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Investment banker jobs in West Des Moines, IA

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  • Intern, Investments FP&A

    Fidelity & Guaranty Life 4.5company rating

    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
    $72k-101k yearly est. Auto-Apply 60d+ ago
  • Associate, Investment Operations

    Principal Financial Group 4.6company rating

    Investment banker job in Des Moines, IA

    What You'll Do Are you looking to grow your career in investment operations? If so, join Principal as an Associate, Investment Operations! As an Associate, Investment Operations on our team, you'll perform procedures, analysis and report preparation to support the full lifecycle of investment operations in a global infrastructure. You'll be responsible for account administration, account reconciliation, reporting, transaction management and/or trade support activities as well as support global investment initiatives through participation in projects, process reviews and/or system enhancements. Interface with internal and external personnel including senior operations staff, legal, relationship management, IT, banks, brokers, custodians, portfolio managers, and/or traders to obtain information, execute routine transactions and resolve problems. Establish new securities, compliance rules, new accounts, and or new reports to ensure readiness for trading, reconciliation, settlement and/or the client reporting process. Identify and resolve issues associated with client data, trade breaks, reconciliation breaks, and/or compliance breaches. Prepare reports and maintain controls in alignment with internal policies and client needs. Develop an understanding of Principal Asset Management's products, team procedures, and customer needs through self-initiated research, participation in available training programs and involvement in ongoing investment activities. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are Bachelor's degree, or equivalent, in accounting, finance, economics or business. 2+ years of professional or intern experience in investment/mutual fund operations. Knowledge of financial services and investment related terminology. Skills That Will Help You Stand Out Experience with investment reconciliation processes. Strong analytical, problem solving, interpersonal, time management and communication skills required. Knowledge of business applications and software including Microsoft Office (Excel proficiency), preferably Power Query and/or Power BI. Detailed oriented. Client service orientation, the ability to work under pressure in a deadline driven, team-based environment to produce accurate and timely information with limited supervision. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $67500 - $85000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible No Location This role will be based out of our World Headquarters located in Des Moines, IA. Work Environments This role offers the ability for in-office or three days in-office and two days remote. You'll work with your leader to figure out which option may align best based on several factors. Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc. ) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 11/7/2025 Most Recently Posted Date 11/7/2025
    $67.5k-85k yearly 37d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    Investment banker job in West Des Moines, IA

    Job DescriptionDescription: What You'll Be Doing The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path. As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture. As an intern you will Work in one of our 22 communities. Interact with Senior Leadership. Participate in hands-on retail and credit analysis training. Develop business acumen. Complete projects and work assignments as directed in assigned areas. Interact, work and respond effectively with internal and external business clients. Core Responsibilities Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records. Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts. Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader. Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding. Participates in business development meeting with prospective and existing client calls. Participates in loan committee meetings to obtain a further understanding credit analysis. Supports Loan Assistants by preparing various loan documents. Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations. Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc. Perform any other related duties as required or assigned. General Responsibilities Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance. Requirements: Skills/Experience You'll Need Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior. Demonstrated leadership skills through participation in school and community activities. Prior cash handling/client experience preferred but not required. Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best. Strong verbal and written communication skills. Hours of Work & Travel Full-time hours throughout intern program (10-12 weeks) during the Summer 2025. Days and hours of operation vary with each Bank Iowa location. Occasional travel between bank locations throughout internship. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
    $34k-47k yearly est. 26d ago
  • Summer 2026 Investment Intern- Onsite Des Moines, Iowa

    Wellabe, Inc.

    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.
    $32k-56k yearly est. 26d ago
  • Summer 2026 Investment Intern- Onsite Des Moines, Iowa

    Wellabe

    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.
    $32k-56k yearly est. 24d ago
  • Investment Trader

    Integrity Marketing Group 3.7company rating

    Investment banker job in Urbandale, IA

    The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring. Essential Job Functions Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations. Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing. Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software. Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives. Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items. Communicate with various team members and stakeholders regarding investment strategies and portfolio performance. Work with the Compliance Department as needed to address regulatory concerns or improper sales practices. Other duties as assigned. Travel up to 10% Knowledge, Skills, and Abilities Must display Core Values Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes Strong attention to detail Product knowledge in managed accounts, securities, and trading systems Strong conceptual skills with an ability to deliver big ideas that drive results Exceptional written and verbal communication skills Experience and Education 2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities. Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience. Licensing: FINRA Series 7. Series 65/66 required within 6 months. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
    $64k-107k yearly est. Auto-Apply 60d+ ago
  • Community Banker

    Two Rivers Bank & Trust 3.8company rating

    Investment banker job in Ankeny, IA

    Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa. We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve. Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career. Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team! EDUCATION AND WORK EXPERIENCE * High school diploma or equivalent. * Prior enhanced banking experience and extensive knowledge of banking products and services. * Prior enhanced new account knowledge/experience. * Two or more years of consumer lending or comparable work experience. SKILLS AND QUALIFICATIONS * Experience with computer operating (Windows) * MS Office software experience * Basic math * 10 key skills * Exceptional internal and external customer service skills. * Demonstrate selling skills and abilities. * Attention to * Demonstration of excellent communication skills, both oral and written. * Strong organization skills and effective time ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES * Ensure a positive interaction with customers and non-customers during all interactions. * Responsible for obtaining pre-determined goals for service, sales and operations. * Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions. * Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence. * Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities. * Identify potentially fraudulent activity to help prevent loss to the Bank and our customers. * Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.) * Perform other duties based on branch traffic and needs. (i.e. Teller duties) * Actively participate in community events to demonstrate support for the Two Rivers culture. * Develop and maintain relationships with customers to increase retention and customer satisfaction. * Keep current on regulations and legislation affecting consumer lending. * Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans. * Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending. SCHEDULE/TRAVEL/STATUS * Monday - Friday, Saturdays by Rotation * Infrequent Travel * In-Branch Position * Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need. NOTICE This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
    $24k-34k yearly est. 11d ago
  • Personal Banker

    Midwestone Bank

    Investment banker job in West Des Moines, IA

    Small enough to care. Big enough to deliver. As a Personal Banker, is responsible for developing and maintaining relationships with customers and prospects by providing financial advice and solutions based on their retail accounts, loans, and service needs. Identifies opportunities to connect customers with other business lines to strengthen the relationship. Performs in a leadership role to assist less experienced Bankers in their development or to meet and resolve customer needs. Actively participates in proactive customer outreach initiatives and community events. May assist with operational duties, including banking transactions, and may fill in at various locations as requested. Responsibilities Identifies customer needs by asking open-ended questions to recommend and open appropriate deposit accounts for consumer and business ownerships, and related retail services. Originates and processes consumer loan applications; handles loan closings and collection activities. Participates in customer outreach initiatives and campaigns to achieve sales goals. Uses bank technology to track related activities and progress towards goals. Proactively identifies and makes referrals to other business lines and connects customer to the appropriate employee. Performs necessary tasks to establish and/or update accounts, and services. Embraces leadership opportunities within the branch by: Acting in a leadership capacity when Retail Branch Team Leader, Assistant Team Leader or Senior Banker is not available (including resolution of difficult or sensitive customer situations); Assisting with sales skills development activities; Assisting others with complex consumer, fiduciary, or business ownership accounts and relevant services. Provides backup support for operational duties and banking transactions while adhering to all processing and balancing requirements. Volunteers for community organizations and participates in community events. Performs other duties as assigned. Qualifications Associates degree or equivalent combination of education and related work experience. In addition to education in the field of business or related field, prefer 1-2 years of experience in a sales and service-related role. Banking or financial experience is preferred. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $28k-36k yearly est. Auto-Apply 15d ago
  • Personal Banker

    Midwestone Financial Group, Inc.

    Investment banker job in West Des Moines, IA

    Small enough to care. Big enough to deliver. As a Personal Banker, is responsible for developing and maintaining relationships with customers and prospects by providing financial advice and solutions based on their retail accounts, loans, and service needs. Identifies opportunities to connect customers with other business lines to strengthen the relationship. Performs in a leadership role to assist less experienced Bankers in their development or to meet and resolve customer needs. Actively participates in proactive customer outreach initiatives and community events. May assist with operational duties, including banking transactions, and may fill in at various locations as requested. Responsibilities * Identifies customer needs by asking open-ended questions to recommend and open appropriate deposit accounts for consumer and business ownerships, and related retail services. * Originates and processes consumer loan applications; handles loan closings and collection activities. * Participates in customer outreach initiatives and campaigns to achieve sales goals. * Uses bank technology to track related activities and progress towards goals. * Proactively identifies and makes referrals to other business lines and connects customer to the appropriate employee. * Performs necessary tasks to establish and/or update accounts, and services. * Embraces leadership opportunities within the branch by: * Acting in a leadership capacity when Retail Branch Team Leader, Assistant Team Leader or Senior Banker is not available (including resolution of difficult or sensitive customer situations); * Assisting with sales skills development activities; * Assisting others with complex consumer, fiduciary, or business ownership accounts and relevant services. * Provides backup support for operational duties and banking transactions while adhering to all processing and balancing requirements. * Volunteers for community organizations and participates in community events. * Performs other duties as assigned. Qualifications * Associates degree or equivalent combination of education and related work experience. * In addition to education in the field of business or related field, prefer 1-2 years of experience in a sales and service-related role. * Banking or financial experience is preferred. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $28k-36k yearly est. Auto-Apply 17d ago
  • Community Banker

    Two Rivers Careers 2.5company rating

    Investment banker job in Ankeny, IA

    Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa. We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve. Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career. Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team! EDUCATION AND WORK EXPERIENCE High school diploma or equivalent. Prior enhanced banking experience and extensive knowledge of banking products and services. Prior enhanced new account knowledge/experience. Two or more years of consumer lending or comparable work experience. SKILLS AND QUALIFICATIONS Experience with computer operating (Windows) MS Office software experience Basic math 10 key skills Exceptional internal and external customer service skills. Demonstrate selling skills and abilities. Attention to Demonstration of excellent communication skills, both oral and written. Strong organization skills and effective time ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES Ensure a positive interaction with customers and non-customers during all interactions. Responsible for obtaining pre-determined goals for service, sales and operations. Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions. Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence. Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities. Identify potentially fraudulent activity to help prevent loss to the Bank and our customers. Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.) Perform other duties based on branch traffic and needs. (i.e. Teller duties) Actively participate in community events to demonstrate support for the Two Rivers culture. Develop and maintain relationships with customers to increase retention and customer satisfaction. Keep current on regulations and legislation affecting consumer lending. Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans. Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending. SCHEDULE/TRAVEL/STATUS Monday - Friday, Saturdays by Rotation Infrequent Travel In-Branch Position Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need. NOTICE This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
    $24k-31k yearly est. 11d ago
  • Community Banker- Altoona

    Community State Bank 4.3company rating

    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.
    $27k-41k yearly est. 60d+ ago
  • Financial Advisor Lead (FT) | Business Services | Ames | 2025-274

    McFarland Clinic, P.C 4.4company rating

    Investment banker job in Ames, IA

    Job Description McFarland Clinic is currently accepting applications for a Financial Advisor Lead for its Ames offices. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Responsibilities include: Assist team and patients to resolve billing related questions. Assist patients in finding solutions to balances owed. Work with insurance companies and other third party entities. Work with clinical areas to provide estimates. Will have multiple work queues and reports to maintain. Assist with training new/current team members. Position comes with competitive clinic pay and valuable benefit package. Education High School Diploma, GED or HiSET Days: Monday - Friday. Saturday rotation Hours: 8:00 AM - 5:00 PM Experience One year work experience in a medical clinic setting. Completion of medical terminology preferred. Word processing and computer experience. Problem solving and de-escalation skills. Excellent verbal, written communication skills. Pre-employment drug screen and criminal history background checks are a condition of hire. Benefits McFarland Clinic offers a comprehensive benefits package, including health and dental insurance, 401(k), and PTO. Click here for details. McFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than 75 years experience of caring for people. We welcome applicants who can help us enhance the health and well-being of our patients and communities we serve. McFarland Clinic is an Equal Opportunity Employer McFarland Clinic makes every effort to comply with all requirements of federal, state and local laws relating to Equal Employment Opportunity.
    $34k-61k yearly est. 3d ago
  • Financial Advisor Lead (FT) | Business Services | Ames | 2025-274

    McFarland Brand 2016-09-29

    Investment banker job in Ames, IA

    McFarland Clinic is currently accepting applications for a Financial Advisor Lead for its Ames offices. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Responsibilities include: Assist team and patients to resolve billing related questions. Assist patients in finding solutions to balances owed. Work with insurance companies and other third party entities. Work with clinical areas to provide estimates. Will have multiple work queues and reports to maintain. Assist with training new/current team members. Position comes with competitive clinic pay and valuable benefit package. Education High School Diploma, GED or HiSET Days: Monday - Friday. Saturday rotation Hours: 8:00 AM - 5:00 PM Experience One year work experience in a medical clinic setting. Completion of medical terminology preferred. Word processing and computer experience. Problem solving and de-escalation skills. Excellent verbal, written communication skills. Pre-employment drug screen and criminal history background checks are a condition of hire. Benefits McFarland Clinic offers a comprehensive benefits package, including health and dental insurance, 401(k), and PTO. Click here for details. McFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than 75 years experience of caring for people. We welcome applicants who can help us enhance the health and well-being of our patients and communities we serve. McFarland Clinic is an Equal Opportunity Employer McFarland Clinic makes every effort to comply with all requirements of federal, state and local laws relating to Equal Employment Opportunity.
    $24k-48k yearly est. 2d ago
  • Inbound Personal Banker

    U.S. Bank 4.6company rating

    Investment banker job in Des Moines, IA

    Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner. **Basic Qualifications** - Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record -High school diploma or equivalent -Two or more years of sales experience **Preferred Skills/Experience** -Phone sales experience -In-depth knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company's product philosophy and policy -Demonstrated effective use of consultative sales approach and referral skills -Solid PC and keyboard skills -Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations -Proven commitment to high quality customer service -Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service -Strong verbal communication skills including both telephone and interpersonal skills -Strong critical thinking and problem-solving skills to help address the customer needs **The schedule for this role is 1pm-10pm CST during the week and 9am-5pm every Saturday. This role requires you to be available to work every Saturday.** **Location expectations** This role is designated as U.S. home-based remote. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $20-22.5 hourly 3d ago
  • Traveling Personal Banker I

    Peoples Bank 4.5company rating

    Investment banker job in Pleasantville, IA

    Job Description Join Our Team at Peoples Bank! Peoples Bank, a locally owned and progressive community bank, attributes its financial success and growth to its outstanding employees. Since 1998, we've expanded from a small office on the Indianola square to branches in Carlisle, Chariton, Indianola, Lacona, Knoxville, Milo, Pleasantville, and Seymour. What sets us apart is our commitment to taking the time to answer our customers' questions and solve their problems. Unlike other banks that focus on quotas, we encourage our employees to do what's right for our customers and colleagues. We offer competitive compensation, excellent benefits, opportunities for professional growth, community involvement, and a positive work environment. Position: Traveling Personal Banker (Pleasantville Location) Responsibilities: Responsible for working at different Peoples Bank branches to help cover staff shortages and is paid for their extra time and mileage when traveling to a branch outside of Pleasantville. Open, close, and maintain checking accounts, savings accounts, certificates of deposit, IRAs, safe deposit boxes, ATM/Debit Cards, and online banking. Qualifications: High School Diploma/GED required. One year of banking experience preferred. Excellent communication skills (verbal, written, listening, and etiquette). Positive, helpful, and professional attitude. Ability to work in a team-oriented and fast-paced environment. Strong problem-solving skills, computer skills, and multitasking ability. Ability to handle multiple interruptions while efficiently assisting customers in-person and over the phone. Schedule: Regular shifts vary between 8 a.m. to 5 p.m. Monday through Friday. Saturday rotation from 8 a.m. to 12 p.m. Compensation: Pay range: $20.26 - $22.52/hr (based on previous banking experience). Health, Dental, and Vision Insurance. Employer-paid Life Insurance, Short-Term Disability, and Long-Term Disability. 401K with Employer Match. 15+ days of PTO per year. Family Leave Plan. Over 11 Paid Holidays. Employer-paid Identity Theft Insurance. Aflac Insurance. Flexible Spending Accounts. Peoples Bank Stock Purchase Plan. Free personal checking accounts and safety deposit box. Peoples Bank is an Affirmative Action and Equal Opportunity Employer. We provide equal employment opportunities without regard to any status protected by federal or local law.
    $20.3-22.5 hourly 13d ago
  • Financial Services Representative II

    First Interstate Bancsystem 3.5company rating

    Investment banker job in Clive, IA

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . is located at our Clive, IA University Ave. branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES AND RESPONSIBILITIES Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions. Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately. Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards. Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals and other client activity. Builds client relationships through outbound and proactive measures including First 15. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. KNOWLEDGE, SKILLS AND ABILITIES Attention to detail, including verbal and written instructions. Maintains confidentiality. Effective use of tact and diplomacy as it relates to clients and co-workers. Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key skills. Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate and percent and to draw and interpret bar graphs. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables. Delivers complete and accurate work and displays pride and professionalism in work. Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training. Takes personal initiative and is a positive example for other to emulate. Adept at conversing with client about their needs and is able to originate all types of personal loans. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results. EDUCATION AND/OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years Banking or related experience required PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer. Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently Lifting - Occasionally (up to 10 lbs) Sitting - Frequently Overtime - Subject to business need Noise Level - Moderate Typical Work Hours - M-F (8-5) Regular and Predictable Attendance - Required **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
    $24k-32k yearly est. Auto-Apply 14d ago
  • Financial Service Representative II

    Community 1St. Credit Union 4.0company rating

    Investment banker job in Chariton, IA

    Are you ready to dive into the world of finance with a dynamic and a member-centric team at Community 1st Credit Union? As a Financial Service Representative II at our Chariton location, you'll be at the forefront of providing top-notch service to our members. Imagine the thrill of assisting our members with their financial needs and being the go-to person for all their inquiries. Benefits package includes: Medical, Vision, Dental, Flexible Spending Account, Education Reimbursement, Life Insurance, PTO, Paid Volunteer Time, Sick Time, and an amazing 401K plan (10% company contribution). C1st is proud to consistently be rated as a Top Workplace in Iowa. a day in the life As a Financial Service Representative II at Community 1st Credit Union, your day-to-day will be filled with engaging tasks. You will greet members with a friendly smile, handle financial transactions accurately, and assist with account inquiries. Your role will involve promoting our various financial products and services, ensuring that our members' needs are met promptly and efficiently. You'll have the opportunity to learn and grow as you shadow experienced team members, gaining valuable insights into the world of banking. Your enthusiasm for helping others and your commitment to excellence will be key in providing top-notch service every day. skills/experience to be a success To excel as a Financial Service Representative II, you'll need a combination of key skills and knowledge. Proficiency in using Credit Union software and tools is essential for handling transactions accurately and efficiently. Strong communication skills are a must-have as you interact with members daily, addressing their inquiries and providing exceptional service. Attention to detail is crucial for processing financial transactions with precision and ensuring accuracy in all documentation. The ability to work effectively in a fast-paced environment and collaborate with team members will help you thrive in this role. A passion for learning and adapting to new technologies in the financial industry will set you apart as a valuable member of our team. At C1st, employees are not only encouraged to get involved in their communities - but they are also actively supported, as C1st offers paid volunteer time for all employees. If you're looking to join a team that makes a difference both at work and in the community, C1st is the place for you. Join us in making a difference in our members' financial journeys. Apply now for this exciting opportunity.
    $25k-29k yearly est. 3d ago
  • Associate Personal Banker - Knoxville

    W.F. Young 3.5company rating

    Investment banker job in Knoxville, IA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 102 S 2ND ST, KNOXVILLE, IA, 50138 Posting End Date: 7 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $28k-32k yearly est. Auto-Apply 6d ago
  • Associate Personal Banker - Knoxville

    Wells Fargo 4.6company rating

    Investment banker job in Knoxville, IA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * 102 S 2ND ST, KNOXVILLE, IA, 50138 Posting End Date: 7 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-32k yearly est. 4d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    Investment banker job in West Des Moines, IA

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

Learn more about investment banker jobs

How much does an investment banker earn in West Des Moines, IA?

The average investment banker in West Des Moines, IA earns between $78,000 and $274,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in West Des Moines, IA

$146,000
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