Finance service representative jobs in West Des Moines, IA - 310 jobs
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Teksystems 4.4
Finance service representative job in West Des Moines, IA
*Customer ServiceRepresentative* *Location:* West Des Moines, Iowa (On-site) *Pay Rate:* $22/hr *Contract Type:* Contract-to-hire potential *About the Role* Join *American Equity* as a *Customer ServiceRepresentative*, where you'll assist annuitants with established policies in a dynamic, fast-paced environment. This role focuses on *post-issue support*, including address changes, claims inquiries, funding decisions, tax-related questions, and more.
You'll handle *50+ calls per day*, ensuring prompt, professional, and accurate service while navigating multiple systems and collaborating with internal teams.
*Key Responsibilities*
* Respond to customer calls, emails, and other communications promptly and professionally
* Provide accurate answers and solutions verbally and in writing
* Research issues to identify causes and deliver resolutions
* Meet department standards for schedule adherence, accuracy, and soft skills
* Update contracts with detailed notes for internal visibility
* Navigate multiple computer systems and tools efficiently
* Collaborate with teammates to create solutions for customer issues
* Assist other operational teams as needed
*Qualifications* *Must-Have:*
* Attention to detail and strong communication skills
* Ability to type *40+ WPM*
* Quick learner and punctual
*Preferred:*
* Previous experience in customer service or financialservices
*Work Schedule*
* *On-site* in West Des Moines office (transitioning to downtown location in Q1)
* Monday-Friday, 8-hour shifts between *8:00 AM - 5:00 PM*
* Standard schedule: *8:15 AM - 5:00 PM*
* One 5-hour day option (Tues-Thurs)
*Employee Value Proposition*
* Great starting position with *American Equity*, a growing company
* Opportunity for *contract-to-hire*
* Collaborative and supportive work environment
Learn more about us:
*Job Type & Location*This is a Contract to Hire position based out of West Des Moines, IA.
*Pay and Benefits*The pay range for this position is $22.00 - $22.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in West Des Moines,IA.
*Application Deadline*This position is anticipated to close on Jan 21, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$22-22 hourly 6d ago
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SBA Banker III
Seacoast National Bank 4.9
Finance service representative job in Des Moines, IA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financialservices experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-42k yearly est. 2d ago
Join Our Team at Trader PhD LLC!
Trader PhD LLC
Finance service representative job in West Des Moines, IA
Who We Are
We are an agricultural commodity advisory service in the Des Moines Metro Area, Iowa. Our company was launched ten years ago to help farmers and ranchers all across the U.S. to provide market advice, commentary, and risk management strategies.
In that time, we've been named one of the fastest-growing private companies on the Inc 5000 list, as well as been named one of Iowa's Top Workplaces.
Our core values here at Trader PhD are Accountability, Supporting Each Other, Growth Mindset and Have Fun & Be Happy. If these values resonate with you then you would be a perfect candidate to join our team!
Opportunities at Trader PhD LLC
We continuously seek individuals with skills in:
Sales & Business Development - Building relationships and driving revenue growth.
Market Analysis & Research - Providing expert insights on commodity trends.
Client Success & Support - Ensuring clients get the most value from our services.
Telemarketing & Lead Generation - Connecting with potential clients and generating leads.
Software & IT Support - Improving and maintaining our internal and client-facing systems.
Operations & Administration - Keeping our business running smoothly.
If you don't see a currently open job listing that matches your expertise, we still want to hear from you!
What We Look For
We value:
Strong sales, problem-solving and analytical skills
A proactive and results-driven mindset
Excellent communication and teamwork abilities
A passion for financial markets, agriculture, and innovation
Why Join Trader PhD LLC?
Innovative & Growing Company - Be part of a team shaping the future of commodity trading.
Career Growth - We invest in our employees' professional development.
Competitive Compensation - Salaries, performance incentives, and benefits.
Collaborative Culture - Work with industry experts in a supportive environment.
How to Apply
Interested in joining our team? Click on the “Apply for this Job” button in the upper right. We'll keep your application on file and reach out when a suitable opportunity arises.
Be part of a company that is transforming agricultural markets-apply today!
$60k-97k yearly est. 60d+ ago
Investment Trader
Integrity Marketing Group 3.7
Finance service representative job in Urbandale, IA
The Role
This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.
Essential Job Functions
Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations.
Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing.
Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software.
Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives.
Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.
Communicate with various team members and stakeholders regarding investment strategies and portfolio performance.
Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.
Other duties as assigned.
Travel up to 10%
Knowledge, Skills, and Abilities
Must display Core Values
Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes
Strong attention to detail
Product knowledge in managed accounts, securities, and trading systems
Strong conceptual skills with an ability to deliver big ideas that drive results
Exceptional written and verbal communication skills
Experience and Education
2-3 years of financialservices experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
Licensing: FINRA Series 7. Series 65/66 required within 6 months.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
$64k-107k yearly est. Auto-Apply 60d+ ago
Insurance Customer Service Rep
Country Financial-Matt Reed Agency 4.4
Finance service representative job in Indianola, IA
Job Description
At COUNTRY Financial - Matt Reed Agency, we combine over 50 years of industry experience with a genuine commitment to helping our clients. We specialize in all lines of insurance and financialservices, offering personalized guidance and dependable support to every individual and business we serve. Our office is client-focused and built on teamwork. We take pride in being a supportive, energetic group that values integrity, communication, and growth. If youre looking for a workplace that feels both professional and personal, this is the place to grow your career.
As an Insurance Customer ServiceRepresentative, you will play an essential role in delivering outstanding client experiences. From handling inquiries and processing policy updates to supporting our agents and helping clients understand their coverage, youll be the face of service excellence in our agency.
Base pay: $35,000-$45,000 (based on experience)
Paid time off (PTO) and paid vacation
Mon-Fri schedule with evenings and weekends off
Retirement plan
Hands-on training and mentorship
Supportive team culture
Home office support
If youre motivated by helping others, thrive in a team environment, and want a role that keeps you engaged and growing, we encourage you to apply today!
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Retirement Plan
Evenings Off
Weekends Off
Home Office Support
Paid Vacations
Responsibilities
Provide a positive and professional client experience in every interaction
Greet clients and prospects who visit the office
Contact clients at risk of policy or contract cancellation
Manage calendars, schedule appointments, and handle follow-ups
Support marketing campaigns and community events
Requirements
Prior customer service or insurance experience preferred
Property & Casualty license (or willingness to obtain upon hire)
Strong communication and interpersonal skills
Organized and detail-oriented with excellent time management
Team-oriented attitude with a proactive, doer mindset
$35k-45k yearly 11d ago
CSR-Dispatcher
Custom Electrical Services 2.8
Finance service representative job in Clive, IA
About us
Custom Electrical Services is a small business in Clive, IA. We are a professional electrical contractor that provides service throughout central Iowa.
Our work environment includes:
Relaxed atmosphere
Casual dress code
Daytime schedule
No nights, holidays, or weekends! Ever!
Small business/family atmosphere
Attention all customer service superstars! We are a leading electrical contractor in Clive, Iowa looking for an experienced CSR/Dispatcher to join our team.
Responsibilities
Field incoming phone calls and form submissions from customers.
Dispatch service technicians to appropriate locations in a timely and efficient manner.
Monitor all assigned technicians in a timely and efficient manner.
Monitor all assigned drivers to ensure on-time performance.
Provide exceptional customer service to all clients.
Enter data for job costing.
Requirements
Previous experience with ServiceTitan software is preferred but not required.
Must be 18 years of age or older.
6 months previous experience as a CSR or dispatcher is preferred.
Excellent communication and organizational skills.
Must be able to multitask and organizational skills.
Ability to work independently and as part of a team.
Strong problem-solving skills and attention to detail.
Background check and drug screen required.
If you meet these requirements and are looking for an exciting new opportunity with room for growth please submit your resume today. We can't wait to hear from you!
$28k-34k yearly est. 60d+ ago
Private Client Banker - Iowa-South Dakota Market - Des Moines, IA
Jpmorgan Chase 4.8
Finance service representative job in West Des Moines, IA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, 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 a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**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: **************************************************************************
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$28k-57k yearly est. 30d ago
Personal Representative
Community 1St. Credit Union 4.0
Finance service representative job in Pella, IA
Step into a thrilling career as a Personal Representative at Community 1st Credit Union at our Pella location! Here, you'll be on the front lines, bringing passion and empathy to every interaction. This dynamic role offers the excitement of connecting with members, helping them achieve financial success, and being part of a high-energy team that thrives on innovation and excellence.
Be part of a culture that embraces flexibility and fun, where every day is a chance to make a difference. Your passion for service will shine through in every interaction, creating lasting connections with our community. Don't miss this exhilarating opportunity to elevate your career while contributing to a mission that truly matters!
Benefits package includes: Medical, Vision, Dental, Flexible Spending Account, Education Reimbursement, Life Insurance, PTO, Paid Volunteer Time, Sick Time, and an amazing 401K plan (10% company contribution). C1st is proud to consistently be rated as a Top Workplace in Iowa.
What would you do as a Personal Representative
As a Personal Representative at Community 1st Credit Union, your day-to-day expectations will be as dynamic as they are rewarding! You'll engage with members, answering questions and providing personalized solutions that foster their financial growth. Every interaction will be an opportunity to showcase your empathy and member-centric approach.
You'll process transactions with accuracy and efficiency while anticipating member needs and ensuring prompt service. Expect to collaborate with a high-performing team, brainstorming innovative ways to enhance member experiences. You'll also participate in ongoing training and development to stay ahead in the ever-evolving financial landscape.
Embrace a friendly environment that encourages open communication and teamwork, where your contributions will help shape the future of our community! Your passion for service will guide you as you connect members with the tools they need to succeed.
What matters most
To thrive as a Personal Representative at Community 1st Credit Union, you'll need a unique blend of skills. Exceptional communication abilities are crucial as you engage with diverse members, ensuring clarity and understanding in every interaction. Empathy and active listening will allow you to connect deeply with members and address their individual needs effectively. Problem-solving skills are essential, enabling you to identify creative solutions that enhance member satisfaction. A member-centric mindset will drive you to prioritize member experiences, making every interaction a positive one.
You should also exhibit a strong sense of integrity, ensuring trust and transparency in your communications. Additionally, being adaptable and flexible will help you thrive in a fast-paced environment, and being a team player will foster collaboration, contributing to a fun yet professional workplace culture. Your passion and high performance will set you apart as you strive for excellence in every member interaction!
Our team needs you!
At C1st, employees are not only encouraged to get involved in their communities - but they are also actively supported, as C1st offers paid volunteer time for all employees. If you're looking to join a team that makes a difference both at work and in the community, C1st is the place for you.
If this sounds like the right job for you, don't wait - apply today to join our team. We look forward to hearing from you!
$34k-39k yearly est. 9d ago
Community Banker- HQ
Community State Bank 4.3
Finance service representative job in Ankeny, IA
Job DescriptionDescription:
TITLE: Community Banker
DEPARTMENT: Retail Banking
The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
Process client transactions in a professional and efficient manner while following established policies and procedures.
Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
Balance cash vault according to established procedures.
Process requests for foreign currency transactions.
Identify potential fraud accounts and take appropriate action to prevent loss.
Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
Follow all established procedures to ensure compliance with federal regulations.
Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
Actively promote banking products and services to the community.
Answer client questions, address client concerns, and provide resolutions to inquiries.
May quote client deposit rates.
Collaborate with other team members to ensure a positive banking experience for all clients.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Assist with client outreach and demonstrate support for company culture.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
High school diploma or equivalent required.
Previous banking, client service, or related field with cash handling experience.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Strong interpersonal and written communication capabilities.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
Duties are performed in a professional office environment.
Requires travel to other bank locations.
Availability to work on Saturdays.
Overtime may be required.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Requirements:
$27k-41k yearly est. 10d ago
Business Banker
Two Rivers Bank & Trust 3.8
Finance service representative job in Des Moines, IA
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financialservice professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
POSITION PURPOSE
This position is responsible for growing and retaining profitable relationships and assisting in the introduction of other Two Rivers Bank & Trust products and services to clients.
EDUCATION AND WORK EXPERIENCE
* Bachelor's degree in business, economics, finance, or comparable banking degree or comparable years of similar work experience.
* Seven or more years' lending experience.
* Experience in Commercial and Industrial, Commercial Real Estate and SBA lending preferred.
* Portfolio management experience preferred.
* Knowledge of banking rules and regulations, in addition to knowledge of bank products and services.
SKILLS AND QUALIFICATIONS
* Experience with Windows operating systems.
* Experience with MS Office software and bank financial analysis software.
* Organized, effective time management, and self-directed team player.
* Excellent verbal and written communication skills.
* Advanced understanding of Commercial Banking products and services.
* Excellent relationship building skills and strong, well developed interpersonal skills to maximize business contacts and develop a working relationship with existing and potential clients.
* High level of analytical skills to conduct loan analysis and monitor loan progress with consideration of market trends, economic conditions and other pertinent factors.
* Strong sales skills with proven success in meeting and/or exceeding sales goals.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES
* Prospect, develop, and manage banking relationships by understanding customer needs, assessing financial information and finding workable solutions within the bank's policies and philosophies.
* Negotiate credit items including overall terms, repayment methods, and collateral requirements.
* Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
* Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan to ensure compliance with regulations and enhance the ability to make sound credit decisions.
* Ensure that loans are properly documented in accordance with approval terms.
* Conduct annual reviews of commercial relationships to monitor overall credit quality.
* Work with Treasury Management and other areas of the bank to actively cross-sell Two Rivers Bank & Trust products and services.
* Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business.
SCHEDULE/TRAVEL/STATUS
* Exempt
* In-Office (Not Remote)
* Infrequent Travel
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
$25k-44k yearly est. 3d ago
Community Banker- HQ
QCR Holdings 4.1
Finance service representative job in Ankeny, 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 diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-32k yearly est. 11d ago
Financial Advisor Lead (FT) | Business Services | Ames | 2025-274
McFarland Brand 2016-09-29
Finance service representative job in Ames, IA
McFarland Clinic is currently accepting applications for a Financial Advisor Lead for its Ames offices. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.
Responsibilities include: Assist team and patients to resolve billing related questions. Assist patients in finding solutions to balances owed. Work with insurance companies and other third party entities. Work with clinical areas to provide estimates. Will have multiple work queues and reports to maintain. Assist with training new/current team members.
Position comes with competitive clinic pay and valuable benefit package.
Education
High School Diploma, GED or HiSET
Days: Monday - Friday. Saturday rotation
Hours: 8:00 AM - 5:00 PM
Experience
One year work experience in a medical clinic setting.
Completion of medical terminology preferred.
Word processing and computer experience.
Problem solving and de-escalation skills.
Excellent verbal, written communication skills.
Pre-employment drug screen and criminal history background checks are a condition of hire.
Benefits
McFarland Clinic offers a comprehensive benefits package, including health and dental insurance, 401(k), and PTO. Click here for details.
McFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than 75 years experience of caring for people. We welcome applicants who can help us enhance the health and well-being of our patients and communities we serve.
McFarland Clinic is an Equal Opportunity Employer
McFarland Clinic makes every effort to comply with all requirements of federal, state and local laws relating to Equal Employment Opportunity.
$24k-48k yearly est. 35d ago
Customer Service Representative
Teksystems 4.4
Finance service representative job in West Des Moines, IA
Assisting customers "post-issue" (annuitants with an established policy), performing address changes, claims questions, change in funding decisions, assisting with tax inquiries and any other related tasks servicing an annuity. Call volume is roughly 50+ calls a day.
Responds to internal/external customer calls, emails and other forms of communications, resolving inquiries promptly, efficiently and professionally.
Communicates answers and solutions to customers verbally and/or in writing.
Researches questions and/or issues to identify causes and solutions and/or to disseminate accurate information to customers.
Meets or exceeds department standards by adhering to schedule, providing accurate information, using soft phone skill techniques, and following all other performance metrics defined by Customer Excellence.
Available to answer calls, uses appropriate aux codes when unavailable to take calls due to breaks, training, projects or lunch.
Assists other teams within operations depending on business needs.
Updates contracts promptly with notes so the most current information is readily available to all company personnel.
Utilizes and navigates multiple computer systems, applications, and procedure tools to access and identify information.
Initiates and takes ownership in creating solutions, answering questions and finding information for internal and external customers.
Collaborates with teammates in creating solutions for different customer issues and situations
*Skills & Qualifications*
Previous call center experience or office experience preferred
Attention to detail
Quick learner
Punctual
Need to type above 40 WPM
*Job Type & Location*This is a Contract to Hire position based out of West Des Moines, IA.
*Pay and Benefits*The pay range for this position is $22.00 - $22.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in West Des Moines,IA.
*Application Deadline*This position is anticipated to close on Jan 16, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$22-22 hourly 6d ago
Community Banker- HQ
Community State Bank 4.3
Finance service representative job in Ankeny, IA
Full-time Description
TITLE: Community Banker
DEPARTMENT: Retail Banking
The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
Process client transactions in a professional and efficient manner while following established policies and procedures.
Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
Balance cash vault according to established procedures.
Process requests for foreign currency transactions.
Identify potential fraud accounts and take appropriate action to prevent loss.
Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
Follow all established procedures to ensure compliance with federal regulations.
Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
Actively promote banking products and services to the community.
Answer client questions, address client concerns, and provide resolutions to inquiries.
May quote client deposit rates.
Collaborate with other team members to ensure a positive banking experience for all clients.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Assist with client outreach and demonstrate support for company culture.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
High school diploma or equivalent required.
Previous banking, client service, or related field with cash handling experience.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Strong interpersonal and written communication capabilities.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
Duties are performed in a professional office environment.
Requires travel to other bank locations.
Availability to work on Saturdays.
Overtime may be required.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-41k yearly est. 10d ago
Part Time Associate Banker Southeast PA (20 Hours)
Jpmorgan Chase 4.8
Finance service representative job in Altoona, IA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$24k-44k yearly est. 60d+ ago
Financial Advisor (FT) | Business Services | Ames | 2026-001
McFarland Brand 2016-09-29
Finance service representative job in Ames, IA
McFarland Clinic is currently accepting application for Financial Advisor for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.
Responsibilities include: Assist patients in person, online and on the phone to resolve billing questions/concerns. Help patients find options to resolve their balances. Maintain work queues and reports. Work with insurance companies and other third-party entities. Be a resource for other departments throughout the clinic.
Position comes with competitive clinic pay and valuable benefits package.
Education
High School Diploma, GED or HiSET
Days: Monday - Friday.
Hours: 8:00 AM - 5:00 PM.
Experience
Excellent verbal, written communication skills
Proficient typing skills
Customer service experience and working with the public required.
Pre-employment drug screen and criminal history background checks are a condition of hire.
Benefits
McFarland Clinic offers a comprehensive benefits package, including health and dental insurance, 401(k), and PTO. Click here for details.
McFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than 75 years experience of caring for people. We welcome applicants who can help us enhance the health and well-being of our patients and communities we serve.
McFarland Clinic is an Equal Opportunity Employer
McFarland Clinic makes every effort to comply with all requirements of federal, state and local laws relating to Equal Employment Opportunity.
$24k-48k yearly est. 13d ago
Relationship Banker- HQ
QCR Holdings 4.1
Finance service representative job in Ankeny, IA
TITLE: Relationship Banker DEPARTMENT: Retail Banking The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client's needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client's needs.
ESSENTIAL FUNCTIONS:
* Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
* Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
* Maintain thorough knowledge of all bank products and services.
* Answer questions, address service challenges, and provide resolutions.
* Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained.
* Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships.
* Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
* Coordinate and participate in sales presentations at partnership meetings.
* Achieve monthly partnership event goals and track progress. Recommend- Achieve monthly branch goals and track progress.
* Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
* Assist clients with HSAs, IRAs, fiduciary, and small business products.
* Assist clients with consumer lending needs including the ability to take a loan application and maintain a sound lending portfolio.
* Answer inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
* Follow security procedures consistently and protect client confidentiality.
* Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Invest in community partnerships and participate in community events in support of our brand and culture.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
* High school diploma or equivalent required.
* Two years' experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
* Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
* Duties performed in a professional office environment.
* Availability to work Saturdays.
* Requires travel to other bank locations or client sites.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$26k-30k yearly est. 11d ago
Customer Service Representative - $22/HR
Teksystems 4.4
Finance service representative job in Des Moines, IA
Assisting customers "post-issue" (annuitants with an established policy), performing address changes, claims questions, change in funding decisions, assisting with tax inquiries and any other related tasks servicing an annuity. Call volume is roughly 50+ calls a day.
Responds to internal/external customer calls, emails and other forms of communications, resolving inquiries promptly, efficiently and professionally.
Communicates answers and solutions to customers verbally and/or in writing.
Researches questions and/or issues to identify causes and solutions and/or to disseminate accurate information to customers.
Meets or exceeds department standards by adhering to schedule, providing accurate information, using soft phone skill techniques, and following all other performance metrics defined by Customer Excellence.
Available to answer calls, uses appropriate aux codes when unavailable to take calls due to breaks, training, projects or lunch.
Assists other teams within operations depending on business needs.
Updates contracts promptly with notes so the most current information is readily available to all company personnel.
Utilizes and navigates multiple computer systems, applications, and procedure tools to access and identify information.
Initiates and takes ownership in creating solutions, answering questions and finding information for internal and external customers.
Collaborates with teammates in creating solutions for different customer issues and situations
*Qualifications*
1+ year of customer service experience
Need to type above 40 WPM
*Shift*
Monday-Friday, 8am-5pm
#priorityeast
*Job Type & Location*This is a Contract to Hire position based out of Des Moines, IA.
*Pay and Benefits*The pay range for this position is $22.00 - $22.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Des Moines,IA.
*Application Deadline*This position is anticipated to close on Jan 20, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$22-22 hourly 6d ago
Relationship Banker - (New Build) - Johnston Station Branch - Johnston, IA
Jpmorgan Chase Bank, N.A 4.8
Finance service representative job in Des Moines, 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 ActThis 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: ****************************************************************
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$25k-30k yearly est. 8d ago
Relationship Banker- HQ
Community State Bank 4.3
Finance service representative job in Ankeny, IA
Full-time Description
TITLE: Relationship Banker
DEPARTMENT: Retail Banking
The Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client's needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client's needs.
ESSENTIAL FUNCTIONS:
Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
Maintain thorough knowledge of all bank products and services.
Answer questions, address service challenges, and provide resolutions.
Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained.
Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships.
Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
Coordinate and participate in sales presentations at partnership meetings.
Achieve monthly partnership event goals and track progress. Recommend- Achieve monthly branch goals and track progress.
Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
Assist clients with HSAs, IRAs, fiduciary, and small business products.
Assist clients with consumer lending needs including the ability to take a loan application and maintain a sound lending portfolio.
Answer inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
Follow security procedures consistently and protect client confidentiality.
Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Invest in community partnerships and participate in community events in support of our brand and culture.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
High school diploma or equivalent required.
Two years' experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
Duties performed in a professional office environment.
Availability to work Saturdays.
Requires travel to other bank locations or client sites.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$25k-30k yearly est. 10d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in West Des Moines, IA?
The average finance service representative in West Des Moines, IA earns between $21,000 and $43,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in West Des Moines, IA
$30,000
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