Investment Banker Jobs in Lakeville, MN

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Beacon Hill Legal is partnering with an Am Law firm to find the next mid-level Finance Associate to join their Minneapolis office. This team represents banks, investors, developers, direct purchasers, private equity firms, and commercial finance companies across the US. Candidates must have 4-7+ years of experience with complex matters involving Article 9 in all phases of commercial finance transactions. Ideal candidates will also have some experience with restructuring/workouts, M&A, or private equity. This firm offers competitive pay for reasonable billables. Apply today to learn more! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: ***************************************** Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ************* Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Established in 1993, SealedBid is a boutique Mergers & Acquisitions (“M&A”) firm serving the lower mid-market. We facilitate acquisitions (sell-side and buy-side), corporate divestitures, strategic transactions (fold-ins), family transfers, management/partner buy-outs, and recapitalizations. Although our clients are located in the upper Midwest, we have a national reach with past client companies located across the United States and Canada. SealedBid is an affiliate of BGM (**************** a nationally recognized top 200 accounting and advisory firm offering entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs. Primary Purpose: This Vice President or Director level position will be responsible for new business development, transaction management, and play a key role in the growth and expansion of SealedBid. Responsibilities include but are not limited to: Lead the M&A process and act as the primary day-to-day client contact. Coordinating marketing material review and completion as well as execution of the marketing process. Refine materials and provide guidance to maximize deal exposure and client impact. Oversee and finalize financial presentations, projections, and models for active and prospective clients. Identify and manage risks and negotiation points throughout a given transaction. Lead and cooperate with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Manage client negotiations, assist in management presentations, and ultimately responsible for successful closings. Preferred Qualifications and Skills: Bachelors degree in Finance, Accounting, Business, or a related discipline 15 years prior investment banking or other relevant corporate experience in consulting, banking, finance, etc. Experience in training and collaborating with junior staff Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner What You'll Love About Us: Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position. Rest and Relaxation. 18 days paid time off, 8 paid holidays, Health Benefits. Medical with HSA and FSA options, dental, and vision. Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance. Give back. Get paid to give your time to the community: ask us about this! Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses. Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. Not sure if you qualify? Think about applying anyway! We understand that not everyone brings 100% of the skills and experience for the role. At SealedBid We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply! SealedBid is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

Established in 1993, SealedBid is a boutique Mergers & Acquisitions ("M&A") firm serving the lower mid-market. We facilitate acquisitions (sell-side and buy-side), corporate divestitures, strategic transactions (fold-ins), family transfers, management/partner buy-outs, and recapitalizations. Although our clients are located in the upper Midwest, we have a national reach with past client companies located across the United States and Canada. SealedBid is an affiliate of BGM (**************** a nationally recognized top 200 accounting and advisory firm offering entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs. Primary Purpose: This Vice President or Director level position will be responsible for new business development, transaction management, and play a key role in the growth and expansion of SealedBid. Responsibilities include but are not limited to: * Lead the M&A process and act as the primary day-to-day client contact. * Coordinating marketing material review and completion as well as execution of the marketing process. * Refine materials and provide guidance to maximize deal exposure and client impact. * Oversee and finalize financial presentations, projections, and models for active and prospective clients. * Identify and manage risks and negotiation points throughout a given transaction. * Lead and cooperate with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) * Manage client negotiations, assist in management presentations, and ultimately responsible for successful closings. Preferred Qualifications and Skills: * Bachelors degree in Finance, Accounting, Business, or a related discipline * 15 years prior investment banking or other relevant corporate experience in consulting, banking, finance, etc. * Experience in training and collaborating with junior staff * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity * Very strong quantitative and analytical skills (including Excel modelling and valuation work) * Ability to work well under pressure and to tight deadlines * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team * Ability to comfortably interact with clients in a professional and mature manner What You'll Love About Us: * Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position. * Rest and Relaxation. 18 days paid time off, 8 paid holidays, * Health Benefits. Medical with HSA and FSA options, dental, and vision. * Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance. * Give back. Get paid to give your time to the community: ask us about this! * Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses. * Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. Not sure if you qualify? Think about applying anyway! We understand that not everyone brings 100% of the skills and experience for the role. At SealedBid We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply! SealedBid is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Investment Associate. We are currently seeking a polished and professional candidate to provide full-time support to our Investments Team. We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan. ABOUT TRUST POINT INC. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. Learn more about our culture here: Trust Point Culture Video A DAY IN THE LIFE OF AN INVESTMENT ASSOCIATE As an Investment Associate you will provide support and develop strategies for the Investments and Family Office to include: * Account management/account review * Creating investment proposals * Provide restructuring recommendations * Prepare client and prospect materials * Select and monitor approved investment strategies * Assist the trading desk as needed * Coordinate and complete various investment projects QUALIFICATIONS FOR AN INVESTMENT ASSOCIATE * 4-year bachelor's degree in finance/investment management or related field * Enrollment in the CFA program preferred * High skill level with Microsoft Office required * Familiarity with investment tools/platforms (Bloomberg, Morningstar, BlackDiamond, etc) is a plus WORK SCHEDULE This is a full-time hybrid position working Monday-Friday, 8am-5pm. Trust Point is proud to be an equal opportunity workplace. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ CPT & Pre-Opt candidates invited to apply. This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This intern will work full-time through the summer of 2025. The internship is located out of our Bloomington, IL office location. The contributions you will make: This internship serves Compeer Financial's internal and external clients by supporting the Finance and Investments team. The Intern will assist with various reporting and accounting tasks for the Investments team along with other projects to add value for Compeer's Asset Liability Committee (ALCO). A typical day: Perform standard reporting on the investment portfolio. Perform account reconciliations. Process journal entries. Assist with data location and input. Research and analysis on investment offerings or performance/characteristics of investments within our portfolio. Research and analysis on interest rates and loan pricing. The skills and experience we prefer you have: Working towards completing an accounting, finance or agribusiness degree, with 1-2 years completed. Strong working knowledge of computers and software applications such as Excel, Word, and Access. Strong organizational, interpersonal, written and oral communication, problem solving skills and time management required. Accuracy and attention to detail are essential. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

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: **************************************************************************

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 and Fiserv systems is preferred. Schedule: 40 hours per week, Monday-Friday with availability from 8:15am-5:45pm; Rotating Saturday 8:45am-12:15pm This position is a floating role, covering all Minnesota-based branches in St. Paul, Maplewood, Oakdale, Mounds View, Minneapolis, and Shakopee. The home branch will be located at the St. Paul branch. 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.

Job Overview This lead position is responsible for supporting/assisting management in the billing and collection of accounts receivable for inpatient and outpatient accounts and/or resolving complex customer service issues. Assists manager in identifying edits in billing software/host applications to improve claim quality. Understands the revenue cycle and the importance of evaluating and securing all appropriate financial resources for patients to maximize reimbursement to the health system. Contact for PFS Representatives 1 and 2 regarding questions/account issue resolution. Mentors and trains staff in the PFS Representative 1 and 2 positions. Maintains the best practice routine per department guidelines. Billing reports worked daily, issues noted and follow-up with payers, patients or applicable departments completed in a timely manner per process. Daily work queues are at zero Correspondence worked daily Timely claims processing and timely appeals Demonstrate a high degree of proficiency in billing and/or collection of multiple payers (both government and non-government) billing and collection practices. Works with multiple payer's provider representative on issue resolution including claim resolution projects and process enhancements. May be expected to work in multiple systems and assist/mentor/train PFS Representative 1 and 2 staff in multiple systems. In conjunction with the department's business analysts and PFS management, identifies billing system related issues and works on resolution/solution. May also assist the department's business analysts and PFS management in user acceptance testing. Screens claims on-line or on paper for accuracy and obtain additional information for processing claims manually or via computerized system (EDI). Identify problem accounts and work towards timely resolution. Communicate daily via the telephone or written communication with payers, patients, departments to obtain and provide all information for payers to process and pay claims quickly and accurately. Responsible for the analysis and processing of correspondence including rejections, requests for medical records, itemized bills, clarification of detail on bill, etc. Analyze paid claims for accuracy of payments and or rejections and properly account for payment and adjustments. Monitors accounts for timely follow-up and prompt resolution of denials or other complex account resolution. Assists in continuously improving the aging of receivables while minimizing controllable loss categories (i. e. Timely filing). Ensures that incoming call volumes are processed expeditiously. Ensures that incoming correspondence is processed expeditiously. Ensures that all written responses are clearly and professionally communicated. Notifies patient and/or guarantor of co-pays/deductible/coinsurance. Verifies insurance benefits to maximize reimbursement. Gathers data, summarizes, and prepares reports for management and completes special projects as assigned. Reconciles accounts receivable records with pending claim inventories for major payers. May assist in completing other functions within Patient Financial Services as necessary. Assists customers regarding billing questions and ensures appropriate resolution of problems. Explain and interpret eligibility rules and regulations or identify other resources available for financial assistance. Keep updated on changes with regulatory issues. Attends periodic meetings with payer representatives to discuss discrepancies and assist in developing action plan for correction Required 2 years in an office clerical setting of which 1 year should be in a hospital or clinic business office. Preferred 3 years' experience in a hospital or clinic business office. Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ************ fairview. org/careers/benefits/noncontract Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. EEO Statement EEO/AA Employer/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

Serve as point of contact for advisors, clients, and relationship partners for service issues, requests, policies, procedures, and account information. Interact directly with clients and advisors to research questions, issue resolution cases, and resolve problems over the phone or advise service partners. Respond to inquiries with timely, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment. Knowledge of Annuity products, processes, policies and procedures will be gained through 4 - 5 months of training. Training will incorporate multiple learning styles, including facilitator lead training, online modules, and self-study sessions to name a few. Key Responsibilities Serve as point of contact for customers regarding service issues, assist in troubleshooting issues, and enter service requests into systems for resolution by service partners. Ensure information is gathered and accurately entered to ensure prompt resolution. Receive guidance from coaches, on a regular basis, to process requests. Develop an understanding of systems and procedures to educate clients and advisors directly on services as they arise to facilitate efficient self-service. Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers. Refer more sophisticated issues to appropriate service partners. Respond directly to information requests initiated by customers using a variety of systems. Provide information to clients, advisors, or relationship partners, and work with internal partners to resolve any outstanding question(s). Process routine service transactions, or resolve account service casework, which have been initiated by web-based or paper forms using computer applications in a timely manner in order to meet or exceed service goals. Directly contact customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests. Use appropriate internal computer applications, and enter all information in the appropriate system for tracking and archival purposes. Required Qualifications Education: High school or GED 0 to 1 year relevant experience required Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. Excellent customer service skills. Ability to explain policies or concepts in a straightforward, easy-to-understand manner. Strong written and verbal communication skills. Demonstrated ability managing multiple priorities in a fast-paced environment. Demonstrated skill troubleshooting and identifying and resolving root cause issues. Preferred Qualifications Previous customer service experience. Product-specific or financial services industry experience. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly salary for this role is $20.25. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business RSA Annuities

Positions open at our Richfield & Lyndale branch Flexible schedule between the hours of 8:45 - 6:15 M-F and 2 Saturdays a month. (schedule may vary) Hourly Rate: $18 hr. - $23 hr. Depending on experience. Plus, Monthly Incentives, Quarterly Bonuses, Referral Opportunities MY Credit Union offers a comprehensive benefit package that includes: Medical, Dental, Vision, Life, STD, LTD, Generous PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and Paid holidays. JOB SUMMARY: Responsible for establishing and enhancing a strong member centric relationship with the members of MY Credit Union. The relationship is centered around interviewing members and recommending appropriate individualized solutions that help MY Credit Union members achieve their financial goals. As a MY Credit Union Financial Solutions Representative you will exemplify superior member service through professional member consultations, provide expertise for MY Credit Union's service and product offerings, onboarding of new members to MY Credit Union, and acting as a professional resource to MY Credit Union's frontline team. ESSENTUIAL DUTIES & RESPONSIBILITIES: Recommend and promote MY Credit Union products and services to ensure that the member's financial needs and MY Credit Union's growth objectives are met. Identify members' financial needs and markets appropriate MY Credit Union products and services. Initiate contact or follow up on all service and referral leads in a timely basis with outbound calls and/or correspondence. These include; new accounts, certificate renewals, referrals, promotion follow up, etc. Record the referrals for future reference Orient new members to MY Credit Union's products, services and policies and solicits additional business; advises denied applicants on turn down. Actively cross sells and maintain up-to-date knowledge on all products and services. Execute the new account application process to extend needed financial services and expand credit union membership. Interview prospective member and collect necessary credit reports, and other required member information. Analyze application for credit worthiness and fraud prevention; in order to approve or deny membership application. Complete computing and documenting procedures to open new accounts or document and provide denial notice of membership application. Assist members with IRA setup and transaction requests. Process wire transfer requests per credit union procedure. Provide assistance with online banking, mobile banking, and phone banking maintenance requests. Promptly sends account cards to the Operations department for review and verification. Act as the main point of contact during the loan process for members to ensure optimal service, sales and accuracy. Inform members of MY Credit Union's loan products, present individualized solutions (rates, projections, payment, schedule, etc.), and recommend appropriate products and terms. Interview loan applicants and collects necessary credit reports and transmit recorded data to the underwriting department. Advise applicants of underwriting decisions; provides advice regarding credit extension and alternatives. Perform computing and documenting procedures to close approved loans; computes applicable fees and completes necessary title work; reviews disclosures and orients members to loan terms and requirements. Responsible to achieve identified penetration percentages in the product categories of GAP, MBP, and payment protection. Promptly sends loan file to the LSD department for document compliance and follow up on title tracking. ADDITIONAL DUTIES: Perform routine member service transactions, including but not limited to, deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling gift cards, etc. Respond and resolve member's requests. Provide account information regarding account status, current balances and loan payoffs. Provide support to the MSR staff with check holds and other verification processes. Follow internal security procedures for member identification. Follow internal balancing procedures. Follow Safe Deposit Box procedures for member access Perform other duties as assigned to support effective member and branch operations STANDARDS OF PERFORMANCE: Always convey a professional image by being respectful, courteous, and considerate of members, co-workers through verbal and non-verbal communications, adhering to MY Credit Union's dress code, and maintain a clean organized workspace. Follow MY Credit Union's Harassment, Discrimination and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement. Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies. Safeguard the confidentiality and security of member information and other sensitive data, in accordance with MY Credit Union's policies and procedures To remain compliant with all other MY Credit Union's policies and procedures. Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training. MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent. Experience: 2 years or more of customer service. Credit Union experience preferred. Other Required Knowledge, Skills, and Abilities: Excellent verbal and non-verbal communication skills. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms, credit union documents, operating and maintenance instructions, and procedure manuals. Desire, ability and experience in working with and helping people in a professional setting with a professional business appearance. Up-to-date and comprehensive knowledge of all MY Credit Union products and services. Proficiently operate a computer. Working knowledge of Microsoft Office Suite and Windows operating system. Ability to use copy machine, fax machine, typewriter, printer and general office equipment. Must be well organized and able to manage time well. Understand MY Credit Union's core system. EQUIPMENT USED: Microsoft 365, 10-Key Calculator, Computer MENTAL & PHYSICAL DEMANDS/WORKING CONDITIONS: Mental Effort: Able to manage multiple requests at the same time. Able to maintain a professional demeanor in stressful circumstances. Physical Requirements: The employee must be able to lift 35 pounds. The employee is regularly required to stand for extended periods (6-8 hours a day). Use their hands and fingers to handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl. The employee must be able to read from a computer screen and enter data with the use of a keyboard. Working Conditions: Stress varies depending on workflow from high to low. Some travel between offices may be required. Disclaimer: This position description is intended to describe the general nature and level of work being performed by the person assigned to this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of team members assigned to this job. As markets change and the organization grows, job descriptions may change over time as requirements and team member skill levels evolve. With this understanding, MY CREDIT UNION retains the right to change or assign other duties to this position. MY CREDIT UNION is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Serve as point of contact for advisors, clients, and relationship partners for service issues, requests, policies, procedures, and account information. Interact directly with clients and advisors to research questions, issue resolution cases, and resolve problems over the phone or advise service partners. Respond to inquiries with timely, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment. Knowledge of Annuity products, processes, policies and procedures will be gained through 4 - 5 months of training. Training will incorporate multiple learning styles, including facilitator lead training, online modules, and self-study sessions to name a few. Key Responsibilities Serve as point of contact for customers regarding service issues, assist in troubleshooting issues, and enter service requests into systems for resolution by service partners. Ensure information is gathered and accurately entered to ensure prompt resolution. Receive guidance from coaches, on a regular basis, to process requests. Develop an understanding of systems and procedures to educate clients and advisors directly on services as they arise to facilitate efficient self-service. Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers. Refer more sophisticated issues to appropriate service partners. Respond directly to information requests initiated by customers using a variety of systems. Provide information to clients, advisors, or relationship partners, and work with internal partners to resolve any outstanding question(s). Process routine service transactions, or resolve account service casework, which have been initiated by web-based or paper forms using computer applications in a timely manner in order to meet or exceed service goals. Directly contact customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to routine transaction and service requests. Use appropriate internal computer applications, and enter all information in the appropriate system for tracking and archival purposes. Required Qualifications Education: High school or GED 0 to 1 year relevant experience required Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience. Excellent customer service skills. Ability to explain policies or concepts in a straightforward, easy-to-understand manner. Strong written and verbal communication skills. Demonstrated ability managing multiple priorities in a fast-paced environment. Demonstrated skill troubleshooting and identifying and resolving root cause issues. Preferred Qualifications Previous customer service experience. Product-specific or financial services industry experience. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly salary for this role is $20.25. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business RSA Annuities

Positions open at our Richfield & Lyndale branch Flexible schedule between the hours of 8:45 - 6:15 M-F and 2 Saturdays a month. (schedule may vary) Hourly Rate: $18 hr. - $23 hr. Depending on experience. Plus, Monthly Incentives, Quarterly Bonuses, Referral Opportunities MY Credit Union offers a comprehensive benefit package that includes: Medical, Dental, Vision, Life, STD, LTD, Generous PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and Paid holidays. JOB SUMMARY: Responsible for establishing and enhancing a strong member centric relationship with the members of MY Credit Union. The relationship is centered around interviewing members and recommending appropriate individualized solutions that help MY Credit Union members achieve their financial goals. As a MY Credit Union Financial Solutions Representative you will exemplify superior member service through professional member consultations, provide expertise for MY Credit Union's service and product offerings, onboarding of new members to MY Credit Union, and acting as a professional resource to MY Credit Union's frontline team. ESSENTUIAL DUTIES & RESPONSIBILITIES: Recommend and promote MY Credit Union products and services to ensure that the member's financial needs and MY Credit Union's growth objectives are met. Identify members' financial needs and markets appropriate MY Credit Union products and services. Initiate contact or follow up on all service and referral leads in a timely basis with outbound calls and/or correspondence. These include; new accounts, certificate renewals, referrals, promotion follow up, etc. Record the referrals for future reference Orient new members to MY Credit Union's products, services and policies and solicits additional business; advises denied applicants on turn down. Actively cross sells and maintain up-to-date knowledge on all products and services. Execute the new account application process to extend needed financial services and expand credit union membership. Interview prospective member and collect necessary credit reports, and other required member information. Analyze application for credit worthiness and fraud prevention; in order to approve or deny membership application. Complete computing and documenting procedures to open new accounts or document and provide denial notice of membership application. Assist members with IRA setup and transaction requests. Process wire transfer requests per credit union procedure. Provide assistance with online banking, mobile banking, and phone banking maintenance requests. Promptly sends account cards to the Operations department for review and verification. Act as the main point of contact during the loan process for members to ensure optimal service, sales and accuracy. Inform members of MY Credit Union's loan products, present individualized solutions (rates, projections, payment, schedule, etc.), and recommend appropriate products and terms. Interview loan applicants and collects necessary credit reports and transmit recorded data to the underwriting department. Advise applicants of underwriting decisions; provides advice regarding credit extension and alternatives. Perform computing and documenting procedures to close approved loans; computes applicable fees and completes necessary title work; reviews disclosures and orients members to loan terms and requirements. Responsible to achieve identified penetration percentages in the product categories of GAP, MBP, and payment protection. Promptly sends loan file to the LSD department for document compliance and follow up on title tracking. ADDITIONAL DUTIES: Perform routine member service transactions, including but not limited to, deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling gift cards, etc. Respond and resolve member's requests. Provide account information regarding account status, current balances and loan payoffs. Provide support to the MSR staff with check holds and other verification processes. Follow internal security procedures for member identification. Follow internal balancing procedures. Follow Safe Deposit Box procedures for member access Perform other duties as assigned to support effective member and branch operations STANDARDS OF PERFORMANCE: Always convey a professional image by being respectful, courteous, and considerate of members, co-workers through verbal and non-verbal communications, adhering to MY Credit Union's dress code, and maintain a clean organized workspace. Follow MY Credit Union's Harassment, Discrimination and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement. Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies. Safeguard the confidentiality and security of member information and other sensitive data, in accordance with MY Credit Union's policies and procedures To remain compliant with all other MY Credit Union's policies and procedures. Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training. MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent. Experience: 2 years or more of customer service. Credit Union experience preferred. Other Required Knowledge, Skills, and Abilities: Excellent verbal and non-verbal communication skills. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms, credit union documents, operating and maintenance instructions, and procedure manuals. Desire, ability and experience in working with and helping people in a professional setting with a professional business appearance. Up-to-date and comprehensive knowledge of all MY Credit Union products and services. Proficiently operate a computer. Working knowledge of Microsoft Office Suite and Windows operating system. Ability to use copy machine, fax machine, typewriter, printer and general office equipment. Must be well organized and able to manage time well. Understand MY Credit Union's core system. EQUIPMENT USED: Microsoft 365, 10-Key Calculator, Computer MENTAL & PHYSICAL DEMANDS/WORKING CONDITIONS: Mental Effort: Able to manage multiple requests at the same time. Able to maintain a professional demeanor in stressful circumstances. Physical Requirements: The employee must be able to lift 35 pounds. The employee is regularly required to stand for extended periods (6-8 hours a day). Use their hands and fingers to handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl. The employee must be able to read from a computer screen and enter data with the use of a keyboard. Working Conditions: Stress varies depending on workflow from high to low. Some travel between offices may be required. Disclaimer: This position description is intended to describe the general nature and level of work being performed by the person assigned to this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of team members assigned to this job. As markets change and the organization grows, job descriptions may change over time as requirements and team member skill levels evolve. With this understanding, MY CREDIT UNION retains the right to change or assign other duties to this position. MY CREDIT UNION is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935.

Teller/Personal Banker Department: Operations Classification: Hourly Job Grade: Non-Officer : This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures. The Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures. This position must be flexible in dealing with the needs of customers, several team members, and departments. The Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set. Essential Functions : To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments. 2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting. 3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures. 4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship. 5. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments. 6. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing. 7. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations. 8. Services all retail and business deposit accounts, while promoting and selling additional products and services. 9. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships. 10. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships. 11. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank. 12. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise. 13. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts. 14. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow. 15. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals. 16. Maintain complete confidentiality regarding sensitive customer and proprietary information. 17. Must be able to remain in a standing or stationary position 50% of the time. 18. Must occasionally lift 30 pounds. 19. All employees are expected to exemplify and follow our core values. 20. Regular attendance and punctuality when reporting to work. 21. Travel for trade and industry schools and seminars as needed. 22. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes. 23. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures. 24. Perform other duties as assigned and requested. Core Values : Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest. Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities. Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference. Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day. Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done. Experience and Education : - High School diploma or GED, etc. - Continuing Education to maintain job knowledge. Preferred - One to Three years of banking experience. Preferred - One to Three years of Administrative or customer service experience. Preferred - Proficiency in Microsoft Office Suite The employer has the right to revise this position description at any time. The position description is not a contract for employment. Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

You have an obsession 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 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: *********************************************************************

Job Overview Join us in providing and supporting outstanding care to our patients and community! Do you like being a first point of contact and creating a positive first impression? Then consider this role! In this position you would have responsibility for completing the financial clearance process with Patient Access. The Patient Access Services Representative must be able to articulate information in a manner that patients, guarantors and family members can understand and to know what to expect with regard to their responsibilities. Various action items include: Completing pre-registration, registration and insurance verification. Interviewing patients and guarantors to gather insurance information and verifying eligibility. Typical work schedule is: Week 1: Monday, Friday, Saturday, Sunday 2:30PM - 11:00PM Week 2: Wednesday 11:45AM- 8:15PM, Thursday 2:30PM - 11:00PM This is a Local 113 SEIU Union role. In this role you will also work with medical staff, nursing, ancillary departments and insurance payors. The Admission Financial Representative is responsible for completing the financial clearance process within patient access which includes scheduling and registration activities. Individuals in this role are expected to demonstrate behaviors that create a welcoming environment and deliver an exceptional experience to patients, families and other customers. The Admission Financial Representative (AFR) must be able to articulate information in a manner that ensures patients, guarantors and family members have clear expectations and understand their financial responsibilities. The job expectations for the AFR role includes, but is not limited to the following: Provide scheduling and registration support for patients. Deliver an exceptional customer service experience to patients, families and other customers through consistently demonstrating Fairview behaviors. Manage daily worklists and resolve assigned tasks in a timely and efficient manner. Adhere to all compliance and regulatory requirements. Consistently demonstrate the Fairview Commitments related to Respect to People and Continuous Improvement. Required: 1 year of customer service experience 1 year of applicable computer knowledge and skills Preferred Previous experience in a clinical setting with registration experience Post secondary education Benefit Overview Fairview offers a generous benefits package, including but not limited to medical, dental, vision, PTO/vacation and Safe and Sick Time, tuition reimbursement, retirement and more! Please follow this link for additional information: ************ fairview. org/benefits/lakesseiu Compensation Disclaimer The posted compensation range corresponds to the minimum and maximum pay rates outlined in your union agreement for the respective job classifications at the time of job posting. An individual's pay rate within this range may be influenced by various factors, including FTE, skills, knowledge, educational background, and qualifying experience as specified in the contract. EEO Statement EEO/AA Employer/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for an outgoing individual to join our team at Forest Lake that is dedicated to building life-long relationships to help our members reach and manage their financial goals. Financial Services Representatives provide a full range of information and assistance regarding all TopLine products and services. Accept and process various financial transactions accurately, open accounts and efficiently promotes credit union products and services while providing excellent member service through use of sales and referral skills to ensure members' needs and expectations are met. A successful Financial Service Representative will be able to: Provide superior member service by building rapport and educating members on credit union products and services that will best meet their needs. Open and close accounts and deliver all applicable information required by law Interview members to determine their individual needs and recommend appropriate products or services Read credit report and utilize content to help members save money, or offer solutions to improve their financial situation Performs necessary member account maintenance, research and account problems. Provide members with current account status, including loan payoffs and current balances and assist members in balancing their accounts Process debit card request, file maintenance, name and address changes, replacement cards and request to close cards Assist members with enrollment in online services and troubleshoot any issues in getting them enrolled. Responds to member requests, problems, and complaints and/or directs them to the proper person for specific information or assistance Ensures that member information is secure and kept confidential Performs member requests with highest attention to detail and accuracy Enter member wires request for processing Act as a Notary providing requested services when applicable Cover teller line when staffing levels requires it Assist members with teller type transactions whenever needed including name and address change, etc. Gathers information to comply with and/or to complete mandatory compliance forms such as CTR, SAR, OFAC and MIL Reports any concerns of potential account or elder abuse to Branch Manager Complies with all applicable credit union policies, procedures and government regulations including BSA Performs other duties as assigned Qualifications: 2 years of experience as a Financial Services Representative or Personal Banker. Ability to handle sensitive information with discretion and integrity. Keen focus on detail and accuracy with problem solving abilities. Great customer service and communication skills Excellent interpersonal skills with an outgoing personality. Be a self-starter working with minimal supervision Previous lending experience preferred Salary Range: $20.72 - $25.90 (hourly) Benefits: 401(k) with Employer Match Dental Disability Insurance Employee Perks Flexible Spending Accounts Life Insurance Medical Paid Holidays Paid Time Off Pet Insurance Referral Program Vision Ready to take the next step with us, apply now at ********************************** At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.