Finance service representative jobs in Waterloo, IA - 153 jobs
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Regal Plastic 3.1
Finance service representative job in Evansdale, IA
Job Description
Build your career, not just your resume. For more than 70 years, Regal Plastic has been a trusted leader in distributing and fabricating plastic products that power industries across the U.S. Now we're looking for a Customer ServiceRepresentative who's ready to grow with us and be the face of our Evansdale branch.
This isn't a high-turnover call center job. You'll be building relationships with long-standing business customers, supporting sales teams, and learning a niche industry that offers room to advance.
What You'll Do
Support existing business accounts with quotes, bids, and order follow-ups.
Answer and resolve customer calls and emails with accuracy and speed.
Enter orders and track shipments to ensure on-time delivery.
Partner with sales and management to identify new opportunities.
Be the customer's voice inside our company.
Hours are standard business hours, 8 a.m. to 4:30 p.m., Monday - Friday.
What We Offer
Starting pay $16.00 - $19.00 / hour DOE
Full benefits: Medical, Dental, Vision, Life, LTD, 401(k) w/ match
Paid time off and paid holidays
Paid training in the plastics industry-technical knowledge included
What We're Looking For
Excellent communicator with strong problem-solving skills.
Organized multitasker who thrives in a fast-paced office/warehouse support role.
Positive, team-focused attitude.
High school diploma (or equivalent).
Ready to grow with Regal Plastic?
Apply today and take the first step toward a career with stability, growth, and impact.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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$16-19 hourly 9d ago
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AT&T Customer Service Representative
Clarity Enterprises Inc. 4.5
Finance service representative job in Cedar Rapids, IA
Job Description
Customer ServiceRepresentative - Paid Training!
Clarity Enterprises Inc. -Cedar Rapids, IA
$800 - $1,500 a week
We have Full-Time positions available for career-minded individuals with customer service backgrounds, looking to earn a great weekly income! This is an entry-level opening with training provided to ensure success. If you have restaurant, bar, or retail experience then we want to hear from you!Informing the customer/community about the newest tech products and services. No matter your background, our training program can put you ahead of the curve. Thanks to our stellar management team, we have seen unprecedented growth over the past year. We are ready to expand our TEAM!
Benefits:Earning potential $800 - $1,500 weekly! Positive & Energetic Work EnvironmentUnlimited Growth PotentialContinuous paid training Stability and SecurityPaid travel opportunities.
Requirements: High School Diploma / Advanced College Course work is (preferred)
Previous customer service, retail, sales, or hospitality work experience.1 year of sales back group(preferred )
Great listening and communication skills to build customer rapport. Must be able to use computer and tablet technology. Attributes that each candidate must possess: Above-average people skills Winning attitude.
Ability to learn new professional and business skills.Great work ethic and ambition. Previous Leadership experience preferred but not required.
Apply today! We are excited for you to start your sales career!
$800-1.5k weekly 22d ago
Teller Service Representative-Part Time
Veridian Credit Union 4.0
Finance service representative job in Waterloo, IA
Teller ServiceRepresentative - PT
Pay: $17.06
Hours: 30 - 35 hours
Fluency in Spanish or Bosnian speaking welcome. Earn $1.50 more per hour worked!
Benefits: ***********************************************************
SUMMARY
Under general supervision and in compliance with established policies and procedures, the Teller ServiceRepresentative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.
ESSENTIAL FUNCTIONS
Create excellent service experiences that promote the Veridian brand.
Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc.
Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc.
Actively cross‑sell credit union services by providing information to current, new and potential members.
Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member.
Assist members over the phone.
Consistently achieve established monthly and annual sales and service goals.
Contributes to team effort by accomplishing related results as needed.
Monitor necessary departmental files and reports, updating member information as required.
Maintains member confidence and protects operations by keeping information confidential.
Balance cash box per teller balancing procedures.
KEY ATTRIBUTES
Oral and written communication skills.
Member service focus.
Attention to detail and accuracy.
Positive attitude that supports a team environment.
Dependable and punctual; flexible during peak times.
High level of confidentiality.
Organizational skills.
Self-motivated; ability to work without close supervision.
Problem solving; analysis.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
Occasionally lift and/or move items over 10 pounds.
Remain sedentary (seated) for extended periods of time.
WORKING CONDITIONS
This job operates in a professional office environment and routinely uses standard office equipment.
TRAVEL
Limited travel expected.
REQUIRED EDUCATION AND EXPERIENCE
High School Diploma.
Relevant work experience in the area of customer service and/or cash handling.
Math and clerical aptitude.
Fluent computer skills in a Microsoft Windows environment.
OTHER DUTIES
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
ABOUT VERIDIAN
Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
$17.1 hourly Auto-Apply 19d ago
Medical Customer Service Rep
Biolife 4.0
Finance service representative job in Cedar Falls, IA
By clicking the "Apply" button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda's Privacy Notice and Terms of Use. I further attest that all information I submit in my employment application is true to the best of my knowledge.
Job Description
Please take this virtual tour to get a sneak peek of one of our Plasma Donation Centers.
About the role:
Every day, the donors you meet will motivate you. The high-quality plasma you collect will become life-changing medicines. Here, a commitment to customer service and quality is expected. You will report to the Plasma Center Manager and will perform as a plasma donor screener and perform phlebotomy to support plasma center operations.
How you will contribute:
* You will answer phones, and greet and focus on our donors, while ensuring the safety of donors and our team.
* You will screen new and repeat donors and take and record donor vital signs and finger stick results.
* You will use our Donor Information System, prepare donor charts, maintain accurate records, and coordinate donor compensation.
* You will help identify operational opportunities for continuous improvement and initiate changes to center processes using company approved procedures.
* You will be there for our donors, which includes working a variety of shifts, Saturdays and Sundays, and holidays.
What you bring to Takeda:
* High school diploma or equivalent
* Ability to walk and/or stand for the entire work shift
* Will work evenings, weekends, and holidays
* Ability to lean, bend, stoop, crouch, and reach above shoulders and below knees
* Ability to lift to 5 lbs., and occasional lifting of materials up to 32 lbs. and rarely 50 lbs.
* Fine motor coordination, depth perception, and ability to hear equipment from a distance
* Because of potential exposure to bloodborne pathogens (risk level 1), 90% of work tasks require prolonged glove wear
* 1 or more years minimum experience working in a customer or patient facing role is helpful
What Takeda can offer you:
Every day at Takeda, we feel good knowing that what we do helps improve the lives of patients with rare diseases. At BioLife, while you focus on our donors, we will support you. We offer a purpose you can believe in, a team you can count on, opportunities for career growth, and a comprehensive benefits program to include retirement benefits, medical/dental, family leave, disability insurance and more, all in a fast-paced, friendly environment.
More about us:
At Takeda, we are transforming patient care through the development of novel specialty pharmaceuticals and best in class patient support programs. Takeda is a patient-focused company that will inspire and empower you to grow through life-changing work.
Certified as a Global Top Employer, Takeda offers stimulating careers, encourages innovation, and strives for excellence in everything we do. We foster an inclusive, collaborative workplace, in which our teams are united by an unwavering commitment to provide Better Health and a Brighter Future to people around the world.
BioLife Compensation and Benefits Summary
We understand compensation is an important factor as you consider the next step in your career. We are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices.
For Location:
USA - IA - Cedar Falls
U.S. Starting Hourly Wage:
$16.00
The starting hourly wage reflects the actual starting rate for this position. The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location.
U.S. based employees may be eligible for short-term incentives. U.S. based employees may be eligible to participate in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, a tuition reimbursement program, paid volunteer time off, company holidays, and well-being benefits, among others. U.S. based employees are also eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible to accrue up to 120 hours of paid vacation.
EEO Statement
Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law.
Locations
USA - IA - Cedar Falls
Worker Type
Employee
Worker Sub-Type
Regular
Time Type
Full time
Job Exempt
No
$16 hourly 13d ago
Member Service Representative
Greenstate Credit Union 3.9
Finance service representative job in Cedar Falls, IA
The primary duties/responsibilities of the Member ServiceRepresentative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Pay range for this hourly position is $17.39 - $20.33/hr with a monthly incentive opportunity and a progressive benefits package.
Essential Duties and Responsibilities
Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:
Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners.
Makes weekly outbound service calls to members.
Answers member questions or refer members to appropriate departments or supervisors.
Assists with member account discrepancies, statement problems, complaints and escalates as necessary.
Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials.
Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served.
Maintains a satisfactory balancing record.
Educates members and staff of the features and benefits of all our products and services.
Refers products and services that benefit members to achieve team goals.
Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation.
Processes mail and night deposit transactions.
Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders.
Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day.
Complete daily work including balancing and reconciliation of drawer offages.
Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand .
Assists in security procedures. Has access to and is accountable for office keys and combinations.
Balances, maintains, and corrects the coin machine and cash recyclers.
Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events.
Job Requirements/Expectations
Interpersonal skills to represent the Credit Union in a positive way.
High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty.
Thorough knowledge of deposit products and regulations.
Accuracy in the handling of cash, recording daily transactions, and attention to detail.
Good telephone manners and techniques.
Ability to work with minimal direction and exercise sound judgment.
Member account problem-solving skills.
Proficiency with related computer applications, spreadsheets, word processing, and database applications.
Ability to develop and maintain effective working relationships as a cohesive team.
High school diploma or the equivalent (i.e. GED).
Cash handling, sales, and customer service experience desired.
Must be bondable.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Reporting Relationship Reports to the Vice President/Branch Managers as assigned. Supervisory Responsibilities This position is not responsible for supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.
#LI #ID
$17.4-20.3 hourly Auto-Apply 29d ago
Financial Representative with Military Background
Funk Group-Northwestern Mutual
Finance service representative job in Waverly, IA
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Funk Group of Northwestern Mutual is seeking to onboard a new FinancialRepresentative to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************************************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financialservices to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Team:
Mark Funk - Managing Director:
How long with NM? 26 years
Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.
Nick Jans - Wealth Management Advisor:
How long with NM? 2 years as an intern and 11.5 years full-time
Prior Experience? Studied Business at UNI and worked at Scheels.
Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.
Eric Sikkema - Wealth Management Advisor:
How long with NM? 12.5 years with Northwestern Mutual
Prior Experience? Worked for a golf course before joining Northwestern Mutual.
Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.
Owen Ward - Certified Financial Planner:
How long with NM? 7 years
Prior Experience? Started his career right out of college.
Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.
Ally Dana - Development Director:
How long with NM? Almost 10 years!
Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financialservices experience. After learning more about the company, I joined NM the Monday after graduation.
Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling.
Mark Hubbard - Wealth Management Advisor:
How long with NM? Mark has worked with NM for 20 years.
Prior Experience? Mark was a middle school teacher and football coach. He retired from coaching after 20 years, having spent 23 years in the education and coaching profession.
Passionate About? Mark enjoys spending time with his wife, Angie, and their kids, following their childrens sports schedules. Hes also passionate about hunting, boating, working out, and reading.
2030 Office Vision by Managing Director, Mark Funk:
After 22 years as Managing Director of the Waterloo District, we are proud of our growth and progress. We are on track to exceed Project 100, introducing 100 new individuals to this career by 2033, and our newest generation is growing at an exceptional rate. The average revenue of our seasoned advisors has increased significantly, and our leadership team continues to expand, with Ally and three Growth and Development Directors leading the way. Our Internship program is consistently introducing new talent and our team culture is strong, focused on family, and enjoying the remarkable opportunities we've created.
Position Overview:
As a FinancialRepresentative you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
What Our Representatives Value:
Potential for abundant, consistent, and predictable results.
A collaborative, high-support team environment, fostering growth and camaraderie.
Full business development process training and support for seamless operations.
Proven operational systems and cutting-edge technology for enhanced agent efficiency.
Achieving high performance while maintaining a great quality of life.
A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
Strong Earnings Potential: Combining first year income and unlimited upside.
Significant bonus opportunity commensurate with outcomes.
Dental insurance.
Health insurance.
Life insurance.
Retirement plan.
Vision insurance.
Education:
Bachelor's Degree (preferred)
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$23k-42k yearly est. 12d ago
Financial Services Representative
CUSB Bank
Finance service representative job in Shell Rock, IA
Job DescriptionDescription:
Are you a people person? Do you care about your community? Have you always wanted to work somewhere that treats you like family? Do you love helping people? We have a great opportunity for you as a FinancialServiceRepresentative at CUSB Bank!!
About Us
CUSB Bank is a family owned, community minded institution that has been around for over 135 years and pride ourselves on being large enough to offer everything a customer needs while remaining small enough to know them by name. CUSB is committed to our employees and their families; believing work-life balance is a key to a happy employee and healthy workplace. Our company is built on 5 pillars: Communication, Trust, Collective Responsibility, Caring, and Pride. We take these 5 pillars into account in everything that we do at CUSB Bank.
Position Summary
The FinancialServiceRepresentative (FSR) role is responsible for delivering superior customer service in assisting customers with account needs, conducting financial transactions between customers and the Bank, handling customer inquiries and providing appropriate solutions for CUSB Bank customers with utmost accuracy and confidentiality.
Benefits
In addition to a competitive pay rate we offer many benefits including but not limited to;
Health, Dental, Vision, Life, and Disability benefits
Traditional and ROTH 401k options with 3% company match and profit sharing
Incentive Compensation based on yearly company performance
Generous paid time off
Clothing allowance
A positive, professional atmosphere with a healthy dose of fun
Responsibilities
Provide exceptional customer service at every opportunity, including making customers aware of our fantastic products and services
Exercise discretion, judgment and initiative
Assisting customers with account needs including the opening and maintaining of all retail accounts and servicing of electronic banking services
Handle and balance a cash drawer per bank procedures and guidelines
Process checking and savings transactions; mortgage and retail loan payments; and Mastercard/VISA transactions
Assist customers with gift cards, cashier's checks, money orders, and savings bonds
Assist customers with renting and entry to their safe deposit box
Cross-train within the department and ability to work as FSR or Teller at any given location as may be required
Requirements:
Requirements
High school diploma or general education degree (GED) or one to two years of relevant experience and/or training or equivalent combination of education and experience.
Ability to operate the following equipment: PC and printer, telephone, calculator, copy and fax machines.
Working knowledge of Microsoft Office, i.e. Word, Excel, and Outlook.
Demonstrate math skills as required to this position which includes adding, subtracting, multiplying, and dividing.
Oral and written communication skills as appropriate to this position.
Ability to read, write and speak the English language.
Ability to write reports, business correspondence, and procedure manuals.
Reasonably regular and predictable attendance.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
CUSB Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
$25k-37k yearly est. 17d ago
Flexible Transaction Banker
First Bank 4.6
Finance service representative job in Waverly, IA
Job Description
Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.
Duties include:
Customer Service:
Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
Create money orders, official checks, etc.
Scan transactions into system for processing
Provide timely, courteous and professional customer service
Build appropriate relationships with customers to better understand their banking needs
Responsible for having an in depth understanding of transactional processes and retail bank products
Assist customers with resolution of account concerns and issues
Promptly and cheerfully answer phone calls and greet in a professional manner.
Cash Handling:
Accurately process transactions evidenced by balancing daily
Ensure assigned cash drawer is kept secure at all times
Keep cash drawer within assigned drawer limits
Balance ATM, vault, etc. as assigned
Referrals:
Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
Support the overall sales effort by referring customer to others within the bank for financial solutions
Participate in retail product campaigns the bank initiates
Other:
Work as one collective bank team and assist in other departments as needed
Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
Complete training as needed or required
Other duties as assigned
To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices.
If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets
$29k-46k yearly est. 7d ago
Relationship Banker - (New Build) - Waterloo Crossroads District Branch - Waterloo, IA.
JPMC
Finance service representative job in Waterloo, IA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$26k-32k yearly est. Auto-Apply 60d+ ago
Part Time Video Banker
First Security Bank & Trust 4.3
Finance service representative job in Charles City, IA
Join Our Team as a Part Time Video Banker at First Security Bank & Trust in Charles City, IA!
Are you looking for a career that combines your passion for customer service with the world of banking? First Security Bank & Trust is seeking a enthusiastic and motivated Video Banker to join our team in Charles City, IA. As a Video Banker, you will have the opportunity to provide exceptional service to our customers through our Interactive Teller Machines (ITM), while also developing relationships and helping customers build and protect their financial legacy. Hours for this position are Monday through Friday 3:00 pm-6:00 pm and Saturday 8:00am - 1:00pm as scheduled.
POSITION SUMMARY: Greet customers using any of our 9 Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. Assist Service Center and Operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Greet customers through use of technology and video equipment.
Serve the customer in a professional, courteous and efficient manner through prompt handling of all teller functions.
Follow established policies, procedures and guidelines of First Security Bank while processing customer transactions.
Field questions from current bank customers as well as non-customers; maintaining good customer relations at all times.
Identify cross-sell opportunities and make referrals. Guide customers to others in the bank as needed for product or service assistance.
Identify and mitigate potential fraud.
Take overflow phone calls for Service Center.
Assist operations area with deposit and clerical duties as requested. This could include mailings, balancing and review of accounts, and other tasks as identified
Other duties as needed.
DESIRED KNOWLEDGE, SKILLS, & ABILITIES
Excellent verbal communication skills.
Strong work ethic
Ability to work in a fast-paced environment.
Ability to work independently and as part of a team.
Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
Ability to recognize customers financial needs, goals and objectives.
Strong presence and interest in working in a video-based position.
Flexibility
Effective problem-solving skills
QUALIFICATIONS
Education: High School Diploma or equivalent required
Experience: 6 months previous customer service experience. Previous banking or financialservices experience preferred but not required.
Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust.
#hc215933
$26k-38k yearly est. 20d ago
Community Banker - Downtown Waterloo
QCR Holdings 4.1
Finance service representative job in Waterloo, IA
TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
* Process client transactions in a professional and efficient manner while following established policies and procedures.
* Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
* Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
* Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
* Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
* Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
* Balance cash vault according to established procedures.
* Process requests for foreign currency transactions.
* Identify potential fraud accounts and take appropriate action to prevent loss.
* Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
* Follow all established procedures to ensure compliance with federal regulations.
* Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
* Actively promote banking products and services to the community.
* Answer client questions, address client concerns, and provide resolutions to inquiries.
* May quote client deposit rates.
* Collaborate with other team members to ensure a positive banking experience for all clients.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Assist with client outreach and demonstrate support for company culture.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
* High school diploma or equivalent required.
* Previous banking, client service, or related field with cash handling experience.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Strong interpersonal and written communication capabilities.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
* Duties are performed in a professional office environment.
* Requires travel to other bank locations.
* Availability to work on Saturdays.
* Overtime may be required.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-32k yearly est. 10d ago
Personal Banker
Farmers State Bank 3.7
Finance service representative job in Marion, IA
Performs a full range of Retail banking services for individual customers, with emphasis on personal financial needs, consumer loan, deposit and fee-based services. Meets with customers to discuss needs and identify/recommend solutions to needs. Makes consumer loans within lending authority. Opens and closes accounts. Assists customers with account needs and provides customer service. Willingly travels to other locations, when needed.
Primary Accountabilities and Responsibilities:
Performs all activities related to the opening or closing of various types of time and demand deposit accounts, including certificates of deposit, NOW accounts, checking accounts and savings products. Ensures applicable regulations, disclosures, policies and procedures are followed and is trained on depository compliance regulations.
Cross-sells Bank services to maximize customer relationship, based on customer need and aligned with the Bank's core values. Performs periodic follow up with customers for additional services and to ensure customer satisfaction.
Takes credit applications for overdraft protection and consumer loans.
Provides quality, personalized service to ensure customer satisfaction and retention. Develops new client relationships from referrals and makes referrals to Investment Representatives, Commercial Bankers and Mortgage Bankers as appropriate.
Ensures that applicable regulations, disclosures, policies and procedures are observed and credit quality is aligned with Loan Policy and credit quality guidelines. Is a trained consumer lender, including HELOC lending.
Secondary Duties and Responsibilities:
Open/grants access to safe deposit boxes. Verifies access authority against safe deposit contract for each request exercising prescribed controls. Checks booth or conference room after each use. Accepts and processes payments for new boxes, renewals, drilling fees and lost key fees. Maintains safe deposit information to manual and computer systems according to established procedures.
Compliance with bank policies and procedures and federal and state laws/regulations.
Performs other tasks, as may be assigned.
Education, Experience and Other Requirements:
High School Diploma or equivalent
Additional education preferred
1 to 3 years retail banking experience
Knowledge of banking regulations, policies and procedures
Mathematical skill set
Effective communication skills
Ability to cross-sell and refer products and services
Experience with Microsoft Office
Attention to detail
Good organizational skills
Ability to maintain confidentiality
Understanding of regulatory compliance
Ability to contribute in a team environment, ensuring that both individual and departmental goals are met
$27k-34k yearly est. 51d ago
Member Representative
Collins Community Credit Union 3.8
Finance service representative job in Cedar Rapids, IA
Are you a people person with an eye for detail? Do you dream of a career in banking?
Collins Community Credit Union, a growing organization, is currently hiring a Member Representative for our Wiley branch in Cedar Rapids.
We're seeking a motivated individual to join our friendly team as a Member Representative (Teller) at our Wiley Branch! In this role, you'll be the face of our Credit Union, providing exceptional customer service while handling deposits, withdrawals, and other transactions.
But this is just the beginning! We invest in our employees and offer a clear path for advancement. With a strong work ethic and a dedication to learning, you could be on your way to becoming a Personal Banker, or even a Branch Manager!
Here's what you'll gain:
Hands-on experience in the Credit Union industry, learning the ropes from seasoned professionals.
Comprehensive training programs that will equip you with the skills and knowledge to excel.
Mentorship opportunities from experienced leaders who will guide you on your career path.
Promotion potential: Advance to leadership positions within our growing Credit Union.
We're looking for someone who:
Has excellent customer service skills and enjoys building relationships.
Possesses strong math and accuracy skills.
Is a team player with a positive attitude and a desire to learn.
Is eager to build a successful career in the financial industry.
Must be available to work during business hours:
Monday - Thursday 8:00am - 5:15pm
Friday 8:00am - 5:45pm
Saturday 8:30am - 12:15pm (rotating)
Ready to take the first step?
We offer a competitive salary, generous time off, paid holidays and a benefits package with extensive coverage options, along with a supportive and positive work environment. Apply today and start your rewarding career with us!
Collins Community Credit Union is an EEO Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for career opportunities with the Credit Union. We are an E-Verify Employer.
$27k-31k yearly est. 60d+ ago
Personal Banker Cedar Rapids and Marion
Wells Fargo 4.6
Finance service representative job in Marion, IA
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 500 33rd Ave SW, Cedar Rapids, IA 52404
* 3010 Williams Blvd. SW, Cedar Rapids, IA 52404
* 4051 42nd St NE, Cedar Rapids, IA 52402
* 3570 1st Ave NE, Cedar Rapids, IA 52404
* 340 7th Ave, Marion, IA 52302
Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.
Posting End Date:
22 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$27k-32k yearly est. 10d ago
Personal Banker Cedar Rapids and Marion
W.F. Young 3.5
Finance service representative job in Cedar Rapids, IA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
500 33rd Ave SW, Cedar Rapids, IA 52404
3010 Williams Blvd. SW, Cedar Rapids, IA 52404
4051 42nd St NE, Cedar Rapids, IA 52402
3570 1st Ave NE, Cedar Rapids, IA 52404
340 7th Ave, Marion, IA 52302
Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.
Posting End Date:
22 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$28k-33k yearly est. Auto-Apply 11d ago
Customer Service & Sales Representative -Weekly Pay!
Clarity Enterprises 4.5
Finance service representative job in Marion, IA
As a Customer Service & Sales Representative, you will receive extensive classroom training, virtual support, and one-on-one mentorship to become fully equipped as an expert in the industry and our organization. You will provide exceptional customer service and support to prospective consumers by utilizing your high emotional intelligence, problem-solving skills, and charismatic and caring personality. You will become exceptionally well-versed in this program leading to potential advancement opportunities.
What you'll be doing As a Customer Service & Sales Representative:
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid, and complete information by using the right methods/tools
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure the resolution
Keep records of customer interactions and process customer accounts
Follow communication procedures, guidelines, and policies
Take the extra mile to engage the customer
What you bring to the table:
Six months of previous work experience in customer service, sales, marketing, management, or hospitality
Excellent verbal and written communication skills
Always maintain a positive and professional demeanor.
High School Diploma
What we'll bring?
During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include:
Flexible and virtual work options (if applicable)
A work environment built on teamwork, flexibility, and respect
Professional growth and development programs to help advance your career
Ability to learn quickly
A positive, professional attitude
Excellent communication/presentation skills and ability to build relationships
Organizational and time-management skills
Enthusiastic, passionate, and friendly personality
We look for driven, hard-working, and goal-oriented professionals. Furthermore, we want individuals who have the ability to work in a competitive team environment. We provide full training for our new employees, including training in sales, customer service, public speaking, management, and coaching. Moreover, we work to help you develop your personal leadership skills. When you succeed, we succeed! Sound like the place you want to be?
Apply to join our team today!
$29k-37k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
CUSB Bank
Finance service representative job in Shell Rock, IA
Are you a people person? Do you care about your community? Have you always wanted to work somewhere that treats you like family? Do you love helping people? We have a great opportunity for you as a FinancialServiceRepresentative at CUSB Bank!!
About Us
CUSB Bank is a family owned, community minded institution that has been around for over 135 years and pride ourselves on being large enough to offer everything a customer needs while remaining small enough to know them by name. CUSB is committed to our employees and their families; believing work-life balance is a key to a happy employee and healthy workplace. Our company is built on 5 pillars: Communication, Trust, Collective Responsibility, Caring, and Pride. We take these 5 pillars into account in everything that we do at CUSB Bank.
Position Summary
The FinancialServiceRepresentative (FSR) role is responsible for delivering superior customer service in assisting customers with account needs, conducting financial transactions between customers and the Bank, handling customer inquiries and providing appropriate solutions for CUSB Bank customers with utmost accuracy and confidentiality.
Benefits
In addition to a competitive pay rate we offer many benefits including but not limited to;
Health, Dental, Vision, Life, and Disability benefits
Traditional and ROTH 401k options with 3% company match and profit sharing
Incentive Compensation based on yearly company performance
Generous paid time off
Clothing allowance
A positive, professional atmosphere with a healthy dose of fun
Responsibilities
Provide exceptional customer service at every opportunity, including making customers aware of our fantastic products and services
Exercise discretion, judgment and initiative
Assisting customers with account needs including the opening and maintaining of all retail accounts and servicing of electronic banking services
Handle and balance a cash drawer per bank procedures and guidelines
Process checking and savings transactions; mortgage and retail loan payments; and Mastercard/VISA transactions
Assist customers with gift cards, cashier's checks, money orders, and savings bonds
Assist customers with renting and entry to their safe deposit box
Cross-train within the department and ability to work as FSR or Teller at any given location as may be required
Requirements
Requirements
High school diploma or general education degree (GED) or one to two years of relevant experience and/or training or equivalent combination of education and experience.
Ability to operate the following equipment: PC and printer, telephone, calculator, copy and fax machines.
Working knowledge of Microsoft Office, i.e. Word, Excel, and Outlook.
Demonstrate math skills as required to this position which includes adding, subtracting, multiplying, and dividing.
Oral and written communication skills as appropriate to this position.
Ability to read, write and speak the English language.
Ability to write reports, business correspondence, and procedure manuals.
Reasonably regular and predictable attendance.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
CUSB Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
$25k-37k yearly est. 17d ago
Financial Representative Entry Level
Funk Group-Northwestern Mutual
Finance service representative job in Cedar Rapids, IA
Job DescriptionBenefits:
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives.
We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a FinancialRepresentative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement.
Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financialservices to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Mark Funk - Managing Director:
How long with NM? 26 years
Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.
Nick Jans - Wealth Management Advisor:
How long with NM? 2 years as an intern and 11.5 years full-time
Prior Experience? Studied Business at UNI and worked at Scheels.
Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.
Eric Sikkema - Wealth Management Advisor:
How long with NM? 12.5 years with Northwestern Mutual
Prior Experience? Worked for a golf course before joining Northwestern Mutual.
Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.
Owen Ward - Certified Financial Planner:
How long with NM? 7 years
Prior Experience? Started his career right out of college.
Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.
Ally Dana - Development Director:
How long with NM? Almost 10 years!
Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financialservices experience. After learning more about the company, I joined NM the Monday after graduation.
Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling.
Matthew Henson - Financial Advisor:
How long with NM? Matthew has been with NM for 6 years.
Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security.
Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends.
About the FinancialRepresentative Role:
As a FinancialRepresentative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financialservices, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$23k-43k yearly est. 12d ago
Part Time Video Banker
First Security Bank & Trust 4.3
Finance service representative job in Charles City, IA
Join Our Team as a Part Time Video Banker at First Security Bank & Trust in Charles City, IA!
Are you looking for a career that combines your passion for customer service with the world of banking? First Security Bank & Trust is seeking a enthusiastic and motivated Video Banker to join our team in Charles City, IA. As a Video Banker, you will have the opportunity to provide exceptional service to our customers through our Interactive Teller Machines (ITM), while also developing relationships and helping customers build and protect their financial legacy. Hours for this position are Monday through Friday 3:00 pm-6:00 pm and Saturday 8:00am - 1:00pm as scheduled.
POSITION SUMMARY: Greet customers using any of our 9 Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. Assist Service Center and Operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Greet customers through use of technology and video equipment.
Serve the customer in a professional, courteous and efficient manner through prompt handling of all teller functions.
Follow established policies, procedures and guidelines of First Security Bank while processing customer transactions.
Field questions from current bank customers as well as non-customers; maintaining good customer relations at all times.
Identify cross-sell opportunities and make referrals. Guide customers to others in the bank as needed for product or service assistance.
Identify and mitigate potential fraud.
Take overflow phone calls for Service Center.
Assist operations area with deposit and clerical duties as requested. This could include mailings, balancing and review of accounts, and other tasks as identified
Other duties as needed.
DESIRED KNOWLEDGE, SKILLS, & ABILITIES
Excellent verbal communication skills.
Strong work ethic
Ability to work in a fast-paced environment.
Ability to work independently and as part of a team.
Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
Ability to recognize customers financial needs, goals and objectives.
Strong presence and interest in working in a video-based position.
Flexibility
Effective problem-solving skills
QUALIFICATIONS
Education: High School Diploma or equivalent required
Experience: 6 months previous customer service experience. Previous banking or financialservices experience preferred but not required.
Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust.
$26k-38k yearly est. 18d ago
Member Representative
Collins Community Credit Union 3.8
Finance service representative job in Cedar Rapids, IA
Are you a people person with an eye for detail? Do you dream of a career in banking?
Collins Community Credit Union, a growing organization, is currently hiring a Member Representative for our 1st Avenue branch in Cedar Rapids.
We're seeking a motivated individual to join our friendly team as a Member Representative (Teller) at our 1st Avenue Branch! In this role, you'll be the face of our Credit Union, providing exceptional customer service while handling deposits, withdrawals, and other transactions.
But this is just the beginning! We invest in our employees and offer a clear path for advancement. With a strong work ethic and a dedication to learning, you could be on your way to becoming a Personal Banker, or even a Branch Manager!
Here's what you'll gain:
Hands-on experience in the Credit Union industry, learning the ropes from seasoned professionals.
Comprehensive training programs that will equip you with the skills and knowledge to excel.
Mentorship opportunities from experienced leaders who will guide you on your career path.
Promotion potential: Advance to leadership positions within our growing Credit Union.
We're looking for someone who:
Has excellent customer service skills and enjoys building relationships.
Possesses strong math and accuracy skills.
Is a team player with a positive attitude and a desire to learn.
Is eager to build a successful career in the financial industry.
Must be available to work during business hours:
Monday - Thursday 8:00am - 5:15pm
Friday 8:00am - 5:45pm
Saturday 8:30am - 12:15pm (rotating)
Ready to take the first step?
We offer a competitive salary, generous time off, paid holidays and a benefits package with extensive coverage options, along with a supportive and positive work environment. Apply today and start your rewarding career with us!
Collins Community Credit Union is an EEO Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for career opportunities with the Credit Union. We are an E-Verify Employer.
$27k-31k yearly est. 21d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Waterloo, IA?
The average finance service representative in Waterloo, IA earns between $21,000 and $45,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Waterloo, IA
$31,000
What are the biggest employers of Finance Service Representatives in Waterloo, IA?
The biggest employers of Finance Service Representatives in Waterloo, IA are: