Personal banker jobs in Cedar Rapids, IA

Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives. We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement. Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree. Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa. Nick Jans - Wealth Management Advisor: How long with NM? 2 years as an intern and 11.5 years full-time Prior Experience? Studied Business at UNI and worked at Scheels. Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors. Eric Sikkema - Wealth Management Advisor: How long with NM? 12.5 years with Northwestern Mutual Prior Experience? Worked for a golf course before joining Northwestern Mutual. Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing. Owen Ward - Certified Financial Planner: How long with NM? 7 years Prior Experience? Started his career right out of college. Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes. Ally Dana - Development Director: How long with NM? Almost 10 years! Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation. Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Matthew Henson - Financial Advisor: How long with NM? Matthew has been with NM for 6 years. Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security. Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. **How you will spend your time:** - Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs - Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks - Achieving your daily key performance metrics while balancing competing priorities - Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards - Other job duties as assigned **We're excited to talk to you if:** - You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes - You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives - You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes - You demonstrate attention to detail whether completing documents or explaining features and benefits - You have a HS Diploma or equivalent - You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience - You have reliable transportation and ability to work branch hours, including weekends and some evenings - You have the ability to obtain NMLS registration within 90 days **Compensation Range:** $29,530.00 - $56,950.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB

Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job Duties and Responsibilities The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel.This position will float between the LSB branches as needed and will act as either a client service associate or a personal banker when needed. Pulls and balances a teller drawer daily, balances the vault, coin machi ne, and ATM. Responsible for the completion of batching and scanning of teller work through the Branch Capture System. Processes customer transaction with accuracy, and professionalism, while keeping a high level of customer service. Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies. Accurately open all consumer deposit accounts. Cross sell to referral partners when appropriate; completes client follow ups as needed. Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate. Serves as a resource for training. This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank. Complies with internal controls, operational procedures and risk management policies. Necessary Skills and Attributes High school diploma or equivalent required Prior teller experience preferred Excellent customer service skills Strong organizational skills Ability to work under pressure and meet deadlines Knowledge of banking products Ability to cross-sell Strong math skills High degree of accuracy Prior customer service experience (banking preferred) Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

Job Description Come join our team and become a BankIowan! We are currently looking for a Universal Banker for our Cedar Valley Market. The Universal Banker is responsible for providing an exceptional in-branch customer service experience by handling every need from teller transactions to sales and service. This position will be responsible for referrals to other lines of business to gain and meet all aspects of the client's banking and financial needs. This role will also serve as the primary contact person in the opening of consumer and commercial deposit accounts. Universal Banker will also support consumer banking lenders in expediting loan processing and account documentation. This multi-faceted position demonstrates an understanding of the linkage between client service operations and overall organization goals and needs, adhering to BEST. Support fellow employees in their efforts to contribute to the overall success of the bank. Primary Accountabilities and Responsibilities (95%): Accountability 1 (60%): Client Service Duties Possess effective sales skills. Proactively engages clients and center of influence networks to increase and support organizational goals. Provide top quality service in a professional, efficient, and friendly manner to all branch visitors. Communicate effectively with clients and colleagues to identify needs and then utilize skills and tools to refer client to the appropriate departments. Possess a thorough knowledge of all bank products and services offered. Demonstrate an awareness of client needs by providing timely input on new products and services that would benefit our clients and enhance the bank's opportunity for growth and profitability. All duties to be performed as outlined on the teller training checklist. Respond to customer fraud issues following card procedures and ID Theft procedures. Resolves customer complaints while offering appropriate resolutions. Maintain confidentiality of client and bank information. Complete all specific client care duties, including, but not limited to, fraud processing, wires and online banking assistance. May be scheduled at another branch within the market as staffing needs warrant and cover for any consumer banking role as needed. Serve as a teller. Accountability 2 (30%): Operations Produce account documents that are accurate and comply with bank and governmental regulations. Enter and maintain account and client information in an accurate manner. Provide processing assistance as needed for Consumer Bankers. Produce documentation to facilitate Consumer Bankers' meetings with loan clients. Open and service commercial and personal accounts including IRA and HSA deposit accounts in compliance with bank and regulatory rules for each product. Process client's transaction requests accurately in compliance with established Best Practices. Accountability 3 (5%): Compliance Responsible for following bank policies and procedures for compliance relative to the functions of the position. Employee will also be responsible for completing applicable annual compliance training as required by compliance laws, banking regulations and bank policy. Comprehend and comply with all pertinent Bank Secrecy Act/OFAC/CIP policies and procedures. Complete annual training. Identify new clients and establish expected patterns of behavior through customer profiles, NBFI forms, risk ratings. Communicate unusual activity or loan fraud to the BSA Officer. Complete BVS assignments. Secondary Duties and Responsibilities: (5%) Contribute to maintaining the professional appearance of the bank premises and work areas. Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assigned. Participate in client functions and community service events as a bank representative. Education, Experience, and Other Requirements: High School Diploma with banking experience and/or prior experience in a customer service/relationship development role. Must be bondable Knowledge of regulatory and compliance requirements. Knowledge of FIS Horizon and other supporting software for client and account management Completion of BVS New Account Curriculum Completion of Internal BankIowa New Account Training Completion of IRA/HSA Curriculum Completion of BVS Bank Sales Culture Curriculum Proven record of quality referrals Physical Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Performance of the job will include physical duties commensurate with a general office environment. The employee must occasionally lift and/or move up to ten pounds.

Job Duties and Responsibilities The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel.This position will float between the LSB branches as needed and will act as either a client service associate or a personal banker when needed. Pulls and balances a teller drawer daily, balances the vault, coin machi ne, and ATM. Responsible for the completion of batching and scanning of teller work through the Branch Capture System. Processes customer transaction with accuracy, and professionalism, while keeping a high level of customer service. Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies. Accurately open all consumer deposit accounts. Cross sell to referral partners when appropriate; completes client follow ups as needed. Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate. Serves as a resource for training. This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank. Complies with internal controls, operational procedures and risk management policies. Necessary Skills and Attributes High school diploma or equivalent required Prior teller experience preferred Excellent customer service skills Strong organizational skills Ability to work under pressure and meet deadlines Knowledge of banking products Ability to cross-sell Strong math skills High degree of accuracy Prior customer service experience (banking preferred) Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

Small enough to care. Big enough to deliver. The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed. Responsibilities * Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs. * Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer. * Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate. * Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. * Overcomes customer concerns and resolves any complaints related to deposit account transactions. * Assists customers with a variety of retail service needs including but not limited to: * Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions); * Overdraft protection services; * Handling of check orders; * Updating address and customer contact information; * Handling wires and other electronic transfers; * Establishing personal online banking services and assisting with basic navigation questions. * Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions. * Locates and resolves offages for self and assists with other retail associates, as needed. * Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.). * Serves as backup support for basic account opening and ownership updates. * May fill in at various retail branch locations, as needed. * Actively participates in community events to represent MidWestOne Bank, assists with customer outreach, and demonstrates support for company culture. * Performs other duties as assigned. Qualifications * High school degree or equivalent with some related work experience. * In addition to education, prefer 1-2 years of experience in a customer service-related role. * Banking or financial experience is preferred. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts * Take Your Dog to Work Day in June * Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.

Small enough to care. Big enough to deliver. The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed. Responsibilities Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs. Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer. Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate. Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. Overcomes customer concerns and resolves any complaints related to deposit account transactions. Assists customers with a variety of retail service needs including but not limited to: Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions); Overdraft protection services; Handling of check orders; Updating address and customer contact information; Handling wires and other electronic transfers; Establishing personal online banking services and assisting with basic navigation questions. Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions. Locates and resolves offages for self and assists with other retail associates, as needed. Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.). Serves as backup support for basic account opening and ownership updates. May fill in at various retail branch locations, as needed. Actively participates in community events to represent MidWest One Bank, assists with customer outreach, and demonstrates support for company culture. Performs other duties as assigned. Qualifications High school degree or equivalent with some related work experience. In addition to education, prefer 1-2 years of experience in a customer service-related role. Banking or financial experience is preferred. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts Take Your Dog to Work Day in June Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together. We can recommend jobs specifically for you! Click here to get started.

Description: Retail Development Banker West Liberty State Bank Office of South Ottumwa Savings Bank West Liberty, Iowa JOB STATUS: Full Time CLASSIFICATION: Non-Exempt Retail Development Banker SUPERVISOR: Asst. Vice President/Deposit Services Supervisor, West Liberty State Bank Office West Liberty State Bank, an Office of South Ottumwa Savings Bank, has an opening for a full time Retail Development Banker We are seeking a motivated individual to join our Bank team as a Retail Development Banker. Our Retail Development Banker provides a full range of banking services with an emphasis on personal financial needs, customer service, and retail account growth and takes a lead role in developing and executing initiatives which increase our retail customer base and deposits. This individual is responsible for performing the following: Promotes and sells all bank products and services to existing and potential customers through in-person sales sessions as well as by phone, written correspondence and external sales calls. Assists and consults customers regarding their financial needs and goals. Finds optimum solutions that fit customers' banking needs while ensuring applicable regulations and Bank policies and procedures are complied with in the process of transacting business. Opens and services customer accounts including checking, savings, certificates of deposits, IRAs, consumer loans, and lines of credit. Develops and maintains existing deposit relationships. Assists customers with questions and resolves complex technical problems on customer accounts. Makes customer referrals for other products and services including mortgage, agriculture and commercial loans and trust services. Designs, manages and executes sales campaigns/projects to generate leads and accelerate sales growth. Knows, understands and complies with all Bank policies and procedures and banking regulations. Maintains high product knowledge by learning new selling techniques, new products and market trends. Maintains accurate records of all sales production and prepares a weekly report including number of new accounts opened on both the core processing system and referrals, dollar amount deposited, type of funds deposited, and cross-sell ratio. Performs backup teller duties, as needed, and maintains a cash drawer for handling customer account transactions. Represents the Bank in various community activities and volunteer opportunities. Performs all other duties as assigned. This is a full time non-exempt from overtime position daytime schedule, Monday through Friday and some Saturday mornings. This position is scheduled approximately 40 hours per week and approx. 2 scheduled Saturday mornings per month. Must have high school diploma or equivalent. Previous experience in banking or a marketing or sales role strongly recommended. Must be motivated with a desire to promote increase business and provide excellent customer service. Excellent oral and written communication skills with the ability to resolve problems and effectively deal with dissatisfied customers required. Knowledge of effective sales and marketing techniques and/or bank operations and procedures desired. Strong computer, typing, clerical and general math skills needed. Must be able to solve everyday problems with only general operational methods available. Decisions involve ingenuity and initiative with little supervision received except in the usual cases. Previous cash handling and customer service experience as well as reliable attendance and punctuality are required. Requires a current driver's license, insurance, and reliable vehicle for periodic daytime travel in area for calls on current and potential customers and various events. Must be able to pass a background screening including a credit and criminal check. A full range of benefits is available to our full-time staff including paid holidays, paid time off, health, dental, vision, life and disability insurance options as well as a generous 401(k) retirement plan with an employer match. Interested individuals must complete a South Ottumwa Savings Bank Application for Employment to be considered for this position. A complete job description and applications are available on the Careers page of our sosb-ia.com website or may be requested by emailing **************. Individuals may also apply in person at West Liberty State Bank, 101 E 4th St., West Liberty, IA 52776. South Ottumwa Savings Bank is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, South Ottumwa Savings Bank will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with South Ottumwa Savings Bank. EOE/Vet/Disabled Requirements: SKILLS REQUIRED TO PERFORM THE JOB: Knowledge, skills, and mental development equivalent to a high school education required. One or two years' experience strongly recommended, preferably in banking or a marketing or sales promotion role. Must be motivated with a desire to promote and increase business and provide excellent customer service. Excellent oral and written communication skills with the ability to resolve problems and effectively deal with dissatisfied customers. General knowledge of effective sales and marketing techniques and/or bank operations and procedures desired. Strong computer, typing, general mathematical and clerical skills. Must be able to solve everyday problems with only general operations methods available. Decisions involve ingenuity and initiative with little supervision received except in the usual cases. Previous cash handling and customer service experience as well as reliable attendance and punctuality are required. Requires a current driver's license, insurance, and reliable vehicle for periodic daytime travel in area for calls on current and potential customers and various events. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. MEETINGS: Attend all meetings held by committees or groups of which you are a member. Participation in community organizations and meetings as well as participation in Bank sponsored events and volunteer opportunities is expected. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties the employee is regularly required to sit, talk and hear. The employee is occasionally required to stand; walk and reach with hands and arms. Frequently required to use hands and fingers. Specific vision abilities required by this job include close vision and ability to adjust focus. Must be able to occasionally lift up to 50 lbs. Must be able to operate a motor vehicle. Must be able to pass a background screening including a credit and criminal check EEO/Vet/Disabled

is eligible for a Spanish proficiency pay differential* SCHEDULE: Full-time; Monday through Friday (8:00 am- 5:00 pm), and every third Saturday morning. Average of 40 hours/week. BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks! SCOPE: Will lead the Hills Bank vision "Customers for Life" through implementing customer service strategies and support across all delivery channels, with a passion for developing digital customer experiences. This position will focus on managing customer relationships and providing exceptional service in a digital channel. ACCOUNTABILITIES: Digital Customer Strategy: Service customers in the digital channel of their choice. This includes creating customer-focused best practices using the systems the bank provides, and providing recommendations for enhancements and changes that may be needed. Document knowledge based items for others to use when assisting customers so that others in the bank and new support staff can best assist them. This can include but is not limited to: Current bank products and services offered (Hills Bank Online, Apple Pay, 401K access) Use of third party products and services (Quicken, Acorns, Xero) Appropriate personal information to better connect and strengthen the customer relationship. Be a resource for the Contact Center and branch staff with regard to digital services used by our customers. Implement new digital/social channels in order to meet changing customer experience expectations. Sales and Service: Support the Bank's overall sales efforts through direct sales of deposit products, consumer loans, and related services. Identify banking needs and recommend solutions for both prospective and current customers Accurately and efficiently open various types of deposit accounts, such as checking, savings and money market accounts, certificates of deposit, and complementary services for consumer relationships. Effectively handle credit card and consumer lending requests. Acquire the necessary product, compliance, and systems knowledge and use it to accurately and efficiently handle IRAs and open various types of deposit accounts and complementary services for non-personal and fiduciary relationships Handle banking transactions in the channel that the customer contacts us through, in a timely and responsive manner. Understand and become proficient in various technology operating platforms, browsers, and devices. Handle both routine and advanced maintenance, service and support requests, and customer inquiries regarding digital services offered by the bank. Perform customer follow-up and onboarding activities for customers who open new digital accounts. Make use of automation tools and processes, in addition to unique personal interaction. Complete training and begin handling home equity lending requests. Relationship Management: Develop, manage, and grow customer relationships through ongoing contacts, recognition of key life events, needs-based cross-selling, etc. Provide assistance and insight into how customers can succeed in their financial life and how Hills Bank can assist the customer to reach their goals. This includes identifying banking needs and recommending solutions. Utilize the Bank's Customer Relationship Management (CRM) system to plan for and personalize customer interactions and help develop corporate memory, manage referrals, and maintain appropriate entries regarding opportunities and interactions with customers. Proactively reach out to customers through one-on-one contacts, larger retail campaigns, and product promotions throughout the year. This effort will include interacting with customers through the Engage platform. Work within defined banking processes, such as GREAT customer service expectations, the 5 Step Retail Banking Conversation Model, Quarterly Action Plans, and New Relationship/New Account Onboarding to help ensure a consistent, positive experience for customers and success for your branch team. Growth and Development: Acquire the necessary knowledge about bank products and services, and other departments' and coworkers' functions in order to be able to refer customers appropriately, in order to create a seamless digital to physical experience. Maintain ownership of and follow-up on any hand-offs or referrals to ensure that the customer needs have been met. Complete quarterly 90 day plan to define goals, develop sales strategies and measure results. Work through Digital Banker Career Path to grow skill sets and product knowledge to assist customers. Other Duties: Actively participate in office, bank and community events. Maintain educational and professional expertise through attendance at internal and/or external educational opportunities. Perform other duties as assigned. EDUCATION AND SPECIAL REQUIREMENTS: High school diploma required. Prefer an associate's degree (AA) from a two-year college or technical school or bachelor's degree. Prefer 1 or more years of experience in a related position. Must be able to successfully meet the requirements of the SAFE Act including registering with the Nationwide Mortgage Licensing System & Registry and maintaining their unique identifying number. Must successfully complete required training. Must be able to work additional evening and Saturday hours as required. This person will need experience in use of various mobile devices and an understanding of IOS and Android operating systems. This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Must have working knowledge of Microsoft Word, Excel and PowerPoint. EQUAL OPPORTUNITY EMPLOYER

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Duties and Responsibilities The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel. This position would need to be versed in frontline transactions and account opening abilities. Pulls and balances a teller drawer daily, balances the vault, coin machine, and ATM. Responsible for the completion of batching and scanning of teller work through the Branch Capture System. Processes customer transaction with accuracy, and professionalism, while keeping a high level of customer service. Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies. Accurately open all consumer deposit accounts. Cross sell to referral partners when appropriate; completes client follow ups as needed. Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate. Serves as a resource for training. Complies with internal controls, operational procedures and risk management policies. Necessary Skills and Attributes High school diploma or equivalent required Prior teller experience preferred Excellent customer service skills Strong organizational skills Ability to work under pressure and meet deadlines Knowledge of banking products Ability to cross-sell Strong math skills High degree of accuracy Prior customer service experience (banking preferred)

Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives. We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement. Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree. Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa. Nick Jans - Wealth Management Advisor: How long with NM? 2 years as an intern and 11.5 years full-time Prior Experience? Studied Business at UNI and worked at Scheels. Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors. Eric Sikkema - Wealth Management Advisor: How long with NM? 12.5 years with Northwestern Mutual Prior Experience? Worked for a golf course before joining Northwestern Mutual. Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing. Owen Ward - Certified Financial Planner: How long with NM? 7 years Prior Experience? Started his career right out of college. Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes. Ally Dana - Development Director: How long with NM? Almost 10 years! Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation. Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Matthew Henson - Financial Advisor: How long with NM? Matthew has been with NM for 6 years. Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security. Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

Job Description is eligible for a Spanish proficiency pay differential* SCHEDULE: Full-time; Monday through Friday (8:00 am- 5:00 pm), and every third Saturday morning. Average of 40 hours/week. BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks! SCOPE: Will lead the Hills Bank vision "Customers for Life" through implementing customer service strategies and support across all delivery channels, with a passion for developing digital customer experiences. This position will focus on managing customer relationships and providing exceptional service in a digital channel. ACCOUNTABILITIES: Digital Customer Strategy: Service customers in the digital channel of their choice. This includes creating customer-focused best practices using the systems the bank provides, and providing recommendations for enhancements and changes that may be needed. Document knowledge based items for others to use when assisting customers so that others in the bank and new support staff can best assist them. This can include but is not limited to: Current bank products and services offered (Hills Bank Online, Apple Pay, 401K access) Use of third party products and services (Quicken, Acorns, Xero) Appropriate personal information to better connect and strengthen the customer relationship. Be a resource for the Contact Center and branch staff with regard to digital services used by our customers. Implement new digital/social channels in order to meet changing customer experience expectations. Sales and Service: Support the Bank's overall sales efforts through direct sales of deposit products, consumer loans, and related services. Identify banking needs and recommend solutions for both prospective and current customers Accurately and efficiently open various types of deposit accounts, such as checking, savings and money market accounts, certificates of deposit, and complementary services for consumer relationships. Effectively handle credit card and consumer lending requests. Acquire the necessary product, compliance, and systems knowledge and use it to accurately and efficiently handle IRAs and open various types of deposit accounts and complementary services for non-personal and fiduciary relationships Handle banking transactions in the channel that the customer contacts us through, in a timely and responsive manner. Understand and become proficient in various technology operating platforms, browsers, and devices. Handle both routine and advanced maintenance, service and support requests, and customer inquiries regarding digital services offered by the bank. Perform customer follow-up and onboarding activities for customers who open new digital accounts. Make use of automation tools and processes, in addition to unique personal interaction. Complete training and begin handling home equity lending requests. Relationship Management: Develop, manage, and grow customer relationships through ongoing contacts, recognition of key life events, needs-based cross-selling, etc. Provide assistance and insight into how customers can succeed in their financial life and how Hills Bank can assist the customer to reach their goals. This includes identifying banking needs and recommending solutions. Utilize the Bank's Customer Relationship Management (CRM) system to plan for and personalize customer interactions and help develop corporate memory, manage referrals, and maintain appropriate entries regarding opportunities and interactions with customers. Proactively reach out to customers through one-on-one contacts, larger retail campaigns, and product promotions throughout the year. This effort will include interacting with customers through the Engage platform. Work within defined banking processes, such as GREAT customer service expectations, the 5 Step Retail Banking Conversation Model, Quarterly Action Plans, and New Relationship/New Account Onboarding to help ensure a consistent, positive experience for customers and success for your branch team. Growth and Development: Acquire the necessary knowledge about bank products and services, and other departments' and coworkers' functions in order to be able to refer customers appropriately, in order to create a seamless digital to physical experience. Maintain ownership of and follow-up on any hand-offs or referrals to ensure that the customer needs have been met. Complete quarterly 90 day plan to define goals, develop sales strategies and measure results. Work through Digital Banker Career Path to grow skill sets and product knowledge to assist customers. Other Duties: Actively participate in office, bank and community events. Maintain educational and professional expertise through attendance at internal and/or external educational opportunities. Perform other duties as assigned. EDUCATION AND SPECIAL REQUIREMENTS: High school diploma required. Prefer an associate's degree (AA) from a two-year college or technical school or bachelor's degree. Prefer 1 or more years of experience in a related position. Must be able to successfully meet the requirements of the SAFE Act including registering with the Nationwide Mortgage Licensing System & Registry and maintaining their unique identifying number. Must successfully complete required training. Must be able to work additional evening and Saturday hours as required. This person will need experience in use of various mobile devices and an understanding of IOS and Android operating systems. This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Must have working knowledge of Microsoft Word, Excel and PowerPoint. EQUAL OPPORTUNITY EMPLOYER Job Posted by ApplicantPro

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.