Operations Specialist jobs at Minnwest Bank - 74 jobs

Work Arrangement: ***After the initial training period, this is a hybrid role, working onsite in our Sioux Falls, SD office.*** For over 20 years, The Bancorp has been providing nonbank companies with the people, processes, and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners' businesses into the future. At The Bancorp, We Define Fintech Partnerships. The Bancorp does more than just enable our clients' product innovations, we create lasting partnerships with a future-focused approach to technology and services. Today and every day, we work to continuously transform the payments landscape. Provides operational support of client programs by managing departmental processes, ensuring adherence to compliance and regulatory requirements. Reports department activities to the VP Network Operations Managers on a regular basis. Responsibilities Essential Functions Monitors transactional and compliance reports to detect parameter breaches, regulatory violations, or potential fraudulent activity. Conducts thorough account reviews and prepares Unusual Activity Reports (UARs) for the Financial Crimes Risk Management team, adhering to The Bancorp Bank's established procedures. Reviews and resolves ACH-related inquiries including Letters of Indemnity (LOIs) and reclamations. Processes transactions which may involve the reversal of funds from consumer accounts and account closures, in compliance with regulatory guidelines and internal policies. Ensures compliance with federal regulations by accurately processing Trace Requests, Death Notification Entries (DNEs), and Debit to Fed transactions received from the U.S. government. Manages the timely return of government funds in accordance with applicable guidelines. Handles client and cardholder requests to issue checks for remaining account balances. Appropriately debits funds using correct transaction codes and descriptions and closes accounts or cards in accordance with the cardholder agreement. Responds to check-related inquiries, including initiating stop payments and issuing replacement checks as needed. Collaborates regularly with the Financial Crimes Risk Management team to facilitate weekly closures of accounts listed on the Restricted Customer Database, ensuring proper handling and documentation in accordance with internal compliance procedures. Builds strong working relationships with Program Operations Managers to collaboratively address client issues and support operational problem-solving. Assists with a variety of daily, weekly, and monthly tasks to ensure seamless program execution. Reviews written statements of authorized debits to verify compliance with NACHA Operating Rules before processing client-initiated ACH return requests. Cultivates and maintains positive relationships with key clients, ensuring a high level of service and responsiveness to their needs. Performs other duties as assigned. Qualifications Education/Experience Requirements Associate degree in a related field or an equivalent combination of training and experience. 1 year of relevant experience. Preferred Qualifications Excellent verbal, written, and interpersonal communication skills Team player, able to work effectively in a team fostered, multi-tasking environment. Proficient in all Microsoft Office products, e.g., Excel, PowerPoint, Word, Outlook. Able to learn and quickly maneuver through account screens on 12+ systems. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-PJ1 #LI-Hybrid

As a FleetShare Ambassador, you will play a crucial role in providing onsite support to Merchants FleetShare product clients within your assigned territory. Your primary focus will be on delivering superior customer service and expertise in support of the FleetShare product. Location: Based in or near Minneapolis-St. Paul, Minnesota Salary: $70,000 Key responsibilities include: Serve as the primary contact for FleetShare locations in your territory, conducting site visits as necessary. Act as a subject matter expert within FleetShare, sharing consultative information with clients and internal partners. Facilitate documentation for new or renewing FleetShare users. Conduct inspections for new vehicles entering the program. Manage rental-related inquiries, including repairs, billing, registration, and FleetShare technology access. Build and maintain relationships with key onsite contacts within client operations. Manage usage in the defined territory to increase utilization and income. Facilitate maintenance, repairs, inspections, registrations, and related needs of FleetShare vehicles. Provide KPI reporting for the assigned territory internally and externally as required. Coordinate vehicle movements and material shipments within the territory. Handle billing for charges incurred within the assigned territory. Collaborate with cross-departmental teams within Operational and Technical departments. Troubleshoot product technology onsite as needed. Take on additional projects as assigned. Use of personal vehicle is required with travel reimbursement. Travel as necessary to current and future FleetShare locations within the territory of Minnesota Experience: Proven experience in managing deadlines and providing feedback on trends and customer challenges. Must hold a valid U.S. driver's license and an acceptable driving record at time of hire. Must continue to keep a satisfactory driving record, as determined by Merchants, and remain eligible to be insured by the company's vehicle insurance carrier. Employee must cooperate in completing any required authorizations or paperwork for regular motor vehicle checks. Skills: Excellent customer service, communication, and listening skills. Aptitude to learn FleetShare fleet management system (Agile/TSD), CRM (Salesforce), and LeaseWave. Strong Microsoft Office Suite skills; ability to learn and utilize company software. Effective time management and organizational skills. Critical thinking and problem-solving ability. Exceptional verbal, written, presentation, project management, and interpersonal skills. Ability to work independently and collaboratively as part of a team. Familiarity with telematics software is a plus. Must be comfortable working on your feet for extended periods throughout the shift. Work is primarily conducted outdoors in varying weather conditions, including heat, cold, rain, or wind. Frequent bending, kneeling, and reaching to complete tasks. Education: Bachelor's degree preferred. The Company You're invigorated by team collaboration and a fast-paced work environment. Opportunities for growth motivate you to always bring your A-game. You're tired of being told "no" when you think of ways to improve, innovate, and do things better. There's a place for people like you. Welcome to Merchants Fleet. We've been around for more than 60 years, but we're the fastest growing fleet management company in North America. The fleet industry is behind every delivered package, the summertime memories kids make on their way to camp, and the heavy-duty trucks and vans that keep the lights on. That's a lot of responsibility, and why we want our employees to always be at their best. Everything at Merchants Fleet is fueled by our entrepreneurial spirit, including: Leadership who truly lead and engage with employees Real career paths and the tools you need to grow and develop A work environment that's encouraging and collaborative We know employees won't stay if they're not happy, which is why we provide a great benefits package on top of our award-winning work environment. In fact, we've just made the "Great Companies to Work For in NH" list for the eighth year in a row and have a 88% employee satisfaction score (higher than the national average of 57%). So, what are you waiting for? See why a career with Merchants Fleet is the best decision your future self has ever made.

Full-time Description can be worked out of any Choice location. Purpose (Why does this job exist?) Wire Payment Operations Specialists play a critical role in ensuring the timely and accurate processing of wire transfers for both traditional and BaaS (Banking as a Service) customers. Responsibilities (What will be the day-to-day responsibilities of this position?) Executing Wire Transfers: Facilitating wire transfers timely and accurately while adhering to both regulatory guidelines and internal policies. Verification and Validation: Under dual control, reviewing wire instructions, verifying account details, and ensuring compliance to security protocols. Exception Handling: Investigating and resolving any discrepancies or issues related to wire transactions. Monitoring both the Wire Transfers inbox and the Wire Transfers phone line for wire requests/inquiries from internal and external customers. Collaboration: Coordinating with internal teams, outside financial institutions, BaaS Partners, and customers to facilitate wire transfers and conduct research on past wire transfers as needed. Risk Mitigation: Identifying and mitigating potential risks associated with wire transfers. Assisting with special projects such as reporting, procedure documentation, bank-wide trainings, and vendor collaboration. Requirements Qualifications Preferred: Two years of banking experience. Customer Service: Top notch customer service skills to help exemplify our #PeopleFirst banking approach. Attention to Detail: Precision and accuracy are essential in wire processing. Financial Awareness: Familiarity with banking procedures, AML (Anti-Money Laundering) regulations, and wire transfer protocols. Communication Skills: Effective communication with team members, clients, and external partners. Problem-Solving: Ability to troubleshoot and resolve issues promptly. Time Management: Efficiently managing multiple wire requests within tight deadlines. Culture Alignment Choice is #PeopleFirst, banking second. People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. Embrace change and encourage innovation. Know when to ask for help and know when to offer help. Better the places we live. Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise. The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings. Salary Description $16.02 - $28.27 / hour

TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Operations team that is dedicated to building life-long relationships to help our members reach and manage their financial goals. A successful Operations Specialist will be able to do: Conducts quality control assessments to maintain compliance with regulatory standards and internal procedures. Confers regularly with management on status of progress toward consistencies for procedures and processes. Provides assistance to branch personnel and members to resolve account-related issues and transactions. Prepares and produces reports from various platform system throughout the branch network. Maintains and enforces quality control within set standards for platform systems. Collaborate with management, staff, and the training department to support and enhance training and staff development. Answers incoming member calls efficiently and uses skill and knowledge of Topline products, processes, and procedures to assist members on the phone. Qualifications: Minimum of three years of experience in new accounts/teller, member service, call center, or account services at a financial institution preferred. Excellent verbal and written communication skills with the ability to compose in a professional business format. Detail oriented individual with good organization skills while maintaining current knowledge of regulatory requirements. Must be able to travel within local area and between all offices. Salary Range: $21.31 - $26.63 (hourly) Benefits: 401(k) with Employer Match Dental Disability Insurance Employee Perks Flexible Spending Accounts Life Insurance Medical Paid Holidays Paid Time Off Pet Insurance Referral Program Vision Ready to take the next step with us, apply now at ********************************** At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.

TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Operations team that is dedicated to building life-long relationships to help our members reach and manage their financial goals.

This is a fast-paced, client-centric, role with a mix of client service (over the phone) and back office work in a supportive team environment. Consider joining Team WNB! As a Deposit Operations Specialist I, your primary function will be supporting our clients over the phone. In addition to client calls, you will be responsible for verification of all new accounts and maintenance on deposit accounts, indexing of documents into Synergy, and deposit account asset verifications. You will work closely with Deposit Specialist Support II staff and Electronic Banking Specialists. Essential Functions: Customer Service 75% Provides client support over the phone to address and resolve customer inquiries Provides client support for all account access devices offered by the Bank Assists with fraud education for clients Operations 20% Reviews closed account report daily to ensure that related products are closed. Verifies the accuracy of all new deposit accounts, ATM/Debit cards, telephone transfers, new and deleted stop payments, and deposit and CIF maintenance according to set procedures Indexes signature cards, account maintenance, and other account documentation into Synergy Completes external account verification requests Backs up Deposit Operations Department coworkers as assigned Additional Duties and Responsibilities 5% Serves on Bank committees as needed Other job related duties necessary to carry out the responsibilities of this position Participates in internal and external training and development opportunities as required Requirements Work Relationships and Scope: Has regular contact with clients and co-workers. Occasional contact with suppliers/vendors. Works regularly with highly confidential business and client information. Occasionally participates in bank committees and events. Performance Dimensions: Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; customer satisfaction with services provided; strong attention to detail; meets established deadlines; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time; understands Bank policies and procedures and applicable state and federal regulations. Participates in training and appropriate professional development. Multi-tasks and effectively manages varying duties throughout the workday. Demonstrates professionalism, commitment to the job, and loyalty to the bank. Knowledge, Skills and Abilities: A High school diploma or equivalent with emphasis on business related coursework required. A minimum of 1+ years customer service experience required. Must possess courteous and professional customer service attitude; excellent verbal and strong written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess technical ability to input and retrieve computerized information; strong organization skills; basic mathematical skills (add, subtract, multiply, divide, fractions, percents, decimals); legible handwriting; effective problem solving and research skills. Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity. Working Conditions: Work is performed largely in an office environment with minimal chance for personal injury. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Regular mental and visual concentration for computer usage required. Frequent use of the telephone. Frequent repetitive use of keyboard for approximately 7-8 hours per day. Frequent repetitive fingering of documents. Requires ability to receive and provide detailed information through verbal communication. Requires near- and mid-range vision. Will alternate sitting, standing, and walking throughout work shift. Bend, turn, lift, and carry up to 20 pounds of documents and office supplies. Climb stairs. Occasional exposure to significant work pace. Work is performed generally during regular business hours with minimal expectation of overtime. Equipment Used: Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software. Operates Silverlake, core banking system. Utilizes a variety of office equipment including: computer printer, ten-key calculator, fax, copy machine, and multi-line telephone. EEO/AA Employer/Vets/Disability Salary Description $37,217.71-$52,542.65 Per Year

Objectives of this Role: Perform daily bank operations tasks according to the Daily Operations Checklist as defined below under responsibilities Provide both internal and external client service at the highest standards Work in collaboration with the VP of Operations and CFO/COO on the movement of funds as needed to cover liquidity needs of Fedline and UBB correspondent accounts. Train and provide support to other operational staff Crosstrain in other related departments as needed Responsibilities - Daily, Monthly, Quarterly, or Annually Process wires, ACH transactions, returned checks, internal transfers, reconciliations, sweep accounts, dormant account exceptions, negotiable instrument reconciliations, etc. Fed Funds/Cash settlement, including cash letter adjustments Create core processor tickets for resolution of operational processing incidents Maintain and process transactions at correspondent bank, including reconciliation and research of discrepancies Monthly FHLB statement reconciliation Process bond portfolio entries Process exception items, including chargebacks, overdrafts, non-posts, returns, stop payments, etc. Monitor and remittance of IOLTA accounts Review, understand, and distribute daily reports and notices Perform OFAC checks when required Education, Skills and Qualifications Minimum of a high school degree. Associate or bachelor's degree preferred, but not required. The equivalent of education & experience in banking and other financial services may be acceptable. Knowledge of general banking principles, bank operations, compliance, general ledger accounts, and online banking FiServ Premier core processing experience preferred Teller experience desired, specifically Integrated Teller Knowledge of UMACHA and NACHA rules and regulations Knowledge of required regulations involving bank operations, including Reg E, Reg CC, BSA/AML, Reg D, etc. Ability to research, problem solve, resolve, and reconcile out-of-balance accounts Aptitude for learning and the ability to maintain continued education requirements. Accredited ACH Specialist designation preferred, but not required. The ability and willingness to become certified in the future is desired. Ability to work in collaboration with all operational staff as well as other departments Strict adherence to compliance and all internal procedures for transactions Helpful, courteous attitude High attention to detail required

Job Description Objectives of this Role: Perform daily bank operations tasks according to the Daily Operations Checklist as defined below under responsibilities Provide both internal and external client service at the highest standards Work in collaboration with the VP of Operations and CFO/COO on the movement of funds as needed to cover liquidity needs of Fedline and UBB correspondent accounts. Train and provide support to other operational staff Crosstrain in other related departments as needed Responsibilities - Daily, Monthly, Quarterly, or Annually Process wires, ACH transactions, returned checks, internal transfers, reconciliations, sweep accounts, dormant account exceptions, negotiable instrument reconciliations, etc. Fed Funds/Cash settlement, including cash letter adjustments Create core processor tickets for resolution of operational processing incidents Maintain and process transactions at correspondent bank, including reconciliation and research of discrepancies Monthly FHLB statement reconciliation Process bond portfolio entries Process exception items, including chargebacks, overdrafts, non-posts, returns, stop payments, etc. Monitor and remittance of IOLTA accounts Review, understand, and distribute daily reports and notices Perform OFAC checks when required Education, Skills and Qualifications Minimum of a high school degree. Associate or bachelor's degree preferred, but not required. The equivalent of education & experience in banking and other financial services may be acceptable. Knowledge of general banking principles, bank operations, compliance, general ledger accounts, and online banking FiServ Premier core processing experience preferred Teller experience desired, specifically Integrated Teller Knowledge of UMACHA and NACHA rules and regulations Knowledge of required regulations involving bank operations, including Reg E, Reg CC, BSA/AML, Reg D, etc. Ability to research, problem solve, resolve, and reconcile out-of-balance accounts Aptitude for learning and the ability to maintain continued education requirements. Accredited ACH Specialist designation preferred, but not required. The ability and willingness to become certified in the future is desired. Ability to work in collaboration with all operational staff as well as other departments Strict adherence to compliance and all internal procedures for transactions Helpful, courteous attitude High attention to detail required #hc207012

The Mortgage Credit Operations Specialist supports the residential lending function by preparing documents, onboarding, servicing, and imaging residential real estate loan documents. They will perform tasks related to residential real estate loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions * Accurate and timely preparation of residential real estate loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. * Onboarding and servicing functions related to residential real estate loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. * Responsible for storing documents and configuring residential real estate loans in the document imaging system. * Works with various investors and servicers on loan delivery. Reviews mortgage filings, title work and searches to ensure collateral is perfected and lien position is maintained. * Researches investor/insurer guidelines to ensure compliance with requirements. Work with customers with escalated issues, counsel delinquent borrowers on repayment options, work with foreclosures of property. Prepare and distribute payoff quotes and order documents from investors. * Perform tracking functions to ensure current insurance coverage and real estate taxes are paid current. Will also review private mortgage insurance coverage, MERS, and forced placed insurance. * Assists with creation and maintenance of procedural documents related to job functions. * Performs administrative functions as needed and other duties as assigned. Qualifications The Mortgage Credit Operations Specialist will need to be self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. Must view oneself as part of an overall team which includes supporting others within the department. Must work well with deadlines, be able to multitask, and work independently. Must have a high regard for details, be able to detect errors and follow through on corrections. Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. Banking experience or knowledge is preferred. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits

The Commercial Credit Operations Specialist supports the commercial lending function by preparing documents, onboarding, and imaging commercial loan documents. They will perform tasks related to collateral on commercial loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions * Accurate and timely preparation of commercial loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. * Onboarding and servicing functions related to commercial loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Will also work with charge-off and non-accrual loans. * Responsible for storing documents and configuring commercial loans in the document imaging system. * Works with various aspects of collateral to ensure collateral is perfected and lien position is maintained. This includes filings and searches at state and county levels. Will also perform tracking functions to ensure current insurance coverage and paid real estate taxes. Other Functions * Assists with creation and maintenance of procedural documents related to job functions * Performs administrative functions as needed and other duties as assigned. Education & Experience * Experience with complex, high-dollar loans and attorney prepared loan documents. * Knowledge of sub-limits, letter of credits, and understanding of loan agreements. * Self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. * Must view oneself as part of an overall team which includes supporting others within the department. * Must work well with deadlines, be able to multitask, and work independently. * Must have a high regard for details, be able to detect errors and follow through on corrections. * Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits

The Commercial Credit Operations Specialist supports the commercial lending function by preparing documents, onboarding, and imaging commercial loan documents. They will perform tasks related to collateral on commercial loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions * Accurate and timely preparation of commercial loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. * Onboarding and servicing functions related to commercial loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Will also work with charge-off and non-accrual loans. * Responsible for storing documents and configuring commercial loans in the document imaging system. * Works with various aspects of collateral to ensure collateral is perfected and lien position is maintained. This includes filings and searches at state and county levels. Will also perform tracking functions to ensure current insurance coverage and paid real estate taxes. Other Functions * Assists with creation and maintenance of procedural documents related to job functions * Performs administrative functions as needed and other duties as assigned. Education & Experience * Experience with complex, high-dollar loans and attorney prepared loan documents. * Knowledge of sub-limits, letter of credits, and understanding of loan agreements. * Self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. * Must view oneself as part of an overall team which includes supporting others within the department. * Must work well with deadlines, be able to multitask, and work independently. * Must have a high regard for details, be able to detect errors and follow through on corrections. * Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits

The Commercial Credit Operations Specialist supports the commercial lending function by preparing documents, onboarding, and imaging commercial loan documents. They will perform tasks related to collateral on commercial loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions * Accurate and timely preparation of commercial loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. * Onboarding and servicing functions related to commercial loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Will also work with charge-off and non-accrual loans. * Responsible for storing documents and configuring commercial loans in the document imaging system. * Works with various aspects of collateral to ensure collateral is perfected and lien position is maintained. This includes filings and searches at state and county levels. Will also perform tracking functions to ensure current insurance coverage and paid real estate taxes. Other Functions * Assists with creation and maintenance of procedural documents related to job functions * Performs administrative functions as needed and other duties as assigned. Education & Experience * Experience with complex, high-dollar loans and attorney prepared loan documents. * Knowledge of sub-limits, letter of credits, and understanding of loan agreements. * Self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. * Must view oneself as part of an overall team which includes supporting others within the department. * Must work well with deadlines, be able to multitask, and work independently. * Must have a high regard for details, be able to detect errors and follow through on corrections. * Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits

The Mortgage Credit Operations Specialist supports the residential lending function by preparing documents, onboarding, servicing, and imaging residential real estate loan documents. They will perform tasks related to residential real estate loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions Accurate and timely preparation of residential real estate loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. Onboarding and servicing functions related to residential real estate loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Responsible for storing documents and configuring residential real estate loans in the document imaging system. Works with various investors and servicers on loan delivery. Reviews mortgage filings, title work and searches to ensure collateral is perfected and lien position is maintained. Researches investor/insurer guidelines to ensure compliance with requirements. Work with customers with escalated issues, counsel delinquent borrowers on repayment options, work with foreclosures of property. Prepare and distribute payoff quotes and order documents from investors. Perform tracking functions to ensure current insurance coverage and real estate taxes are paid current. Will also review private mortgage insurance coverage, MERS, and forced placed insurance. Assists with creation and maintenance of procedural documents related to job functions. Performs administrative functions as needed and other duties as assigned. Qualifications The Mortgage Credit Operations Specialist will need to be self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. Must view oneself as part of an overall team which includes supporting others within the department. Must work well with deadlines, be able to multitask, and work independently. Must have a high regard for details, be able to detect errors and follow through on corrections. Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. Banking experience or knowledge is preferred. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage Health Savings Account Life Insurance for the employee and family Paid Vacation and Sick Time Retirement Plan Options Additional Perks and Benefits

The Commercial Credit Operations Specialist supports the commercial lending function by preparing documents, onboarding, and imaging commercial loan documents. They will perform tasks related to collateral on commercial loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions Accurate and timely preparation of commercial loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. Onboarding and servicing functions related to commercial loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Will also work with charge-off and non-accrual loans. Responsible for storing documents and configuring commercial loans in the document imaging system. Works with various aspects of collateral to ensure collateral is perfected and lien position is maintained. This includes filings and searches at state and county levels. Will also perform tracking functions to ensure current insurance coverage and paid real estate taxes. Other Functions Assists with creation and maintenance of procedural documents related to job functions Performs administrative functions as needed and other duties as assigned. Education & Experience Experience with complex, high-dollar loans and attorney prepared loan documents. Knowledge of sub-limits, letter of credits, and understanding of loan agreements. Self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. Must view oneself as part of an overall team which includes supporting others within the department. Must work well with deadlines, be able to multitask, and work independently. Must have a high regard for details, be able to detect errors and follow through on corrections. Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage Health Savings Account Life Insurance for the employee and family Paid Vacation and Sick Time Retirement Plan Options Additional Perks and Benefits

The Commercial Credit Operations Specialist supports the commercial lending function by preparing documents, onboarding, and imaging commercial loan documents. They will perform tasks related to collateral on commercial loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions * Accurate and timely preparation of commercial loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. * Onboarding and servicing functions related to commercial loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Will also work with charge-off and non-accrual loans. * Responsible for storing documents and configuring commercial loans in the document imaging system. * Works with various aspects of collateral to ensure collateral is perfected and lien position is maintained. This includes filings and searches at state and county levels. Will also perform tracking functions to ensure current insurance coverage and paid real estate taxes. Other Functions * Assists with creation and maintenance of procedural documents related to job functions * Performs administrative functions as needed and other duties as assigned. Education & Experience * Experience with complex, high-dollar loans and attorney prepared loan documents. * Knowledge of sub-limits, letter of credits, and understanding of loan agreements. * Self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. * Must view oneself as part of an overall team which includes supporting others within the department. * Must work well with deadlines, be able to multitask, and work independently. * Must have a high regard for details, be able to detect errors and follow through on corrections. * Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits

**What You'll Do** As a **Business Growth Specialist** , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities. + Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries. + Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance. + Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts. + Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes. + Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures. + Perform other job related duties and special projects as needed. **Who You Are** + Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. + Salesforce experience is highly preferred. + Strong communication and listening skills. + Demonstrates ability to build solid, trusting relationships. + Must be able to balance working independently and partnering with differing stake holders. + Demonstrates expertise and professionalism in all interactions, both internal and external. **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 - $121200 / 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** Yes **Work Environment** This role offers a fully onsite work arrangement. **Location** We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL). **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** 11/26/2025 **Most Recently Posted Date** 12/1/2025

What You'll Do As a Business Growth Specialist, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities. Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries. Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance. Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts. Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes. Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures. Perform other job related duties and special projects as needed. Who You Are Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. Salesforce experience is highly preferred. Strong communication and listening skills. Demonstrates ability to build solid, trusting relationships. Must be able to balance working independently and partnering with differing stake holders. Demonstrates expertise and professionalism in all interactions, both internal and external. 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 - $121200 / 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 Yes Work Environment This role offers a fully onsite work arrangement. Location We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL). 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 11/26/2025 Most Recently Posted Date 12/1/2025

**What You'll Do** As a **Business Growth Specialist** , you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities. + Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries. + Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance. + Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts. + Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes. + Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures. + Perform other job related duties and special projects as needed. **Who You Are** + Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. + Salesforce experience is highly preferred. + Strong communication and listening skills. + Demonstrates ability to build solid, trusting relationships. + Must be able to balance working independently and partnering with differing stake holders. + Demonstrates expertise and professionalism in all interactions, both internal and external. **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 - $121200 / 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** Yes **Work Environment** This role offers a fully onsite work arrangement. **Location** We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL). **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** 11/26/2025 **Most Recently Posted Date** 12/1/2025

What You'll Do As a Business Growth Specialist, you will support bundled, holistic planning services to large 401k plan sponsors. Offering onboarding, enrollment, financial planning outreach, separation, benefit and financial education to employees. The role of Business Growth Specialist is designed to provide outreach to eligible individuals and schedule consultation appointments on behalf of the PEPS (Participant Planning and Education Services) team, manage ongoing relationships, and organize participation records that drive strong tracking and analysis capabilities. Consulting Responsibilities: Maintain a high level of awareness for business processes. Provide expert guidance during initial consultations. Assess client needs and recommend appropriate solutions. Stay current with product knowledge and industry trends. Build and maintain professional relationships. Serve as a resource for complex inquiries. Phoning and Appointment Setting: Conduct professional phone consultations with clients and prospects. Schedule and manage appointments efficiently using scheduling systems. Develop and maintain strong relationships through effective communication. Provide initial consultation and needs assessment during calls. Follow established protocols for call quality and compliance. Measure Results: Call Tracking and Analysis: Track all calls and interactions in applicable tracking systems. Analyze call patterns and outcomes to improve efficiency. Monitor and report on key performance metrics. Identify trends and areas for improvement. Maintain detailed records of all communication attempts. Organization and Follow-up Activities: Manage and prioritize daily call schedules. Conduct timely follow-up communications. Maintain organized client records and contact information. Coordinate with team members on shared responsibilities. Develop and maintain efficient workflow processes. Documentation and Reporting: Prepare detailed call summaries and interaction reports. Document all client interactions in CRM system. Generate regular performance and activity reports. Maintain accurate and compliant records. Create and update standard operating procedures. Perform other job related duties and special projects as needed. Who You Are Bachelor's degree or 4+ years related experience required with at least two years of experience with financial products (preferred), such as life insurance, disability insurance, annuities, mutual funds, or 401(k) plans. Salesforce experience is highly preferred. Strong communication and listening skills. Demonstrates ability to build solid, trusting relationships. Must be able to balance working independently and partnering with differing stake holders. Demonstrates expertise and professionalism in all interactions, both internal and external. 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 - $121200 / 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 Yes Work Environment This role offers a fully onsite work arrangement. Location We are looking for someone that can work in either our local Des Moines, IA office location or one of our PFN Field Offices (Sioux Falls, SD; Omaha, NE; Minnetonka or Lake Elmo, MN; or Downers Grove, IL). 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 11/26/2025 Most Recently Posted Date 12/1/2025