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  • Financial Representative Trainee (Sales) -Bloomington, MN

    Mutual of Omaha 4.7company rating

    Personal banker job in Bloomington, MN

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 2d ago
  • Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha 4.7company rating

    Personal banker job in Waukesha, WI

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 2d ago
  • Banking Associate Attorney

    Messerli & Kramer 4.1company rating

    Personal banker job in Minneapolis, MN

    Founded in 1965, Messerli Kramer is a Top 20 Minnesota law firm with locations in Minneapolis, St. Paul, and Plymouth. We have a hard-earned reputation within the business community of providing sound, reasoned and comprehensive legal services. With an emphasis on building lasting relationships with our clients, our professionals take the time to listen and understand legal issues within the larger framework of the business as a whole. We are seeking an Associate Attorney with our downtown Minneapolis office to practice in the area of commercial banking. Successful candidates will have 3+ years of substantive experience in wide array of commercial banking transactions, including drafting and negotiating complex loan documentation, reviewing due diligence materials, including the diligence material for real estate and asset based lending transactions. Candidates should also have substantive experience in construction lending, real estate and asset based lending as well as financing for land development. Benefits Medical, Dental, & Vision Insurance HSA & FSA Accounts Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan 401K, with 4% company contribution (after completion of 1 year of service) Paid time off Paid company holidays Company Paid Basic Life Insurance Employee Assistance Program Monthly reimbursement for Parking and cell phone Annual Marketing & Business Development budget provided Bar license and CLE reimbursements Building amenities include: onsite restaurants & onsite free gym Hybrid Remote Schedule This is a great opportunity to become part of a talented team in a great work environment. We are looking for highly motivated talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. If you would like to join us, please apply via Paylocity or send your resume to *****************************. Messerli Kramer is fully committed to equality of opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. Requirements We are looking for a highly motivated individual with excellent interpersonal, analytical, attention to detail, and drafting skills, along with strong commercial banking experience, academic and professional credentials. The successful candidate will also possess the ability to prioritize, multi-task and work independently with minimal supervision in a fast-paced environment, while working collaboratively with the rest of the team. Must be licensed to practice law in MN. This is a great opportunity to become part of a talented team in a great work environment. We are looking for dynamic talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. Base compensation will vary based on level of experience and practice specialty. Associate compensation range $150,000-200,000. Associate Attorneys are also eligible for quarterly and/or annual bonus incentives based on performance. Salary Description $150,000 - $200,000 annually
    $150k-200k yearly Easy Apply 60d+ ago
  • Personal Banker - Mass Affluent Portfolio

    Associated Bank 4.6company rating

    Personal banker job in Eau Claire, WI

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. We invite you to view the opportunity below. Under direct supervision of a Bank or Market Manager, responsible for recommending Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying customers' needs comprehensively and matching their needs recommending appropriate deposit, lending, digital and other services. Work closely with other business line partners to develop relationships and ensure retention of client assets and growth in relationships. Assist in growing loans, deposits, and fee income by acting as a resource across the bank bringing together the right partners, providing convenience to clients, and providing bank wide tailored solutions to clients. Achieve individual/branch team goals and business line referrals in line with Associated Bank's Core Values. Provide exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests. Support the operational integrity of the branch. A colleague in this role may be asked to work in more than one branch location to support a culture of flexibility and mobility to meet the expectations of our branch and customers. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act. This person will also: Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures. Banker may be assigned a customer book of business where they are responsible for growth and retention. Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed, and cross-sell opportunities are identified and pursued. Committing to consistently exceeding customer expectations with each client interaction. Grow assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Participates in joint appointments to further develop relationships. Review the qualifications listed below: Education High School Diploma. Required Experience 2-4 years Sales and goal based environment or related. Required 1 year of experience within a Branch Banker role. Required 3-5 years Working in a sales and goals based environment with strong customer service focus. Preferred Licenses and Certifications Other Banker Certification within 6 months. Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $17.91 - $30.70 per hour
    $17.9-30.7 hourly Auto-Apply 60d+ ago
  • Business Banking Associate

    Border Bank 4.0company rating

    Personal banker job in International Falls, MN

    We're hiring a Full Time Business Banking Associate at our International Falls, Minnesota Border Bank! Business Banking Associates assist lenders with administrative tasks and provide exceptional customer experiences to our customers from the start to the finish of Commercial and Ag loans. Some of the other duties the Business Banking Associate will do include: * Greet Customers as they enter the bank and direct them to the appropriate person, order supplies, assist with bank mail, and invoices. * Gather and compile customer documentation needed for a new or existing loan. * Assist lenders with loan closings. * Maintain all original Promissory Notes on file and file mortgages with the applicable county. * Answer routine customer questions on an on-going basis after loan closing. This will include calculating loan payoffs and processing loan payments and advances. * Be familiar with business products and services that the bank offers, including Cash Management, and how the set-up process works. If needed, work with the customer, and gather necessary application or enrollment information from them and route it to the appropriate department within the bank. * Proactively offer solutions and follow up with customers on requests for debit card orders, business check orders, transfer/sweep set up, direct deposit set-up and other banking needs. * Assist the Market President, Branch Manager, and loan officers by preparing correspondence and performing other clerical duties. * Assist bank branch in gathering information for audits. Education and Requirements: * Prefer three to five years of experience or training in a related position. * Prefer a two-year college degree or completion of either a specialized course of study at a business or trade school or extensive in-house training program. Benefits: * Paid Time Off & Paid Holidays * Childbirth Recovery Leave & Parental Leave * Health, Dental & Vision Insurance * HSA + Employer Contribution * 401(k) + Employer Match * Flexible Spending Accounts * Bank paid Life Insurance & Long-Term Disability * Voluntary Benefits * Employee Assistance Program (EAP) * Education Assistance & More! Join our Border Bank team!
    $81k-116k yearly est. 12d ago
  • Part Time (20 Hours) Associate Banker, (New Build) Bunker Lake Blvd and Quinn St Branch, Andover, MN

    JPMC

    Personal banker job in Coon Rapids, MN

    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.
    $42k-87k yearly est. Auto-Apply 11d ago
  • Part Time (20 Hours) Associate Banker, (New Build) Bunker Lake Blvd and Quinn St Branch, Andover, MN

    Jpmorgan Chase 4.8company rating

    Personal banker job in Coon Rapids, MN

    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 **Base Pay/Salary** Andover,MN $22.50 - $27.60 / hour Coon Rapids,MN $22.50 - $27.60 / hour
    $22.5-27.6 hourly 11d ago
  • Relationship Banker (Entry Level)

    Johnson Financial Group 3.9company rating

    Personal banker job in Rice Lake, WI

    Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which will give you a strong foundation of banking fundamentals. JFG offers a lot of opportunity through our training and development program to help pave your way to continued professional growth and success. Get started with JFG by building meaningful relationships with clients…this role really is the first step towards a great career at JFG! As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As part of the Consumer Banking team, that starts with you. Being the face of the bank as a Relationship Banker, you will deepen client relationships by providing solutions to their unique financial situations. You'll be part of a team with a strong commitment to the community. You make a real impact on every client you serve by helping them financially protect their most important asset - their family. At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. Key Responsibilities: * Perform cash handling transactions on the teller line. * Balance cash drawer daily and verifies cash provided from/returned to the vault. * Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. * Uncover important financial client needs and make recommendations to provide solutions to their unique financial situations. * Meet and exceed referral goals to different line of business partners. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs. * As you grow in your role, you may have a small portfolio of clients that you'll work proactively to deepen relationships and ensure client retention Qualifications and Benefits: * High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically! * National Mortgage Licensing System (NMLS) registration will be obtained upon hire * Excellent client service and communication skills essential with a genuine care and passion for helping people * Eligible for our company profit sharing bonus * Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started * As a birthday present, enjoy your birthday off - paid! Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
    $30k-34k yearly est. Auto-Apply 60d+ ago
  • Associate Banker

    Bank of Montreal

    Personal banker job in Benson, MN

    Application Deadline: 01/13/2026 Address: 1302 Atlantic Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $49,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-49k yearly Auto-Apply 5d ago
  • Business Banker II

    WNB Financial Na 3.0company rating

    Personal banker job in Altoona, WI

    Full-time Description Provides service to current and prospective clients seeking commercial relationships. Cultivates and manages a portfolio of commercial loans while proactively identifying and developing new client relationships to drive portfolio growth and deepen market presence. Understands and completes job responsibilities in accordance with federal and state regulations. Essential Functions: Business Banker 85% Develops strong client relationships with Bank's business clients Analyzes financial information and makes funding recommendations that adhere to the bank's loan policy and aligns with the bank's risk appetite Develops new business by actively calling on existing and prospective clients Promotes products and services that support client goals Closes loans, opens accounts, and makes intradepartmental referrals Monitors the inherent risk of his or her loan portfolio Possesses thorough working knowledge of business deposit accounts, cash management, online banking, merchant processing and other business banking products Analyzes clients' product needs and makes the appropriate recommendations Can act as the client's first point of contact when they have questions or problems with their accounts/services Actively participates in outside events and organizations Additional Duties and Responsibilities 15% 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: Works regularly with clients and co-workers. Occasional contact with trade/professional affiliations and federal/state regulatory agencies. Works regularly with highly confidential business and client information. Participates in bank events. Performance Dimensions: Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; utilizes knowledge of bank products and services to effectively cross-sell; customer satisfaction with services provided; 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. Stays current in field and utilizes that information where practical; participates in training and appropriate professional development. Demonstrates professionalism, commitment to the job, and loyalty to the Bank. Knowledge, Skills and Abilities: A four-year degree in accounting, finance, business or equivalent is required. Three years of business banking experience required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills; strong management skills; ability to maintain the integrity of highly confidential client and Bank information. Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills up to and including statistical analysis; legible handwriting; cross-selling skills. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of activity; highly effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by the bank strategic plan. Working Conditions: Work is performed largely in an office environment with minimal chance for personal injury. Regular contact with clients and co-workers. Frequent in-town/local travel required for business meetings. 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 telephone. Frequent use of keyboard for approximately 5 hours per day. Receive and provide detailed information through verbal communication. Requires near vision. Will alternate sitting, standing, and walking throughout work shift. Stoop, lift and carry up to 10 pounds in documents and office supplies. Climbs stairs. Hours of work are generally during regular business hours. There will be some variation in work hours due to special projects, deadlines, community events, and other concerns. Equipment Used: Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software. Operates Jack Henry Experience / Synergy on the core 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 $66,841.01 -$100,261.51 Per Year
    $30k-45k yearly est. 60d+ ago
  • Universal Banker

    Northwestern Bank 4.0company rating

    Personal banker job in Thorp, WI

    Job Details Thorp, WI High School Day BankingDescription Do you want to work for a local bank that has been invested in area communities for over 120 years where employees matter? Northwestern Bank, a proud member of the Thorp community, has a full-time Universal Banker position available at our Thorp Branch. Why do our employees work at Northwestern Bank? 1. Serving and getting to know our customers in our day-to-day, face-to-face interactions with them is very rewarding. Knowing that we helped assist the customer with their transaction or that we made a positive difference in their day is priceless and is appreciated by all. 2. Our team at NB works hard alongside of each other, assisting others when needed. We work together as a team to strive for an outstanding customer experience. 3. Northwestern Bank supports the communities we serve, helping to make the lives of all community members better, including our own. We are very proud to work at Northwestern Bank because of the difference WE, at NB, make! 4. We have a family-friendly work environment and great work culture. We look for ways to have fun and connect with each other throughout the day, while still working hard to serve our customers. 5. The Bank President knows us by name and makes it his priority to visit each branch on a weekly basis. He understands and appreciates that all employees and positions are vital to the bank's success as a community bank. If you are interested in becoming part of the Northwestern Bank team, this position will be regularly scheduled to work approximately 40 hours per week Monday through Friday and approximately 1 - 2 Saturdays per month (8:30am-11am). This position is responsible for handling the financial transactions of our customers in a friendly, accurate, and efficient manner, assisting customers with account openings and closings, helping our customers with their online banking questions, and working with IRA's, HSA's, CD's, etc. A complete job description can be found below. The ideal applicant will have previous banking experience, love working with people, have the desire to provide a high-quality customer experience, be detail oriented, have an outgoing personality, be willing to work in a team environment, and will exemplify our Core Values of deliver an exceptional experience, shine through service, create positive impact, lead with integrity, and foster genuine relationships. Northwestern Bank is very supportive of the communities that we serve, offers a great work environment, and keeps a positive work-life balance for our employees. In addition to a competitive wage, Northwestern Bank offers the following benefit plans: Generous 401K plan Health, Dental, Vision, Life, and Long-Term Disability Insurance Incentive Bonus program Paid Vacation, Holiday, and Sick time Paid Parental Leave and Child Sick days EOE, including disability/veterans Northwestern Bank Mission Statement Building Stronger Communities Where People Matter Core Values Deliver an exceptional experience. Shine through service. Lead with integrity Create positive impact. Foster genuine relationships. About Northwestern Bank Northwestern Bank is a locally owned, community bank proudly serving our communities for over 100 years. We are building stronger communities where people matter, and we do that by putting our core values in action. Northwestern Bank is a reflection of each of the communities we serve and like our communities we are strong, committed, and genuine. We treat customers like family, giving sound advice, and honest financial direction. About Our Employees Northwestern Bank employees are remarkable in their commitment to our communities, customers, and to each other. They bring our values to life as they perform their day-to-day responsibilities, make decisions, and in how they treat others. Our employees regularly rise above expectations as they seek to help others, always being truthful, respectful, and trustworthy. They serve our communities through active volunteerism. Universal Banker Position Summary: Serves the transaction processing needs, identifies needs and provides appropriate account services to Bank customers and potential customers in a friendly, helpful, efficient, professional and accurate manner. Maintains and balances a cash drawer. Principal Duties and Responsibilities : Performs all or some of the following: 1. Serves customers with their accounts by completing a variety of transactions according to Bank policy and procedure. Accepts and processes deposits, withdrawals, transfers monies, process payments, cashes checks and bonds, fills coin/currency orders. Process the purchase of money orders, gift cards, and cashier checks. Processes cash advances. 2. Balances cash drawer according to accepted procedure. Counts cash and runs coin counter. May need to strap cash, roll coin, and sort out mutilated money. 3. Opens accounts for customers, explain various accounts, services, and policies; processing, filing and maintaining account records; assisting customers with ordering checks and completion of direct deposit forms. Includes checking, savings, savings bonds, Visa Card & Merchant Service Referrals, Debit Card applications, and certificates of deposit. Collects legal documents and titles account appropriately. 4. May set up fiduciary accounts, Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) as requested. 5. Assists customers with maintaining their accounts, balance checkbooks, positively solve complaints and account problems, updates to customer information, provide interest rates, advise customers of options to better meet their needs, process stop payments, automatic deductions, etc. Closes accounts as needed. 6. Assists customers with electronic banking products set up including but not limited to, online banking, Mobile Banking, bill pay, remote deposit capture, Zelle, My Card, etc. 7. Collect CIP information, run Chex system, and OFAC. 8. Prepares reports and correspondence as needed or requested. Documents files clearly and accurately. Input wire transfers on Excel spreadsheet, type up unclaimed property letters. 9. Process and/or verify outgoing/incoming domestic and international wires. 10. May be responsible for balancing vault cash and coin machine according to established procedures. May be responsible for balancing money order machine at end of day. 11. May be responsible for maintaining and balancing ATM machine. 12. Performs opening and closing duties according to established schedule and procedures. 13. Knows and strictly follows all security and internal control procedures. Notifies supervisor immediately of any suspicious activity or questionable transactions. 14. May assist customers with safe deposit box requests. Opens and closes safe deposit box accounts, processes payments and other billing activities, etc. Additional Duties and Responsibilities: Perform general office duties including answering/transferring phone calls, preparing incoming/outgoing mail, making copies, requesting maintenance service, etc. May need to perform light janitorial duties including, dusting, vacuuming, wet mopping, and light shoveling. May be asked to serve as a Notary Public and notarize official government documents. Work Relationships and Scope: Works closely with and reports to either the Teller Supervisor or Branch Teller Lead. Due to nature of position, will interact on a regular basis with most other employees at the Bank particularly Tellers, Deposit Servicing, Customer Service, and Loan Department employees. Will have nearly continuous contact with customers on a daily basis. Work regularly with highly confidential and sensitive customer information. Measures of Performance: Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to customers; effectively communicates and develops good working relationships with co-workers and customers; professional workplace appearance and conduct; keeps Bank and customer information confidential; reporting to work on time; understands and adheres to Bank operating, personnel and security policies and procedures; informs customers and potential customers of additional Bank services. Benefits Offered to Full-time Positions: Competitive Pay Generous 401K plan Health, Dental, Vision, Life, and Long-Term Disability Insurance Incentive Bonus program Paid Vacation, Holiday, and Sick time Qualifications Knowledge, Skills and Abilities Required: Must have earned or be in the pursuit of a high school diploma or equivalent program. Must possess: friendly, courteous and professional customer service attitude; basic mathematical skills, technical ability to input and retrieve computerized information; excellent verbal communication skills for interacting professionally with customers and relating to other employees; ability to maintain the integrity of highly confidential information; ability to deal effectively with time pressures and stress; ability to lift approximately 50 lbs. and stand for prolonged periods. May need to bend, stoop, and lift to move office materials, retrieve files, and do light janitorial duties. Equipment Operated: Adding machine, computer system, printers, image scanner, money order machine, cash advance machine, currency and coin counters, fax, copier, telephone, typewriter, paper shredder, and coin wrapper. May use Dyna cash recycler. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Regular mental and visual concentration for computer usage required. Frequent repetitive work. Work is performed generally during regular business hours
    $37k-43k yearly est. 60d+ ago
  • Commercial Banking Associate

    Alerus 4.0company rating

    Personal banker job in Minnetonka, MN

    WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Commercial Banking Associate position is pre-closing fulfillment of commercial lending transactions through assisting, coordinating, and reinforcing the sales efforts of the commercial banking staff. Managing the administrative work and due diligence related to commercial banking and lending to ensure adherence to the approved transaction. It will be expected to maintain a customer focus and will partner with underwriting, relationship management and loan operations to deliver superior customer experience. WHAT YOU'LL BE DOING: Manage commercial loans through Commercial Lending Delivery (CLD) workflow system from application through post-closing and completion. Enters complete and accurate applications, performs pre-closing and post-closing due diligence, coordinates loan closing with title companies and attorney, and submits request for preparation of loan documentation. Works closely with Business Advisors to contact clients to obtain required items for submission to underwriting and/or ongoing tickler file monitoring. Manage loan closing pipeline and coordinate loan closing dates with Business Advisor. Indexes financial and supporting documentation for loan files to Nautilus. Responsible for obtaining KYC, CIP, CDD and Beneficial Ownership for commercial loan and deposit clients. Opens commercial depository accounts for assigned Business Advisors and collaborates with Treasury Management, Private Banking or Retail teams to facilitate client needs. Provides general customer service and acts as a point person in resolving client issues for assigned Business Advisor portfolio. Coordinates with Business Advisor and enters business overdraft and refund decisions. Escalates decision approvals according to credit policy's approval limit authority. WHAT YOU SHOULD HAVE: Bachelor's degree or equivalent combination of education and/or related experience in the financial industry. 1+ year of commercial lending and/or deposit experience. Understanding of commercial lending and deposits, bank operations, products and services, business entity structure and documentation. Capacity to manage and stay organized while working with high volume, time sensitive transactions and portfolios. Ability to be flexible, implement continuous change and demonstrate a positive attitude. High level of commitment to accuracy and detail. Effective written and verbal communication skills. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: $24.50 - $30.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $24.5-30 hourly 59d ago
  • Banking Associate Attorney

    Messerli & Kramer P.A 4.1company rating

    Personal banker job in Minneapolis, MN

    Job DescriptionDescription: Founded in 1965, Messerli Kramer is a Top 20 Minnesota law firm with locations in Minneapolis, St. Paul, and Plymouth. We have a hard-earned reputation within the business community of providing sound, reasoned and comprehensive legal services. With an emphasis on building lasting relationships with our clients, our professionals take the time to listen and understand legal issues within the larger framework of the business as a whole. We are seeking an Associate Attorney with our downtown Minneapolis office to practice in the area of commercial banking. Successful candidates will have 3+ years of substantive experience in wide array of commercial banking transactions, including drafting and negotiating complex loan documentation, reviewing due diligence materials, including the diligence material for real estate and asset based lending transactions. Candidates should also have substantive experience in construction lending, real estate and asset based lending as well as financing for land development. Benefits Medical, Dental, & Vision Insurance HSA & FSA Accounts Employer Contribution to HSA if enrolled in High Deductible Health Insurance plan 401K, with 4% company contribution (after completion of 1 year of service) Paid time off Paid company holidays Company Paid Basic Life Insurance Employee Assistance Program Monthly reimbursement for Parking and cell phone Annual Marketing & Business Development budget provided Bar license and CLE reimbursements Building amenities include: onsite restaurants & onsite free gym Hybrid Remote Schedule This is a great opportunity to become part of a talented team in a great work environment. We are looking for highly motivated talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. If you would like to join us, please apply via Paylocity or send your resume to *****************************. Messerli Kramer is fully committed to equality of opportunity in all aspects of employment. It is the policy of Messerli Kramer to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. Requirements: We are looking for a highly motivated individual with excellent interpersonal, analytical, attention to detail, and drafting skills, along with strong commercial banking experience, academic and professional credentials. The successful candidate will also possess the ability to prioritize, multi-task and work independently with minimal supervision in a fast-paced environment, while working collaboratively with the rest of the team. Must be licensed to practice law in MN. This is a great opportunity to become part of a talented team in a great work environment. We are looking for dynamic talent to deliver high quality legal work, service growth in our practice, and positively influence our culture. We offer a competitive salary and benefit program. Base compensation will vary based on level of experience and practice specialty. Associate compensation range $150,000-200,000. Associate Attorneys are also eligible for quarterly and/or annual bonus incentives based on performance.
    $150k-200k yearly Easy Apply 27d ago
  • Business Banking Associate

    Border Bank 4.0company rating

    Personal banker job in International Falls, MN

    Job Description We're hiring a Full Time Business Banking Associate at our International Falls, Minnesota Border Bank! Business Banking Associates assist lenders with administrative tasks and provide exceptional customer experiences to our customers from the start to the finish of Commercial and Ag loans. Some of the other duties the Business Banking Associate will do include: Greet Customers as they enter the bank and direct them to the appropriate person, order supplies, assist with bank mail, and invoices. Gather and compile customer documentation needed for a new or existing loan. Assist lenders with loan closings. Maintain all original Promissory Notes on file and file mortgages with the applicable county. Answer routine customer questions on an on-going basis after loan closing. This will include calculating loan payoffs and processing loan payments and advances. Be familiar with business products and services that the bank offers, including Cash Management, and how the set-up process works. If needed, work with the customer, and gather necessary application or enrollment information from them and route it to the appropriate department within the bank. Proactively offer solutions and follow up with customers on requests for debit card orders, business check orders, transfer/sweep set up, direct deposit set-up and other banking needs. Assist the Market President, Branch Manager, and loan officers by preparing correspondence and performing other clerical duties. Assist bank branch in gathering information for audits. Education and Requirements: Prefer three to five years of experience or training in a related position. Prefer a two-year college degree or completion of either a specialized course of study at a business or trade school or extensive in-house training program. Benefits: Paid Time Off & Paid Holidays Childbirth Recovery Leave & Parental Leave Health, Dental & Vision Insurance HSA + Employer Contribution 401(k) + Employer Match Flexible Spending Accounts Bank paid Life Insurance & Long-Term Disability Voluntary Benefits Employee Assistance Program (EAP) Education Assistance & More! Join our Border Bank team! Job Posted by ApplicantPro
    $81k-116k yearly est. 10d ago
  • Part Time (30 Hours) Associate Banker, West Bloomington, Bloomington, MN

    JPMC

    Personal banker job in Bloomington, MN

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $42k-87k yearly est. Auto-Apply 60d+ ago
  • Associate Banker

    Bank of Montreal

    Personal banker job in Worthington, MN

    Application Deadline: 01/13/2026 Address: 1027 4th Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $49,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-49k yearly Auto-Apply 11d ago
  • Part Time Associate Banker Bloomington, IN (30 Hours)

    Jpmorganchase 4.8company rating

    Personal banker job in Bloomington, MN

    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.
    $25k-46k yearly est. Auto-Apply 60d+ ago
  • Commercial Banking Associate

    Alerus Financial 4.0company rating

    Personal banker job in Minnetonka, MN

    WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Commercial Banking Associate position is pre-closing fulfillment of commercial lending transactions through assisting, coordinating, and reinforcing the sales efforts of the commercial banking staff. Managing the administrative work and due diligence related to commercial banking and lending to ensure adherence to the approved transaction. It will be expected to maintain a customer focus and will partner with underwriting, relationship management and loan operations to deliver superior customer experience. WHAT YOU'LL BE DOING: Manage commercial loans through Commercial Lending Delivery (CLD) workflow system from application through post-closing and completion. Enters complete and accurate applications, performs pre-closing and post-closing due diligence, coordinates loan closing with title companies and attorney, and submits request for preparation of loan documentation. Works closely with Business Advisors to contact clients to obtain required items for submission to underwriting and/or ongoing tickler file monitoring. Manage loan closing pipeline and coordinate loan closing dates with Business Advisor. Indexes financial and supporting documentation for loan files to Nautilus. Responsible for obtaining KYC, CIP, CDD and Beneficial Ownership for commercial loan and deposit clients. Opens commercial depository accounts for assigned Business Advisors and collaborates with Treasury Management, Private Banking or Retail teams to facilitate client needs. Provides general customer service and acts as a point person in resolving client issues for assigned Business Advisor portfolio. Coordinates with Business Advisor and enters business overdraft and refund decisions. Escalates decision approvals according to credit policy's approval limit authority. WHAT YOU SHOULD HAVE: Bachelor's degree or equivalent combination of education and/or related experience in the financial industry. 1+ year of commercial lending and/or deposit experience. Understanding of commercial lending and deposits, bank operations, products and services, business entity structure and documentation. Capacity to manage and stay organized while working with high volume, time sensitive transactions and portfolios. Ability to be flexible, implement continuous change and demonstrate a positive attitude. High level of commitment to accuracy and detail. Effective written and verbal communication skills. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: $24.50 - $30.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $24.5-30 hourly 60d ago
  • Part Time (20 Hours) Associate Banker, (New Build) Bunker Lake Blvd and Quinn St Branch, Andover, MN

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Andover, MN

    JobID: 210687275 JobSchedule: Part time JobShift: Variable Base Pay/Salary: Andover,MN $22.50-$27.60 Coon Rapids,MN $22.50-$27.60 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.
    $26k-46k yearly est. Auto-Apply 13d ago
  • Associate Banker

    Bank of Montreal

    Personal banker job in Morris, MN

    Application Deadline: 01/13/2026 Address: 214 Atlantic Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $49,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-49k yearly Auto-Apply 11d ago

Learn more about personal banker jobs

How much does a personal banker earn in Eau Claire, WI?

The average personal banker in Eau Claire, WI earns between $25,000 and $40,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Eau Claire, WI

$32,000

What are the biggest employers of Personal Bankers in Eau Claire, WI?

The biggest employers of Personal Bankers in Eau Claire, WI are:
  1. Associated Bank
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