Financial Representative Trainee (Sales) -Bloomington, MN
Finance Service Representative Job In Saint Paul, MN
Work Type: Full Time Regular Application Closes: Open Until Filled
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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .
Fair Chance Notices
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Senior Investment Banker
Finance Service Representative Job 16 miles from Saint Paul
Established in 1993, SealedBid is a boutique Mergers & Acquisitions (M&A) firm serving the lower mid-market. We facilitate acquisitions (sell-side and buy-side), corporate divestitures, strategic transactions (fold-ins), family transfers, management/partner buy-outs, and recapitalizations. Although our clients are located in the upper Midwest, we have a national reach with past client companies located across the United States and Canada.
SealedBid is an affiliate of BGM (**************** a nationally recognized top 200 accounting and advisory firm offering entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.
Primary Purpose:
This Vice President or Director level position will be responsible for new business development, transaction management, and play a key role in the growth and expansion of SealedBid.
Responsibilities include but are not limited to:
Lead the M&A process and act as the primary day-to-day client contact.
Coordinating marketing material review and completion as well as execution of the marketing process.
Refine materials and provide guidance to maximize deal exposure and client impact.
Oversee and finalize financial presentations, projections, and models for active and prospective clients.
Identify and manage risks and negotiation points throughout a given transaction.
Lead and cooperate with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Manage client negotiations, assist in management presentations, and ultimately responsible for successful closings.
Preferred Qualifications and Skills:
Bachelors degree in Finance, Accounting, Business, or a related discipline
15 years prior investment banking or other relevant corporate experience in consulting, banking, finance, etc.
Experience in training and collaborating with junior staff
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
What You'll Love About Us:
Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
Rest and Relaxation. 18 days paid time off, 8 paid holidays,
HealthBenefits. Medical with HSA and FSA options, dental, and vision.
Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
Give back. Get paid to give your time to the community:ask us about this!
Educational Benefits.Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
Not sure if you qualify? Think about applying anyway!
We understand that not everyone brings 100% of the skills and experience for the role. At SealedBid We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply!
SealedBid is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.
Senior Investment Banker
Finance Service Representative Job 24 miles from Saint Paul
Established in 1993, SealedBid is a boutique Mergers & Acquisitions ("M&A") firm serving the lower mid-market. We facilitate acquisitions (sell-side and buy-side), corporate divestitures, strategic transactions (fold-ins), family transfers, management/partner buy-outs, and recapitalizations. Although our clients are located in the upper Midwest, we have a national reach with past client companies located across the United States and Canada.
SealedBid is an affiliate of BGM (**************** a nationally recognized top 200 accounting and advisory firm offering entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.
Primary Purpose:
This Vice President or Director level position will be responsible for new business development, transaction management, and play a key role in the growth and expansion of SealedBid.
Responsibilities include but are not limited to:
* Lead the M&A process and act as the primary day-to-day client contact.
* Coordinating marketing material review and completion as well as execution of the marketing process.
* Refine materials and provide guidance to maximize deal exposure and client impact.
* Oversee and finalize financial presentations, projections, and models for active and prospective clients.
* Identify and manage risks and negotiation points throughout a given transaction.
* Lead and cooperate with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
* Manage client negotiations, assist in management presentations, and ultimately responsible for successful closings.
Preferred Qualifications and Skills:
* Bachelors degree in Finance, Accounting, Business, or a related discipline
* 15 years prior investment banking or other relevant corporate experience in consulting, banking, finance, etc.
* Experience in training and collaborating with junior staff
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
What You'll Love About Us:
* Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
* Rest and Relaxation. 18 days paid time off, 8 paid holidays,
* Health Benefits. Medical with HSA and FSA options, dental, and vision.
* Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
* Give back. Get paid to give your time to the community: ask us about this!
* Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
* Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
Not sure if you qualify? Think about applying anyway!
We understand that not everyone brings 100% of the skills and experience for the role. At SealedBid We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply!
SealedBid is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.
Banking Associate Attorney
Finance Service Representative Job 16 miles from Saint Paul
Job DescriptionDescription:
Founded in 1965, Messerli Kramer is a Top 20 Minnesota law firm with locations in Minneapolis, St. Paul, and Plymouth. We have a hard-earned reputation within the business community of providing sound, reasoned and comprehensive legal services. With an emphasis on building lasting relationships with our clients, our professionals take the time to listen and understand legal issues within the larger framework of the business as a whole.
We are seeking an Associate Attorney with our downtown Minneapolis office to practice in the area of commercial banking. Successful candidates will have 3+ years of substantive experience in wide array of commercial banking transactions, including drafting and negotiating complex loan documentation, reviewing due diligence materials, including the diligence material for real estate and asset based lending transactions. Candidates should also have substantive experience in construction lending, real estate and asset based lending as well as financing for land development.
Benefits
Medical, Dental, & Vision Insurance
HSA & FSA Accounts
Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan
401K, with 4% company contribution (after completion of 1 year of service)
Paid time off
Paid company holidays
Company Paid Basic Life Insurance
Employee Assistance Program
Monthly reimbursement for Parking and cell phone
Annual Marketing & Business Development budget provided
Bar license and CLE reimbursements
Building amenities include: onsite restaurants & onsite free gym
Hybrid Remote Schedule
This is a great opportunity to become part of a talented team in a great work environment. We are looking for highly motivated talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. If you would like to join us, please apply via Paylocity or send your resume to *****************************.
Messerli Kramer is fully committed to equality of opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status.
Requirements:
We are looking for a highly motivated individual with excellent interpersonal, analytical, attention to detail, and drafting skills, along with strong commercial banking experience, academic and professional credentials. The successful candidate will also possess the ability to prioritize, multi-task and work independently with minimal supervision in a fast-paced environment, while working collaboratively with the rest of the team. Must be licensed to practice law in MN.
This is a great opportunity to become part of a talented team in a great work environment. We are looking for dynamic talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program.
Base compensation will vary based on level of experience and practice specialty. Associate compensation range $150,000-200,000. Associate Attorneys are also eligible for quarterly and/or annual bonus incentives based on performance.
Associate Relation Banker - Nicollet Mall - Minneapolis, MN
Finance Service Representative Job 16 miles from Saint Paul
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Patient Financial Services Representative
Finance Service Representative Job In Saint Paul, MN
Job Overview This position is responsible for supporting management in the billing and collection of accounts receivable for inpatient and outpatient accounts and/or resolving complex customer service issues. Understands the revenue cycle and the importance of evaluating and securing all appropriate financial resources for patients to maximize reimbursement to the health system.
Contact for PFS Representatives 1 regarding questions/account issue resolution.
Mentors and trains staff in the PFS Representative 1 position.
Maintains the best practice routine per department guidelines.
Demonstrate proficiency in billing and/or collection of multiple payer's billing and collection practices.
Responsible for the analysis and processing of correspondence including rejections, requests for medical records, itemized bills, clarification of detail on bill, etc.
Analyze paid claims for accuracy of payments and or rejections and properly account for payment and adjustments Monitors accounts for timely follow-up and prompt resolution of denials or other complex account resolution.
Assists in continuously improving the aging of receivables while minimizing controllable loss categories (i.
e.
Timely filing).
Ensures that incoming call volumes are processed expeditiously Ensures that incoming correspondence is processed expeditiously.
Ensures that all written responses are clearly and professionally communicated.
Notifies patient and/or guarantor of co-pays/deductible/coinsurance Verifies insurance benefits to maximize reimbursement.
Required Qualifications: 3 years of in an office clerical setting, of which 1 year should be in a hospital or clinic business office Preffered Qualifications: 2 years experince in a hospital or business office Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ************
.
fairview.
org/careers/benefits/noncontract Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions.
Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer.
Hiring at the maximum of the range is not typical.
EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
Associate Banker
Finance Service Representative Job 14 miles from Saint Paul
divdivdivdivdivdivdivdivp style="text-align:left"span Application Deadline:/span/p/div/div/div/div/div/div/div06/10/2025p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"Address:/p10930 Club West Plazap style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"Job Family Group:/pRetail Banking Sales amp; Servicep style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:inherit"/pp 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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.
/pp/pulli Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
/lili 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.
/lili As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
/lili Meets customer transaction-based needs with seamless execution.
/lili Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
/lili Contributes to meeting branch business results and the customer experience.
/lili Supports operational activities (e.
g.
inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
/lili Acts as a key member of a collaborative and versatile branch and market team.
/lili Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
/lili Organizes work information to ensure accuracy and completeness.
/lili Takes the initiative to find creative approaches that make each customer's experience feel personal.
/lili Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
/lili Contributes to business results and the overall experience delivered in the branch.
/lili May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
/lili 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.
/lili Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
/lili Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
/lili Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
/lili Complies with legal and regulatory requirements for the jurisdiction.
/lili Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
/lili Completes complex amp; diverse tasks within given rules/limits.
/lili Analyzes issues and determines next steps; escalates as required.
/lili Broader work or accountabilities may be assigned as needed.
/li/ulp/ppb Qualifications:/b/pulli 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.
/lili Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
/lili Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
/lili Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
/lili Basic knowledge of specialized sales and business banking solutions to refer to specialists.
/lili Passionate commitment to helping customers.
/lili Drive to deliver a personal customer experience.
/liliA focus on results and the ability to thrive in a consultative sales and team-based environment.
/lili Resourceful self-starter with courage and confidence to approach customers.
/lili Readiness to collaborate and work in different capacities as part of a team.
/lili Strong interpersonal skills, including the ability to build rapport and connections with customers.
/lili An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
/lili Basic specialized knowledge.
/lili Verbal amp; written communication skills - Good.
/lili Organization skills - Good.
/lili Collaboration amp; team skills - Good.
/lili Analytical and problem solving skills - Good.
/li/ulp style="text-align:inherit"/pp style="text-align:left"bspan Salary/span/bb:/b/ph2/h2$41,715.
00 - $49,000.
00p style="text-align:inherit"/pp style="text-align:left"bPay Type: /b/pSalariedp style="text-align:inherit"/pp style="text-align:left"The above represents BMO Financial Group's pay range and type.
/pp style="text-align:inherit"/pp style="text-align:left"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.
/pp style="text-align:inherit"/pp style="text-align:left"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: a href="*************
bmo.
com/global/en/Total-Rewards" target="_blank"spanspanspan class="WKM1"*************
bmo.
com/global/en/Total-Rewards/span/span/span/a/pp/ppbspan About Us/span/b/pp/pp 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.
/pp/pp 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.
/pp/pp To find out more visit us at a href="************
bmo.
com/us/en" target="_blank"spanspan************
bmo.
com/us/en/span/span/a/pp/pp 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.
/pp/pp 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 a href="mailto:BMOCareers.
Support@bmo.
com" target="_blank"spanspan BMOCareers.
Support@bmo.
com/span/span/a and let us know the nature of your request and your contact information.
/pp/pp 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.
/p/div
Full Time Associate Banker, Bloomington IL Main Branch, Bloomington, IL
Finance Service Representative Job 24 miles from Saint Paul
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs 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
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Business Banking Associate
Finance Service Representative Job 24 miles from Saint Paul
At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Business Banking Sales Associate to join the CIB team!
JOB SUMMARY
The Business Banking Sales Associate is responsible for credit administration, deposit sales including cash management products and services, and loan document administration for the Business Banking unit. In addition, this individual opens all deposit products and related services associated with business accounts in accordance with Bank policies and legal/regulatory compliance requirements. This individual is integral in assisting the business unit achieve overall sales and production goals.
Under moderate supervision, this person will be accountable for the accurate and timely preparation of business loans. This individual assists in preparing packages, filing applicable documents, and assisting with lien perfection for multiple loan types.
This is a front-line sales position for business banking deposit account relationships and will work with customers to identify financial needs and opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Act as the first resource for customer inquiries, engaging other bankers or departments as necessary. Effectively communicate solutions that improve customer relationships.
* Prepare loan packages for closings with a high degree of accuracy.
* Assist Business Bankers with daily customer servicing needs, opening new accounts, and closing new loan transactions.
* Collaborate with Loan Operations to ensure the bank has archived executed documents and perfected liens per policy.
* Onboard new business banking checking and savings relationships, identifying opportunities to cross-sell additional bank products.
* Implement marketing initiatives within the department and bank.
* Assist Business Bankers in sales calls and presentations of bank products and services when needed.
* May be asked to open or close the bank securing the premises following established security procedures and staff outside community and trade show events.
The ideal candidate will be comfortable with Microsoft Office systems. Jack Henry experience is desired, but not a requirement. Ongoing training will be provided.
MINIMUM QUALIFICATIONS
Education: Minimum of two years college or business school, or equivalent experience. Courses in real estate mortgage lending are highly recommended. This position will offer opportunities to take courses with the Minnesota Bankers Association to further career development.
Experience: Two years of related work experience in banking or lending preferred.
* Provide outstanding customer service with a positive attitude
* Ability to work under deadlines
* Ability to multi-task
* Ability to easily adapt to changing technological products, features, and procedures within the financial Industry
* Must be able to work under time constraints, use good judgement, and act in a tactful, professional manner while dealing with customers and fellow employees
CULTURE:
To be a successful Team Member you should believe that you can thrive within a culture that:
* Champions our goals and mission to be a high-performance community bank
* Embraces accountability We do what we say we will do
* Puts people first. Our clients, our employees, our families, our communities.
* Wants employees to have work that is rewarding and challenging
* Encourages employees to provide solutions that meet the needs of our customers
* Supports a work-life balance
* Looks to promote from within
* Supports ongoing employee education
BENEFITS:
* People come first - our clients, our employees, our families, our communities
* Rewarding and challenging work
* Work-life balance is important
* We strive to promote from within
* Employee education and training is vital
* Work for a community bank with over 75 years of local banking history
* Opportunity to participate in fun community activities
* Full benefits including medical, dental, vision, 401k with generous match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO
* Incentive compensation plan for all employees in bank (if hired by July 1 of that year)
* Hybrid (one day per week work from home) schedule available
* Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth. This position is located in the Hopkins branch.
* Salary Range: $27.00 - $40.00. Starting salary is dependent on qualifications and relevant experience.
Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Community Banker I - Float
Finance Service Representative Job 5 miles from Saint Paul
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry and Fiserv systems is preferred.
Schedule: 40 hours per week, Monday-Friday with availability from 8:15am-5:45pm; Rotating Saturday 8:45am-12:15pm
This position is a floating role, covering all Minnesota-based branches in St. Paul, Maplewood, Oakdale, Mounds View, Minneapolis, and Shakopee. The home branch will be located at the St. Paul branch.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
Financial Representative Trainee (Sales) -Bloomington, MN
Finance Service Representative Job 11 miles from Saint Paul
Work Type: Full Time Regular Application Closes: Open Until Filled
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Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.
Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .
Fair Chance Notices
Need help? Email Us Apply Now Great place to work
Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a "Great Place to Work".
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An inclusive culture
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co workers.
Discover Our Culture
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Senior Investment Banker
Finance Service Representative Job 24 miles from Saint Paul
Established in 1993, SealedBid is a boutique Mergers & Acquisitions (“M&A”) firm serving the lower mid-market. We facilitate acquisitions (sell-side and buy-side), corporate divestitures, strategic transactions (fold-ins), family transfers, management/partner buy-outs, and recapitalizations. Although our clients are located in the upper Midwest, we have a national reach with past client companies located across the United States and Canada.
SealedBid is an affiliate of BGM (**************** a nationally recognized top 200 accounting and advisory firm offering entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.
Primary Purpose:
This Vice President or Director level position will be responsible for new business development, transaction management, and play a key role in the growth and expansion of SealedBid.
Responsibilities include but are not limited to:
Lead the M&A process and act as the primary day-to-day client contact.
Coordinating marketing material review and completion as well as execution of the marketing process.
Refine materials and provide guidance to maximize deal exposure and client impact.
Oversee and finalize financial presentations, projections, and models for active and prospective clients.
Identify and manage risks and negotiation points throughout a given transaction.
Lead and cooperate with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Manage client negotiations, assist in management presentations, and ultimately responsible for successful closings.
Preferred Qualifications and Skills:
Bachelors degree in Finance, Accounting, Business, or a related discipline
15 years prior investment banking or other relevant corporate experience in consulting, banking, finance, etc.
Experience in training and collaborating with junior staff
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
What You'll Love About Us:
Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
Rest and Relaxation. 18 days paid time off, 8 paid holidays,
Health Benefits. Medical with HSA and FSA options, dental, and vision.
Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
Give back. Get paid to give your time to the community: ask us about this!
Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
Not sure if you qualify? Think about applying anyway!
We understand that not everyone brings 100% of the skills and experience for the role. At SealedBid We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply!
SealedBid is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.
Lead Patient Financial Services Representative
Finance Service Representative Job In Saint Paul, MN
Job Overview Bring Your Possibilities to Fairview At Fairview, we believe in the power of possibility - within ourselves, our teams, and the communities we serve. We believe that leadership isn't just a title - it's a mindset we all share. Whether you're providing hands-on care, innovating behind the scenes, or supporting those who do, your work matters.
This lead position is responsible for supporting/assisting management in the billing and collection of accounts receivable for inpatient and outpatient accounts and/or resolving complex customer service issues.
Assists manager in identifying edits in billing software/host applications to improve claim quality.
Understands the revenue cycle and the importance of evaluating and securing all appropriate financial resources for patients to maximize reimbursement to the health system.
Responsibilites: Contact for PFS Representatives 1 and 2 regarding questions/account issue resolution.
Mentors and trains staff in the PFS Representative 1 and 2 positions.
Maintains the best practice routine per department guidelines.
Billing reports worked daily, issues noted and follow-up with payers, patients or applicable departments completed in a timely manner per process.
Daily work queues are at zero Correspondence worked daily Timely claims processing and timely appeals Demonstrate a high degree of proficiency in billing and/or collection of multiple payers (both government and non-government) billing and collection practices.
Works with multiple payer's provider representative on issue resolution including claim resolution projects and process enhancements.
May be expected to work in multiple systems and assist/mentor/train PFS Representative 1 and 2 staff in multiple systems.
In conjunction with the department's business analysts and PFS management, identifies billing system related issues and works on resolution/solution.
May also assist the department's business analysts and PFS management in user acceptance testing.
Screens claims on-line or on paper for accuracy and obtain additional information for processing claims manually or via computerized system (EDI).
Identify problem accounts and work towards timely resolution.
Communicate daily via the telephone or written communication with payers, patients, departments to obtain and provide all information for payers to process and pay claims quickly and accurately.
Responsible for the analysis and processing of correspondence including rejections, requests for medical records, itemized bills, clarification of detail on bill, etc.
Analyze paid claims for accuracy of payments and or rejections and properly account for payment and adjustments.
Monitors accounts for timely follow-up and prompt resolution of denials or other complex account resolution.
Assists in continuously improving the aging of receivables while minimizing controllable loss categories (i.
e.
Timely filing).
Ensures that incoming call volumes are processed expeditiously.
Ensures that incoming correspondence is processed expeditiously.
Ensures that all written responses are clearly and professionally communicated.
Notifies patient and/or guarantor of co-pays/deductible/coinsurance.
Verifies insurance benefits to maximize reimbursement.
Gathers data, summarizes, and prepares reports for management and completes special projects as assigned.
Reconciles accounts receivable records with pending claim inventories for major payers.
May assist in completing other functions within Patient Financial Services as necessary.
Assists customers regarding billing questions and ensures appropriate resolution of problems.
Explain and interpret eligibility rules and regulations or identify other resources available for financial assistance.
Keep updated on changes with regulatory issues.
Attends periodic meetings with payer representatives to discuss discrepancies and assist in developing action plan for correction Required Qualifications: 2 years in an office clerical setting of which 1 year should be in a hospital or clinic business office.
Preferred Qualifications: 3 years' experience in a hospital or clinic business office Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ************
.
fairview.
org/careers/benefits/noncontract Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions.
Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer.
Hiring at the maximum of the range is not typical.
EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
Part Time (30 Hours) Associate Banker, West Bloomington, Bloomington, MN
Finance Service Representative Job 24 miles from Saint Paul
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Associate Banker
Finance Service Representative Job 14 miles from Saint Paul
Application Deadline:
06/10/2025
Address:
1520 109th Avenue NE
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 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 branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
May work at multiple branches 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 financial services 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:
$41,715.00 - $49,000.00
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.
Business Banking Associate
Finance Service Representative Job 24 miles from Saint Paul
div class="job Desc"pAt Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Business Banking Sales Associate to join the CIB team!/p
pstrong JOB SUMMARY/strong/p
pThe Business Banking Sales Associate is responsible for credit administration, deposit sales including cash management products and services, and loan document administration for the Business Banking unit. In addition, this individual opens all deposit products and related services associated with business accounts in accordance with Bank policies and legal/regulatory compliance requirements. This individual is integral in assisting the business unit achieve overall sales and production goals./p
pUnder moderate supervision, this person will be accountable for the accurate and timely preparation of business loans. This individual assists in preparing packages, filing applicable documents, and assisting with lien perfection for multiple loan types./p
pThis is a front-line sales position for business banking deposit account relationships and will work with customers to identify financial needs and opportunities./p
pstrong ESSENTIAL DUTIES AND RESPONSIBILITIES/strong/p
ol
li Act as the first resource for customer inquiries, engaging other bankers or departments as necessary. Effectively communicate solutions that improve customer relationships./li
li Prepare loan packages for closings with a high degree of accuracy./li
li Assist Business Bankers with daily customer servicing needs, opening new accounts, and closing new loan transactions./li
li Collaborate with Loan Operations to ensure the bank has archived executed documents and perfected liens per policy./li
li Onboard new business banking checking and savings relationships, identifying opportunities to cross-sell additional bank products./li
li Implement marketing initiatives within the department and bank./li
li Assist Business Bankers in sales calls and presentations of bank products and services when needed./li
li May be asked to open or close the bank securing the premises following established security procedures and staff outside community and trade show events./li
/ol
pThe ideal candidate will be comfortable with Microsoft Office systems. Jack Henry experience is desired, but not a requirement. Ongoing training will be provided./p
pstrong MINIMUM QUALIFICATIONS/strong/p
pEducation: Minimum of two years college or business school, or equivalent experience. Courses in real estate mortgage lending are highly recommended. This position will offer opportunities to take courses with the Minnesota Bankers Association to further career development./p
pExperience: Two years of related work experience in banking or lending preferred./p
ul
li Provide outstanding customer service with a positive attitude/li
li Ability to work under deadlines/li
li Ability to multi-task/li
li Ability to easily adapt to changing technological products, features, and procedures within the financial Industry/li
li Must be able to work under time constraints, use good judgement, and act in a tactful, professional manner while dealing with customers and fellow employees/li
/ul
pstrongu CULTURE:/u/strong/p
pTo be a successful Team Member you should believe that you can thrive within a culture that:/p
ul
li Champions our goals and mission to be a high-performance community bank/li
li Embraces accountability We do what we say we will do/li
li Puts people first. Our clients, our employees, our families, our communities./li
li Wants employees to have work that is rewarding and challenging/li
li Encourages employees to provide solutions that meet the needs of our customers/li
li Supports a work-life balance/li
li Looks to promote from within/li
li Supports ongoing employee education/li
/ul
p "margin-left:="" .5in"="" /p
pstrongu BENEFITS:/u/strong/p
ul
li People come first - our clients, our employees, our families, our communities/li
li Rewarding and challenging work/li
li Work-life balance is important/li
li We strive to promote from within/li
li Employee education and training is vital/li
li Work for a community bank with over 75 years of local banking history/li
li Opportunity to participate in fun community activities/li
li Full benefits including medical, dental, vision, 401k with generous match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO/li
li Incentive compensation plan for all employees in bank (if hired by July 1 of that year)/li
li Hybrid (one day per week work from home) schedule available/li
li Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth. This position is located in the Hopkins branch./li
li Salary Range: $27.00 - $40.00. Starting salary is dependent on qualifications and relevant experience./li
/ul
pNote: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position./p
pEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities/p
p /p
/div
Part Time (20 Hours) Associate Banker, (New Build) Oak Grove Pkwy and Zane Ave, Brooklyn Park, MN
Finance Service Representative Job 20 miles from Saint Paul
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.
Part Time (20 Hours) Associate Banker, (New Build) Oak Grove Pkwy and Zane Ave, Brooklyn Park, MN
Finance Service Representative Job 20 miles from Saint Paul
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.
Business Banking Associate
Finance Service Representative Job 24 miles from Saint Paul
At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a role with us. We are seeking a Business Banking Sales Associate to join the CIB team!
JOB SUMMARY
The Business Banking Sales Associate is responsible for credit administration, deposit sales including cash management products and services, and loan document administration for the Business Banking unit. In addition, this individual opens all deposit products and related services associated with business accounts in accordance with Bank policies and legal/regulatory compliance requirements. This individual is integral in assisting the business unit achieve overall sales and production goals.
Under moderate supervision, this person will be accountable for the accurate and timely preparation of business loans. This individual assists in preparing packages, filing applicable documents, and assisting with lien perfection for multiple loan types.
This is a front-line sales position for business banking deposit account relationships and will work with customers to identify financial needs and opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Act as the first resource for customer inquiries, engaging other bankers or departments as necessary. Effectively communicate solutions that improve customer relationships.
Prepare loan packages for closings with a high degree of accuracy.
Assist Business Bankers with daily customer servicing needs, opening new accounts, and closing new loan transactions.
Collaborate with Loan Operations to ensure the bank has archived executed documents and perfected liens per policy.
Onboard new business banking checking and savings relationships, identifying opportunities to cross-sell additional bank products.
Implement marketing initiatives within the department and bank.
Assist Business Bankers in sales calls and presentations of bank products and services when needed.
May be asked to open or close the bank securing the premises following established security procedures and staff outside community and trade show events.
The ideal candidate will be comfortable with Microsoft Office systems. Jack Henry experience is desired, but not a requirement. Ongoing training will be provided.
MINIMUM QUALIFICATIONS
Education: Minimum of two years college or business school, or equivalent experience. Courses in real estate mortgage lending are highly recommended. This position will offer opportunities to take courses with the Minnesota Bankers Association to further career development.
Experience: Two years of related work experience in banking or lending preferred.
Provide outstanding customer service with a positive attitude
Ability to work under deadlines
Ability to multi-task
Ability to easily adapt to changing technological products, features, and procedures within the financial Industry
Must be able to work under time constraints, use good judgement, and act in a tactful, professional manner while dealing with customers and fellow employees
CULTURE:
To be a successful Team Member you should believe that you can thrive within a culture that:
Champions our goals and mission to be a high-performance community bank
Embraces accountability – We do what we say we will do
Puts people first. Our clients, our employees, our families, our communities.
Wants employees to have work that is rewarding and challenging
Encourages employees to provide solutions that meet the needs of our customers
Supports a work-life balance
Looks to promote from within
Supports ongoing employee education
BENEFITS:
People come first - our clients, our employees, our families, our communities
Rewarding and challenging work
Work-life balance is important
We strive to promote from within
Employee education and training is vital
Work for a community bank with over 75 years of local banking history
Opportunity to participate in fun community activities
Full benefits including medical, dental, vision, 401k with generous match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO
Incentive compensation plan for all employees in bank (if hired by July 1 of that year)
Hybrid (one day per week work from home) schedule available
Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth. This position is located in the Hopkins branch.
Salary Range: $27.00 - $40.00. Starting salary is dependent on qualifications and relevant experience.
Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Associate Banker
Finance Service Representative Job 30 miles from Saint Paul
Application Deadline:
06/10/2025
Address:
13798 Rogers Drive
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 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 branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
May work at multiple branches 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 financial services 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:
$41,715.00 - $49,000.00
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.