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  • Senior MD, Investment Banking & M&A Growth

    Portage Point Partners

    Investment banker job in Texas, WI

    A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually. #J-18808-Ljbffr
    $127k-237k yearly est. 3d ago
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  • Investment Associate

    Gundersen Health System 4.7company rating

    Investment banker job in Onalaska, WI

    Love + medicine is who we are, it's what we do, it's why people want to work here. If you're looking for a job to love, apply today. Scheduled Weekly Hours: 40 Emplify Health is seeking to add an Investment Associate to assist in generation, screening, pipelining, and researching disruptive new investments. This person will contribute to our commitment to healthcare innovation by participating in key investment activities within our corporate venture capital team, to support strategic business activities. As part of the Business Analysis and Due Diligence team, they will also have a role in analyzing data and/or doing due diligence for some internal initiatives. What You'll Do: Generate and screen top-of-the-funnel investment opportunities Project manage active deals, build and maintain a robust pipeline, research emerging trends, and regularly meet with founders and investors Support Managers/Directors/Partners with due diligence and fund operations Support business diligence and analysis for mergers and acquisitions Data gathering and analysis for internal and external initiatives to support robust profits for the organization Contribute sound business perspective to decision making models for the organization In addition to this exciting opportunity to be a part of our corporate venture capital team, we offer a competitive benefits package: Competitive Benefits: We offer a comprehensive package including medical, dental, pet insurance, and a generous retirement contribution. Work-Life Balance: We prioritize your well-being with a 24/7 Employee Assistance Program, generous PTO, and paid holidays. Health & Wellness: Relax and recharge in our Zen Room with massage chairs, or take advantage of our corporate gym, yoga classes, and local gym discounts. Professional Development: Invest in your future with our Tuition Invest Program (up to $3,000 per year), access to hundreds of internal courses, and our Career Development Center. Diversity, Equity & Inclusion: We foster a welcoming environment with an inclusive celebration program and dedicated DEI committee. Additional Perks: Enjoy an 18% discount on your Verizon data plan and a 20% discount on Gundersen services not covered by insurance Requirements: Bachelors degree in Innovation, Engineering, Business, Finance, Accounting, Economics, Human Computer Interaction, or related field 5 years of work experience in investment banking, private equity, venture capital, corporate investing, management consulting, and/or with a technology company If you need assistance with any portion of the application or have questions about the position, please contact ********************************** or call ************. We inspire your best life by relentlessly caring, learning and innovating. This is our purpose. Together with our values - belonging, respect, excellence, accountability, teamwork and humility - our pillars set our foundation and our future. Equal Opportunity Employer
    $78k-160k yearly est. Auto-Apply 22d ago
  • Public Finance Investment Banking Analyst

    Firstnational 3.8company rating

    Investment banker job in Minneapolis, MN

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $100k-150k yearly Auto-Apply 27d ago
  • Public Finance Investment Banking Analyst

    Northland Securities 3.8company rating

    Investment banker job in Minneapolis, MN

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $100k-150k yearly Auto-Apply 27d ago
  • Public Finance Investment Banking Analyst

    First National Bank of Omaha 3.7company rating

    Investment banker job in Minneapolis, MN

    At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization. About This Role: Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures Develop understanding of Northland strategic vision Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps Assist with entering new markets, products, etc. Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison Learn the applicable data systems and how the support the structuring of debt Research outstanding debt for targeted issuers to identify and run potential refunding scenarios Run various financing structure alternatives for prospects and clients as requested Assist with business development activities Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects Identify, register for, and attend applicable trade shows Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation Coordinate file documentation and closings Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing) Complete compliance continuing education Ensure adherence to Northland compliance requirements in business development materials and process documents Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing) Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan Practice Northland values and support the goals and strategic plan Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues Complete special projects as assigned within allotted time frame Be accountable for continuous best efforts to complete the job assigned Conduct all work activities ethically The Ideal Candidate for This Role: MUST HAVE: Experience in Public Finance Bachelor's degree in Accounting and/or Finance preferred 3 plus years in an Accounting, Finance or Investments role General understanding of credit/finance related concepts Must be detailed oriented Proficient in MS office suite Must have strong communications/presentation skills Achieve or maintain series 50, 52, 63, SIE exam/licenses Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $62,047.00-$102,377.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251800 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $100k-150k yearly Auto-Apply 27d ago
  • Banking Compliance Intern (Summer 2026)

    Eide Bailly 4.4company rating

    Investment banker job in Mankato, MN

    We are looking for an intern to join our Bank Consulting team! Internship Duration: May - August Majors: Accounting, Finance, Prelaw, Open Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive. Why You'll Love Working Here * You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one. * You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed. * You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career. * You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work. * You'll have fun. Yes, we're accountants and business advisors - but we also like to celebrate, connect, and have a good time. Office events, volunteer opportunities, and casual team activities are all part of the experience. About the Team At Eide Bailly FI Compliance our business is about making our clients' businesses better. Our motivation is to understand our client's needs and to discover the solutions to yield valuable results for their business. What makes us different -- and why our clients choose to work with us -- is our proactive, consultative approach to people, process, & technology and our incredible team. Our people make our business. Our culture attracts the industry's leading talent. We promote a happy workplace by making work-life balance a daily practice and actively engaging in the communities we serve. Our dedication to service is showcased in our firm's charitable donation match and focus on encouraging staff to volunteer their time to causes close to them. We also support living healthier lifestyles by offering additional perks like a Wellness Benefit to be spent on fitness-related purchases every year. These are just some of the reasons why we remain an employer of choice for today's top talent. Typical Day in the Life A typical day as a Banking Compliance Intern may include the following; * Effectively work and communicate with clients in the financial industry to ensure compliance processes and operations meet required regulations. * Consult with key leaders at our client sites and respond to regulatory examination issues, correct compliance deficiencies and review internal compliance processes and controls. * Understand and keep current with banking compliance regulations, trends or issues in order to recommend and/or develop processes and procedures to implement changes to better serve the client. * Prepare and assist clients with compliance testing and training on regulatory issues. * Attend professional development, networking events and training seminars on a regular basis. * Hold yourself to the highest degree of professional standards and strict client confidentiality. Who You Are * You are working towards a Bachelor's degree in a business-related field. * You are an expert in keeping up with banking regulatory changes. * You have an ability to problem solve and note issues while providing resolution to the client. * You have strong verbal and written communication skills. * You have the flexibility to work additional hours as needed and enjoy traveling some of the time. Must be authorized to work in the United States now and in the future without the requirement of sponsorship. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Interns: We are excited to share that intern positions across our firm are paid between $25.00-$32.00/hour and are eligible for overtime. If you are offered an intern position with Eide Bailly, your pay rate will be determined based on factors such as geographic location, skills, education and/or experience. Interns are eligible for health insurance and 401(k) Profit Sharing. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-RS1
    $25-32 hourly Auto-Apply 1d ago
  • Associate-Institutional Investments

    Northwestern Mutual 4.5company rating

    Investment banker job in Milwaukee, WI

    NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, based in Milwaukee, WI, is a subsidiary of Northwestern Mutual Life Insurance Company with over $275 billion in assets under management (AUM). The Public Investment department manages more than $120 billion, specializing in fixed income for the company and its affiliates through portfolios in investment grade corporate bonds, structured products, emerging markets, municipals, high yield bonds, and leveraged loans. Position Overview: Join our Public Investments team as an Associate in a targeted role, focusing on one area such as investment strategies, portfolio management, research, trading, or quantitative analysis. While the specific function will be determined during the selection process, we are seeking individuals who have a clear interest and relevant experience in one or more of the areas listed above. Relevant experience may include work with portfolio types such as investment grade corporate bonds, structured products, emerging markets, municipals, high yield bonds, or leveraged loans, as highlighted in our department overview. Key Responsibilities: * Assist in the analysis and management of investment portfolios, including monitoring performance and conducting risk assessments. * Support the development and implementation of investment strategies that align with client objectives and market trends. * Collaborate with senior team members to prepare presentations and reports for internal and external stakeholders. * Conduct research and analysis on investment opportunities, market conditions, and industry trends. * Participate in client meetings, presentations, and discussions to support relationship management efforts. * Maintain and update investment databases and systems to ensure data accuracy and accessibility. Qualifications: * Bachelor's degree in Finance, Economics, Business, or a related field required; candidates with advanced degrees, such as an MBA, will be considered favorably. * CFA charterholder (or progress toward achievement) preferred; other relevant professional designations will also be viewed positively. * Previous experience or internships in finance, investment management, or a related field is preferred but not required. * Strong analytical and quantitative skills, with a keen interest in financial markets and investment strategies. * Excellent communication and interpersonal skills, with the ability to collaborate effectively within a team. * Proficiency in Microsoft Excel, PowerPoint, Bloomberg, and other financial analysis tools. * Familiarity with artificial intelligence tools such as Copilot and other modern productivity solutions to enhance workflow and data analysis. #LI-Hybrid Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
    $76k-115k yearly est. Auto-Apply 14d ago
  • Banking Intern

    SNB Career 4.2company rating

    Investment banker job in Sioux City, IA

    Are you looking to explore what a career in banking and finance could look like? At Security National Bank, if there is one belief we hold together as a team, it's that everything matters . From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB. In this internship, you will learn how different departments work together, from Retail Banking and Operations to Wealth Management and more. You will be tasked with the opportunity to own a project that will make a strategic business impact to the Bank. You will collaborate with bank representatives exploring a variety of departments while learning what different departments do and how they all work together. If you are interested in preparing yourself for a professional career, not just a job, an internship with Security National Bank may be the right fit for you. **Applications are reviewed on a rolling basis, so it is highly encouraged to apply soon** JOB DESCRIPTION: Support day-to-day operations with administrative tasks as needed. Learn and apply company policies and procedures in a professional setting. Take initiative to learn and grow within the internship program. Develop skills in communication, teamwork, and problem-solving through hands-on experience. Collaborate with team members on various tasks to meet project deadlines. Represent the bank in a positive, courteous, friendly and professional manner at all times, including in-person contact, as well as telephone, email and other methods of communication. Take initiative and action to respond, resolve and follow up on all issues in a timely manner. Participate in meetings and contribute ideas and suggestions. Required for this position: Customer service skills, collaborate while being adaptable, attention to detail, organizational skills, ability to work under deadlines, independent thinking and research, self-motivation, oral and written communication skills EDUCATION AND EXPERIENCE: Currently enrolled in a 4 year college or university pursuing a bachelor's degree with an expected graduation date in the next 6-12 months. Demonstrated leadership ability and interest in Finance through academics, extra-curricular activities, or professional/volunteer work Possess strong collaboration skills with ability to work independently. Accuracy and meticulous attention to detail required Excellent oral, written, and interpersonal communication skills Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed Team-oriented and the ability to work collaboratively across all levels of the organization Service-oriented, polite, and respectful Advanced problem-solving and analytical skills Ability to take direction and instruction and follow through independently until project completion HOURS: Regular business hours. BENEFITS: We offer a benefit package to our employees including paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis - and emerge as the region's most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable. Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status. LEARN MORE: https://www.snbonline.com/about/employment-opportunities LOCATIONS: Sioux City, IA Akron, IA Mapleton, IA Moville, IA Dakota Dunes, SD Sioux Falls, SD
    $41k-57k yearly est. 20d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    Investment banker job in West Des Moines, IA

    What You'll Be Doing The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path. As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture. As an intern you will Work in one of our 22 communities. Interact with Senior Leadership. Participate in hands-on retail and credit analysis training. Develop business acumen. Complete projects and work assignments as directed in assigned areas. Interact, work and respond effectively with internal and external business clients. Core Responsibilities Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records. Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts. Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader. Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding. Participates in business development meeting with prospective and existing client calls. Participates in loan committee meetings to obtain a further understanding credit analysis. Supports Loan Assistants by preparing various loan documents. Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations. Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc. Perform any other related duties as required or assigned. General Responsibilities Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance. Requirements Skills/Experience You'll Need Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior. Demonstrated leadership skills through participation in school and community activities. Prior cash handling/client experience preferred but not required. Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best. Strong verbal and written communication skills. Hours of Work & Travel Full-time hours throughout intern program (10-12 weeks) during the Summer 2025. Days and hours of operation vary with each Bank Iowa location. Occasional travel between bank locations throughout internship. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $34k-47k yearly est. 60d+ ago
  • Private Client Banker - Ford Pkwy and S Finn St. - St. Paul, MN

    Jpmorgan Chase 4.8company rating

    Investment banker job in Saint Paul, MN

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Saint Paul,MN $22.50 - $30.29 / hour
    $22.5-30.3 hourly 11d ago
  • Flexible Transaction Banker

    First Bank 4.6company rating

    Investment banker job in Waverly, IA

    Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc. Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service Build appropriate relationships with customers to better understand their banking needs Responsible for having an in depth understanding of transactional processes and retail bank products Assist customers with resolution of account concerns and issues Promptly and cheerfully answer phone calls and greet in a professional manner. Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc. as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices. If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today! EOE, including disability/vets
    $29k-46k yearly est. 45d 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 28d ago
  • Community Banker- Brady

    Quad City Bank & Trust 4.1company rating

    Investment banker job in Davenport, IA

    Full-time Description TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. ESSENTIAL FUNCTIONS: Process client transactions in a professional and efficient manner while following established policies and procedures. Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. Balance cash vault according to established procedures. Process requests for foreign currency transactions. Identify potential fraud accounts and take appropriate action to prevent loss. Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. Follow all established procedures to ensure compliance with federal regulations. Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. Actively promote banking products and services to the community. Answer client questions, address client concerns, and provide resolutions to inquiries. May quote client deposit rates. Collaborate with other team members to ensure a positive banking experience for all clients. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Assist with client outreach and demonstrate support for company culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission and vision. QUALIFICATIONS: High school diploma or equivalent required. Previous banking, client service, or related field with cash handling experience. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Strong interpersonal and written communication capabilities. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. WORKING CONDITIONS: Duties are performed in a professional office environment. Requires travel to other bank locations. Availability to work on Saturdays. Overtime may be required. Extended periods of standing and ability to lift fifty pounds. SALARY & BENENFITS: The minimum starting hourly wage for this position is $17.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law. This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
    $17 hourly 15d ago
  • Part Time Video Banker

    First Security Bank & Trust 4.3company rating

    Investment banker job in Charles City, IA

    Join Our Team as a Part Time Video Banker at First Security Bank & Trust in Charles City, IA! Are you looking for a career that combines your passion for customer service with the world of banking? First Security Bank & Trust is seeking a enthusiastic and motivated Video Banker to join our team in Charles City, IA. As a Video Banker, you will have the opportunity to provide exceptional service to our customers through our Interactive Teller Machines (ITM), while also developing relationships and helping customers build and protect their financial legacy. Hours for this position are Monday through Friday 3:00 pm-6:00 pm and Saturday 8:00am - 1:00pm as scheduled. POSITION SUMMARY: Greet customers using any of our 9 Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. Assist Service Center and Operations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Greet customers through use of technology and video equipment. Serve the customer in a professional, courteous and efficient manner through prompt handling of all teller functions. Follow established policies, procedures and guidelines of First Security Bank while processing customer transactions. Field questions from current bank customers as well as non-customers; maintaining good customer relations at all times. Identify cross-sell opportunities and make referrals. Guide customers to others in the bank as needed for product or service assistance. Identify and mitigate potential fraud. Take overflow phone calls for Service Center. Assist operations area with deposit and clerical duties as requested. This could include mailings, balancing and review of accounts, and other tasks as identified Other duties as needed. DESIRED KNOWLEDGE, SKILLS, & ABILITIES Excellent verbal communication skills. Strong work ethic Ability to work in a fast-paced environment. Ability to work independently and as part of a team. Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology. Ability to recognize customers financial needs, goals and objectives. Strong presence and interest in working in a video-based position. Flexibility Effective problem-solving skills QUALIFICATIONS Education: High School Diploma or equivalent required Experience: 6 months previous customer service experience. Previous banking or financial services experience preferred but not required. Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust. #hc215933
    $26k-38k yearly est. 28d ago
  • Financial Aid Associate

    University of Wisconsin Stout 4.0company rating

    Investment banker job in La Crosse, WI

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title:Financial Aid AssociateJob Category:University StaffEmployment Type:RegularJob Profile:Administrative Assistant IIIJob Duties: Under general supervision, this position advises students and parents in completing financial aid forms, in explaining the various student loan types, and in filing appeals. Serves in a triage role in determining if a student needs to speak with a counselor and, if so, which counselor can best meet their needs or if another office could serve them better. Explains complex financial aid procedures and regulations to both students and their parents. Has primary responsibility for the coordination of administrative functions related to the Job Location Development program (a program linking external employers and students seeking employment). Assists with training and supervision all student employees who work at the front desk/reception area. The position has responsibility for outreach efforts to current and former students. They also may assist with management of our outside scholarship database. General working hours are Monday thru Friday 7:45am to 4:30pm. The Division of Academic Affairs encompasses a wide array of activities and functions that ensure the overall academic quality of the institution. This includes providing administrative oversight and academic leadership for: the College of Business Administration; the College of Arts, Social Sciences, and Humanities,; the College of Science and Health; the School of Education; Murphy Library; Admissions; Records and Registration; Financial Aid; Career Services; Academic Advising; University Graduate Studies; Continuing Education and Extension; the Office of Research and Sponsored Programs; the Office of Undergraduate Research and Creativity; the Center for Advancing Teaching and Learning; Institutional Research; and International Education & Engagement. Academic Affairs also provides leadership and support to the nearly four hundred full-time faculty and instructional academic staff, 73 percent of whom hold terminal degrees. Through its various functions, the Division of Academic Affairs supports students in the pursuit of excellence in undergraduate and graduate education as well as scholarly activity. UW-La Crosse does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources at ************. The review of applications starts on January 20, 2026. Applications received on or before January 20th are prioritized and review will continue until the position(s) is/are filled. Initial interviews will be conducted virtually, with shortlisted candidates invited to campus. Key Job Responsibilities: Manage Financial Aid Office Student Employees. Maintain Financial Aid Office TV, brochure racks, front desk area. Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations. Other duties as assigned. Coordinate administrative functions related to the Off Campus Part Time Job Board. Assist with all administrative functions related to the (electronic) campus part time job board Handshake. Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board. Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website. Maintain records on a monthly and yearly basis by completing necessary forms and end of year report. Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment status and send out listings, as requested, to potential employers. Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students. Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office. Serve in a ‘triage' role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor. Explain options and alternatives and answer both general and detailed questions. Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases. Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant. Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier's, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate. Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.) Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff. Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy. Perform student outreach Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances. Provide other outreach using the office outreach calendar. Assist with loan default prevention efforts for former students. Assist with management and updating of office website. Department: Financial Aid Compensation: $17.67/hour ($18.00/hour effective 12/28/25) Required Qualifications: High school diploma or equivalent. Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring. Effective oral and written communication skills. Excellent organizational and time management skills. Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position. Possess an attention to details and timelines/due dates despite frequent interruptions. Ability to meet and work effectively with students, parents, and people across multiple levels of the organization. Ability to use discretion and good judgment regarding confidential information. Preferred Qualifications: Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions. Ability to plan, assign, and supervise the work of others (student supervision). Functional expertise with PeopleSoft Student Information. Knowledge of the Financial Aid programs, processes, regulations, etc. Experience working in a highly regulated environment. How to Apply: Required application documents: Cover letter (that addresses the required and preferred qualifications) CV / Resume Contact Information: Christina Hayes **************** Special Notes: Application deadlines TO ENSURE CONSIDERATION: Priority consideration is given to those candidates who apply by the listed ‘First Review Date'. Applications received after that date may be considered at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources. Confidentiality of Applicant Materials UWL is a state agency and subject to Wisconsin's Open Records Law. UWL will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of “final candidates” and/or the identity of the appointed applicant must be revealed upon request. CBC & Reference Check Policy All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. Annual Security and Fire Safety Report (Clery Act) For the UWL Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see *************************************************************************** or contact the University Police Department at ************. INFORMATION ABOUT YOUR BENEFITS Your benefits add an additional 40%+ to the overall financial package from the university. Highlights include: Paid vacation for 12-month positions. Excellent flexible health insurance with low co-pays and good coverage. Paid holidays and paid sick days. After 5 years of employment, you become vested in our retirement system which ensures income post-career. Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation. Benefit eligibility is determined at the point of hire. This information is provided for illustrative purposes only. Benefits are also pro-rated based on the appointment percentage. UW is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
    $17.7-18 hourly Auto-Apply 34d ago
  • Relationship Banker

    Citizens State Bank of La Crosse 3.4company rating

    Investment banker job in Onalaska, WI

    Full-time Description Are you an outgoing, motivated individual who is a self-starter and great with customers? Want to learn new things and build your professional skillset? How about working for a top community bank that inspires you to achieve your full potential and become a happier and better individual? If you are willing to learn, we are willing to train you! Citizens State Bank, a locally owned community bank, is looking for highly motivated candidates with a passion for five-star customer service to fill an open full-time Relationship Banker position in our Onalaska office. This is a full-time Monday through Friday position. As a Relationship Banker, you will work with consumer and business customers in opening and servicing deposit accounts, along with working with existing customers to solicit and grow new business. It is essential that our applicants be dynamic, sociable, and enthusiastic team players while possessing a positive can-do attitude, excellent judgement, and communication skills. In order for the candidate to be able to deliver the #citizensexperience, the candidate must also have superior customer service and computer skills, great attention to detail, and the ability to multitask. Previous retail or banking experience and/or sales background is preferred, but not required. If this is a position that matches your skillset and you can see yourself being successful in it, we will be happy to teach and continue to develop you! Citizens State Bank offers an excellent salary and benefits package-including access to free health care. Combine that with our dynamic culture, and you'll see why we're unlike any other. Candidates interested in working in a fun, high-energy organization that was named as one of the top Community Banks in the nation, and an American Banker's Best Banks to Work For, should visit our employment opportunities page. Do not wait, our positions fill quickly, and you do not want to miss out on joining the best culture in the industry! While you wait for our response, check us out on Facebook and visit our website at *************************
    $26k-33k yearly est. 12d ago
  • Financial Aid Associate

    University of Wisconsin Oshkosh 3.6company rating

    Investment banker job in La Crosse, WI

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Financial Aid Associate Job Category: University Staff Employment Type: Regular Job Profile: Administrative Assistant III Job Duties: Under general supervision, this position advises students and parents in completing financial aid forms, in explaining the various student loan types, and in filing appeals. Serves in a triage role in determining if a student needs to speak with a counselor and, if so, which counselor can best meet their needs or if another office could serve them better. Explains complex financial aid procedures and regulations to both students and their parents. Has primary responsibility for the coordination of administrative functions related to the Job Location Development program (a program linking external employers and students seeking employment). Assists with training and supervision all student employees who work at the front desk/reception area. The position has responsibility for outreach efforts to current and former students. They also may assist with management of our outside scholarship database. General working hours are Monday thru Friday 7:45am to 4:30pm. The Division of Academic Affairs encompasses a wide array of activities and functions that ensure the overall academic quality of the institution. This includes providing administrative oversight and academic leadership for: the College of Business Administration; the College of Arts, Social Sciences, and Humanities,; the College of Science and Health; the School of Education; Murphy Library; Admissions; Records and Registration; Financial Aid; Career Services; Academic Advising; University Graduate Studies; Continuing Education and Extension; the Office of Research and Sponsored Programs; the Office of Undergraduate Research and Creativity; the Center for Advancing Teaching and Learning; Institutional Research; and International Education & Engagement. Academic Affairs also provides leadership and support to the nearly four hundred full-time faculty and instructional academic staff, 73 percent of whom hold terminal degrees. Through its various functions, the Division of Academic Affairs supports students in the pursuit of excellence in undergraduate and graduate education as well as scholarly activity. UW-La Crosse does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources at ************. The review of applications starts on January 20, 2026. Applications received on or before January 20th are prioritized and review will continue until the position(s) is/are filled. Initial interviews will be conducted virtually, with shortlisted candidates invited to campus. Key Job Responsibilities: Manage Financial Aid Office Student Employees. * Maintain Financial Aid Office TV, brochure racks, front desk area. * Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations. * Other duties as assigned. Coordinate administrative functions related to the Off Campus Part Time Job Board. * Assist with all administrative functions related to the (electronic) campus part time job board Handshake. * Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board. * Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website. * Maintain records on a monthly and yearly basis by completing necessary forms and end of year report. * Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment status and send out listings, as requested, to potential employers. * Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students. Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office. * Serve in a 'triage' role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor. * Explain options and alternatives and answer both general and detailed questions. * Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases. * Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant. * Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier's, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate. * Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.) * Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff. * Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy. Perform student outreach * Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances. * Provide other outreach using the office outreach calendar. * Assist with loan default prevention efforts for former students. * Assist with management and updating of office website. Department: Financial Aid Compensation: $17.67/hour ($18.00/hour effective 12/28/25) Required Qualifications: * High school diploma or equivalent. * Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring. * Effective oral and written communication skills. * Excellent organizational and time management skills. * Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position. * Possess an attention to details and timelines/due dates despite frequent interruptions. * Ability to meet and work effectively with students, parents, and people across multiple levels of the organization. * Ability to use discretion and good judgment regarding confidential information. Preferred Qualifications: * Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions. * Ability to plan, assign, and supervise the work of others (student supervision). * Functional expertise with PeopleSoft Student Information. * Knowledge of the Financial Aid programs, processes, regulations, etc. * Experience working in a highly regulated environment. How to Apply: Required application documents: Cover letter (that addresses the required and preferred qualifications) CV / Resume Contact Information: Christina Hayes **************** Special Notes: Application deadlines TO ENSURE CONSIDERATION: Priority consideration is given to those candidates who apply by the listed 'First Review Date'. Applications received after that date may be considered at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources. Confidentiality of Applicant Materials UWL is a state agency and subject to Wisconsin's Open Records Law. UWL will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request. CBC & Reference Check Policy All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. Annual Security and Fire Safety Report (Clery Act) For the UWL Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see *************************************************************************** or contact the University Police Department at ************. INFORMATION ABOUT YOUR BENEFITS Your benefits add an additional 40%+ to the overall financial package from the university. Highlights include: * Paid vacation for 12-month positions. * Excellent flexible health insurance with low co-pays and good coverage. * Paid holidays and paid sick days. * After 5 years of employment, you become vested in our retirement system which ensures income post-career. * Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation. Benefit eligibility is determined at the point of hire. This information is provided for illustrative purposes only. Benefits are also pro-rated based on the appointment percentage. UW is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
    $17.7-18 hourly Auto-Apply 35d ago
  • Community Banker

    Two Rivers Bank & Trust 3.8company rating

    Investment banker job in Urbandale, IA

    Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa. We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve. Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career. Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team! EDUCATION AND WORK EXPERIENCE * High school diploma or equivalent. * Prior enhanced banking experience and extensive knowledge of banking products and services. * Prior enhanced new account knowledge/experience. * Two or more years of consumer lending or comparable work experience. SKILLS AND QUALIFICATIONS * Experience with computer operating (Windows) * MS Office software experience * Basic math * 10 key skills * Exceptional internal and external customer service skills. * Demonstrate selling skills and abilities. * Attention to * Demonstration of excellent communication skills, both oral and written. * Strong organization skills and effective time ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES * Ensure a positive interaction with customers and non-customers during all interactions. * Responsible for obtaining pre-determined goals for service, sales and operations. * Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions. * Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence. * Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities. * Identify potentially fraudulent activity to help prevent loss to the Bank and our customers. * Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.) * Perform other duties based on branch traffic and needs. (i.e. Teller duties) * Actively participate in community events to demonstrate support for the Two Rivers culture. * Develop and maintain relationships with customers to increase retention and customer satisfaction. * Keep current on regulations and legislation affecting consumer lending. * Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans. * Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending. SCHEDULE/TRAVEL/STATUS * Monday - Friday, Saturdays by Rotation * Infrequent Travel * In-Branch Position * Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need. NOTICE This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
    $24k-34k yearly est. 4d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    Investment banker job in West Des Moines, IA

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

    Quad City Bank & Trust 4.1company rating

    Investment banker job in Bettendorf, IA

    Full-time Description TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. ESSENTIAL FUNCTIONS: Process client transactions in a professional and efficient manner while following established policies and procedures. Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. Balance cash vault according to established procedures. Process requests for foreign currency transactions. Identify potential fraud accounts and take appropriate action to prevent loss. Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. Follow all established procedures to ensure compliance with federal regulations. Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. Actively promote banking products and services to the community. Answer client questions, address client concerns, and provide resolutions to inquiries. May quote client deposit rates. Collaborate with other team members to ensure a positive banking experience for all clients. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Assist with client outreach and demonstrate support for company culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission and vision. QUALIFICATIONS: High school diploma or equivalent required. Previous banking, client service, or related field with cash handling experience. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Strong interpersonal and written communication capabilities. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. WORKING CONDITIONS: Duties are performed in a professional office environment. Requires travel to other bank locations. Availability to work on Saturdays. Overtime may be required. Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
    $27k-32k yearly est. 60d+ ago

Learn more about investment banker jobs

How much does an investment banker earn in La Crosse, WI?

The average investment banker in La Crosse, WI earns between $89,000 and $298,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in La Crosse, WI

$163,000
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