At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$34k-40k yearly est. 7d ago
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Banking Compliance Intern (Summer 2026)
Eide Bailly 4.4
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
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Fair Chance Notices
$36k-75k yearly 60d+ ago
Private Client Banker - Ford Pkwy and S Finn St. - St. Paul, MN
Jpmorganchase 4.8
Investment banker job in Saint Paul, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$39k-81k yearly est. Auto-Apply 14d ago
Community Banker I
American National Bank 4.4
Investment banker job in Minneapolis, MN
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday 8:15am - 4:45pm.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
$20.5-25 hourly 29d ago
Banking General Employment Opportunities
New Market Bank
Investment banker job in Lakeville, MN
Job Description
Come and join a Team that strives to be:
THE place to work where all Team Members are viewed as trusted, willing participating partners in preserving the legacy of community banking and local, family ownership and where integrity, respect and passion are our core values.
Recognized as THE community bank in each community the bank is located by having unquestioned excellence in customer service where we still answer the phone ourselves and have a personal touch in all interactions with customers.
We will keep your resume on file for a minimum of 6 months for any positions that your qualifications meet.
New Market Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to: race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law.
#Bank #banking #Teller #bank teller #finance
$36k-61k yearly est. 23d ago
Private Client Banker - Ford Pkwy and S Finn St. - St. Paul, MN
JPMC
Investment banker job in Saint Paul, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$36k-61k yearly est. Auto-Apply 14d ago
Personal Banker
Pioneer Bank 4.3
Investment banker job in Saint James, MN
An exciting Opportunity Awaits You in our St. James Market!
Step into a dynamic and rewarding role as a Personal Banker, where you'll be a key member of our Retail Services Team - welcoming customers, building lasting relationships, and delivering exceptional service every day! In this fast-paced environment, you'll take on a variety of responsibilities that make a real impact. Your expertise will shine through in every customer interaction, adding value and trust to each experience.
What You'll Do:
Deliver an extraordinary experience with every interaction - whether in person or over the phone.
Build and nurture long-term relationships by consistently providing exceptional value and professionalism.
Master a proven, structured approach to uncover customer needs and offer tailored financial solutions.
Open new accounts and guide customers through a Customer Value Process.
Accurately and efficiently process financial transactions using a cash recycler.
Uphold our Culture Standards - greet customers by name, maintain eye contact, and go the extra mile to assist with questions and concerns.
Safeguard customer privacy and educate clients on how to protect their financial information.
Qualifications
What we are looking for:
We are seeking individuals who are passionate about delivering exceptional service and eager to grow in a dynamic, team-oriented environment. Ideal candidates will bring:
Previous banking experience (preferred but not required-we're happy to train the right person!)
A strong desire to learn, grow, and advance your career
A genuine commitment to serving others with care and integrity
Functional expertise and attention to detail
The highest standards of confidentiality
Outstanding communication and interpersonal skills
Professionalism and sound business judgement
Benefits Included in this Opportunity:
100% Employer Paid Health and Dental Insurance Premiums for each employee
Health Savings Account (HSA) Contribution available
Life Insurance and Long-Term Disability Insurance
401k with an Employer Match
Flexible Spending Plan
Vision Insurance Plan
Community Impact Time Off - give back to the causes you care about
Generous Paid Time Off (PTO) and Paid Holidays
Employee Sick & Safe Time Accrual
Work Schedule: 8-hour shift between 7:30 a.m. - 5:30 p.m. Monday - Friday, and a Saturday morning rotation - 8 am - 11:00 am
Wage Range: $17.00 - $19.25
Pioneer Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy (including childbirth, lactation and related medical conditions), mental or physical disability, and veteran status or any other classifications protected by federal, state or local law.
Member FDIC
$17-19.3 hourly 10d ago
Financial Services Representative - State Farm Agent Team Member
Zach Augustyn-State Farm Agent
Investment banker job in Osseo, MN
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Here at Zach Augustyn - State Farm Insurance in Maple Grove, MN, we offer over 25 years of experience! I began as an agent in Nebraska and now lead a dedicated team in the Twin Cities, serving Minnesota, Wisconsin, and Nebraska. We offer comprehensive insurance products, including Auto, Homeowners, Life, Renters, and specialized coverage for cabins, boats, ATVs, and more. Our agency is expanding, with plans to open a second location in 2025.
We treat our customers like family, assisting with relocations and addressing all individual insurance concerns. We are committed to community involvement, we volunteer and coach youth sports throughout the Twin Cities.
Our team enjoys a vibrant workplace culture with regular monthly events like potlucks, social gathers and weekly challenges for our social media presence. We also celebrate together with festive holiday parties, fostering a strong sense of community and pride for our company.
COMPENSATION:
60-100k+ per year, based on performance.
With our expanding and vibrant market, focus on team member development and training, and positive office culture, we are confident you will achieve high-earning compensation!
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Zach Augustyn - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Provide clients with financial planning and investment advice.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Strong analytical and communication skills.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Life/Health license (required).
Series 6, 63, 65 or 7 (required).
$32k-48k yearly est. 13d ago
Financial Services Representative State Farm Agent Team Member
Amy Wakem-State Farm Agent
Investment banker job in Saint Paul, MN
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Amy Wakem - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my office
$32k-48k yearly est. 6d ago
Patient Financial Services Representative II
Fairview Health Services 4.2
Investment banker job in Saint Paul, MN
This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication.
Responsibilities
* Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate.
* Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization.
* Performs the best practice routine per department guidelines.
* Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback.
* Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible.
* Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients.
* Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts.
* Responsible for processing external correspondence in a timely and efficient manner.
* Ensures internal correspondence is clearly and professionally communicated and processed expeditiously.
* Responsible for verification of insurance and/or patient demographics
* Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts.
* Educates patients and/or guarantors of patient liability when appropriate.
* Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work
* Understands and Adheres to Revenue Cycle's Escalation Policy
* Demonstrates proficiency through daily work
* Responsible for processing accounts through multiple workflows
* Responsible for working accounts requiring more attention to detail
* Advanced knowledge of team procedures, standards, and policies, and applies this knowledge through daily work.
* Makes appropriate contacts with payers and other necessary parties to obtain and/or provide data or information needed to facilitate timely and accurate account resolution to expedite outcomes.
* Utilizes strong understanding of multiple systems/applications to ensure collection of expected payment.
* Utilizes knowledge of internal and external departmental functions and workflows to expedite and resolve when necessary.
Required Qualifications
* 1 year in a medical billing office setting or relevant experience
* Organizational skills
* Communication skills
* Attention to detail
Preferred Qualifications
* 2 years of medical billing office setting experience
* MS Office experience
* Insurance / follow up experience
* Coordination of benefits experience
* Epic, Brightree, Billing Bridge, or comparable software account experience
* Experience working with medical terminology
* Experience working with CPT-4 and ICD-10
* Knowledge of FV account review experience
* Knowledge of FV system applications
* Knowledge of FV RCM workflows
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
$27k-45k yearly est. Auto-Apply 7d ago
Float Personal Banker
Blaze Credit Union
Investment banker job in Minneapolis, MN
Full-time Description
Blaze is currently hiring for a Float Personal Banker at our Minneapolis North branch. As a Float, you may assist at our other branches like Minneapolis South, Saint Paul, Roseville North and Roseville South. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You'll engage directly with members to understand their goals, identify their financial needs, and confidently recommend tailored products and services that empower their financial journey.
You'll be part of a dynamic, experienced team committed to delivering exceptional service and building lasting relationships. Your role is vital-not only in supporting our members' success but also in driving Blaze's growth and mission forward.
Blaze is currently offering a bonus for DNA experience for $5,500 paid over a 2 year period, and $2,000 for Non-DNA experience paid over a 1 year period for all branch and member experience center positions.
Requirements
What You Will Do:
Educate members on how to optimize Blaze's services to meet their individual needs
Perform duties and responsibilities with regard to opening and processing changes on the following account types: Savings, Checking, Certificate, Retirement, Legal and Business Accounts
Oversee consumer loan process following approved guidelines
Create meaningful relationships via excellent service and face to face interaction
Support your team by taking initiative to meet Blaze's growth objectives
Exhibit Blaze's Core Values: Better Lives, Thoughtfully Compassionate, Minnesota's Best, and Give Back
Your Schedule:
This position will be FT 40 hours/week, Monday through Friday, with rotating Saturdays. (Saturday paid 1.5x for hours worked).
Consistent and reliable attendance is a required essential function of this role to meet the needs of the organization.
Who are You:
You are passionate about helping others, member centric, and goal driven
You have an understanding of account opening, lending, and other financial products
You are comfortable having conversations and making recommendations
You seek new ways to serve others in your community, are innovative, and thrive on challenges
You work well with others, even when things don't go as planned
You enjoy a fast-paced environment and can multi-task
You have a minimum High School degree or GED (required)
You have a minimum of two years' experience working in financial services, which includes opening new accounts, lending, and pipeline management
You are eligible to obtain a NMLS ID number within 30 days of hire
Proven experience as a personal banker or equivalent; experience in sales and customer service is a plus
What's in it for You:
Competitive WAGES
(minimum
$25.20/ hour, Saturday paid at 1.5x for hours worked)
Opportunity to GROW by receiving constructive guidance and mentorship
Development opportunities through CAREER pathway in branches
Participation in GIVE BACK to our communities through volunteering, community events, and companywide campaigns
Great BENEFITS include affordable healthcare
($20 per check),
up to 6% 401K contribution, Tuition Reimbursement and generous vacation time
Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations.
The salary range for this position is: $25.20-$29.50/hour. This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement.
Salary Description $23.81-$28.00
$25.2-29.5 hourly 39d ago
Financial Services Representative - State Farm Agent Team Member
Ben Meyer-State Farm Agent
Investment banker job in Minneapolis, MN
Job DescriptionBenefits:
Disability Insurance
Life Insurance
401(k)
401(k) matching
Company parties
Competitive salary
Free food & snacks
Opportunity for advancement
Paid time off
Signing bonus
Bonus based on performance
Health insurance
Training & development
Dental insurance
Parental leave
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ben Meyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Prospect, quote, and sell property and casualty insurance policies (e.g., auto, homeowners, renters, commercial property, general liability).
Prospect, quote, and sell life and health insurance policies.
Follow up on leads and referrals.
Meet or exceed sales targets and performance metrics.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
You must obtain the required insurance licenses (Property & Casualty, Life & Health) prior to your start date. The agency will assist you with the licensing process and reimburse associated costs upon completion and start of employment.
Position details
$32k-48k yearly est. 16d ago
Personal Banker (On-site)
Lake Elmo Bank 3.5
Investment banker job in Lake Elmo, MN
Did You Know?
A career in banking offers a huge variety of opportunities including the possibility of early responsibility, rapid career progression as well as good pay and benefits.
Lake Elmo Bank has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years. In addition to its main office in Lake Elmo, the Bank offers full-service banking at both their Oakdale and Stillwater locations.
Lake Elmo Bank has a current Full Time Personal Banker opening.
Type: Full Time Hourly. Work hours are scheduled between 8 a.m. and 5 p.m. Monday-Friday (1 hour lunch) Position includes a rotating Saturday schedule from 9 a.m.-12 p.m.
Benefits Include: Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan.
Location: Must be willing to rotate as needed between all of our offices located in Lake Elmo, Stillwater and Oakdale.
Education and Experience Requirements:
High School Diploma or GED required.
Associates or Bachelor's degree (B.A.) from a College or university preferred; or 2-4 years related experience and/or training; or equivalent combination of education and experience.
Previous banking experience highly preferred.
Major Responsibilities Include:
Providing customers personal service second to none by striving to meet their needs in a timely and friendly manner.
Contributing to a positive and productive work environment by working cooperatively and effectively as a member of a specific work group as well as a member of the entire Lake Elmo Bank team.
Supporting the community by active participation in worthwhile community projects.
Working effectively with each customer in the Bank to establish and enhance relationships, identify individual needs (loan and deposit) and tailor a set of services designed to meet those needs.
Assisting customers, by phone and in person, to respond to inquiries, execute transactions and resolve customer service issues.
Fully understand all Bank products, effectively explain products to customers, and make appropriate referrals to Consumer lenders, Home Equity lenders, Mortgage lenders, Investment and Trust Department.
Assisting customers with service problems to maintain goodwill and personally resolve problems always working to retain relationships whenever possible. Or direct the customer to the appropriate individual who can resolve the issue.
Actively identify customer needs and preferences and communicates observations to Supervisor and/or Retail Banking Manager.
Providing assistance with teller transactions and consumer loans as needed.
Knowledge, Skills and Abilities:
Proven ability to prioritize multiple tasks.
Exemplary, positive can-do attitude and work ethic.
Ability to independently problem solve.
Provide unequaled personal service to customers for a wide variety of banking products and services.
Contribute to a positive and productive work environment by working cooperatively and effectively as a member of the Lake Elmo Bank team.
Support the community by active participation in worthwhile community projects.
Our employees
Enjoy competitive pay, benefits and time off.
Several opportunities throughout the year to participate in employee and customer events..
About Us:
Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years.
Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the Bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank was also voted "Best Bank" by the Stillwater Gazette Readers' Choice Awards.
Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department.
$34k-40k yearly est. Auto-Apply 52d ago
Teller/Personal Banker
Citizens Alliance Bank Careers 3.7
Investment banker job in Clara City, MN
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. 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.
6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
7. Services all retail and business deposit accounts, while promoting and selling additional products and services.
8. 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.
9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.
10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
15. Maintain complete confidentiality regarding sensitive customer and proprietary information.
16. Must be able to remain in a standing or stationary position 50% of the time.
17. Must occasionally lift 30 pounds.
18. All employees are expected to exemplify and follow our core values.
19. Regular attendance and punctuality when reporting to work.
20. Travel for trade and industry schools and seminars as needed.
21. 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.
22. 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.
23. 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.
Education and Experience:
Required - High School diploma or GED.
Required - 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.
$36k-41k yearly est. 20d ago
Relationship Banker
Bank of America 4.7
Investment banker job in Saint Paul, MN
Saint Paul, Minnesota
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************
**:**
_At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day._
_Being a Great Place to Work is core to how we drive Responsible Growth._ _This includes our commitment to being an inclusive workplace_ _, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve._
_Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations._
_At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!_
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$34k-40k yearly est. 6d ago
(New Build) Private Client Banker-Bunker Lake Blvd and Quinn St- Andover, MN
Jpmorgan Chase 4.8
Investment banker job in Andover, 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**
Andover, MN - $22.50 / hour - $30.29 / hour
$22.5-30.3 hourly 39d ago
Personal Banker (On-site)
Lake Elmo Bank 3.5
Investment banker job in Lake Elmo, MN
Job DescriptionDid You Know?
A career in banking offers a huge variety of opportunities including the possibility of early responsibility, rapid career progression as well as good pay and benefits.
Lake Elmo Bank has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years. In addition to its main office in Lake Elmo, the Bank offers full-service banking at both their Oakdale and Stillwater locations.
Lake Elmo Bank has a current Full Time Personal Banker opening.
Type: Full Time Hourly. Work hours are scheduled between 8 a.m. and 5 p.m. Monday-Friday (1 hour lunch) Position includes a rotating Saturday schedule from 9 a.m.-12 p.m.
Benefits Include: Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan.
Location: Must be willing to rotate as needed between all of our offices located in Lake Elmo, Stillwater and Oakdale.
Education and Experience Requirements:
High School Diploma or GED required.
Associates or Bachelor's degree (B.A.) from a College or university preferred; or 2-4 years related experience and/or training; or equivalent combination of education and experience.
Previous banking experience highly preferred.
Major Responsibilities Include:
Providing customers personal service second to none by striving to meet their needs in a timely and friendly manner.
Contributing to a positive and productive work environment by working cooperatively and effectively as a member of a specific work group as well as a member of the entire Lake Elmo Bank team.
Supporting the community by active participation in worthwhile community projects.
Working effectively with each customer in the Bank to establish and enhance relationships, identify individual needs (loan and deposit) and tailor a set of services designed to meet those needs.
Assisting customers, by phone and in person, to respond to inquiries, execute transactions and resolve customer service issues.
Fully understand all Bank products, effectively explain products to customers, and make appropriate referrals to Consumer lenders, Home Equity lenders, Mortgage lenders, Investment and Trust Department.
Assisting customers with service problems to maintain goodwill and personally resolve problems always working to retain relationships whenever possible. Or direct the customer to the appropriate individual who can resolve the issue.
Actively identify customer needs and preferences and communicates observations to Supervisor and/or Retail Banking Manager.
Providing assistance with teller transactions and consumer loans as needed.
Knowledge, Skills and Abilities:
Proven ability to prioritize multiple tasks.
Exemplary, positive can-do attitude and work ethic.
Ability to independently problem solve.
Provide unequaled personal service to customers for a wide variety of banking products and services.
Contribute to a positive and productive work environment by working cooperatively and effectively as a member of the Lake Elmo Bank team.
Support the community by active participation in worthwhile community projects.
Our employees
Enjoy competitive pay, benefits and time off.
Several opportunities throughout the year to participate in employee and customer events..
About Us:
Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years.
Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the Bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank was also voted "Best Bank" by the Stillwater Gazette Readers' Choice Awards.
Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department.
$34k-40k yearly est. 25d ago
Private Client Banker- Cobblestone - Apple Valley, MN
JPMC
Investment banker job in Apple Valley, MN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$36k-61k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Investment banker job in Minneapolis, MN
Edina, Minnesota
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.