job in Omaha, NE
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Operations Business Services Associate to join our Annuity New Business team in Newport Beach, CA or Omaha, NE. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
As an Operations Business Services Associate, you'll play a key role in Pacific Life's growth and long-term success by:
* Reviewing queue items against contract information and department procedures to determine good order. Inputting transaction details correctly into processing systems and researching system errors. Take all appropriate action to ensure a superior service experience.
* Progressing steadily through training on core functions, and able to demonstrate a strong technical understanding, including purpose behind processes and how they provide value to clients.
* Effectively preparing before making outbound calls and following Operations Outbound Call Experience guidelines for both voicemail messages and direct client contact.
* Meeting department productivity and quality standards.
* Rotating assignments in support of workflow needs, including accepting temporary assignments within Operations in support of other departments or contingency planning, as directed by Supervisor.
The experience you bring:
* 2+ years of experience, demonstrating the following:
* A strong desire to deliver a superior customer service experience.
* Ability to work effectively in a team environment.
* Experience working successfully with a variety of customers, preferably within the financialservices industry.
* Ability to complete assignments in a high-volume, fast-paced environment, balancing accuracy, speed, and thoroughness.
* Clear verbal and written communication skills.
What makes you stand out:
* A positive attitude, growth mindset and commitment to self-development, and an aptitude for agile learning
Compensation:
* Starting hourly rate will be based on your experience and location
* Omaha, NE: range is between $18.00 - $21.00 per hour plus an annual bonus
* Newport Beach, CA range is between $21.0 - $24.0 per hour plus an annual bonus
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
Benefits start Day 1.
Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation.
#LI-RB1
#LI-Hybrid
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$18-21 hourly Auto-Apply 17d ago
Teller Service Representative-Part Time
Veridian Credit Union 4.0
Finance service representative job in Council Bluffs, IA
Teller ServiceRepresentative
Hiring multiple Tellers for our: Gretna location, Omaha locations, Papillion location, & Council Bluffs location.
Part-time: 30-35 hours/week
Pay: $17.78
Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked
SUMMARY
Under general supervision and in compliance with established policies and procedures, the Teller ServiceRepresentative 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.
$17.8 hourly Auto-Apply 23d ago
Associate Banker
Bank of Montreal
Finance service representative job in Omaha, NE
Application Deadline:
02/17/2026
Address:
18102 Wright St.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer experience.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financialservices marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
$24k-44k yearly est. Auto-Apply 20d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Council Bluffs, IA?
The average finance service representative in Council Bluffs, IA earns between $21,000 and $42,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Council Bluffs, IA