Operations Specialist jobs at Minnwest Bank

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

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

CompanyFederal Reserve Bank of MinneapolisAre you interested in applying your attention to detail, operations experience, and problem-solving skills to become part of a dynamic operation that is an important part of the Central Bank function? Reporting to the Cash Operations Supervisor, our Cash Services department is looking for a Cash Operations Specialist to join the Ninth District Federal Reserve Bank currency processing operations in our Minneapolis location. Perform job functions in a regulated and compliance-focused, operational environment. Follow local procedures and controls to ensure compliance with the U.S. Treasury and Federal Reserve Board of Governors guidelines. Maintain quality and productivity standards. Prepare currency and coin shipments for depository institutions to meet all quality standards. Verify all in-coming currency and coin shipments from depository institutions. Verify supporting documentation with the currency to ensure integrity and accuracy of the deposit. Operate and monitor high-speed currency processing machines in a production and processing operation. Verify all currency and ensure accountability for all notes. Count and manage a large quantity of currency or coin on a 1-4 member team. Maintain custody control standards and ensure supporting documentation for all transactions is completed. Balance the team inventory daily through the cash application system. Participate in team-oriented environment while working in close proximity with other employees. Mandatory overtime is required to address out-of-balance situations or heavy volume periods. Required to complete and pass, as a requirement of the position, counterfeit detection training and testing, and forklift certification training and testing. Qualifications: High school diploma or equivalent. College education is preferred. Proficiency with basic mathematics is required. Proficiency in accounting skills is preferred. Entry level position. Some experience in currency handling, financial services or operations environment preferred Ability to lift/carry up to 50 pounds. Additional Information: *Onsite work is an essential function of this position, and you are expected to be in the office 5 days per week for meetings and team collaboration and along with occasional weekends and/or temporary shifts outside regular work schedules. Individuals may also provide on call coverage as needed. * Salary range is $41,000-$50,000-$60,000 (For Level II: $45,200- $56,493- $67,800). (Targeted Range: $45,000-$55,000) Salary offer will be based on qualifications/experience of the candidate, alignment with market data, the needs of the position, our total compensation package, and internal equity. Our total rewards program offers benefits that are the best fit for you at every stage of your career: Comprehensive healthcare options (Medical, Dental, and Vision) 401(k) match, and a fully-funded pension plan Paid time off and holidays Free public transportation passes Annual educational assistance On-site fitness facility Professional development programs, training and conferences And more... *The Minneapolis Fed is committed to fostering an environment where all employees are respected and valued. We provide equal employment opportunity to all persons and we work together to pursue an economy that works for all of us. Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) NoJob CategoryOperations Family GroupWork ShiftFirst (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice

At Legacy Capital Group, we believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come. Our team is looking for an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as an Investment Operations Specialist. This role serves as a primary link between our internal departments, corporate home office and the clients we serve. Successful completion of tasks and responsibilities by this individual would empower the team to focus their energy and efforts on revenue-generating activities, while fostering and developing impactful, enduring client relationships. Responsibilities include but are not limited to: Provide business operations and administrative supportto a team of four financial advisors and support staff. Open and track new investment accounts, prepare investment account paperwork for implementation, complete check deposit forms, manage client rollovers and track money transfers. Review and update client specific documentation during the client onboarding process and throughout the life of the client Serves as the teams knowledge advocate and go-to for internal software system enhancements, new products and compliance changes/opportunities. Performance Skills: High sense of urgency, attention to detail and exceptional organizational skillswith the ability to follow through and execute in a timely manner Demonstrated problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes Strong sense of initiative and autonomy Has a team player mentality and attitude Qualifications: Bachelors degree in business, finance or related field preferred. 5+ years of industry experience in investment operations SIE, Series 6 and Series 63 registrations, or equivalent Legacy Capital Group is a marketing name for doing business as representatives of Northwestern Mutual. Legacy Capital Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Scope of Job: This position provides support to the Loan Operations area by assisting with loan servicing and maintenance while meeting the bank's compliance and documentation quality standards. Incumbent will perform high volume, time sensitive tasks that require a high degree of accuracy in accordance with established systems and procedures. Position requires a high level of customer confidentiality while providing information and assistance to authorized associates (internal customers). Primary Duties: Under the guidance of the Loan Operations Assistant Administrator, verify accuracy of information boarded on BankWest's mainframe system. Perform research and provide assistance in troubleshooting inconsistencies. Ensure timely importing of all related documents into OnBase. Serve as backup for production functions as needed: Serve as backup for building loan documentation in Laser Pro and serve as backup for data input into Horizon. Coordinate with Loan Operations Assistant Administrator to monitor bankwide hazard and flood insurance tracking, including any required insurance force placement. Tax escrows - assist with requesting data from various states and counties to update payment requirements, assist with issuance of tax payments and service calls. Escrow disbursements - serve as dual control reconciler for escrow checks issued through computer generated checks for payment of taxes and insurance. Insurance escrows - serve as backup for updating insurance coverage and premium information, assist with issuance of insurance payments and service calls. Bankruptcy - serve as backup for entering new data into logs, obtaining filing documents from PACER and saving to OnBase, and share court documents with branches as applicable. Delinquent county tax payments - assist with Leretta data logging as needed. Update and maintain SOPs for assigned tasks. Responsible for compliance with all laws and regulations pertinent to work performed. Adhere to bank policies and procedures along with all state and federal laws and regulations relevant to residential loans. Secondary Duties: Work as a team with departmental counterparts on planning and implementing assigned projects and products. Participate on various committees and project teams as deemed appropriate by management. Attend and actively participate in training offered. Adhere to all applicable Policies and Procedures of BankWest organization. Community involvement is strongly encouraged. Other duties as assigned. Requirements Education: A high school diploma or equivalent. Experience: 2 years' experience in related field. Knowledge and Special Skills: Strong computer aptitude and typing skills. Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities. Knowledge of bank loan operations. Knowledge of bank compliance, regulation, and laws governing bank operations. Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service. Strong interpersonal skills to ensure effective communication with external and/or internal customers. Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description. Knowledge of banking terminology and procedures. Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output. Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards. BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.

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 DescriptionInspire, excel and grow with us U.S. Bank is hiring a Paying and Transfer Agent Specialist to support our Unclaimed Property (UCP) team within Wealth Operations. The Paying and Transfer Agent Operations Specialist plays a critical role in managing bond processing activities and resolving complex inquiries related to unclaimed property and escheated funds. This position requires strong analytical and investigative skills, as well as a passion for uncovering information that is not always easy to find. Key Responsibilities: Research & Investigation : Conduct in-depth research on historical escheatment cases to resolve customer and state inquiries. Utilize multiple sources, including system databases, archived records, and coordination with internal teams and prior agents, to locate and verify information. Investigate aged funds at risk of escheatment and ensure accurate resolution. Customer Service & Communication: Respond to internal and external customer inquiries with professionalism and accuracy. Explain complex findings clearly and provide guidance on next steps. Processing & Compliance: Issue payments for bond presentments and inquiries related to unclaimed or aged funds. Use established procedures to ensure timely and accurate processing of bonds. Ensure compliance with legal and regulatory requirements for special transactions. Collaboration & Continuous Improvement: Work closely with team members on projects and specialized initiatives that support the broader organization. Suggest process improvements and contribute to efficiency enhancements. Track and gather data for statistical reporting and operational insights. Schedule : Monday - Friday 8:00am - 4:30pm CST Location: 3+ days at West Side Flats 60 Livingston Avenue Saint Paul, MN Basic Qualifications High school diploma or equivalent Three or more years of experience in transaction processing Preferred Skills/Experience Demonstrated clerical, key entry, and customer service/relation skills Well-developed ability to identify and resolve complex problems with minimal guidance Proficient computer skills, especially Microsoft Office applications Effective verbal and written communication skills Location Expectations This role requires working from a U.S. Bank location three (3) or more days per week. 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: $24.18 - $32.21 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.

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** **Inspire, excel and grow with us** U.S. Bank is hiring a **_Paying and Transfer Agent Specialist_** to support our _Unclaimed Property (UCP) team_ within Wealth Operations. The Paying and Transfer Agent Operations Specialist plays a critical role in managing bond processing activities and resolving complex inquiries related to unclaimed property and escheated funds. This position requires strong analytical and investigative skills, as well as a passion for uncovering information that is not always easy to find. **Key Responsibilities:** + _Research & Investigation_ **:** + Conduct in-depth research on historical escheatment cases to resolve customer and state inquiries. + Utilize multiple sources, including system databases, archived records, and coordination with internal teams and prior agents, to locate and verify information. + Investigate aged funds at risk of escheatment and ensure accurate resolution. + _Customer Service & Communication:_ + Respond to internal and external customer inquiries with professionalism and accuracy. + Explain complex findings clearly and provide guidance on next steps. + _Processing & Compliance:_ + Issue payments for bond presentments and inquiries related to unclaimed or aged funds. + Use established procedures to ensure timely and accurate processing of bonds. + Ensure compliance with legal and regulatory requirements for special transactions. + _Collaboration & Continuous Improvement:_ + Work closely with team members on projects and specialized initiatives that support the broader organization. + Suggest process improvements and contribute to efficiency enhancements. + Track and gather data for statistical reporting and operational insights. **_Schedule_** : Monday - Friday 8:00am - 4:30pm CST **_Location:_** 3+ days at West Side Flats 60 Livingston Avenue Saint Paul, MN **_Basic Qualifications_** + High school diploma or equivalent + Three or more years of experience in transaction processing **_Preferred Skills/Experience_** + Demonstrated clerical, key entry, and customer service/relation skills + Well-developed ability to identify and resolve complex problems with minimal guidance + Proficient computer skills, especially Microsoft Office applications + Effective verbal and written communication skills **_Location Expectations_** This role requires working from a U.S. Bank location three (3) or more days per week. 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: $24.18 - $32.21 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.**

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 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 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

**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