Financial Representative Trainee (Sales) -Bloomington, MN
Investment banker job in Bloomington, MN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Financial Representative Trainee (Sales) - Milwaukee, WI
Investment banker job in Waukesha, WI
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Intern, Investments FP&A
Investment banker job in Des Moines, IA
Join F&G as a Summer 2026 intern and gain relevant experience, professional development and incredible networking at a growing company. The role will assist with compiling analyses to support underlying GAAP and Statutory investment portfolio results and assist with preparing presentation materials for communicating those results to senior management.
This position reports to the Director, Investments FP&A. The Investments FP&A team is responsible for delivering value-added business analysis and meaningful financial metrics as it relates to the investment portfolio in support of enterprise-wide decision-making and has a comprehensive understanding of all key business drivers and sophisticated financial models.
Duties and Responsibilities
The range of tasks to be performed may include, but may not be limited to, the following:
Assist with preparing a monthly reporting package related to the investment portfolio for executive leadership that includes earnings analysis, forecast data, selected elements of the financial statements and other KPI's
Manage report preparation and data in a timely manner
Utilize reporting systems (Clearwater) to produce, modify and run reports to create efficiencies in the monthly reporting process
Collaborate with other areas of FP&A as well as Investment Accounting to provide ad-hoc investment reporting and analysis
Support culture of financial transparency and continuous improvement
Experience and Education Requirements
Finance or Accounting degree major
GPA of 3.0 or greater (on a 4.0 scale) within major
Interest in a career within financial services industry preferred
Knowledge, Skills & Abilities
A successful candidate will possess the following skills and abilities:
Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others.
A passion for new challenges, leadership and delivering results.
Strong intuitive and analytical skill and willingness to learn
Ability to handle multiple complex tasks and prioritize in a fast-paced environment.
Expertise and experience of improving processes and utilizing technology to improve efficiencies.
Self-directed individual who works well with teams.
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.
As an Iowa Top Workplace
1
and a proud equal opportunity employer, F&G employees are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company, while continuing to be a great place to work.
Join our employee-centric hybrid work environment: fglife.com/about/culture.html
1
Des Moines Register Top Workplaces 2018-2020
Auto-ApplyInternship - PWM Investment Solutions Support (Year-Round)
Investment banker job in Milwaukee, WI
About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026.
The Impact You'll Make:
Support and maintain applications used for Managed Product offerings (e.g,. Envestnet)
Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use
Assess book of business efficiencies to assist field consultants in preparing for branch office visits
Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance
Perform additional duties and assist with ad hoc projects as assigned
What You'll Bring to Baird:
Pursuing a bachelor's degree in finance, economics, business or related degree preferred
Anticipated graduation date of May 2027 or later
Strong written and verbal communication skills
Ability to work in a team environment and manage priorities to meet specific deadlines
Exceptional organizational and time management skills with a high attention to detail
Strong client service critical thinking and troubleshooting skills
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplySr. Investment Consultant (Upper Midwest Region)
Investment banker job in Minneapolis, MN
Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.
As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.
Job Summary
The Senior Investment Consultant (SIC) position for the Upper Midwest region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels.
Duties and Responsibilities
Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal.
This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM.
Regional Responsibility
This position will require the appropriate individual to be based in the Upper Midwest Region.
Minneapolis/Twin Cities, MN- preferred.
Requirements
Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region.
Experience selling ETF's, separately managed accounts, private investments, and mutual funds.
Strong relationships with the advisors and targeted firms in this region would be highly desirable.
Highest ethical standards and integrity.
Tremendous work ethic and strong desire to succeed.
Extensive travel will be required given the size of the regions.
Professional and academic requirements include:
NASD licenses Series 7, 63 and 65
A Bachelor's degree is required
CIMA and or CFP designation preferred
Job Benefits
Medical, dental, and vision coverage.
Employer 401(k) safe harbor and profit-sharing contributions.
Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.
Community involvement opportunities.
Onsite cafeteria.
Onsite fitness center.
Referral program.
Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials
Investment banker job in Minneapolis, MN
Business Unit:
Corporate Finance
Industry:
Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Industrials
Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).*
*Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028
Possess basic knowledge of and a keen interest in finance
Excellent verbal and written communication skills
Strong work ethic and leadership skills
Preferred Qualifications
A fundamental understanding of valuation theory, methodologies, and applications
Strong analytical and computer skills (Excel)
Ability to work cooperatively with all levels of staff
Application Requirement
To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Auto-ApplyInvestment Banking Analyst - Healthcare
Investment banker job in Austin, MN
Full-time Description
Cascadia is one of the nation's largest independent advisory-only investment banks. With scale, diverse perspectives, and a collaborative model, we select clients as carefully as they select us partnering only with leading companies positioned for growth.
We bring a differentiated approach to investment banking: deep industry expertise, a process that blends creative storytelling with disciplined execution, and a custom strategy for every client. This enables us to deliver outcomes beyond the norm, maximizing valuation, terms, and long-term value.
About the Team
Cascadia's Healthcare professionals have originated and executed over $10 billion of M&A and financing transactions in the sector. In the process, we've had the good fortune of working with some of the most well-recognized buyers and investors in the business.
Emerging trends in the industry are driven by consumers demanding higher quality care with cost transparency, integrated health information, and better provider access and communication. The solutions lie at the intersection of healthcare services, equipment, and technology, where innovation provides for better, more accessible care at lower costs. Cascadia's team is perfectly primed to meet the growing needs of the industry's players, leveraging vast experience coupled with a thorough understanding of the market.
About the Role
Cascadia is seeking an Investment Banking Experienced Analyst to join our Healthcare Team. The Analyst will be responsible for supporting day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models. Analysts at Cascadia are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure
What You'll Do
Support day-to-day execution of client engagements
Manage the creation of and review/refinement of financial models and related analysis
Draft information memorandums and management presentations
Coordinate and attending investor meetings for private placement clients
Manage due diligence efforts, working directly with management teams and investor groups
Extensive company and industry analyses (trends, M&A, etc.)
Partner with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
Develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies
Intended for a high-performing Investment Banking Analyst ready to expand responsibilities and develop toward Associate-level leadership
About Your Skills and Experience
2-4 years of middle-market investment banking experience; healthcare experience preferred but not required
Alternatively: Healthcare transaction advisory experience, consulting, or related financial services
Exposure to Healthcare sectors a plus, but not required
Strong financial modeling, finance and accounting skills
Critical/strategic thinking and market orientation
Outstanding quantitative and technical skills
Outstanding written and verbal communication skills
Strong client management/client service skills
Self-motivated, proactive work habits
Mergers & acquisition and capital raises experience for privately held clients
FINRA Series 79 and 63 licenses strongly preferred
BA/ BS degree with demonstrated academic excellence
This position is designed for an experienced Analyst with strong execution capabilities who is preparing to take the next step toward an Associate role
About Our Values
One Firm - We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team
Integrity - We uphold the highest ethical standards in everything we do-how we collaborate, serve clients, and pursue opportunities. Trust is our foundation
Accountability - We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact
Results - We are sector experts who deliver best in class service and exceptional results
*Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company.
Salary Description $100,000 - $110,000 + Bonus
Universal Banking Intern
Investment banker job in Edina, MN
As an intern, this person will learn first-hand what careers in community banking involve and will engage in a rotation through core departments including Retail Banking and Consumer, Business, Ag, and Mortgage Lending. Throughout the rotation, this person will gain insight into a variety of business units including Wealth Management as well as experience what happens “behind the scenes” in Credit Review and Operations.
Qualifications: This person should have a minimum of one year of business-related classes in a higher learning setting or the equivalent. Excellent communication and customer service skills are essential. This role requires on-site employment.
Principle Responsibilities:
Work closely with industry experts to identify and differentiate various banking products and services.
Observe and participate in the customer experience including identifying needs, recommending products that fit, and maintaining customer relationships.
Learn the foundations of banking by participating in general Retail functions including processing customer transactions, cash handling, and cash drawer balancing.
Shadow the lending process from start to finish and develop overall loan file knowledge.
- Observe meetings with loan customers
- List and describe various loan types and products
- Compile and prepare proper underwriting information
- Introduction to credit worthiness and cash flow by analyzing credit information and referring to policy & guidelines
- View loan processing, servicing and closing
- Witness Departmental collaboration
Introduction to Wealth Management Services including financial planning, trusts, retirement plan services, investment management and estate planning & administration.
Utilize banking systems and observe how they integrate into business processes.
Develop and apply a working knowledge of banking regulations and processes.
Maintain confidentiality, integrity and honesty, especially in dealing with customer information.
Gain skills related to professionalism, financial analysis, decision-making, customer service and communication.
Uphold professional standards when working with customers through various channels.
Attend and participate in committee and department meetings and professional development opportunities and trainings.
Connect with and learn from department leaders and management.
Prepare a presentation at the close of the internship to be presented to key stakeholders.
Act in accordance with FBT policies and procedures as set forth in the employee handbook.
Adhere to compliance procedures and participate in required compliance training.
The anticipated salary range for this role is between $20.33 and $26.42. This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual's relevant experience, training, skills, work location, and other considerations. For those in eligible roles, we offer incentive compensation based on individual performance. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at *************************
Compensation Grade
Hourly Grade 3
First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete
Equal Employment Opportunity Policy Statement
. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
Auto-ApplyBMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
Investment banker job in Minneapolis, MN
Application Deadline:
12/15/2025
Address:
50 S 6th Street
Job Family Group:
Commercial Sales & Service
BMO Commercial Banking
BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses.
As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally.
Program Overview
Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern.
What's in it for you?
Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking
Technical Training - an engaging and interactive learning program including an introduction to credit
Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities
Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients
Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc.
Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking
We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves.
Qualifications:
You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029
You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026
You have a preferred minimum GPA of 3.0/4.0
You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future
You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc.
You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity
The annual base salary for this position is USD $45,886
Salary:
$44,300.00 - $66,400.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplySummer 2026 Investment Intern- Onsite Des Moines, Iowa
Investment banker job in Des Moines, IA
In this collaborative role, you will get a chance to learn important skills and gain professional experience by working on a variety of projects and learn from our investment team. You will participate in a well-rounded internship program with the opportunity to gain real world experience that supplements traditional classroom learning. This internship will run from June to August 2026 working 40 hours per week for a total of 10 weeks. This is a paid internship.
Essential Functions
* Assist the investment department with projects and reoccurring tasks.
* Other tasks as assigned by supervisor or team.
Qualifications
* Pursuing a degree in a relevant field.
* Possess strong verbal and written communication skills.
* Previous internship or related experience is a plus.
About Wellabe Internship Program
The Wellabe Internship Program aims to provide interns with a comprehensive understanding of the company while fostering skill development through internship orientation, regular check-ins, assigned one-on-one mentors, weekly coffee chats with company leaders, weekly learning sessions, and engaging social events throughout the summer.
About Wellabe
Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we're committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe's culture of betterment by visiting wellabe.com/culture.
Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting
wellabe.com/news/employee-spotlights.
Our core values:
* Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.
* Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.
* Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.
* Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.
* Be open: Embrace diversity and new ideas to create an inclusive environment.
* Be generous: Embody generosity and compassion by serving a greater purpose and helping others.
* Be better: Commit to continuous improvement and adapt effectively to change.
* Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.
Be well - thrive in an environment that fosters inclusivity, well-being, and development.
Summer 2026 Investment Intern- Onsite Des Moines, Iowa
Investment banker job in Des Moines, IA
In this collaborative role, you will get a chance to learn important skills and gain professional experience by working on a variety of projects and learn from our investment team. You will participate in a well-rounded internship program with the opportunity to gain real world experience that supplements traditional classroom learning. This internship will run from June to August 2026 working 40 hours per week for a total of 10 weeks. This is a paid internship.
Essential Functions
Assist the investment department with projects and reoccurring tasks.
Other tasks as assigned by supervisor or team.
Qualifications
Pursuing a degree in a relevant field.
Possess strong verbal and written communication skills.
Previous internship or related experience is a plus.
About Wellabe Internship Program
The Wellabe Internship Program aims to provide interns with a comprehensive understanding of the company while fostering skill development through internship orientation, regular check-ins, assigned one-on-one mentors, weekly coffee chats with company leaders, weekly learning sessions, and engaging social events throughout the summer.
About Wellabe
Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we're committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe's culture of betterment by visiting wellabe.com/culture.
Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting
wellabe.com/news/employee-spotlights.
Our core values:
Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.
Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.
Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.
Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.
Be open: Embrace diversity and new ideas to create an inclusive environment.
Be generous: Embody generosity and compassion by serving a greater purpose and helping others.
Be better: Commit to continuous improvement and adapt effectively to change.
Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.
Be well - thrive in an environment that fosters inclusivity, well-being, and development.
BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
Investment banker job in Minneapolis, MN
Application Deadline:
12/15/2025
Address:
50 S 6th Street
Job Family Group:
Commercial Sales & Service
BMO Commercial Banking
BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses.
As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally.
Program Overview
Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern.
What's in it for you?
Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking
Technical Training - an engaging and interactive learning program including an introduction to credit
Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities
Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients
Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc.
Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking
We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves.
Qualifications:
You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029
You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026
You have a preferred minimum GPA of 3.0/4.0
You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future
You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc.
You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity
The annual base salary for this position is USD $45,886
Salary:
$44,300.00 - $66,400.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyRotational Banking Internship (Summer 2026)
Investment banker job in West Des Moines, IA
Job DescriptionDescription:
What You'll Be Doing
The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path.
As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture.
As an intern you will
Work in one of our 22 communities.
Interact with Senior Leadership.
Participate in hands-on retail and credit analysis training.
Develop business acumen.
Complete projects and work assignments as directed in assigned areas.
Interact, work and respond effectively with internal and external business clients.
Core Responsibilities
Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone.
Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records.
Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts.
Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank.
Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader.
Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding.
Participates in business development meeting with prospective and existing client calls.
Participates in loan committee meetings to obtain a further understanding credit analysis.
Supports Loan Assistants by preparing various loan documents.
Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations.
Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc.
Perform any other related duties as required or assigned.
General Responsibilities
Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance.
Requirements:
Skills/Experience You'll Need
Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior.
Demonstrated leadership skills through participation in school and community activities.
Prior cash handling/client experience preferred but not required.
Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best.
Strong verbal and written communication skills.
Hours of Work & Travel
Full-time hours throughout intern program (10-12 weeks) during the Summer 2025.
Days and hours of operation vary with each Bank Iowa location.
Occasional travel between bank locations throughout internship.
Our People-Centered Culture
At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities.
At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you.
Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
Transaction Banker
Investment banker job in Cedar Falls, IA
Job Description
Do you enjoy getting to know new people and having conversations? Then becoming a Transaction Banker with First Bank would be a great fit for you! As a Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.
Duties include:
Customer Service:
Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
Create money orders, official checks, etc.
Scan transactions into system for processing
Provide timely, courteous and professional customer service
Build appropriate relationships with customers to better understand their banking needs
Responsible for having an in depth understanding of transactional processes and retail bank products
Assist customers with resolution of account concerns and issues
Promptly and cheerfully answer phone calls and greet in a professional manner
Cash Handling:
Accurately process transactions evidenced by balancing daily
Ensure assigned cash drawer is kept secure at all times
Keep cash drawer within assigned drawer limits
Balance ATM, vault, etc. as assigned
Referrals:
Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
Support the overall sales effort by referring customer to others within the bank for financial solutions
Participate in retail product campaigns the bank initiates
Other:
Work as one collective bank team and assist in other departments as needed
Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
Complete training as needed or required
Other duties as assigned
To be best prepared for this position, a high school diploma or equivalent as well as math skills are required. Prior experience in customer service is preferred. Basic computer skills, confidentiality, and strong communication skills will also be needed.
This is a Monday through Friday full-time position with a Saturday rotation (about 8-12 Saturdays per year).
First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits: Health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short and long-term disability, 401k/ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.
If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets
Private Client Banker - Wisconsin West Market - Fitchburg, WI
Investment banker job in Fitchburg, WI
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyCommunity Banker I
Investment banker job in Minneapolis, MN
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred.
Schedule: Monday through Friday 8:15am - 4:45pm.
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
Video Banker
Investment banker job in Charles City, IA
Join Our Team as a Video Banker at First Security Bank & Trust in Charles City, IA!
Are you looking for a career that combines your passion for customer service with the world of banking? First Security Bank & Trust is seeking a enthusiastic and motivated Video Banker to join our team in Charles City, IA. As a Video Banker, you will have the opportunity to provide exceptional service to our customers through our Interactive Teller Machines (ITM), while also developing relationships and helping customers build and protect their financial legacy.
POSITION SUMMARY: Greet customers using any of our 9 Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. Assist Service Center and Operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Greet customers through use of technology and video equipment.
Serve the customer in a professional, courteous and efficient manner through prompt handling of all teller functions.
Follow established policies, procedures and guidelines of First Security Bank while processing customer transactions.
Field questions from current bank customers as well as non-customers; maintaining good customer relations at all times.
Identify cross-sell opportunities and make referrals. Guide customers to others in the bank as needed for product or service assistance.
Identify and mitigate potential fraud.
Take overflow phone calls for Service Center.
Assist operations area with deposit and clerical duties as requested. This could include mailings, balancing and review of accounts, and other tasks as identified
Other duties as needed.
DESIRED KNOWLEDGE, SKILLS, & ABILITIES
Excellent verbal communication skills.
Strong work ethic
Ability to work in a fast-paced environment.
Ability to work independently and as part of a team.
Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
Ability to recognize customers financial needs, goals and objectives.
Strong presence and interest in working in a video-based position.
Flexibility
Effective problem-solving skills
QUALIFICATIONS
Education: High School Diploma or equivalent required
Experience: 6 months previous customer service experience. Previous banking or financial services experience preferred but not required.
Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust.
Community Banker- Brady St
Investment banker job in Davenport, IA
Job DescriptionDescription:
TITLE: Community Banker
DEPARTMENT: Retail Banking
The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
Process client transactions in a professional and efficient manner while following established policies and procedures.
Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
Balance cash vault according to established procedures.
Process requests for foreign currency transactions.
Identify potential fraud accounts and take appropriate action to prevent loss.
Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
Follow all established procedures to ensure compliance with federal regulations.
Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
Actively promote banking products and services to the community.
Answer client questions, address client concerns, and provide resolutions to inquiries.
May quote client deposit rates.
Collaborate with other team members to ensure a positive banking experience for all clients.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Assist with client outreach and demonstrate support for company culture.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
High school diploma or equivalent required.
Previous banking, client service, or related field with cash handling experience.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Strong interpersonal and written communication capabilities.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
Duties are performed in a professional office environment.
Requires travel to other bank locations.
Availability to work on Saturdays.
Overtime may be required.
Extended periods of standing and ability to lift fifty pounds.
SALARY & BENENFITS:
The minimum starting hourly wage for this position is $17.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law.
This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Requirements:
Summer Banking Internship
Investment banker job in Ida Grove, IA
The goal of United Bank of Iowa's summer internship program is to provide students an opportunity to gain real world exposure and practices within the banking industry. Throughout our summer program, interns will gain a vast amount of knowledge within multiple areas of our office and have exposure to materials and programs that are a crucial part of our banking practice every day.
The ten-week program will be located in our headquarters in Ida Grove, Iowa. Interns will rotate between the ten operations departments, allowing them to gain a wide range of exposure and banking knowledge.
CANDIDATE REQUIREMENTS:
Enrolled as a sophomore or junior attending a four-year college, or a first-year student attending a two-year college
Must be able to work in our Ida Grove location for the duration of the internship program
Ability to work 35-40 hours per week, typically 8:00am-4:30pm (hours may vary)
*MUST HAVE SATISFACTORY BACKGROUND CHECK INCLUDING CREDIT HISTORY*
Community Banker- Altoona
Investment banker job in Altoona, IA
Full-time Description
TITLE: Community Banker
DEPARTMENT: Retail Banking
The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
Process client transactions in a professional and efficient manner while following established policies and procedures.
Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
Balance cash vault according to established procedures.
Process requests for foreign currency transactions.
Identify potential fraud accounts and take appropriate action to prevent loss.
Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
Follow all established procedures to ensure compliance with federal regulations.
Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
Actively promote banking products and services to the community.
Answer client questions, address client concerns, and provide resolutions to inquiries.
May quote client deposit rates.
Collaborate with other team members to ensure a positive banking experience for all clients.
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
Assist with client outreach and demonstrate support for company culture.
Foster and preserve a culture of diversity, equity, and inclusion.
Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
High school diploma or equivalent required.
Previous banking, client service, or related field with cash handling experience.
Excellent client service skills.
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
Strong interpersonal and written communication capabilities.
Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
Duties are performed in a professional office environment.
Requires travel to other bank locations.
Availability to work on Saturdays.
Overtime may be required.
Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.