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  • Financial Representative Trainee (Sales) -Bloomington, MN

    Mutual of Omaha 4.7company rating

    Investment banker job in Bloomington, MN

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 2d ago
  • Sr. Investment Consultant (Upper Midwest Region)

    Thornburg Investment Management 4.3company rating

    Investment banker job in Minneapolis, MN

    Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors. Job Summary The Senior Investment Consultant (SIC) position for the Upper Midwest region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. Duties and Responsibilities Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal. This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM. Regional Responsibility This position will require the appropriate individual to be based in the Upper Midwest Region. Minneapolis/Twin Cities, MN- preferred. Requirements Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region. Experience selling ETF's, separately managed accounts, private investments, and mutual funds. Strong relationships with the advisors and targeted firms in this region would be highly desirable. Highest ethical standards and integrity. Tremendous work ethic and strong desire to succeed. Extensive travel will be required given the size of the regions. Professional and academic requirements include: NASD licenses Series 7, 63 and 65 A Bachelor's degree is required CIMA and or CFP designation preferred Job Benefits Medical, dental, and vision coverage. Employer 401(k) safe harbor and profit-sharing contributions. Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. Community involvement opportunities. Onsite cafeteria. Onsite fitness center. Referral program. Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
    $94k-165k yearly est. 60d+ ago
  • 2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials

    HL Group 4.4company rating

    Investment banker job in Minneapolis, MN

    Business Unit: Corporate Finance Industry: Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
    $110k yearly Auto-Apply 25d ago
  • Investment Banking Analyst - Healthcare

    Cascadia Capital 3.6company rating

    Investment banker job in Austin, MN

    Full-time Description Cascadia is one of the nation's largest independent advisory-only investment banks. With scale, diverse perspectives, and a collaborative model, we select clients as carefully as they select us partnering only with leading companies positioned for growth. We bring a differentiated approach to investment banking: deep industry expertise, a process that blends creative storytelling with disciplined execution, and a custom strategy for every client. This enables us to deliver outcomes beyond the norm, maximizing valuation, terms, and long-term value. About the Team Cascadia's Healthcare professionals have originated and executed over $10 billion of M&A and financing transactions in the sector. In the process, we've had the good fortune of working with some of the most well-recognized buyers and investors in the business. Emerging trends in the industry are driven by consumers demanding higher quality care with cost transparency, integrated health information, and better provider access and communication. The solutions lie at the intersection of healthcare services, equipment, and technology, where innovation provides for better, more accessible care at lower costs. Cascadia's team is perfectly primed to meet the growing needs of the industry's players, leveraging vast experience coupled with a thorough understanding of the market. About the Role Cascadia is seeking an Investment Banking Experienced Analyst to join our Healthcare Team. The Analyst will be responsible for supporting day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models. Analysts at Cascadia are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure What You'll Do Support day-to-day execution of client engagements Manage the creation of and review/refinement of financial models and related analysis Draft information memorandums and management presentations Coordinate and attending investor meetings for private placement clients Manage due diligence efforts, working directly with management teams and investor groups Extensive company and industry analyses (trends, M&A, etc.) Partner with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research Develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies Intended for a high-performing Investment Banking Analyst ready to expand responsibilities and develop toward Associate-level leadership About Your Skills and Experience 2-4 years of middle-market investment banking experience; healthcare experience preferred but not required Alternatively: Healthcare transaction advisory experience, consulting, or related financial services Exposure to Healthcare sectors a plus, but not required Strong financial modeling, finance and accounting skills Critical/strategic thinking and market orientation Outstanding quantitative and technical skills Outstanding written and verbal communication skills Strong client management/client service skills Self-motivated, proactive work habits Mergers & acquisition and capital raises experience for privately held clients FINRA Series 79 and 63 licenses strongly preferred BA/ BS degree with demonstrated academic excellence This position is designed for an experienced Analyst with strong execution capabilities who is preparing to take the next step toward an Associate role About Our Values One Firm - We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team Integrity - We uphold the highest ethical standards in everything we do-how we collaborate, serve clients, and pursue opportunities. Trust is our foundation Accountability - We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact Results - We are sector experts who deliver best in class service and exceptional results *Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company. Salary Description $100,000 - $110,000 + Bonus
    $72k-106k yearly est. 59d ago
  • Universal Banking Intern

    First Bank & Trust 4.4company rating

    Investment banker job in Edina, MN

    As an intern, this person will learn first-hand what careers in community banking involve and will engage in a rotation through core departments including Retail Banking and Consumer, Business, Ag, and Mortgage Lending. Throughout the rotation, this person will gain insight into a variety of business units including Wealth Management as well as experience what happens “behind the scenes” in Credit Review and Operations. Qualifications: This person should have a minimum of one year of business-related classes in a higher learning setting or the equivalent. Excellent communication and customer service skills are essential. This role requires on-site employment. Principle Responsibilities: Work closely with industry experts to identify and differentiate various banking products and services. Observe and participate in the customer experience including identifying needs, recommending products that fit, and maintaining customer relationships. Learn the foundations of banking by participating in general Retail functions including processing customer transactions, cash handling, and cash drawer balancing. Shadow the lending process from start to finish and develop overall loan file knowledge. - Observe meetings with loan customers - List and describe various loan types and products - Compile and prepare proper underwriting information - Introduction to credit worthiness and cash flow by analyzing credit information and referring to policy & guidelines - View loan processing, servicing and closing - Witness Departmental collaboration Introduction to Wealth Management Services including financial planning, trusts, retirement plan services, investment management and estate planning & administration. Utilize banking systems and observe how they integrate into business processes. Develop and apply a working knowledge of banking regulations and processes. Maintain confidentiality, integrity and honesty, especially in dealing with customer information. Gain skills related to professionalism, financial analysis, decision-making, customer service and communication. Uphold professional standards when working with customers through various channels. Attend and participate in committee and department meetings and professional development opportunities and trainings. Connect with and learn from department leaders and management. Prepare a presentation at the close of the internship to be presented to key stakeholders. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training. The anticipated salary range for this role is between $20.33 and $26.42. This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual's relevant experience, training, skills, work location, and other considerations. For those in eligible roles, we offer incentive compensation based on individual performance. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at ************************* Compensation Grade Hourly Grade 3 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
    $20.3-26.4 hourly Auto-Apply 60d+ ago
  • BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)

    Bank of Montreal

    Investment banker job in Minneapolis, MN

    Application Deadline: 12/15/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $44.3k-66.4k yearly Auto-Apply 34d ago
  • BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)

    BMO Harris Bank 4.1company rating

    Investment banker job in Minneapolis, MN

    Application Deadline: 12/15/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $44.3k-66.4k yearly Auto-Apply 36d ago
  • Investment and Planning Associate

    Northwestern Mutual 4.5company rating

    Investment banker job in Minneapolis, MN

    As a wealth management firm, we create clarity for our clients so they can do all the things that matter most, with the people who matter most. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences, and services for a lifetime of financial security. The Investment and Planning Associate is responsible for overseeing a wide range of investment management services provided to clients. This role specializes in investment operations, planning, and client service. The Investment Operations Associate maintains effective communication with clients and internal stakeholders to provide transparent and regular reporting on investment operations. This role is critical to a memorable client experience and overall efficiency of the practice. This position is located in the Northwestern Mutual Edina District Office, located at 3600 Minnesota Dr, Suite 600 Edina, MN 55435. Responsibilities include but are not limited to: Open and track new investment accounts Assist clients with service on existing investment account maintenance Prepare and process investment/advisory paperwork for implementation Manage asset movement, including deposits, withdrawals, transfers, rollovers, Roth conversions, trades etc. Track potential rollover opportunities Oversee the financial planning software output, (PX/RD Plans), and build client recommendations. Prepare and review performance reports in Envestnet, Morningstar and broker dealer software, etc. prior to client meetings Participate in client meetings for financial or investment plan implementation when appropriate Manage client communication including correspondence, notes, files, and maintain compliant client records Keep up to date on software system enhancements, new products & services, and compliance changes/opportunities Maintain a high level of professionalism while handling confidential and sensitive information Maintains own personal CE credits and certification, knowing when your licenses expire Participate in learning opportunities Qualifications: Bachelors degree preferred Licensure: Series 7 and 63, or ability to gain licensing within 3-6 months of employment 2+ years of experience in the financial services industry, or 1+ years of Northwestern Mutual experience Client Resource Management experience preferred Performance Skills: High sense of urgency, attention to detail, and exceptional organizational skills Excellent oral and written communication skills High degree of initiative and autonomy Demonstrates ability to maintain effective working relationships within the firm and its clients Benefits Base Salary Range: $60,000-$70,000 (depending on qualifications) Medical, dental, and vision benefits available 401k Match Reimbursement for licenses, designations, and continuing education Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information at ***************************************************************
    $60k-70k yearly 21d ago
  • Financial Counseling Representative

    Sanford Health 4.2company rating

    Investment banker job in Fargo, ND

    Careers With Purpose Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportunities to our nearly 50,000 members of the Sanford Family who are dedicated to the work of health and healing across our broad footprint. Facility: Sanford Broadway Med Ctr Location: Fargo, ND Address: 801 Broadway N, Fargo, ND 58102, USA Shift: Day Job Schedule: Full time Weekly Hours: 40.00 Salary Range: $17.75 - $28.00 Department Details Come join the Patient Financial Services team as a Financial Counseling Representative! We are looking for a team player with excellent customer service skills. Experience in healthcare or working with health insurance is a bonus. Job Summary The Financial Counseling Representative provides financial counseling to assist patients in understanding their financial responsibility to Sanford and to offer appropriate resources and options to meet that responsibility. Answers billing questions. Reviews patient's insurance coverage and Explanation of Benefits (EOBs). Provides clarification regarding what charges were incurred and why they were incurred. Reviews insurance denials and provides an explanation for the denial to the patient. Reviews payment plan guidelines and assists in setting up payment arrangements. Determines if patient is eligible for payment assistance programs and assists in the application process, if applicable. Educates patients regarding insurance concepts, such as what copayments are, what services are covered, effective dates of coverage, when a referral is needed and the effect on insurance, how to obtain a valid referral and resubmit the claim, and how effective dates of coverage influence insurance payments. May assist patient in filling out medical assistance program paperwork, as well as referrals to Medicaid or other insurance aid or disability programs. Frequently advises uninsured patients on outstanding medical costs associated with procedures performed in a clinic setting and establishes a payment plan. Interacts with patients in-person and must be able to empathize with them while also diffusing strong emotions. Calculates and provides cost estimates for medical procedures, including the patient's anticipated share. Advises on and collects prepayments for services not covered by insurance. May perform guest service duties, as needed. Other duties as assigned. Computer skills sufficient to operate on-line systems and complex software with advanced functionality. Oral and written communication skills sufficient to interpret and apply policies and procedures for clarification and problem resolution. Knowledge of third party payers and basic bookkeeping or accounting principles is required. Requires a thorough understanding of insurance products and the ability to accurately read an EOB to determine what adjustments have been made, what payments have been received, and calculate pending balances. Qualifications High school diploma or equivalent preferred. Post-secondary education preferred. Two years' experience in healthcare service or health insurance preferred. Benefits Sanford Health offers an attractive benefits package for qualifying full-time and part-time employees. Depending on eligibility, a variety of benefits include health insurance, dental insurance, vision insurance, life insurance, a 401(k) retirement plan, work/life balance benefits, and a generous time off package to maintain a healthy home-work balance. For more information about Total Rewards, visit *********************************** . Sanford is an EEO/AA Employer M/F/Disability/Vet. If you are an individual with a disability and would like to request an accommodation for help with your online application, please call ************** or send an email to ************************ . Sanford Health has a Drug Free Workplace Policy. An accepted offer will require a drug screen and pre-employment background screening as a condition of employment. Req Number: R-0236949 Job Function: Revenue Cycle Featured: No
    $17.8-28 hourly 60d+ 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 19d 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. 9d ago
  • Private Client Banker- Hamline - St. Paul, MN

    JPMC

    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: **************************************************************************
    $36k-61k yearly est. Auto-Apply 60d+ ago
  • Business/Ag Banker

    Choice Bank 3.5company rating

    Investment banker job in Fargo, ND

    Full-time Description The Business & Ag Banker is responsible for building customer relationships and advocacy through proactive business development, management, and analysis of a loan and deposit portfolio. This role focuses on generating new loan and deposit volume, including the solicitation and profiling of prospective clients and maintaining accurate sales/pipeline data. The Business & Ag Banker has a basic knowledge of credit underwriting and collaborates with the credit team to present and analyze client data. Responsibilities Build and develop a network of internal and external resources to build Choice Bank relationships. Act as the primary point of contact for clients seeking credit and lending services. Provide personalized financial advice and solutions based on clients' creditworthiness and financial goals. Explain the terms, conditions, and risks associated with various credit products to clients to help them make informed decisions. Work with clients to structure loan terms, interest rates, and repayment schedules that align with their financial capacity and objectives. Collaborate with internal teams to customize solutions for complex or specialized lending requirements. Actively cross-sell other financial products and services offered by the bank to enhance customer relationships and loyalty. Requirements Minimum of 3 to 4 years of relevant experience with requisite competencies. Bachelor's degree in finance, accounting, or a related field, or relevant experience. Baseline knowledge of credit underwriting. Strong interpersonal and communication skills to build and maintain client relationships. Familiarity with banking regulations and compliance requirements. Ability to work independently and as part of a team. High level of integrity and professionalism. Cultural Alignment Choice is #PeopleFirst, banking second. People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. · Embrace change and encourage innovation. · Know when to ask for help and know when to offer help. · Better the places we live. · Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Bank is “at will” employment. This position description does not create an employment contract, implied or otherwise.
    $45k-82k yearly est. 60d+ ago
  • Admission Financial Representative

    Grand Itasca 4.2company rating

    Investment banker job in Grand Rapids, MN

    What You Can Expect: Our Admission Financial Representatives love Grand Itasca for the stability, meaningful work and our great team. Grand Itasca is in the business of selecting employees that make the real difference, who go above and beyond to make our hospital/clinic run and work effectively. Are you someone looking to make a difference in the everyday functions of our hospital & clinic life? If so, Grand Itasca is where you belong! We're glad you are thinking about joining us. Grand Itasca is a great place for Admission Financial Representatives. We're a non-profit organization with a clear vision of being the leader in transforming rural health care by achieving the highest levels of quality, access, and value. Our strength stems from teamwork and collaboration among a talented and diverse group of professionals. With over 700 employees in hundreds of different roles, Grand Itasca can offer a variety of career opportunities. Let's talk about benefits. * Competitive pay * Tuition reimbursement and scholarship/grant opportunities * Health, dental, vision, & life insurance kick in on the first of the month after 30 days of employment * Generous paid time off package to maintain a healthy home-work balance * STDB (short term disability bank) * 401K with employer contributions * Experience Pay Given * Shift Differential * Employee Referral Program * On-the-Job training! About the Position * Admission Financial Representative * Part-Time, .7-.9 FTE (56-72 hours per pay period) * Days, Evenings, Nights, Every Other Weekend Rotation * Emergency Department at Grand Itasca Clinic & Hospital in Grand Rapids * INTERNAL POSTING THROUGH: 12/19/2025 Job Summary: The Admission Financial Representative is responsible for scheduling appointments received by phone, fax, electronic or in person. They are responsible for verifying insurance, assuring that registrations are completed with accurate data. They are responsible for initiating referrals and financially securing accounts. Here's what you'll do when you join us: * Schedule patient appointments * Verify insurance, patient information, and account information * Call patients to remind them of upcoming appointments and reschedule as necessary * Arrive patients for their schedule appointments confirming that all documents and signatures have been completed * Identify coverage issues or self-pay issues * Provide fantastic customer service to patients and fellow Grand Itasca staff * Enter patient information and scan required documents into the scheduling system * Complete daily patient and claim edit work ques * Collaborate with other departments as needed If you have these qualifications, we'd love to chat: * Must be 18 years of age or older. * One year of customer service experience. * One plus year(s) of applicable computer knowledge. * Previous experience in a clinical setting with registration is preferred. * Basic knowledge of medical terminology is preferred. * Great verbal and written communication skills. * Adhere to all Grand Itasca policies. * Maintain reliable and consistent attendance. * Perform other duties as required. About Grand Itasca: Grand Itasca brings the benefits of a large and respected health system to our local community. We are a non-profit, state-of-the-art, integrated clinic and hospital that is proud to offer a range of high-quality providers, specialties and services to our community. Enjoy our patient-centered, comprehensive approach, close to home without venturing from the beauty of northern Minnesota. * The posted compensation range corresponds to the minimum and maximum pay rates outlined in your union agreement for the respective job classifications at the time of job posting. An individual's pay rate within this range may be influenced by various factors, including FTE, skills, knowledge, educational background, and qualifying experience as specified in the contract. EEO/AA Employer/Vet/Disabled All qualified applicants will receive consideration without regard to any lawfully protected status.
    $28k-42k yearly est. 3d ago
  • Ag Banker

    Reliabank Dakota 4.0company rating

    Investment banker job in Hayti, SD

    The Ag/Commercial Banker is responsible for developing and managing commercial, consumer, and agricultural banking relationships. This role includes originating and servicing loans, managing portfolio risk, and ensuring compliance with policies and regulations. The Ag/Commercial Banker drives portfolio growth and fosters long-term client relationships to support the bank's business objectives. Primary Responsibilities & Key Accountabilities: Loan Origination & Portfolio Management Originate, monitor, and service commercial, consumer, and agricultural loans in accordance with bank policies and regulatory requirements. Conduct applicant interviews, analyze financial data, evaluate collateral, and assess credit risk. Make loan decisions within assigned authority or present recommendations to the Management Committee. Conduct ongoing monitoring of loan performance, including financial analysis, collateral inspections, and client communication. Maintain accurate and current loan files and documentation. Business Development & Relationship Management Develop and maintain strong client relationships by identifying financial needs and providing tailored banking solutions. Proactively source new lending opportunities and cross-sell bank products and services. Solicit new deposit relationships to support portfolio growth. Leverage market insights and financial expertise to assist clients in achieving business objectives. Engage with local businesses and community organizations to promote the bank's presence and services. Risk Management, Compliance & Asset Quality Monitor asset quality within assigned portfolio and identify, report, and address problem credits. Recommend and implement workout strategies, restructures, or guaranteed lending solutions as appropriate. Manage and liquidate bank-owned properties when necessary. Negotiate payment arrangements and oversee collections on delinquent loans. Ensure all lending activities comply with regulatory requirements, internal policies, and audit standards. Support a culture of compliance, integrity, and sound risk management. Committee Participation & Community Involvement Actively participate in the Management Committee and other assigned committees. Represent the bank at community events, volunteer activities, and professional functions to enhance the bank's reputation and community presence. This position description describes the general nature and level of work performed by the individual assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability. This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change. Reliabank is an Equal Opportunity Employer, including individuals with disabilities and protected veterans. Requirements Education & Experience: Bachelor's degree in Business, Finance, Accounting, or related field Minimum of 1-3 years of experience in commercial lending, credit analysis, or business banking knowledge of credit principles, financial analysis, and commercial banking products Excellent communication, negotiation, and relationship management skills Proven ability to generate new business and build lasting client relationships High attention to detail, organization, and follow-through OTHER SKILLS & ABILITIES: Ability to communicate well with customers and employees, both verbal and written. Knowledge of lending regulations and policies. Understanding compliance issues and regulations. Profession demeanor and appearance. Maintain the integrity of highly confidential customer and bank financial information. Willingness to assume responsibility.
    $28k-35k yearly est. 60d+ ago
  • Inbound Personal Banker

    U.S. Bank 4.6company rating

    Investment banker job in Fargo, ND

    Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner. **Basic Qualifications** - Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record -High school diploma or equivalent -Two or more years of sales experience **Preferred Skills/Experience** -Phone sales experience -In-depth knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company's product philosophy and policy -Demonstrated effective use of consultative sales approach and referral skills -Solid PC and keyboard skills -Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations -Proven commitment to high quality customer service -Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service -Strong verbal communication skills including both telephone and interpersonal skills -Strong critical thinking and problem-solving skills to help address the customer needs **The schedule for this role is 1pm-10pm CST during the week and 9am-5pm every Saturday. This role requires you to be available to work every Saturday.** **Location expectations** This role is designated as U.S. home-based remote. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $20-22.5 hourly 4d ago
  • Jr. Private Banker

    Bravera Careers

    Investment banker job in Dickinson, ND

    Bravera Bank is hiring for a Jr. Private Banker in Dickinson, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. The Jr Private Banker role requires a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance. This position is responsible for retaining and facilitating deposit growth by collaborating with commercial and ag lending teams as well as Wealth and Insurance. They are also responsible for cross selling deposit accounts and services to existing and new customers. There will be a strong focus on retaining and increasing existing customer relationships. Measures of Success Develop collaborative partnerships with team members, Wealth and Insurance to best serve clients. Become the liaison (“quarterback”) between customer and team members. Execute strategies to build and foster relationships with clients to improve customer retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek customer feedback, etc. Contributes to the bank's financial success by being a trusted Advisor by effectively communicating and listening to customers. Duties & Responsibilities Ensure that active top clients are being identified and actively communicated with expert service and highly personalized interaction. Connects customers across all lines of business of Bravera. Build effective relationships with internal/external stakeholders. (50%) Retention and Maintenance of Existing Customers- Consults with customers over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the customer's financial objectives. Manages the retention and expansion of customer relationships through a contact strategy (outreach and pre-planned appointments) and ongoing review the customer's financial needs. Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking options and services that will best meet customers' financial needs and goals. Identify customer needs and goals for business, mortgage, retirement and investment services, then partner closely with partners in those areas. Ensure understanding and compliance with all Bank regulations, policies and procedures. (30%) New Business Development- Proactively acquire new affluent consumer and small business customers, particularly new to bank Deposit Relationships. Proactively develop external networks for referral sources that generate prospects and create visibility in the marketplace. (20%) Collaboration with Insurance, Wealth and Digital - Provide information to internal partners to further enhance the customer experience. Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs. Additional Responsibilities Provides day-to-day training and support to other employees, specific customer issues and queries, and assistance with operational processes. Performs sales and service support activities to meet customer needs and maintain overall service levels. Collaborate with peers and team members to ensure delivery of superior customer. Develops rapport and instills confidence with the customer to develop credibility and earn their trust. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Fully understand and adhere to current banking regulations, policies, and procedures related to digital banking compliance and overall safety and soundness. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees and organizations. The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. Qualifications Education: Secondary education in Business, Finance, or a related field preferred. Experience: 4+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, education. Well networked in respective market or willingness to develop the network. Exceptional cross-functional collaboration & team skills; with a focus on cross-group collaboration. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and customer service skills. In-depth business development skills with successful track record. Expert relationship management skills. Location Dickinson, ND Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook, Instagram, X, LinkedIn, Youtube, and Tik Tok. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor 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. However, 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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
    $29k-41k yearly est. 60d+ ago
  • Premier Banker

    Dacotah Banks 3.6company rating

    Investment banker job in Rapid City, SD

    As a Premier Banker, you will be in in a strategic sales-focused position responsible for identifying, developing, and acquiring new consumer deposit relationships within assigned markets. This role enhances relationships with our market teams and Regional Retail Managers, driving deposit growth through proactive outreach, community engagement, and targeted sales efforts. Your role focuses on building long-term relationships, providing personalized financial solutions, and proactively engaging with local organizations, businesses, and events to generate new business opportunities. The ideal candidate is a highly motivated, results-driven banking professional with a passion for growing consumer portfolios and fostering strong client relationships. Essential Functions Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed. Business Development: * Proactively source and acquire new consumer and small business deposit relationships through outbound calling, networking, referrals, and community involvement. * Execute local market strategies to attract new clients, with an emphasis on checking, money market, and CD products. * Identify and pursue opportunities for portfolio growth through internal and external referrals. Community Engagement: * Actively participate in local community events, nonprofit initiatives, and networking functions to build brand awareness and develop new client relationships. * Build partnerships with local businesses, professional groups, and centers of influence to expand referral networks. Client Relationship Management: * Transition newly acquired clients to branch teams for long-term servicing, while maintaining an ongoing relationship to encourage retention and referral activity. * Maintain proactive communication with clients to ensure satisfaction and identify evolving financial needs. Cross-Functional Collaboration: * Work closely with business bankers, ag bankers, insurance producers, mortgage bankers, trust officers and branch staff to deliver a seamless client experience. * Refer clients to appropriate internal partners based on identified opportunities and customer requests. Compliance & Risk Management: * Ensure all client interactions and transactions comply with internal policies, procedures, and regulatory standards. * Maintain accurate and timely documentation in the client relationship management (CRM) system. Performance & Reporting: * Meet or exceed quarterly deposit growth targets and activity benchmarks. * Maintain accurate pipeline reporting, tracking acquisition activities and the overall client onboarding progress. * Analyze local market trends and customer feedback to recommend enhancements to retail product/service offerings. Education & Experience * Bachelor's degree in business, finance, or a related field (or equivalent experience) * 3-5+ years of relationship banking, business development, sales, or financial services experience * Proven track record in business development and client relationship management * Strong knowledge of personal banking products and services, credit products, and banking regulations * Exceptional interpersonal, communication, and presentation skills * Work independently, manage priorities and deliver results with limited direction. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits
    $31k-36k yearly est. 12d ago
  • Commercial Banking Specialist

    Old National Bank 4.4company rating

    Investment banker job in Wahpeton, ND

    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 currently seeking a Commercial Banking Specialist that will work with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: * Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) * Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients * Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service * Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) * Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures * Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center * Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated * Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $18.25 /Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Assists with Commercial Support and Administrative Needs * Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. * Point of contact for clients-puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients. * Conducts research and organizes outreach for business development activities. * Understands and complies with all applicable compliance rules and regulations. * Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners. Assists with Depository Process * Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. * Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Loan Process * Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). * Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. * Reviews and manages open applications in CML for assigned RMs. * During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). * Coordinates loan closings and attends loan closings to perform Notary services. * Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Portfolio and Credit Administration * Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. * Tracks upcoming loan maturities and contacts clients to request financial information as needed. * Assists in clearing past due financials, post-closing exceptions, and trailing documents. Qualifications and Education Requirements * Associate's degree in Administrative Services/Business or equivalent experience required. * Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes. * Ability to communicate with clients and key decision makers effectively and independently. * Strong working knowledge of Microsoft Word and Excel. * Priority focus on providing excellent service to RMs, Clients and Bank Partners. * Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. * Appropriate attention to detail and organizational skills. * Able to adapt and manage changing priorities and deadlines. 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 Head of Talent Acquisition, SVP, 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!
    $18.3 hourly Auto-Apply 31d ago
  • Commercial Banking Intern

    First Bank & Trust 4.4company rating

    Investment banker job in Edina, MN

    As an intern, this person will learn the fundamentals of underwriting commercial/business loans. This person will engage in commercial banking basics by analyzing smaller commercial credits, along with credit administration. This position will include exposure to Business Solutions/Cash Management and Wealth Management Services. Qualifications: This person should have a minimum of three years of business-related classes in a higher learning setting or equivalent. Being detail oriented and having excellent communication and customer service skills are essential. This person should be self-motivated with an eagerness to learn all aspects of Commercial Banking. Principle Responsibilities: Participate in interviewing loan applicants, collect, and analyze financial and related data to formulate proposals for existing and prospective clients. Observe meeting with loan customers List and describe various loan types and products Compile and prepare proper underwriting information Introduction to credit worthiness and cash flow by analyzing credit information and referring to policy and guidelines View loan servicing and closing Assist with analyzing and risk rating credit lines requiring Loan Committee review. The analysis must be consistent with the findings of the appropriate regulatory agencies. Gain knowledge of banking products and services. Develop and maintain effective working relationships throughout First Bank & Trust to promote cross-selling of products and services. Utilize banking systems and observe how they integrate into business processes. Gain skills related to professionalism, financial analysis, decision-making, customer service and communication. Complete special projects as assigned. Attend loan meetings as directed and participate in decisions that affect ongoing and future operations of the department. Maintain confidentiality, integrity, and honesty, especially in dealing with customer information. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor. The anticipated salary range for this role is between $20.33 and $26.42. This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual's relevant experience, training, skills, work location, and other considerations. For those in eligible roles, we offer incentive compensation based on individual performance. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at ************************* Compensation Grade Hourly Grade 3 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
    $20.3-26.4 hourly Auto-Apply 60d+ ago

Learn more about investment banker jobs

How much does an investment banker earn in Fargo, ND?

The average investment banker in Fargo, ND earns between $97,000 and $318,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Fargo, ND

$175,000
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