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  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Investment banker job in Saint Paul, MN

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $34k-40k yearly est. 7d ago
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  • Wealth Management Banker

    Royal Bank of Canada 4.3company rating

    Investment banker job in Minneapolis, MN

    What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM. What will you do? Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients. Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue. Build cash management and lending product awareness among RBC Financial Advisors. Serve as the key relationship manager to financial advisors for their clients' cash management and lending needs Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation. Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management. Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support. What do you need to succeed? Must-have Bachelor's degree preferred or relevant experience 5+ years' experience at a wealth management firm, with direct experience in cash management and lending solutions SIE, Series 7 and 63, or ability to obtain within 90 days Proven business development experience, preferably within the cash management and lending space in a wealth management context Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products. Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm Nice-to-have Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $85,000-$150,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address: 445 LAKE STREET EAST:WAYZATA City: Wayzata Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-02 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $85k-150k yearly Auto-Apply 48d ago
  • Financial Representative - Edina, MN

    Fidelity Investments 4.6company rating

    Investment banker job in Edina, MN

    Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service
    $45k-70k yearly 56d ago
  • Financial Representative

    Western & Southern Life 4.8company rating

    Investment banker job in Roseville, MN

    ST PAUL MN Default: Location : City ROSEVILLE The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. * Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands * Access to an automobile and ability to maintain a valid driver's license.
    $45k-72k yearly est. Auto-Apply 23d ago
  • Financial Representative - Edina, MN

    Fidelity Brokerage Services 4.2company rating

    Investment banker job in Edina, MN

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Customer Service
    $45k-70k yearly Auto-Apply 58d ago
  • Private Client Banker - Ford Pkwy and S Finn St. - St. Paul, MN

    Jpmorganchase 4.8company rating

    Investment banker job in Saint Paul, MN

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $39k-81k yearly est. Auto-Apply 14d ago
  • Banking General Employment Opportunities

    New Market Bank

    Investment banker job in Lakeville, MN

    Job Description Come and join a Team that strives to be: THE place to work where all Team Members are viewed as trusted, willing participating partners in preserving the legacy of community banking and local, family ownership and where integrity, respect and passion are our core values. Recognized as THE community bank in each community the bank is located by having unquestioned excellence in customer service where we still answer the phone ourselves and have a personal touch in all interactions with customers. We will keep your resume on file for a minimum of 6 months for any positions that your qualifications meet. New Market Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to: race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law. #Bank #banking #Teller #bank teller #finance
    $36k-61k yearly est. 23d ago
  • CPQ Consultant - Financial Services

    Accenture 4.7company rating

    Investment banker job in Minneapolis, MN

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: + Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies + Lead delivery teams that help clients build and manage customer relationships and maximize sales + Advise clients on ways to measure and improve their customer satisfaction and other business metrics + Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice + Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position + Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. + Resolve integration and interfacing issues between various back-end systems. + Optimize application performance and scalability. Here's what you'll need: + 4+ years of experience architecting CPQ solutions including capabilities such as: + Product modeling, configuration, and rules (CTO and ETO) + Guided configuration and selling + Pricing and discounting + Workflow and approvals + Quoting, document generation, and e-signature + Contracts, subscriptions, and renewals + Quote to order conversion + 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). + A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. + 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: + You have certifications in any of the following: + Oracle CPQ Cloud Certified Implementation Specialist + Salesforce CPQ Specialist + Salesforce Admin + Salesforce Developer + Conga CPQ Product Certification + Experience with cloud application architectures, data models, configuration, and customization + Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load + Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce + Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design + Expertise in working with other relevant CPQ packaged solutions + Firm understanding of web application design and analysis, design patterns, and object-oriented design + Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback + Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We anticipate this job posting will be posted on 01/28/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture (******************************************************* Role Location Annual Salary Range California $70,350 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York $66,300 to $205,800 New Jersey $68,000 to $205,800 Washington $80,200 to $189,300 #LI-NA-FY25 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $80.2k-189.3k yearly 38d ago
  • Private Client Banker-Northern Minnesota Market

    JPMC

    Investment banker job in Plymouth, MN

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $36k-60k yearly est. Auto-Apply 60d+ ago
  • Financial Recovery Rep 2

    Huntington National Bank 4.4company rating

    Investment banker job in Minnetonka, MN

    + Financial Recovery Rep Position is managing a portfolio of substandard Business Banking loans, working with customers, attorneys and liquidators to gently exit borrowers unable to maintain their relationship with HNB. + Detailed Description: - Develops a litigation and or liquidation strategy on classified (financial Recovery-managed) loans up to $250M to minimize losses on a Business Banking portfolio. - Presents a summary of action plans to resolve the problem loans to FRG senior management specific to exit strategies. - Analyzes financial plans, negotiates loan collection or restructuring, and recommends/oversees litigation, liquidation to reduce exposure. - Identifying appropriate risk ratings, accrual status and losses, address workout scenarios, communicates data driven results to upper management in a time sensitive environment. - Adheres to bank policies and procedures and complies with legal and regulatory requirements. - Accountable for risk management, compliance and audit performance for area(s) of responsibility whether a supervisor, manager or individual contributor. - Establishes or works with management to develop effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements. - Maintains current knowledge of risk-related changes that may impact assigned area(s) of responsibility. Basic Qualifications: - Bachelor's Degree - 3 or more years of experience in commercial/business banking underwriting, lending, credit and/or appraisal required. - Preferred Qualifications: - Bachelor's Degree in Business, Finance, or Accounting - Excellent written and verbal communication skills - Strong goal achievement orientation. - Strong attention to detail, sense of urgency, and ability and desire to provide Simply the Best Service to our clients are key in this position. - Ability to work independently in a deadline driven and goal-oriented team environment. - Basic working knowledge of PC applications - Knowledge of bankruptcy laws - Ability to negotiate settlements, workouts and sale of security while adhering to state and federal regulations - Experience with Real Estate Foreclosure process - Previous experience with AFS / Velocity / RETS / CARS Strong working knowledge of SBA loans and the associated workout process to ensure compliance with SBA Standard Operating Procedures. - Working knowledge of exit strategies including bankruptcy, closed business, legal remedies and liquidation strategies. #LI-KD1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-113k yearly 44d ago
  • Community Banker I

    American National Bank 4.4company rating

    Investment banker job in Minneapolis, MN

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
    $20.5-25 hourly 29d ago
  • Banker

    Associated Bank 4.6company rating

    Investment banker job in Eagan, MN

    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. Role Summary Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Key Accountabilities Deliver outstanding customer service by efficiently processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions. Support the operational integrity and compliance of the branch, adhering to all policies and regulations. Participate in the Banker Roadmap program, completing training milestones and certification requirements. Educate customers on digital banking options and demonstrate tools that enhance their banking experience. Promote bank offerings and engage prospective customers through community and in-store outreach. Education & Experience Required High school diploma or equivalent combination of education and experience Up to 2 years of customer-facing sales and/or service experience Ability to successfully pass required credit and regulatory checks Preferred Experience in banking, financial services, or retail sales Why You'll Love Working Here At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank! 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, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and 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, LinkedIn and X. 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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. 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. $17.00 - $28.96 per hour
    $17-29 hourly Auto-Apply 20d ago
  • Personal Banker

    Blaze Credit Union

    Investment banker job in Blaine, MN

    Full-time Description Blaze is currently hiring for a Personal Banker at our Blaine branch. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You'll engage directly with members to understand their goals, identify their financial needs, and confidently recommend tailored products and services that empower their financial journey. You'll be part of a dynamic, experienced team committed to delivering exceptional service and building lasting relationships. Your role is vital-not only in supporting our members' success but also in driving Blaze's growth and mission forward. Blaze is currently offering a bonus for DNA experience for $5,500 paid over a 2 year period, and $2,000 for Non-DNA experience paid over a 1 year period for all branch and member experience center positions. Requirements What You Will Do: Educate members on how to optimize Blaze's services to meet their individual needs Perform duties and responsibilities with regard to opening and processing changes on the following account types: Savings, Checking, Certificate, Retirement, Legal and Business Accounts Oversee consumer loan process following approved guidelines Create meaningful relationships via excellent service and face to face interaction Support your team by taking initiative to meet Blaze's growth objectives Exhibit Blaze's Core Values: Better Lives, Thoughtfully Compassionate, Minnesota's Best, and Give Back Your Schedule: This position will be FT 40 hours/week, Monday through Friday, with rotating Saturdays. (Saturday paid 1.5x for hours worked). Consistent and reliable attendance is a required essential function of this role to meet the needs of the organization. Who are You: You are passionate about helping others, member centric, and goal driven You have an understanding of account opening, lending, and other financial products You are comfortable having conversations and making recommendations You seek new ways to serve others in your community, are innovative, and thrive on challenges You work well with others, even when things don't go as planned You enjoy a fast-paced environment and can multi-task You have a minimum High School degree or GED (required) You have a minimum of two years' experience working in financial services, which includes opening new accounts, lending, and pipeline management You are eligible to obtain a NMLS ID number within 30 days of hire Proven experience as a personal banker or equivalent; experience in sales and customer service is a plus What's in it for You: Competitive WAGES (minimum $25.20/ hour, Saturday paid at 1.5x for hours worked) Opportunity to GROW by receiving constructive guidance and mentorship Development opportunities through CAREER pathway in branches Participation in GIVE BACK to our communities through volunteering, community events, and companywide campaigns Great BENEFITS include affordable healthcare ($20 per check), up to 6% 401K contribution, Tuition Reimbursement and generous vacation time Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations. The salary range for this position is: $25.20-$29.50 This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement. Salary Description $25.20-$29.50
    $25.2-29.5 hourly 39d ago
  • Business (Commercial) Banker

    Citizens Independent Bank 3.7company rating

    Investment banker job in Saint Louis Park, MN

    At Citizens Independent Bank, we believe in the power of community and the importance of building meaningful relationships. Our commitment to providing exceptional customer experiences is at the heart of everything we do, ensuring that every interaction is personal and impactful. We are dedicated to the growth and development of our employees, offering opportunities for training and advancement in a collaborative, supportive environment. If you're passionate about making a difference in your community and helping others thrive, we invite you to explore a career with us. We are seeking a Business Banker to join the CIB team! BASIC FUNCTION This position is responsible for establishing new banking relationships with corporations, partnerships, individuals doing business, not-for-profit organizations, and associations. The incumbent must have complete knowledge of all commercial products and services including credit products, deposit/investment products, cash management, other commercial services, and the bank fee schedule. The incumbent is responsible for assigned floor duty to service walk-in customers, but also spends a significant amount of time out of the bank in the offices of existing clients, servicing existing business, developing new business, calling on prospective clients, and networking in various ways in the community. The incumbent should also be involved with a community organization that meets our CRA requirements. NATURE AND SCOPE This is a front line sales position for all commercial deposit/investment, credit, and cash management products. Commercial business is brought into the bank through personal interaction of the Commercial Banker with the customer/prospect. The banker must match the product and service with the customer/prospect's identified needs and must carefully evaluate the amount of risk involved in entering into a relationship. The incumbent must understand the business/industry the customer is in and must gain a thorough knowledge of the customer/enterprise history and future plans. The loan administration unit has been organized to assist in the evaluation and approval process. Lending authority will be given to the incumbent based on their training and experience. Requests which exceed this limit must be approved by the Dept Manager or the Officers Loan Committee. Certain requests may require approval by the Directors Credit Committee. The incumbent must administer all loans within legal and regulatory requirements, the bank's loan policy, procedure policy, and stipulations established by the Officers Loan Committee and Directors Credit Committee. RELATIONSHIPS Within Citizens Independent Bank: Must be a team player in providing floor coverage, in opening and securing the bank, and in scheduling outside calls. Within the Community: Active in community organizations including service clubs and Chamber of Commerce in representing the bank as a good corporate citizen and to network for new business opportunities. Community involvement should meet CIB s CRA requirements. Work closely with customers in establishing strong business relationship and cultivate customer loyalties while being constantly diligent in evaluating the risks in the relationship. PREFERRED REQUIREMENTS A college degree and/or 5 to 10 years of job related experience in business (commercial lending). The ability to motivate or influence others is a material part of the job requiring a significant level of diplomacy and trust. BENEFITS: People come first - our clients, our employees, our families, our communities Rewarding and challenging work Work-life balance is important with hybrid work arrangement for eligible positions We strive to promote from within Employee education and training is vital Full benefits including medical, dental, vision, 401k with match, LTD and STD, employer paid life insurance, paid holidays and half-day off for birthday, generous PTO allowance Incentive Compensation Plan Conveniently located in St. Louis Park, Robbinsdale, Hopkins, and Plymouth 75 years of local banking history Opportunity to participate in fun community activities Salary Range: $110,000 - $160,000 depending on experience and qualifications Note: Job descriptions are not exhaustive lists of all skills, responsibilities or efforts associated with a job. They reflect principal elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    $110k-160k yearly 60d+ ago
  • Personal Banker I

    Trustone Financial Credit Union 3.3company rating

    Investment banker job in Golden Valley, MN

    WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being. WHAT YOU'LL DO: Welcome members into the branch and provide professional service and sales of deposit products, loan products, and convenient services through effective rapport building skills and proficient knowledge. Responsible for attaining established Credit Union and Branch goals through active participation in sales programs. Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, loan originations, loan closings, loan disbursements, service requests, and transactions. Secure credit union assets, balances transactions, and complete necessary reports. WHAT YOU'LL BRING: Availability to work 40 hours per week Monday through Friday between the hours of 8:15am - 5:45pm and rotating Saturdays 8:45am - 1:15pm at our Golden Valley Branch; non-exempt. In addition: An Associate's Degree in Business Administration or a related field, or two years of equivalent work experience. Two years of cash handling experience or experience serving and interacting with customers. Experience recommending products and plans to improve a customer's financial position, preferred. Knowledge of banking and/or credit union regulations, preferred. Highly-developed interpersonal skills, a positive attitude, and a desire to help people. Effective verbal and written communication skills. Good decision-making skills and judgement. Ability to perform calculations and proficiency in basic math skills. Ability to organize and prioritize work and maintain accurate records. A professional and friendly appearance and demeanor. Required to be compliant with the terms and conditions outlined in TruStone Financial's SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS). Compliance with the Bank Secrecy Act and all its provisions. Ability to pass a pre-employment drug test and various background checks. Regular and reliable attendance at the workplace. WHAT WE OFFER: The salary range for this position is $19.00 to $24.00 per hour. In addition, we offer: Competitive pay and incentive programs for all positions. Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan. Affordable dental and vision insurance coverage. Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and, the longer your tenure, the more PTO you'll have to enjoy. 10+ paid holidays each year. Up to 16 hours of paid time annually to volunteer for organizations you are passionate about. 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not. Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account. Employer-paid Short Term and Long Term Disability benefits. Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more. Special employee discounts when you join TruStone Financial as a credit union member. Employee activities, events, discounts, and many other great benefits and perks! TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.
    $19-24 hourly Auto-Apply 16d ago
  • Community Banker I

    American National Corporation 4.7company rating

    Investment banker job in Minneapolis, MN

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: Competitive compensation 401K with up to 4% employer match; immediate vesting Paid time off and paid holidays Medical/Dental/Vision/Life/Disability Insurance Tuition Reimbursement Volunteer time off Gym membership discount Employee Wellness Program Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. Provides information and answers questions regarding deposit rates, fees, and bank policies. Serves on the Teller line as needed. Generates growth in deposit balances through sales, marketing, promotion and referral of products. Provides outstanding client service to all existing and prospective clients. Acquires, retains, deepens and manages the relationship of clients. Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education Four to six month's client service experience is required. Four to six month's cash handling and/or banking experience is required. Proven history of attainment of sales goals including referrals. High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
    $20.5-25 hourly 27d ago
  • Patient Financial Services Representative II

    Fairview Health Services 4.2company rating

    Investment banker job in Saint Paul, MN

    This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines. * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work * Understands and Adheres to Revenue Cycle's Escalation Policy * Demonstrates proficiency through daily work * Responsible for processing accounts through multiple workflows * Responsible for working accounts requiring more attention to detail * Advanced knowledge of team procedures, standards, and policies, and applies this knowledge through daily work. * Makes appropriate contacts with payers and other necessary parties to obtain and/or provide data or information needed to facilitate timely and accurate account resolution to expedite outcomes. * Utilizes strong understanding of multiple systems/applications to ensure collection of expected payment. * Utilizes knowledge of internal and external departmental functions and workflows to expedite and resolve when necessary. Required Qualifications * 1 year in a medical billing office setting or relevant experience * Organizational skills * Communication skills * Attention to detail Preferred Qualifications * 2 years of medical billing office setting experience * MS Office experience * Insurance / follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience * Experience working with medical terminology * Experience working with CPT-4 and ICD-10 * Knowledge of FV account review experience * Knowledge of FV system applications * Knowledge of FV RCM workflows Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 7d ago
  • Financial Services Representative State Farm Agent Team Member

    Amy Wakem-State Farm Agent

    Investment banker job in Saint Paul, MN

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Amy Wakem - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Hourly pay plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my office
    $32k-48k yearly est. 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Ben Meyer-State Farm Agent

    Investment banker job in Minneapolis, MN

    Job DescriptionBenefits: Disability Insurance Life Insurance 401(k) 401(k) matching Company parties Competitive salary Free food & snacks Opportunity for advancement Paid time off Signing bonus Bonus based on performance Health insurance Training & development Dental insurance Parental leave ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ben Meyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Prospect, quote, and sell property and casualty insurance policies (e.g., auto, homeowners, renters, commercial property, general liability). Prospect, quote, and sell life and health insurance policies. Follow up on leads and referrals. Meet or exceed sales targets and performance metrics. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. You must obtain the required insurance licenses (Property & Casualty, Life & Health) prior to your start date. The agency will assist you with the licensing process and reimburse associated costs upon completion and start of employment. Position details
    $32k-48k yearly est. 16d ago
  • Financial Services Representative - State Farm Agent Team Member

    Zach Augustyn-State Farm Agent

    Investment banker job in Osseo, MN

    Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Here at Zach Augustyn - State Farm Insurance in Maple Grove, MN, we offer over 25 years of experience! I began as an agent in Nebraska and now lead a dedicated team in the Twin Cities, serving Minnesota, Wisconsin, and Nebraska. We offer comprehensive insurance products, including Auto, Homeowners, Life, Renters, and specialized coverage for cabins, boats, ATVs, and more. Our agency is expanding, with plans to open a second location in 2025. We treat our customers like family, assisting with relocations and addressing all individual insurance concerns. We are committed to community involvement, we volunteer and coach youth sports throughout the Twin Cities. Our team enjoys a vibrant workplace culture with regular monthly events like potlucks, social gathers and weekly challenges for our social media presence. We also celebrate together with festive holiday parties, fostering a strong sense of community and pride for our company. COMPENSATION: 60-100k+ per year, based on performance. With our expanding and vibrant market, focus on team member development and training, and positive office culture, we are confident you will achieve high-earning compensation! ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Zach Augustyn - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Strong analytical and communication skills. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment. Life/Health license (required). Series 6, 63, 65 or 7 (required).
    $32k-48k yearly est. 13d ago

Learn more about investment banker jobs

How much does an investment banker earn in Burnsville, MN?

The average investment banker in Burnsville, MN earns between $91,000 and $303,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Burnsville, MN

$166,000
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