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  • Collections Specialist / Auto Insurance Representative

    Globe Acceptance 3.6company rating

    Globe Acceptance job in West Des Moines, IA

    Job Description Globe Acceptance, Inc., a Bernau Capital Partners company, is a dynamic and growing organization. We specialize in purchasing and servicing sub-prime automobile installment sales contracts. Our organization is looking for an Auto Insurance Collection Specialist who is motivated to make a positive impact to achieve our company's goals. In this role the Insurance Representative provides support to clients in all insurance products and services and in the processing of insurance related transactions for automobiles and some commercial insurance. The successful candidate will also respond to client reports concerning loss or damage to facilitate the processing of claims. No insurance license is required. Job Duties Confirms and requires insurance coverage Verifies and uploads Insurance verifications Retrieves and processes email requests pertaining to insurance verification Attends to assigned queue which holds the assigned case hold of verification requests Communicates with inner office department heads about daily progress and volume of insurance verifications Reviews insurance notifications and provides adequate sorting, processing and inputting Uploads miscellaneous insurance notifications Position Requirements Relevant work experience in insurance, customer service, sales or management Exceptional communication and interpersonal relationship skills Knowledge of insurance rules and regulations Excellent time management and multi-tasking skills Demonstrated leadership abilities, competitive drive and outgoing personality Bi-lingual in English and Spanish a HUGE PLUS! Open to work Saturdays Compensation and Benefits As a team member of Globe Acceptance you will enjoy a robust benefits package that demonstrates our dedication to employee satisfaction: Competitive Salary Paid time off including vacation days and holidays Health, dental, vision, life insurance, disability Flexible Spending 401(k) match Globe Acceptance is an Equal Opportunity Employer
    $27k-35k yearly est. 29d ago
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  • Client Manager - US Large Market

    American Express 4.8company rating

    Des Moines, IA job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645
    $89.3k-150.3k yearly 2d ago
  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Des Moines, IA job

    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 financial services 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. 5d ago
  • Financial Advisor

    Nicolet National Bank 4.2company rating

    West Des Moines, IA job

    At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery. As a Financial Advisor, you will be responsible for the following: General: Manages client relationships assigned by the firm and helps clients achieve wealth goals. Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products. Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff. Markets the firm and develops its reputation with referral sources and the community. Attracts new clients to the firm. Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm. Supervises the work of other advisors and administrative support. Participates in critical management and service decisions, including vendor evaluation and the design of processes. Develops and maintains internal and external Center of Influence (COI) relationships. Advisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems. Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions. Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements. Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team. Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy. Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client. Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information. Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities. Researches new investment products and vendors. Facilitates the adoption of new technology by the client service teams and trains others as necessary. Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. Advises clients on appropriate financial products in the context of their plans. Supervisory Responsibilities: Wealth Analysts and Financial Advisors, if applicable. Qualifications: Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66 Holds appropriate advisory licenses as required by the SEC and state agencies Completion of CFP program and examination Brings a minimum of five years and a median of seventeen years of experience in the role PC, phone system, general office equipment Demonstrates expert knowledge of Microsoft Office applications, especially Excel Strong verbal and written communication skills and strong interpersonal skills Ability to maintain strict confidentiality Ability to effectively promote Nicolet as an employer of choice Basic knowledge of banking positions Strong organizational, multi-tasking and prioritizing skills Self-motivated and resourceful Strong leadership and delegation skills Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PT0 & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled
    $40k-62k yearly est. 5d ago
  • Retirement Plan Services Consultant

    Nicolet National Bank 4.2company rating

    West Des Moines, IA job

    At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers. As a Retirement Plan Services Consultant, you will: Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business. Develop new retirement plan services and trust business. Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies. Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans. Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials. Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities. Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department. Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives. Performs all other duties as assigned. Qualifications: 2+ years of Retirement Plan Services Consulting is required Bachelor's degree in business, Finance or related field of study preferred PC, phone system, general office equipment Proficiency with Microsoft Office applications Ability to maintain strict confidentiality Ability to effectively promote Nicolet as a bank of choice In-depth knowledge of banking positions Strong organizational, multi-tasking and prioritizing skills Self-motivated and resourceful Benefits: Medical, Dental, Vision, & Life Insurance 401(k) with a company match PTO & 11 1/2 Paid Holidays The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Equal Opportunity Employer/Veterans/Disabled
    $33k-52k yearly est. 5d ago
  • Business Support Program Manager

    Greater Iowa City, Inc. 3.7company rating

    Iowa City, IA job

    Greater Iowa City, Inc. (Greater IC) is a network of business and community leaders working to support business, invest in strategic initiatives, and advocate for an economically resilient Johnson County. We are seeking a Business Support Program Manager to oversee and drive programs that support local business and workforce needs. The Business Support Program Manager will play a pivotal role in driving our mission to enhance the economic vitality and overall well-being of our business and entrepreneurial community. This individual will be responsible for designing, implementing, and managing a diverse range of programs and initiatives aimed at promoting economic growth, workforce needs, fostering engagement, and addressing business challenges. GENERAL RESPONSIBILITIES 1. Program / Initiative Development: Lead the conceptualization, design, and implementation of business support programs / initiatives aligned with organizational goals and business, workforce and entrepreneurial needs. This includes: Developing comprehensive program plans, including goals, objectives, budget, activities, and timelines. Collaborating with internal and external partners to leverage resources and expertise in program design and implementation. Ensuring that programs are inclusive, culturally responsive, and tailored to the unique needs and assets of the business and entrepreneurial community. Continuously evaluate and adapt programs based on feedback, data analysis, and changing business dynamics. 2. Stakeholder Engagement: Build and maintain strong relationships with stakeholders, including business leaders, university partners, business organizations, and local government officials to foster collaboration and support for programs / initiatives. 3. Project Management: Oversee program implementation, including budget management, timeline adherence, resource allocation, and performance monitoring in collaboration with Greater IC leadership. Initial Program Responsibilities: 1. Business Resource Center Oversee the development and daily operations of a centralized hub for business support services Curate and maintain resources including guides, toolkits, and referral networks Ensure accessibility and relevance for businesses of all sizes and sectors Coordinate with local service providers to offer workshops, consultations, and technical assistance 2. Entrepreneurial Support Design and manage programs that support startups and small businesses, like 1 Million Cups. Provide technical assistance, mentorship, and access to capital resources Partner with local incubators, accelerators, conferences like EntreFest, and universities Track outcomes and adjust programming to meet evolving needs 3. Coworking and Entrepreneurial Space Management Manage Co-Working and 808 member communications and community building activities and delegate to the office manager, where appropriate, for facilities requests and rentals, invoicing, and maintenance issues. Other Responsibilities: Business Support Innovation Council: Take lead in agenda and content development to support this quarterly meeting of industry leaders. This effort corresponds with a newsletter and engagement with Council members that helps inform all stakeholders of the efforts of business support and workforce programs. Conversations within this council may lead to emerging programs. Qualifications: Bachelor's degree in business, economics, public administration, urban planning, public policy, business administration, or related field. Experience and progressive opportunities in educational roles in community development, business support, workforce or a related field, with a proven track record of program management and stakeholder engagement. Strong understanding of business support principles, community development strategies, and social impact measurement. Experience in data analysis and other community and business support data tools. Excellent communication skills, including the ability to effectively communicate complex ideas to diverse audiences through written reports, presentations, and public speaking engagements. Demonstrated ability to build and maintain relationships with a wide range of stakeholders, including government agencies, community organizations, businesses, and residents. Commitment to inclusive programming. POSITION DETAILS This is an exempt, full-time, benefits eligible position. Work is performed in-person at the Greater Iowa City, Inc. office at the MERGE co-working location in downtown Iowa City, 136 S Dubuque St. Work hours are primarily 8:30-5:00 PM, Monday-Friday, but may require occasional early morning, late afternoon, or weekend hours to accommodate meetings/events. Johnson County residence is required for emergency and facility access. A valid driver's license and access to transportation is required. Greater IC provides competitive benefits including health/dental insurance, short-term/long-term/life insurance; retirement plan; parking PTO and paid holidays, cell/vehicle/wellness reimbursement plan. Greater IC is an EEO employer. -------------------------------------------------------------- Salary: Compensation is between $50,000 to $80,000 and/or commensurate with experience. Application Deadline: Open until filled. Application Instructions: submit resume and cover letter to Nancy Bird, President & CEO, *************************. Pre-screen interviews will be online; second-level interviews will be in-person and include staff and key stakeholders. Greater Iowa City, Inc is an EEO employer.
    $50k-80k yearly 5d ago
  • Licensed Insurance Associate

    Greenstate Credit Union 3.9company rating

    North Liberty, IA job

    The Licensed Insurance Associate is an entry level sales position. This position serves as the first point of contact for our clients and carriers and will sell and service insurance policies that meet our clients' needs and protect their assets. This position will also collaborate with other agents and associates to create a holistic and integrated insurance portfolio for our clients which provides lasting security. 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 $21.46 - $25.08/hr with 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. 1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.2. Demonstrates a positive member service (internal and external) focus at all times.3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.4. Ensures confidentiality of member information.5. Supports a diverse and inclusive work environment.6. Works as primary driver of GreenState Insurances Personal Lines agency growth driving sales throughout our agency footprint and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention.7. Gains knowledge to analyze and interpret new and existing client's insurance needs based on their specific circumstances.8. Seeks recommendations from existing GreenState client base to expand agency book of business.9. Proactively contacts Mortgagee's to review insurance coverages ahead of closing with GreenState Mortgage department.10. Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance.11. Works the recommendations pipeline from internal partners via Salesforce, GreenState's internal CRM. 12. Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations. 13. Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base.14. Manages request for quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.15. Proactively solicits increases in limits, coverages and/or rounding out accounts through sales to clients with every service contact and sends recommendations to the Portfolio Management team where appropriate. 16. Provides excellent customer service to clients' questions to provide appropriate answers related to their coverage and/or policy status.17. Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system.18. Assists with record keeping of sales activities and results.19. Attends service and/or sales meetings as needed.20. Works on individual or corporate projects that may be assigned by management occasionally. 21. Seeks referrals/sales from current Membership base and Personal referrals to solicit for new business prospects; follows up to generate new business using prospect database and automation system.22. Meets minimum sales and retention expectations for all products and services outlined in the incentive program.23. Maintains appropriate level of continuing education credits as applicable by state and license guidelines.24. Works to maintain basic carrier product and interface knowledge. 25. Receives phone calls and assists potential walk-in clients.26. Attends community, industry, and GreenState Insurance/Credit Union events. Job Requirements/Expectations 1. High school diploma or the equivalent (i.e. GED) is required. 2. Active Personal Property and Casualty Insurance license required.3. Life Insurance licensing is required within the first 6 months of hire.4. Ensures timely and accurate communication with customers, agency, and company staff to avoid potential errors & omissions claims.5. Self-directed nature, ability to work independent of supervision, and ability to follow directions.6. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. 7. Commitment to ongoing professional development through industry-sponsored educational programs8. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption.9. Strong working knowledge of computers and other office productivity tools, with an aptitude to learn new software and systems.10. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time.11. Strong analytical skills with excellent verbal, written and interpersonal communication skills.12. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.13. Must be bondable. Reporting Relationship This position reports to the Associate Sales Manager. Supervisory Responsibilities This position is not responsible for the 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
    $21.5-25.1 hourly Auto-Apply 17d ago
  • Senior Technology Business Systems Consultant

    Wells Fargo 4.6company rating

    West Des Moines, IA job

    Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. About this role: Wells Fargo is seeking a Senior Technology Business Systems Consultant in the Contact Center as a Service (CCaaS) Agent Controls product team for the Customer Interaction Workspace (CIW) softphone. This team supports the Call Center Modernization initiative to migrate the new softphone through the enterprise. As part of this effort this role will be tasked with identifying and analyze business needs, conduct requirement gathering, and define scope and objectives for companywide / business systems integrated with the technology development and infrastructure, perform user acceptance testing and partner with training /deployment and command centers to support smooth adoption in releases of the product. In this role, you will: * Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems * Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements * Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems * Partner with business and technology teams to evaluate moderately complex business problems and lead a team to provide comprehensive technological solutions * Act as an internal consultant within technology and business groups by using quality tools and process definition or improvement to re-engineer technical processes * Collaborate and consult with business and technology teams to evaluate and resolve issues in order to provide technological solutions and manage both project schedules and deliverables * Coordinate communication and information flow between business and technology teams Required Qualifications: * 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 2+ years of Product Management experience. * 2+ years of Agile experience * 1+ years of Call Routing Platform experience Desired Qualifications: * 2+ years of financial industry experience * 2+ years of experience delivering complex enterprise-wide information technology solutions * Experience with Contact Center Applications such as IVR, Routing and associated systems and platforms used to drive intelligent self-service * Previously working in Product organizations * Experience with writing user stories, Features and EPICs * Working on large and complex applications with multiple stakeholders * Experience working in a dynamic agile environment, supporting applications with multiple dependencies * Leading and conceptualizing a solution for a problem statement * Experience working on Digital products in close integration with other channels (Voice Channel) * Understanding of IVR/IVA and call routing platforms and softphone (UI), including the ability to maintain and configure customer experiences Job Expectations: * Position offers a hybrid work schedule * This position is not eligible for Visa sponsorship * Relocation assistance is not available for this position Locations: * 401 S Tryon St. - CHARLOTTE, North Carolina 28202-1675 * 800 S Jordan Creek Pkwy. - West Des Moines, Iowa 50266 * 5950 Rice Creek Pkwy. - SHOREVIEW, Minnesota 55126 * 2800 S Price Rd. - CHANDLER, Arizona 85286 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 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. 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.
    $87k-154k yearly 3d ago
  • Loan Acquisition Specialist

    Onemain Financial 3.9company rating

    Council Bluffs, IA job

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $38k-57k yearly est. Auto-Apply 1d ago
  • RPS Client Service Specialist

    Old National Bank 4.4company rating

    Davenport, IA job

    Category/Function Trust/Wealth Management Type Regular Full-Time Requisition ID 2025-18578 Workplace Type On Site Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are seeking a RPS Service Specialist that will be responsible for providing support to RPS team members and clients as a member of the Retirement Plan Services Product & Operations team. This role will have client-facing responsibilities in addition to being a key member of the product team to create scalability within the operational aspects of managing our advisory clients. This role is an integral part of the department's success in delivering a best in case experience to our clients. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities: Assist the RPS team with day-to-day servicing of our advisory clients Assist in preparation of fee benchmarking & investment reports Assist in the preparation of client materials Liaison between Sales, Relationship Managers, and the client during new client onboarding Assist with preparing education materials to use for group and participant meetings RPS Account Maintenance: Ensure client information is set up on systems (Salesforce, RPAG) and reviewed periodically for accuracy and updates Track and provide reports to RPS team members to ensure components of our Fiduciary Lifecycle Program are delivered in the expected timeframe. Coordinate with recordkeepers if there are changes to the account or agreements (for example, investment lineup changes, fee changes, etc) Product Management Coordinate components on identified project initiatives, including documentation of decisions, timelines, implementation, and training. Partner with team members and other business areas to deliver on company objectives to grow the retirement plan services business. Perform other job-related duties and special projects as the need arises. Provide administrative support to RPS key personnel. Key Competencies for Position: Detail Oriented Self-starter with ability to prioritize work Accountability Strong administrative/organizational skills Relationship building and collaboration - interpersonal skills Qualifications and Education Requirements Years of Experience: 3+ years retirement industry experience Adept at utilizing Microsoft Office products, including Excel, Word, and PowerPoint. Proficient communication skills used for both internal and external clients Strong analysis and decision-making skills Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! Need help finding the right job? We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
    $18.3 hourly 5d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Ankeny, IA job

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $37k-67k yearly est. Auto-Apply 1d ago
  • Senior Business Execution Consultant - Investment Solutions

    Wells Fargo 4.6company rating

    Des Moines, IA job

    **About this role:** Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. **In this role, you will:** + Organize and execute assigned business projects aligned to our strategic direction + Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations + Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines + Meeting with key stakeholders when needed to perform initial assessment of problematic situations + Formulate recommendations and solutions with attention to resource effectiveness and efficiency + Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives + Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics + Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements + Utilize independent judgment to guide moderate risk deliverables + Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business + Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business + Collaborate and consult with leaders and executive management + Provide work direction to less experienced Strategy and Execution **Required Qualifications:** + 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Brokerage or wealth management experience + Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation + Knowledge of Wells Fargo Wealth & Investment Management line of business + Management Consulting experience + Ability to consult, build, and maintain solid working relationships in and outside of immediate department + Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills + Good attention to detail and accuracy skills + Strong organizational, multi-tasking, and prioritizing skills + Strong written and verbal communication skills + Excellent Analytical abilities + Bachelor's degree in Business, Management, or related fields + CFA, CFP and other related financial industry designations **Job Expectations:** + Ability to travel up to 10% of the time. + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is not eligible for Visa sponsorship. **Posting Locations:** + 2801 Market Street - St. Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 + 550 S. 4th Street - Minneapolis, MN 55415 + Required locations listed above. Relocation assistance is not available for this position **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 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. **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. **Req Number:** R-514527
    $87k-154k yearly 7d ago
  • Loan Documentation Processor

    Wells Fargo Bank 4.6company rating

    Des Moines, IA job

    About this role: Wells Fargo is looking to hire a Loan Documentation Processor on the Loan Manufacturing Team as part of Consumer Lending Shared Services. If you thrive on delivering an exceptional customer experience, developing strong relationships with internal partners and customers, and working with strong organizational skills, we want to talk to you! In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1 plus years of Mortgage processing experience or financial services experience 1 plus years of CORE experience Previous loan document review experience Ability to partner and collaborate with both internal and external partners: Sales, Operations, outside lenders and affiliates. Intermediate Microsoft Office skills - excel, outlook, word, and etc Analytical and High attention to detail and accuracy skills Ability to transition from task to task quickly and efficiently. Ability to understand and meet deadlines. Strong professional oral and written communication skills. Job Expectations: This job offers a hybrid work schedule. Visa sponsorship is not available for this position. Relocation assistance is not available for this position. Required locations listed below. Posting Location: 801 Walnut St. DES MOINES, IA 50309 Posting End Date: 18 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.
    $30k-35k yearly est. 5d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Des Moines, IA job

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $60k-83k yearly est. 5d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    West Des Moines, IA job

    Job DescriptionDescription: What You'll Be Doing The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path. As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture. As an intern you will Work in one of our 22 communities. Interact with Senior Leadership. Participate in hands-on retail and credit analysis training. Develop business acumen. Complete projects and work assignments as directed in assigned areas. Interact, work and respond effectively with internal and external business clients. Core Responsibilities Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records. Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts. Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader. Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding. Participates in business development meeting with prospective and existing client calls. Participates in loan committee meetings to obtain a further understanding credit analysis. Supports Loan Assistants by preparing various loan documents. Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations. Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc. Perform any other related duties as required or assigned. General Responsibilities Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance. Requirements: Skills/Experience You'll Need Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior. Demonstrated leadership skills through participation in school and community activities. Prior cash handling/client experience preferred but not required. Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best. Strong verbal and written communication skills. Hours of Work & Travel Full-time hours throughout intern program (10-12 weeks) during the Summer 2025. Days and hours of operation vary with each Bank Iowa location. Occasional travel between bank locations throughout internship. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, 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.
    $34k-47k yearly est. 2d ago
  • Senior Technology Business Systems Consultant

    Wells Fargo 4.6company rating

    West Des Moines, IA job

    Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. **About this role:** Wells Fargo is seeking a Senior Technology Business Systems Consultant in the Contact Center as a Service (CCaaS) Agent Controls product team for the Customer Interaction Workspace (CIW) softphone. This team supports the Call Center Modernization initiative to migrate the new softphone through the enterprise. As part of this effort this role will be tasked with identifying and analyze business needs, conduct requirement gathering, and define scope and objectives for companywide / business systems integrated with the technology development and infrastructure, perform user acceptance testing and partner with training /deployment and command centers to support smooth adoption in releases of the product. **In this role, you will:** + Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems + Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements + Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems + Partner with business and technology teams to evaluate moderately complex business problems and lead a team to provide comprehensive technological solutions + Act as an internal consultant within technology and business groups by using quality tools and process definition or improvement to re-engineer technical processes + Collaborate and consult with business and technology teams to evaluate and resolve issues in order to provide technological solutions and manage both project schedules and deliverables + Coordinate communication and information flow between business and technology teams **Required Qualifications:** + 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 2+ years of Product Management experience. + 2+ years of Agile experience + 1+ years of Call Routing Platform experience **Desired Qualifications:** + 2+ years of financial industry experience + 2+ years of experience delivering complex enterprise-wide information technology solutions + Experience with Contact Center Applications such as IVR, Routing and associated systems and platforms used to drive intelligent self-service + Previously working in Product organizations + Experience with writing user stories, Features and EPICs + Working on large and complex applications with multiple stakeholders + Experience working in a dynamic agile environment, supporting applications with multiple dependencies + Leading and conceptualizing a solution for a problem statement + Experience working on Digital products in close integration with other channels (Voice Channel) + Understanding of IVR/IVA and call routing platforms and softphone (UI), including the ability to maintain and configure customer experiences **Job Expectations:** + Position offers a hybrid work schedule + This position is not eligible for Visa sponsorship + Relocation assistance is not available for this position **Locations:** + 401 S Tryon St. - CHARLOTTE, North Carolina 28202-1675 + 800 S Jordan Creek Pkwy. - West Des Moines, Iowa 50266 + 5950 Rice Creek Pkwy. - SHOREVIEW, Minnesota 55126 + 2800 S Price Rd. - CHANDLER, Arizona 85286 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 29 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. **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. **Req Number:** R-512095
    $87k-154k yearly 3d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Coralville, IA job

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $38k-68k yearly est. Auto-Apply 1d ago
  • Investment Consultant - External Wholesaler

    City National Bank 4.9company rating

    Remote or Des Moines, IA job

    *INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Flexible Transaction Banker

    First Bank 4.6company rating

    Waverly, IA job

    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
  • Collections Specialist / Auto Insurance Representative

    Globe Acceptance 3.6company rating

    Globe Acceptance job in West Des Moines, IA

    Globe Acceptance, Inc., a Bernau Capital Partners company, is a dynamic and growing organization. We specialize in purchasing and servicing sub-prime automobile installment sales contracts. Our organization is looking for an Auto Insurance Collection Specialist who is motivated to make a positive impact to achieve our company's goals. In this role the Insurance Representative provides support to clients in all insurance products and services and in the processing of insurance related transactions for automobiles and some commercial insurance. The successful candidate will also respond to client reports concerning loss or damage to facilitate the processing of claims. No insurance license is required. Job Duties Confirms and requires insurance coverage Verifies and uploads Insurance verifications Retrieves and processes email requests pertaining to insurance verification Attends to assigned queue which holds the assigned case hold of verification requests Communicates with inner office department heads about daily progress and volume of insurance verifications Reviews insurance notifications and provides adequate sorting, processing and inputting Uploads miscellaneous insurance notifications Position Requirements Relevant work experience in insurance, customer service, sales or management Exceptional communication and interpersonal relationship skills Knowledge of insurance rules and regulations Excellent time management and multi-tasking skills Demonstrated leadership abilities, competitive drive and outgoing personality Bi-lingual in English and Spanish a HUGE PLUS! Open to work Saturdays Compensation and Benefits As a team member of Globe Acceptance you will enjoy a robust benefits package that demonstrates our dedication to employee satisfaction: Competitive Salary Paid time off including vacation days and holidays Health, dental, vision, life insurance, disability Flexible Spending 401(k) match Globe Acceptance is an Equal Opportunity Employer
    $27k-35k yearly est. Auto-Apply 60d+ ago

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