Financial Representative Trainee (Sales) -Bloomington, MN
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
Sr. Investment Consultant (Upper Midwest Region)
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.
BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
Investment banker job in Minneapolis, MN
**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.
Investment Banking Analyst - Healthcare
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
Universal Banking Intern
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 ***************.
Auto-ApplyBMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
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.
Auto-ApplyBMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
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.
Auto-ApplyInvestment and Planning Associate
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
***************************************************************
Corporate Intern - Commercial Banking Minnesota-1
Investment banker job in Minneapolis, 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.
As a Commercial Banking Intern, you will work alongside credit and commercial lenders to assist with documenting credit underwriting for new and existing commercial loans.
This person will:
Developing models to assist with analyzing financial performance.
Analyze the performance of companies within the loan portfolio.
Perform economic and industry analysis, financial projections and risk assessments.
Education
Associate's Degree Student in sophomore, junior, or senior year standing Required
Bachelor's Degree Student in sophomore, junior, or senior year standing Preferred
Experience
Less than 2 years Entry Level Preferred
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.
$20.00 - $25.80 per hour
Auto-ApplyPrivate Client Banker- Shakopee - Shakopee, MN
Investment banker job in Shakopee, 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: **************************************************************************
Auto-ApplyCommunity Banker I
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.
Banking General Employment Opportunities
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
Financial Services Representative
Investment banker job in Crookston, MN
Join Our Team at United Valley Bank!
Now Hiring: Full-Time Universal Banker Crookston, MN
Are you passionate about people, problem-solving, and making a real difference in your community? At United Valley Bank, were more than just a bank were your partner in success. And right now, were looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN.
What Youll Be Doing:
Be the first point of contact for customers delivering friendly, personalized service
Handle deposits, withdrawals, and account transactions with accuracy and efficiency
Promote banking products and services that benefit our customers financial well-being
Maintain a secure, organized workspace and ensure compliance with banking regulations
Balance your cash drawer and prepare end-of-day reports
Act as a knowledgeable resource and go-to support for our valued customers
What Were Looking For:
A people-person with strong communication skills and a positive attitude
Someone who thrives in a fast-paced environment and enjoys learning new things
Trustworthy and detail-oriented with excellent math and problem-solving abilities
Passion for delivering great service and building customer loyalty
What Youll Need:
High school diploma or equivalent (required)
Prior customer service or cash-handling experience (preferred)
What We Offer:
A supportive, team-oriented workplace that values your contributions
Competitive Pay
Full benefits package, including:
Medical, dental, and vision insurance
401(k) with employer match
Paid time off and paid holidays
Life and disability insurance
Employee banking perks
Supportive team environment with opportunities for growth
Join a workplace where your efforts matter and your growth is supported. At United Valley Bank, were building something special and wed love for you to be part of it.
Requirements:
PI4bdf36129ee8-31181-39178311
RequiredPreferredJob Industries
Other
Private Client Banker-Coon Rapids-Coon Rapids, MN
Investment banker job in Coon Rapids, 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: **************************************************************************
Auto-ApplyAg Banker
Investment banker job in Oakes, ND
Are you a disciplined leader driven to know your customers and meet their needs? Do your get-‘er-done attitude, high ethical standards, and community involvement inspire others? If so, you may be an excellent fit at Starion Bank!
We are seeking an Ag Banker in Oakes!
Position level, officer designation and salary dependent on experience.
In this role, you will:
Start new banking relationships and grow existing ones through:
Proactive sales calls, community engagement, and collaboration with Starion colleagues, and
Diligent, data-driven administration of loan portfolios that complies with all bank policies and regulatory standards.
You should be:
In the know-always keeping up with both local business news and philanthropic projects, as well as national economic trends
Analytical-with top-notch financial and credit analysis skills
Self-aware-including highly intentional about your decision-making processes, and skilled in communicating them to diverse colleagues and customers
Customer-focused-happy to help others, genuinely curious about an array of industries, and hungry to learn new sales best practices at any stage of your career
You should have:
A bachelor's degree in business, finance, economics or a related field.
Knowledge of credit, compliance and regulatory standards preferred.
Proficiency with Microsoft Excel.
Starion Bank is a growing community bank known for providing local leadership, personalized service and community loyalty. We foster a culture where you can grow both professionally and personally, and we treat employees as our most important organizational asset.
We offer a competitive salary and a full comprehensive benefit package including health, life, dental, vision, health savings account, 401K, profit sharing, paid vacation and holidays.
Join our team and work at a bank recognized as “Best of the Best” by Independent Bankers magazine and “50 Best Places to Work” by Prairie Business magazine! Apply online at ****************************
Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Auto-ApplyPatient Financial Services Representative
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
Preferred Qualifications
* 1 year 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
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
Auto-ApplyJr. Private Banker
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).
Personal Banker Thief River Falls Branch
Investment banker job in River Falls, MN
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
208 Main Ave N THIEF RIVER FALLS, Minnesota 56701
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$21.00 - $28.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
14 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Personal Banker Thief River Falls Branch
Investment banker job in Thief River Falls, MN
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
208 Main Ave N THIEF RIVER FALLS, Minnesota 56701
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$21.00 - $28.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
14 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyFinancial Clearance Representative Senior
Investment banker job in Michigan City, ND
Responsible for the initial receipt of core data elements for the completion of the pre-registration process for patients scheduled for inpatient and outpatient procedures. Assures patients are financially cleared prior to date of service. Provides direction and troubleshoots to find solutions for complex problems and issues.
Essential Functions and Responsibilities:
* Troubleshoots complex problems, issues as well as participates in finding solutions and provides direction in financial clearance the absence of the Patient Access leader.
* Facilitates Financial Clearance department discussions and provides input on projects and improvement of processes.
* Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
Qualifications:
Required:
* High School Diploma or GED
* Minimum of 2 years patient access, billing, customer service experience
Preferred:
* One-year experience using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility
* System and various websites for third party payers for verification
* Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Full-time
* Requisition ID: 25006113
* Daily Work Times: 7am-3:30pm
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No