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Investment banker jobs in Saint Louis, MO - 253 jobs

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  • Virtual Banker

    First Bank 4.6company rating

    Investment banker job in Saint Louis, MO

    Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels. Work schedule may include some weekends and evenings and requires excellent attendance and punctuality. What You Will Be Doing Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible. Facilitating the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience. Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed. Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner. Assessing clients' needs and cross-selling or making sales referrals of bank products and services. Assist in online account opening fulfillments and onboarding of new bank clients Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible. Meeting or exceeding established referral goals. Maintaining knowledge of cyber threats and best practices to minimize risks to the organization. Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
    $38k-63k yearly est. 3d ago
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  • Investment Associate - Sustainable Infrastructure

    Twain Financial Partners Holding LLC

    Investment banker job in Saint Louis, MO

    Job DescriptionDescription: Job Title: Investment Associate - Sustainable Infrastructure Employment Type: Full-time The Investment Associate will play a key role in supporting Twain's Sustainable Infrastructure team. This individual will support underwriting new opportunities, executing transactions, and managing investor or developer relationships. The ideal candidate is analytically strong, detail-oriented, and passionate about sustainable investing. Primary Responsibilities Underwriting (50%) Build and maintain detailed financial models to evaluate investment opportunities Conduct market research, technical analysis, and sensitivity testing to support investment theses Assess project economics, capital structures, and risk-adjusted returns Prepare investment memoranda and presentation materials for internal and external stakeholders Investment Execution (30%) Support due diligence processes, including coordination with legal, technical, and financial advisors Assist in structuring transactions and negotiating key deal terms Review and interpret legal documentation to ensure alignment with investment strategy Track closing deliverables and ensure timely execution of investment transactions Relationship Management (20%) Support relationship management with developers, operators, and strategic partners Contribute to pitch materials, proposals, and strategic initiatives Represent the firm at industry events and conferences as needed Requirements: Qualifications Bachelor's degree in Finance, Economics, Engineering, Law, or a related field 3-7 years of experience in banking, project finance, or infrastructure investing Demonstrated ability to assess and quantify investment risks Strong financial modeling and analytical skills; advanced proficiency in Microsoft Excel Excellent written and verbal communication skills Ability to manage multiple priorities and work effectively in a fast-paced environment Familiarity with sustainable infrastructure sectors (e.g., renewable energy, energy storage) is a plus Self-starter with a collaborative mindset and strong attention to detail
    $67k-117k yearly est. 22d ago
  • Future Positions at Utilitra

    Utilitra

    Investment banker job in Edwardsville, IL

    Job Description At Utilitra, our employees are the cornerstone of our success, and we're dedicated to fostering an environment that reflects that. Interested in joining the Utilitra team? Provide your resume and contact information to be considered for future positions. About our Company Utilitra is a woman-owned firm specializing in utility and technology solutions. We offer design, construction, and metering services to utilities, and supply businesses and municipalities with robust technology services through our team of IT professionals. Our ability to integrate distinct specialties gives customers the opportunity to work with a coordinated team for the design and maintenance of their infrastructure. Utilitra has been recognized by the St. Louis Business Journal as a Best Places to Work finalist, one of St. Louis' 50 Fastest Growing Companies, and one of the Largest Women-Owned Businesses. We were also recognized by the St. Louis Post Dispatch as one of the area's Top Work Places. Utilitra is committed to building and sustaining an equitable and inclusive work environment where diversity is expected and valued. We believe that a diverse workforce benefits and enriches our mission, vision, and core values, and is a critical component to our company's success. Utilitra IS AN EQUAL OPPORTUNITY EMPLOYER. We proudly extend consideration for employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, age, national origin, disability, gender identity, sexual orientation, pregnancy, pregnancy-related conditions, protected veteran status, or any other criteria protected by law.
    $66k-117k yearly est. 11d ago
  • Financial Representative

    Western & Southern Life 4.8company rating

    Investment banker job in Saint Louis, MO

    ST LOUIS MO Default: Location : City SAINT LOUIS The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities * Identify market(s) and develop appropriate marketing plan. * Prospect and network for middle-market clients by identification of qualified names and making initial contacts. * Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. * Adequately prepare for all appointments through established processes. * Conduct all appointments using Western & Southern Life consultative practices and processes. * Effectively sell insurance and investment solutions. * Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. * Market for the purposes of developing the Western & Southern Life brand at the local level. * Proactively develop community relationships to cultivate and strengthen presence in target market(s). * Maintain personal contact with clients to ensure their evolving financial needs are being met. * Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. * Accurately maintain client and company records, payments, etc., in a timely manner. * Operate an automobile during both day and night hours. Qualifications * High level of integrity. * Strong work ethic and willing to work hours that include weekday evenings and weekend hours. * Strong interpersonal, relationship, and influence skills. * Effective communication skills including listening, speaking and writing. * Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. * The ability to influence others to take needed action. * Demonstrate personal drive and resilience to achieve goals. * Willing and able to network for new clients. Educational Requirements * Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required * Working knowledge of word processing and spreadsheet applications. * Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) * Obtain and hold State Life and Health license prior to hire. * Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands * Access to an automobile and ability to maintain a valid driver's license.
    $40k-67k yearly est. Auto-Apply 12d ago
  • Entry Level Financial Representative

    Banderman Wealth Management

    Investment banker job in Union, MO

    Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: *********************************************************************** A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. About the Role:As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services, insurance or business development is not required. Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Meet our local leaders: Matt Banderman - Managing Director What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence. Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors. Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development. Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals. Tom Simon - Financial Advisor Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar! Passions: Building his own team, winning charity golf tourneys, and being a dad. Secret Weapon: A knack for leading with vision and commitment to growth. Time with our team: 12+ years. Alan Metzger - Financial Advisor Background: Accountant with 16 years in construction before joining Northwestern Mutual. Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball. Time with our Team: 10 years as a Financial Advisor, with 25 years as a client. Claudia Zimny - Recruiter Background: Business Management graduate from UMSL, with recruiting experience since 2023. Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis. Time with our Team: Joined in 2024. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
    $29k-51k yearly est. 60d+ ago
  • Community Banker III (56679)

    First State Community Bank 3.7company rating

    Investment banker job in Warrenton, MO

    Community Banker III Make a Positive Impact First State Community Bank is seeking a quick learning, positive and energetic individual with a strong work ethic for a Community Banker III . You'll be the jack-of-all-trades. The go-to-person for completing transactions or opening accounts. For many FSCB customers, you're the helpful, friendly face of the bank. People will turn to you for deposits and check-cashing, but they'll also turn to you for answers. Our best Community Bankers know their customers, understand their financial needs, and provide the right solution. They can seamlessly move from simply cashing a check to opening a business checking account. Responsibilities in Accordance with Our Corporate Values Professionalism Works as part of a team to create exceptional customer experiences Is a consistent advocate and ambassador of FSCB corporate values both inside and outside the bank Accountability Build trust with customers by accurately and efficiently processing transactions Initiative Develop and maintain accounts for new and existing customer relationships Adaptability Constantly seek to improve the financial health of customers through the recommendation and education of FSCB products that meet their needs What You Can Expect Competitive pay and benefits package - with variable compensation program based on team performance 401(k) with generous employer match benefit Helpful, qualified, and available leadership A caring, stable working environment Qualifications High School Diploma or Equivalent Prior cash handling experience preferred Prior sales experience a plus Exceptional customer service skills Strong communication skills General clerical and office technology skills Qualifications Additional Information Being a First Stater..... Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization. Do you have what it takes to be a First Stater? Make a Difference - Apply Now! First State Bancshares, Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
    $33k-53k yearly est. 6d ago
  • CPQ Consultant - Financial Services

    Accenture 4.7company rating

    Investment banker job in Saint Louis, MO

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: * Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies * Lead delivery teams that help clients build and manage customer relationships and maximize sales * Advise clients on ways to measure and improve their customer satisfaction and other business metrics * Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice * Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position * Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. * Resolve integration and interfacing issues between various back-end systems. * Optimize application performance and scalability. Qualification Here's what you'll need: * 4+ years of experience architecting CPQ solutions including capabilities such as: * Product modeling, configuration, and rules (CTO and ETO) * Guided configuration and selling * Pricing and discounting * Workflow and approvals * Quoting, document generation, and e-signature * Contracts, subscriptions, and renewals * Quote to order conversion * 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). * A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. * 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: * You have certifications in any of the following: * Oracle CPQ Cloud Certified Implementation Specialist * Salesforce CPQ Specialist * Salesforce Admin * Salesforce Developer * Conga CPQ Product Certification * Experience with cloud application architectures, data models, configuration, and customization * Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load * Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce * Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design * Expertise in working with other relevant CPQ packaged solutions * Firm understanding of web application design and analysis, design patterns, and object-oriented design * Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback * Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $63,800 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York/New Jersey $59,100 to $205,800 Washington $68,000 to $189,300 #LI-NA-FY25 Locations
    $53k-75k yearly est. 12d ago
  • Financial Services Representative

    Worldacceptance

    Investment banker job in Union, MO

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 - $20 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-20 hourly Auto-Apply 3d ago
  • Bank of NY Mellon Transition

    Cushman & Wakefield 4.5company rating

    Investment banker job in Creve Coeur, MO

    Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"
    $32k-43k yearly est. Easy Apply 60d+ ago
  • Financial Representative Entry Level

    The Zara Group-Northwestern Mutual

    Investment banker job in Chesterfield, MO

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time. As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career. At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business. Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jim Zara Wealth Management Advisor How long with NM? 34 years. Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School. Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle. Cassandra Clemens Director of Recruitment and Selection: How long with NM? 4 years. Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years. Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab. Jesstine Kemper Financial Advisor: How long with NM? 6 years. Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager. Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria. Brian LaValle Private Wealth Advisor: How long with NM? 22 years. Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products. Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO. Jakob Junker Financial Representative: How long with NM? 6 months. Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender. Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $29k-52k yearly est. 10d ago
  • Financial Services Representative

    World Finance 4.2company rating

    Investment banker job in Union, MO

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 - $20 What you'll do: * Guide customers toward upward credit mobility through good financial choices. * Provide top-tier customer service, assisting customers with questions, concerns, and products. * Process and prepare loan applications. * Take and process payments. * Prepare loan documents and execute loan closing on current renewal loans. * Balance assigned cash drawer daily. * Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. * Maintain strong customer relationships and build community within your branch. * Other duties include but are not limited to: * Call approved and unmade applications to close loans daily. * Help build tax clientele and provide tax services. * Send complete and accurate credit denial letters within 30 days from the date of application. * Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! * Must be able to demonstrate self-confidence and organizational skills. * A history of choosing kindness, showing compassion, and helping others. * The willingness to seek quality-driven solutions and embrace new ideas. * Absolute team player - pitching in when needed and accepting help, too. * To perform this job successfully, an employee must have basic computer skills. * A valid driver's license & access to a dependable vehicle. * Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? * We hire from within: we want to see you grow and climb in this company. * Each year, we promote 80% of Financial Services Reps to management. * 75% of World's Operations Executives moved up from a similar role. * We pay you to give back: employees get paid volunteer hours each year. * Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. * Paid holidays, vacation time, and a 401(k) plan (including company match). * Be part of a team with clear values, strong community, and a sense of belonging. * We'll get you home for dinner: your life outside of work is priority #1 * You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $16-20 hourly Auto-Apply 2d ago
  • Financial Services Representative - State Farm Agent Team Member

    Jeff Ehrhardt-State Farm Agent

    Investment banker job in Ballwin, MO

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Vision insurance ROLE DESCRIPTION: As a financial services representative with the Ehrhardt Agency, 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: Consult customers with financial planning and investment options. Assist customers 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. Analytical and communication skills. Series 6, 63, and 65 licensed
    $33k-49k yearly est. 8d ago
  • Financial Services Representative

    Scott Credit Union 3.8company rating

    Investment banker job in Scott Air Force Base, IL

    Scott Credit Union is calling all customer service professionals who are interested in a part-time Financial Services Representative position in the Scott Air Force Base, IL area to apply to join our amazing Scott Air Force Base Branch! This Financial Services Representative position works Monday - Saturday, with varied hours and schedule depending on operational needs. Purpose, Mission, Vision, Values At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team! Purpose: To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities. Mission: Members. Value. Community. Vision: Building Better Financial Futures. Values: Accountability - I take pride and ownership in all I do. Diversity - I support the diverse and inclusive work environment that is fostered by Scott Credit Union. Growth - I will pursue professional development with the encouragement of Scott Credit Union. Integrity - I will maintain the highest ethical standards. Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise. Why You Should Join Our Team Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2025, the twelfth time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual ā€œdress for your dayā€ dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/. The Day to Day as a Financial Services Representative Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like: Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model. Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments. Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members. Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. Provides one or more of the following services for members, in person, by telephone or by mail: Processes deposits to share, share draft, and other savings accounts. Disburses cash or check withdrawals. Provides money orders and cash advances. Receives loan payments and service charge payments for services. Process transfers between accounts as required. Processes automatic distribution forms, recording allotments according to member's request. Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Work might be performed on the teller platform, at the Drive-Up windows or in the lobby. Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Assist others to complete tasks and work assignments. Duties, responsibilities, and activities may change at any time with or without notice. Are You a Good Fit? Ask yourself the below questions to help determine if this job is the right fit for you. Do you enjoy engaging with people and providing exceptional customer service? Are you detail-oriented and like working with numbers? Do you thrive in a fast-paced environment? Are you a positive person who enjoys working as part of a team? Do you enjoy working in a diverse environment with diverse members? Do you take pride and ownership in all that you do? Are you looking for a job where you can develop professionally? If you answered yes to these questions, we hope you apply! To Be Considered, You'll Need: A High School Diploma or GED One year of customer service experience Personal computer experience, including Microsoft Office products Are You Ready to Join Our Team? If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;
    $29k-36k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Vantage Credit Union

    Investment banker job in Saint Peters, MO

    JOB FUNCTIONS Proactively and successfully meet individual sales and production goals as well as contribute to individual branch and overall credit union goals. Maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate. Assist members with account and loan needs and inquiries. Ensure all required paperwork and information in the system is completed in an accurate and timely manner. Participate in monthly call night activities through outbound calling efforts. Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance. Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Maintain confidentiality at all times. Perform initial quality control assessments on loan and account documentation on their own work. Assist the Member Care Center with answering calls during times of high call volume. Consistently demonstrates a positive attitude, always respectful in interactions and has exceptional team player qualities. Cultivates strong, positive relationships with other areas of the credit union to create a cohesive, productive working environment. Fosters and maintains exceptional culture within the branch and organization. Performs other tasks as assigned. Qualifications KNOWLEDGE Possesses ability for independent thinking that allows for identification of problems and corresponding solutions. Develops and executes action plans where needed. Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations. Keeps current with industry trends and changes in regulations. Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs. SKILLS Sales - Actively interacts with existing and potential members to identify current and future financial needs, determines appropriate solutions and is successful in growing member wallet. Time Management - Has the ability to process a large volume of work while maintaining member service standards. Possesses good ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned. Must be flexible and have a strong ability to adapt to changing situations. Interpersonal Skills - Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills. Works well with other team members to achieve group cohesiveness and objectives. Communication - Expresses self honestly, positively, and professionally in both oral and written communication. Speaks correctly and uses correct grammar and spelling in all communications. Dependability - Possesses strong sense of ownership and responsibility for financial center's operations. Displays integrity and high moral responsibility. Technical - Displays a solid analytical ability, with the ability to be direct and ask discerning questions. Has a strong understanding of the various programs/software used in their position. Performs work accurately with a strong attention to detail. EDUCATION AND EXPERIENCE 1+ years of sales experience, preferably in a credit union. Attendance of credit union industry seminars, workshops and conventions may be required. Ongoing professional development is expected. PHYSICAL REQUIREMENTS The position requires the following physical activities within varying environmental conditions: Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time Occasional travel or moving from one office location to another or from one department to another at the headquarters building. Occasional lifting, moving, or adjusting objects up to 20 pounds. Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device. Work will be in a commercially reasonable temperature-controlled environment. Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
    $33k-49k yearly est. 2d ago
  • Sr. Financial Recovery Representative (Collections) - Full Time

    1St. Midamerica 3.8company rating

    Investment banker job in East Alton, IL

    Job Title: Senior Financial Recovery Representative (Collections) Status: Full Time Salary: $20.26 - $25.00 Benefit Information: ******************************************************************************************** About Us: 1st MidAmerica is a trusted financial institution dedicated to providing exceptional service to our members. We pride ourselves on our commitment to the communities we serve and our focus on delivering an array of financial products for each step in their financial journey. We are currently seeking motivated and member-oriented individuals to join our team as a Senior Financial Recovery Representative. Job Summary: We are seeking a Senior Financial Recovery Representative to preserve the Credit Union's assets by controlling delinquent accounts, collecting delinquent loan payments, recovering collateral, and assisting other Collectors. Key Responsibilities: - Contact delinquent accounts by phone and mail and take appropriate action to bring them current. - Take action to repossess collateral when arrangements to bring the loan current are unsuccessful. - Analyze the financial situation of delinquent borrowers. - Maintain accurate files and reports on all collections activity. - Inform management of trends in loan underwriting contributing to delinquent/charged-off loans. - Provides information to legal counsel, outside agencies and appropriate parties as necessary. - Ensure compliance with policies and regulations. Qualifications: - High school diploma or equivalent. - Three years to five years of similar or related experience. - Exceptional customer service skills are required. - Strong communication skills and attention to detail. What We Offer: - Competitive salary and benefits. - Opportunities for career growth. - Supportive team environment. Schedule: - Monday - Friday 8:00 AM - 5:00 PM - Saturday Hours 8:30 AM - 12:30 PM (On rotation) - Full Time Employees have a 40-hour work week within the hours listed above. Disclaimer : Must be able to work and travel to different credit union locations as determined by management. 1st MidAmerica is an Equal Opportunity Employer.
    $20.3-25 hourly Auto-Apply 60d+ ago
  • Financial Services Representative

    Synergy Wealth Solutions

    Investment banker job in Chesterfield, MO

    : Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day. Role Description: This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven! Qualifications: Excellent analytical and problem-solving skills Effective communication and interpersonal skills Ability to build and maintain authentic, client relationships Life/Health Insurance, Series 7, Series 66 licensed within 12 months What You'll Do and How You'll Do It: Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts. Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events Complete licensing for advanced market planning 1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license Deep interest in building advisory plans for your clients Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed) Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle You are analytical, driven, and possess the grit needed to be successful in a sales role Why Join Us: We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company. Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.
    $33k-49k yearly est. 60d+ ago
  • Financial Services Representative

    First Fertility

    Investment banker job in Chesterfield, MO

    At MCRM Fertility, we're more than a fertility clinic - we're a compassionate partner in our patients' journeys toward parenthood. As a leader in reproductive medicine, we combine cutting-edge science with personalized, patient-centered care to deliver exceptional outcomes and experiences. If you're passionate about making a real difference and thrive in a collaborative, forward-thinking environment, we'd love to meet you. We're currently seeking a Financial Service Representative to join our Financial Department. This role works closely with our team of financial counselors and interacts directly with patients, so we're looking for someone who brings both billing expertise and empathy to every conversation. Responsibilities Meet with patients following provider visits to review insurance coverage and out-of-pocket costs. Verify insurance benefits and eligibility online or by phone as needed. Clearly explain the cost of treatment based on medical recommendations, with empathy and professionalism. Maintain a positive, patient-facing demeanor and deliver outstanding customer service. Collaborate closely with billing staff, physicians, and other departments. Demonstrate flexibility, compassion, and respect in all patient and team interactions. Accurately interpret and explain insurance benefits in plain language. Maintain attention to detail while handling sensitive financial information. Use sound judgment and decision-making skills in complex or emotionally sensitive situations. Qualifications Excellent communication skills, both written and verbal. Minimum of 2 years of experience in a medical office or billing role. Proficient in Excel and comfortable using various computer systems. Willingness to learn and adapt in a dynamic environment. Strong commitment to providing a high level of customer service. Ability to work independently and collaboratively as needed.
    $33k-49k yearly est. 7d ago
  • Personal Banker

    Dickinson Financial Corporation 4.4company rating

    Investment banker job in Fenton, MO

    Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution. Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services. Achieves specific sales goals on a daily, monthly, quarterly and annual basis. Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business. Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans. Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels. Works closely with clients and business partners to refer products and services to other business lines. Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively. Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates. When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Protect all client and bank information confidentially and follow all company policies. Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success). Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures. Working at the worksite during regular business hours and/or assigned hours. Other specified duties as assigned. Compensation & Benefits The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals. Full‐time associates are eligible for our benefits package: Medical Dental Vision 401(k) plan Company paid life insurance Short and Long-term disability insurance Company paid vacation, paid leave and holidays This position will remain open until a qualified applicant is hired.
    $32k-38k yearly est. 1d ago
  • Financial Services Representative State Farm Agent Team Member

    Sarah Shay-State Farm Agent

    Investment banker job in OFallon, MO

    Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $33k-49k yearly est. 3d ago
  • Personal Banker - St Louis City

    Commerce Bank 4.4company rating

    Investment banker job in University City, MO

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Are you interested in Personal Banker opportunities in the St Louis City area? About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other lines of business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and educate them on solutions to address those needs. As a Personal Banker, you'll: * Receive the tools, resources, and training you need to be successful. * Educate customers on a variety of retail products and digital solutions that enhance the customer experience. * Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. * Actively listen to our customers so you can make appropriate recommendations that match their needs. * Establish relationships with internal departments and refer customers to bank specialists when complex financial needs are identified. * Interact with customers both in person and through proactive phone calls to ensure we are meeting their financial needs. * Be able to earn more than your base pay through our quarterly incentive program Essential Functions * Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment * Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. * Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals * Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements * Identify complex financial needs and refer customers to bank specialists when appropriate. * Perform other duties as assigned Knowledge, Skills & Abilities Required * Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. * Ability to meet personal and branch sales and customer services expectations * Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities * Team player with excellent written, verbal and interpersonal communication skills * Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values * Proficient with Microsoft Word, Excel and Outlook Education & Experience * High School diploma or equivalent combination of education and experience required * 1+ years sales or customer service experience required * Experience working in an environment with individual and team sales goals preferred Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. This job posting is for general interest only. You will be notified when opportunities are available * For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 3134 S Grand Blvd, St. Louis, Missouri 63118 Time Type: Full time
    $20-24.4 hourly Auto-Apply 17d ago

Learn more about investment banker jobs

How much does an investment banker earn in Saint Louis, MO?

The average investment banker in Saint Louis, MO earns between $77,000 and $269,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Saint Louis, MO

$144,000
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