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  • Financial Representative Trainee (Sales) - Chicago. IL

    Mutual of Omaha 4.7company rating

    Personal banker job in Oakbrook Terrace, IL

    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 1d ago
  • Financial Services Representative

    Solomon Page 4.8company rating

    Personal banker job in Chicago, IL

    Our client is seeking several motivated individual to join our Institutional Services groups. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical. Responsibilities: Resolve routine and complex client service issues in a thorough and expeditious manner, utilizing sound judgment with an emphasis on courtesy. Client inquiries typically encompass a broad array of themes including: Operability of IB Trader Workstation, Web Trader and Mobile Trader execution platforms including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations; Commission structure, interest, and fee. Coordinate activities with other local and international Customer Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Customer service is the primary function where calls are predominantly routine, but may require deviation from standard screens, scripts, and procedures. Uses computerized system for tracking, information gathering, and/or troubleshooting. Requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions. Required Qualifications: Experience in financial services position (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required. Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat. In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, and fixed income. Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies. Multi-language skills an advantage URGENT NEED FOR PORTUGUESE AND SPANISH Bachelor's or advanced degree is required. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well-suited to your respective goals and needs - this specialized approach sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.
    $29k-35k yearly est. 4d ago
  • Senior Commercial Real Estate Banker

    Wintrust Financial 4.9company rating

    Personal banker job in Waukegan, IL

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (11 years in a row) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture The Senior Commercial Real Estate Banker is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. The position can work out of Vernon Hills, Lake Forest or Crystal Lake, IL. What You'll Do: Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships. Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services Participation and knowledge within loan syndications and maintaining those relationships Network with variety of CRE COI's, investors and attorneys to establish a referral base. Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines. Prepare and present deal terms to clients in a timely and accurate manner. Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management. Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers. Qualifications: Bachelor's degree in business, finance, economics, accounting or equivalent direct banking experience. Minimum 7+ years of credit and commercial real estate lending experience combined Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred Exceptional written, verbal, negotiation, and presentation skills Excellent analytical and organization skills with the ability to prioritize workflow Proficient with Microsoft Office Demonstrate high ethical standards and personal integrity Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated annual salary range for this role is $117,000-$158,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE #LI-KP1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $117k-158k yearly 14d ago
  • Equity Trader Position

    T3 Trading Group 3.7company rating

    Personal banker job in Chicago, IL

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $73k-134k yearly est. Easy Apply 60d+ ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Chicago, IL

    JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $139k-228k yearly est. Auto-Apply 34d ago
  • Experienced Equity Discretionary Trader

    Gelber Group 3.8company rating

    Personal banker job in Chicago, IL

    Experienced Equity Discretionary Trader Job Description We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, for more than 40 years, we have set the bar as one of the industry's most innovative and enduring proprietary trading firms. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology. We believe in a culture of entrepreneurship, innovation, and collaboration and we empower each member of our team to have a meaningful impact from the very start of their career with Gelber. We invest in our future through our technology and talented staff, strategically committing resources to move our firm forward and help our people succeed. We trade a little bit of everything here and are always looking to expand into new opportunities. Our flat organizational structure and focus on a true meritocracy, attracts individuals with an edge which contributes to our consistent success. As an Experienced Equity Discretionary Trader on one of our largest desks, you will have a real opportunity to have a huge impact on the firm. You will work side by side with other successful and talented individuals to capitalize on market opportunities. This role is for someone who flourishes in a fast-paced environment, has a strong work ethic, a competitive attitude, and a proven record of profitability in a trading position for at least 3 years. This position will require a strong emphasis on in-person presence in our Chicago office, located in River North right next to the Merchandise Mart and convenient to public transportation. What you'll do: Manage your own trading book with a focus on the US and Global Equities market Manage your own risk of a portfolio of active strategies and drive trading decisions Collaborate across your trading desk to execute teams' goals while ensuring core risk standards are met Analyze market trends, order flow, and technical patterns to identify trading opportunities Develop, test, and refine your trading strategies using historical data and real-time market conditions Continuously monitor market conditions, news, and macroeconomic events impacting equities Conduct research to develop new strategies and improve the performance of your existing strategies Monitor material changes in levels of risk and variance in PnL, especially focused around deviation from your plans, and proactively communicate those changes to leadership Grow your own business through mentorships What we'd like to see: Entrepreneurial mindset with competitive nature Excellent communication and interpersonal skills with the ability to work autonomously and as a team player Proven self-starter with exceptional product knowledge, trading methodology, and market insight Ability to manage and communicate risk in accordance with the policies and limits set forth by the Firm Proficiency with trading platforms, execution algorithms, and market data analysis tools Openness to feedback and willingness to adapt your trading style with changes in market conditions Strong work ethic, and understanding that the more you put into your craft, the more you'll get out of it Mentality of continuous improvement 3 years or more of verified risk-adjusted profitability The approximate annual base compensation range for this position in Chicago, IL is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package. Benefits Highlights Gelber offers a wide range of benefits to full-time employees in order to meet you and your covered dependents needs. Our comprehensive benefits offering includes: Traditional and Roth 401(k) retirement program Comprehensive health benefits including medical coverage provided by Blue Cross and Blue Shield (PPO and HDHP/HSA) and dental coverage Tuition reimbursement for Graduate courses (taken after employment begins) Flexible Spending Accounts for health care and dependent care; pre-tax commuter benefits for parking and transit expenses Life insurance and long-term disability coverage Brand new office in the heart of Chicago's River North neighborhood, attached to the Merchandise Mart and "EL" stop and a short walk from both Ogilvie and Union Train Stations Health club membership with on-site facilities (and reciprocal memberships) Generous vacation time, paid holidays, and paid parental leave Catered lunch provided Tuesday, Wednesday, & Thursdays and stocked pantry daily and monthly continental breakfasts Social events including sponsored 5k races and annual company party Enjoyable collaborative and open work environment including a golf simulator and pool table Employee referral bonus program Charitable giving and company matching opportunities Casual, relaxed dress code If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked here.
    $72k-120k yearly 14d ago
  • Quantitative Trader - High Frequency Futures

    Wolverine Trading 4.5company rating

    Personal banker job in Chicago, IL

    Job DescriptionWe are looking for highly skilled and experienced individuals to join a research effort focused on generating high frequency trading alphas in the futures markets. The ideal candidate has direct experience in the alpha research process and understands the workflow from idea generation to production implementation. This opportunity will provide the right candidate the chance to have a large impact on the direction and productivity of a newly formed effort within a successful proprietary trading firm. What You'll Do: Conduct financial data analysis on large datasets to generate profitable trading alphas. Define key metrics for model validation Back-testing and production performance monitoring Contribute to in-house data analysis packages and research framework development Acquisition of new data sets and cleaning/maintenance of new and existing data sets. Contribute to futures trading technology stack architecture What We're Looking For: At least 2+ years of experience generating or implementing short term trading alphas into production trading strategies Knowledge of CME and related market microstructure required. Advanced knowledge of modern statistical and machine learning techniques Proficiency in a scripting language such as Python, R, or MATLAB. Proficiency in at least one statistical package and one machine learning package in one of the above languages. Demonstrated experience working with tick data. Degree in a quantitative discipline such as Statistics, Computer Science, Mathematics, Engineering, etc. Experience developing software systems in an object-oriented language is a plus. All candidates must be eligible to work in the U.S. without sponsorship.Base salary is $150,000 - $200,000. Base salary is only one part of Wolverine Trading total compensation, which includes an annual discretionary bonus. ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯Why Wolverine? Wolverine Culture:Our flat organizational structure promotes teamwork across the Firm and offers easy access to senior staff (don't worry, they won't be wearing a suit either). While we work exceptionally well as a team in the office, our bonds are further strengthened through company events, activities and giving back. Volleyball, soccer, hockey, 5K runs, picnic, parties, and trivia nights provide friendly competition and build better relationships. By getting out of our usual environment and doing out-of-the-ordinary things together, we foster creativity and broaden our imaginations to accomplish new challenges. Wolverine Benefits: · Highly competitive salary & bonus opportunity· Generous paid time off and flexible scheduling · 100% coverage of medical, dental, vision, life, and disability benefits for single coverage · Generous Paid Parental Leave · Retirement Plans: 401K and Roth 401K · Profit sharing plan · Long- and short-term disability Perks of being at Wolverine:· Free breakfast and lunch from our in-house kitchen with rotating menus (including snacks!)· On-site gym with a subsidized membership · Frequent company outings· Opportunity to give back to organizations that help individuals in need in the Chicagoland area Professional Development: · In-house education team - classes and resources are offered for continuous learning opportunities · Mentorship Program through your first six months of employment About Us:Founded in 1994, the Wolverine companies comprise a number of diversified financial institutions specializing in proprietary trading, asset management, order execution services, and technology solutions. We are recognized as a market leader in derivatives valuation, trading, and value-added order execution across global equity, options, and futures markets. With a focus on innovation, achievement, and integrity, we take pride in serving the interests of both our clients and colleagues. The Wolverine companies are headquartered in Chicago with an office in New York and a proprietary trading affiliate office located in London. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $150k-200k yearly 29d ago
  • Senior FX Futures and Spot Trader

    Trans-Market 4.0company rating

    Personal banker job in Chicago, IL

    Who We Are Founded in 1980 as Aardvark Financial, TransMarket Group (TMG) is a privately held global markets proprietary trading firm in Chicago. We use next-generation technology to capture opportunities around the world and manage risk in financial markets. Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. TMG is a well-established and profitable business as a respected member of the global financial system for over 40 years, but also is like a startup because the potential of our group is at least one order of magnitude greater than what we are currently producing. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise. Description Our Quantitative Traders are dedicated to enhancing the global economy by facilitating risk transfer and restoring price equilibrium. At TransMarket Group, you'll collaborate with a team committed to eliminating inefficiencies and managing risk in the world's financial markets. As a Senior FX Futures and Spot Trader, you'll leverage the firm's robust capital base and resources to elevate your trading strategies. The ideal candidate possesses a proven track record of disciplined trading, niche expertise in FX markets, and exceptional risk assessment and management skills. Responsibilities Utilize deep expertise in FX market fundamentals, quantitative modeling, and risk management to trade FX futures and spot instruments. Develop and maintain quantitative tools and analytics for strategy optimization. Manage real-time execution of trading systems, ensuring efficient trade execution. Collaborate with fellow traders to share insights and refine trading strategies. Mentor Junior Traders, fostering their development and understanding of FX markets. Requirements Minimum of 5 years of experience trading FX futures and spot markets with a consistent track record of profitability. Bachelor's, Master's, or Doctorate in Financial Engineering, Statistics, Mathematics, Computer Science, or a related field. Strong understanding of FX market structures, including spot, forwards, and futures. Demonstrated passion for financial markets and trading. Proficient in Python or similar programming languages for quantitative analysis. Attention to detail with the ability to make sound judgments under pressure. Strong work ethic and a collaborative mindset. Ability to thrive in a fast-paced trading environment. This position requires physical presence and is on-site (all 5 days) at our office in Chicago, IL. Benefits We offer one of the most generous profit sharing programs in the industry because we believe our employees should be able to take part in our rapid growth and success. We are proud to offer more world-class benefits for our full-time employees and their families. TransMarket Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, sexual orientation, gender identity or expression, religion, national origin, marital status, age, disability, veteran status, genetic information, or any other protected status.
    $81k-145k yearly est. Auto-Apply 60d+ ago
  • Future Positions at Utilitra

    Utilitra

    Personal banker job in Edwardsville, IL

    Job Description At Utilitra, our employees are the cornerstone of our success, and we're dedicated to fostering an environment that reflects that. Interested in joining the Utilitra team? Provide your resume and contact information to be considered for future positions. About our Company Utilitra is a woman-owned firm specializing in utility and technology solutions. We offer design, construction, and metering services to utilities, and supply businesses and municipalities with robust technology services through our team of IT professionals. Our ability to integrate distinct specialties gives customers the opportunity to work with a coordinated team for the design and maintenance of their infrastructure. Utilitra has been recognized by the St. Louis Business Journal as a Best Places to Work finalist, one of St. Louis' 50 Fastest Growing Companies, and one of the Largest Women-Owned Businesses. We were also recognized by the St. Louis Post Dispatch as one of the area's Top Work Places. Utilitra is committed to building and sustaining an equitable and inclusive work environment where diversity is expected and valued. We believe that a diverse workforce benefits and enriches our mission, vision, and core values, and is a critical component to our company's success. Utilitra IS AN EQUAL OPPORTUNITY EMPLOYER. We proudly extend consideration for employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex, age, national origin, disability, gender identity, sexual orientation, pregnancy, pregnancy-related conditions, protected veteran status, or any other criteria protected by law.
    $66k-117k yearly est. 7d ago
  • Futures Trader/PM (Sharpe 4+; 30%-50% Pnl Split)

    Fionics

    Personal banker job in Chicago, IL

    Job Description Company: One of the fastest-growing prop firms in the USA, offering K-1 status for ~20% tax savings on futures trading profits. Renowned for top-tier execution, data, and research capabilities in the futures market.Overview: Seeking talented Traders and Portfolio Managers to develop and scale innovative strategies. Optimal place to build out a desk in Futures, from anywhere in the world. Key Responsibilities: Design and implement high Sharpe futures trading strategies. Conduct in-depth market analysis to identify new opportunities and adapt strategies. Work closely with the research and execution teams to enhance strategy performance. Drive significant profit generation, with a 30-50% PnL split. Qualifications: Proven track record in successful futures trading. Clear and well-defined business plan. Specific requirements for achieving and sustaining success. #LI-NB1
    $72k-129k yearly est. 2d ago
  • Future Positions

    HP Tuners 4.9company rating

    Personal banker job in Buffalo Grove, IL

    Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
    $86k-128k yearly est. 60d+ ago
  • Universal Banker

    Midwestone Bank

    Personal banker job in North Liberty, IA

    Small enough to care. Big enough to deliver. The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed. Responsibilities Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs. Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer. Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate. Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. Overcomes customer concerns and resolves any complaints related to deposit account transactions. Assists customers with a variety of retail service needs including but not limited to: Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions); Overdraft protection services; Handling of check orders; Updating address and customer contact information; Handling wires and other electronic transfers; Establishing personal online banking services and assisting with basic navigation questions. Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions. Locates and resolves offages for self and assists with other retail associates, as needed. Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.). Serves as backup support for basic account opening and ownership updates. May fill in at various retail branch locations, as needed. Actively participates in community events to represent MidWest One Bank, assists with customer outreach, and demonstrates support for company culture. Performs other duties as assigned. Qualifications High school degree or equivalent with some related work experience. In addition to education, prefer 1-2 years of experience in a customer service-related role. Banking or financial experience is preferred. The Perks! Competitive base compensation with additional performance-based incentives (incentives vary depending on role) Career development and continuous learning opportunities Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more 100% vested 401(k) Retirement Plan with 6% company match Medical, Dental, and Vision insurance Flex spending plan & Health savings accounts with employer contribution Student Loan Debt Reduction Program Employer provided group life insurance with option to purchase additional life insurance for you and your family members Employer provided long term and short term disability insurance Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity Wellness Program Free banking services and other financial services discounts Take Your Dog to Work Day in June Employee Rally Day- a day of celebration and recognition! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $28k-36k yearly est. Auto-Apply 1d ago
  • Personal Banker

    Farmers State Bank 3.7company rating

    Personal banker job in Marion, IA

    Job Description Performs a full range of Retail banking services for individual customers, with emphasis on personal financial needs, consumer loan, deposit and fee-based services. Meets with customers to discuss needs and identify/recommend solutions to needs. Makes consumer loans within lending authority. Opens and closes accounts. Assists customers with account needs and provides customer service. Willingly travels to other locations, when needed. Primary Accountabilities and Responsibilities: Performs all activities related to the opening or closing of various types of time and demand deposit accounts, including certificates of deposit, NOW accounts, checking accounts and savings products. Ensures applicable regulations, disclosures, policies and procedures are followed and is trained on depository compliance regulations. Cross-sells Bank services to maximize customer relationship, based on customer need and aligned with the Bank's core values. Performs periodic follow up with customers for additional services and to ensure customer satisfaction. Takes credit applications for overdraft protection and consumer loans. Provides quality, personalized service to ensure customer satisfaction and retention. Develops new client relationships from referrals and makes referrals to Investment Representatives, Commercial Bankers and Mortgage Bankers as appropriate. Ensures that applicable regulations, disclosures, policies and procedures are observed and credit quality is aligned with Loan Policy and credit quality guidelines. Is a trained consumer lender, including HELOC lending. Secondary Duties and Responsibilities: Open/grants access to safe deposit boxes. Verifies access authority against safe deposit contract for each request exercising prescribed controls. Checks booth or conference room after each use. Accepts and processes payments for new boxes, renewals, drilling fees and lost key fees. Maintains safe deposit information to manual and computer systems according to established procedures. Compliance with bank policies and procedures and federal and state laws/regulations. Performs other tasks, as may be assigned. Education, Experience and Other Requirements: High School Diploma or equivalent Additional education preferred 1 to 3 years retail banking experience Knowledge of banking regulations, policies and procedures Mathematical skill set Effective communication skills Ability to cross-sell and refer products and services Experience with Microsoft Office Attention to detail Good organizational skills Ability to maintain confidentiality Understanding of regulatory compliance Ability to contribute in a team environment, ensuring that both individual and departmental goals are met
    $27k-33k yearly est. 16d ago
  • Part Time (30 Hours) Associate Banker, Iowa City Branch, Iowa City, IA

    JPMC

    Personal banker job in Iowa City, IA

    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.
    $27k-33k yearly est. Auto-Apply 60d+ ago
  • Future Positions

    Urbana School District #116 3.2company rating

    Personal banker job in Urbana, IL

    Are you interested in being considered for future job opportunities in Urbana School District but don't see a job posting that is right for you? If so, you can apply through this posting. By appyling here, you will add your application to a general pool that administrators will be able to review. When you apply, you will have the opportunity to select areas that reflect your interests and skills. However, if you are interested in future teaching positions, please apply under the Future Teaching Positions posting. Please note that by applying to this posting, you are not applying to any or all actual future postings in your areas of interest. If a position becomes available later that is of interest to you, you will still need to apply for that specific posting in order to be considered. However, administrators might check this Future Positions pool to find additional qualified applicants for a specific posting. In doing so, they might locate your application and reach out to you to inform you of a specific job posting and encourage you to apply. Best of luck in your career search!
    $85k-111k yearly est. 60d+ ago
  • Universal Banker

    Midwestone Financial Group, Inc.

    Personal banker job in Muscatine, IA

    Small enough to care. Big enough to deliver. The Universal Banker I role is an entry level retail banking role responsible for conducting banking transactions and serving bank customers. Establishes and updates retail services that meet the customer's need, resolves complaints and offers appropriate resolutions. Opens basic deposit accounts as needed. Responsibilities * Processes teller counter transactions with a variety of complexity and helps to answer customer questions and service needs. * Recommends appropriate retail accounts and services by explaining unique features and benefits to the customer. * Informs customers of services offered by other business lines and connects customer to an appropriate banker, when appropriate. * Uses bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. * Overcomes customer concerns and resolves any complaints related to deposit account transactions. * Assists customers with a variety of retail service needs including but not limited to: * Personal ATM/Debit cards (i.e. ordering and closing cards, resolving transaction errors, handling fraudulent transactions); * Overdraft protection services; * Handling of check orders; * Updating address and customer contact information; * Handling wires and other electronic transfers; * Establishing personal online banking services and assisting with basic navigation questions. * Serves as a resource to assist less experienced staff with transactions as needed; handles and is accountable for overrides processed with those transactions. * Locates and resolves offages for self and assists with other retail associates, as needed. * Performs a variety of branch operational duties on a daily, weekly, monthly basis (i.e. opening closing duties, balancing of accounts, completion of night drop and mail logs, etc.). * Serves as backup support for basic account opening and ownership updates. * May fill in at various retail branch locations, as needed. * Actively participates in community events to represent MidWestOne Bank, assists with customer outreach, and demonstrates support for company culture. * Performs other duties as assigned. Qualifications * High school degree or equivalent with some related work experience. * In addition to education, prefer 1-2 years of experience in a customer service-related role. * Banking or financial experience is preferred. Created By : Compensation Range The Perks! * Competitive base compensation with additional performance-based incentives (incentives vary depending on role) * Career development and continuous learning opportunities * Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more * 100% vested 401(k) Retirement Plan with 6% company match * Medical, Dental, and Vision insurance * Flex spending plan & Health savings accounts with employer contribution * Student Loan Debt Reduction Program * Employer provided group life insurance with option to purchase additional life insurance for you and your family members * Employer provided long term and short term disability insurance * Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity * Wellness Program * Free banking services and other financial services discounts RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together.
    $28k-36k yearly est. Auto-Apply 3d ago
  • Financial Representative Career Changer

    Funk Group-Northwestern Mutual

    Personal banker job in Cedar Rapids, IA

    Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Funk Group: Northwestern Mutual, our mission is clear: to create the most financially secure communities in all of America, one person, one family, and one business at a time. We believe that true success goes beyond financial security, which is why we are also deeply committed to making a positive impact in the local community. Our office is passionate about supporting and giving back to a variety of charitable organizations that are making a difference right here in the Cedar Valley. From our annual volunteer work with the Northeast Iowa Food Bank to supporting causes like Alexs Lemonade Stand, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, and Habitat for Humanity, we believe in the power of community-driven initiatives. We also partner with Hy-Vee for events like Alexs Lemonade Stand and are proud to support local organizations such as House of Hope, the Boys and Girls Club, Americans For Independent Living (AFIL), and Ledar Valley. As a Financial Representative with the Funk Group, youll not only have the opportunity to build a rewarding and impactful career, but youll also be part of a team that makes a difference in the lives of others, both financially and through community involvement. Our thriving office is located: 3839 Ansborough Avenue, Waterloo, IA 50701 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Mark Funk - Managing Director: How long with NM? 26 years Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree. Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa. Nick Jans - Wealth Management Advisor: How long with NM? 2 years as an intern and 11.5 years full-time Prior Experience? Studied Business at UNI and worked at Scheels. Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors. Eric Sikkema - Wealth Management Advisor: How long with NM? 12.5 years with Northwestern Mutual Prior Experience? Worked for a golf course before joining Northwestern Mutual. Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing. Owen Ward - Certified Financial Planner: How long with NM? 7 years Prior Experience? Started his career right out of college. Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes. Ally Dana - Development Director: How long with NM? Almost 10 years! Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation. Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling. Matthew Henson - Financial Advisor: How long with NM? Matthew has been with NM for 6 years. Prior Experience? Matthew was a youth leader at a church in Waverly for five years. He also started his own basketball camp and worked in various labor jobs, including landscaping, flipping houses, painting, and security. Passionate About? Matthew is passionate about personal development, playing and coaching basketball, working out, and spending time with family and friends. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $23k-43k yearly est. 6d ago
  • Digital Banker

    Hills Bank 3.9company rating

    Personal banker job in Hills, IA

    Job Description is eligible for a Spanish proficiency pay differential* SCHEDULE: Full-time; Monday through Friday (8:00 am- 5:00 pm), and every third Saturday morning. Average of 40 hours/week. BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks! SCOPE: Will lead the Hills Bank vision "Customers for Life" through implementing customer service strategies and support across all delivery channels, with a passion for developing digital customer experiences. This position will focus on managing customer relationships and providing exceptional service in a digital channel. ACCOUNTABILITIES: Digital Customer Strategy: Service customers in the digital channel of their choice. This includes creating customer-focused best practices using the systems the bank provides, and providing recommendations for enhancements and changes that may be needed. Document knowledge based items for others to use when assisting customers so that others in the bank and new support staff can best assist them. This can include but is not limited to: Current bank products and services offered (Hills Bank Online, Apple Pay, 401K access) Use of third party products and services (Quicken, Acorns, Xero) Appropriate personal information to better connect and strengthen the customer relationship. Be a resource for the Contact Center and branch staff with regard to digital services used by our customers. Implement new digital/social channels in order to meet changing customer experience expectations. Sales and Service: Support the Bank's overall sales efforts through direct sales of deposit products, consumer loans, and related services. Identify banking needs and recommend solutions for both prospective and current customers Accurately and efficiently open various types of deposit accounts, such as checking, savings and money market accounts, certificates of deposit, and complementary services for consumer relationships. Effectively handle credit card and consumer lending requests. Acquire the necessary product, compliance, and systems knowledge and use it to accurately and efficiently handle IRAs and open various types of deposit accounts and complementary services for non-personal and fiduciary relationships Handle banking transactions in the channel that the customer contacts us through, in a timely and responsive manner. Understand and become proficient in various technology operating platforms, browsers, and devices. Handle both routine and advanced maintenance, service and support requests, and customer inquiries regarding digital services offered by the bank. Perform customer follow-up and onboarding activities for customers who open new digital accounts. Make use of automation tools and processes, in addition to unique personal interaction. Complete training and begin handling home equity lending requests. Relationship Management: Develop, manage, and grow customer relationships through ongoing contacts, recognition of key life events, needs-based cross-selling, etc. Provide assistance and insight into how customers can succeed in their financial life and how Hills Bank can assist the customer to reach their goals. This includes identifying banking needs and recommending solutions. Utilize the Bank's Customer Relationship Management (CRM) system to plan for and personalize customer interactions and help develop corporate memory, manage referrals, and maintain appropriate entries regarding opportunities and interactions with customers. Proactively reach out to customers through one-on-one contacts, larger retail campaigns, and product promotions throughout the year. This effort will include interacting with customers through the Engage platform. Work within defined banking processes, such as GREAT customer service expectations, the 5 Step Retail Banking Conversation Model, Quarterly Action Plans, and New Relationship/New Account Onboarding to help ensure a consistent, positive experience for customers and success for your branch team. Growth and Development: Acquire the necessary knowledge about bank products and services, and other departments' and coworkers' functions in order to be able to refer customers appropriately, in order to create a seamless digital to physical experience. Maintain ownership of and follow-up on any hand-offs or referrals to ensure that the customer needs have been met. Complete quarterly 90 day plan to define goals, develop sales strategies and measure results. Work through Digital Banker Career Path to grow skill sets and product knowledge to assist customers. Other Duties: Actively participate in office, bank and community events. Maintain educational and professional expertise through attendance at internal and/or external educational opportunities. Perform other duties as assigned. EDUCATION AND SPECIAL REQUIREMENTS: High school diploma required. Prefer an associate's degree (AA) from a two-year college or technical school or bachelor's degree. Prefer 1 or more years of experience in a related position. Must be able to successfully meet the requirements of the SAFE Act including registering with the Nationwide Mortgage Licensing System & Registry and maintaining their unique identifying number. Must successfully complete required training. Must be able to work additional evening and Saturday hours as required. This person will need experience in use of various mobile devices and an understanding of IOS and Android operating systems. This job requires skills needed in a typical office environment. This includes computer skills, as well as utilization of office equipment. Must have working knowledge of Microsoft Word, Excel and PowerPoint. EQUAL OPPORTUNITY EMPLOYER Job Posted by ApplicantPro
    $25k-35k yearly est. 3d ago
  • Retail Development Banker

    South Ottumwa Savings Bank

    Personal banker job in West Liberty, IA

    Description: Retail Development Banker West Liberty State Bank Office of South Ottumwa Savings Bank West Liberty, Iowa JOB STATUS: Full Time CLASSIFICATION: Non-Exempt Retail Development Banker SUPERVISOR: Asst. Vice President/Deposit Services Supervisor, West Liberty State Bank Office West Liberty State Bank, an Office of South Ottumwa Savings Bank, has an opening for a full time Retail Development Banker We are seeking a motivated individual to join our Bank team as a Retail Development Banker. Our Retail Development Banker provides a full range of banking services with an emphasis on personal financial needs, customer service, and retail account growth and takes a lead role in developing and executing initiatives which increase our retail customer base and deposits. This individual is responsible for performing the following: Promotes and sells all bank products and services to existing and potential customers through in-person sales sessions as well as by phone, written correspondence and external sales calls. Assists and consults customers regarding their financial needs and goals. Finds optimum solutions that fit customers' banking needs while ensuring applicable regulations and Bank policies and procedures are complied with in the process of transacting business. Opens and services customer accounts including checking, savings, certificates of deposits, IRAs, consumer loans, and lines of credit. Develops and maintains existing deposit relationships. Assists customers with questions and resolves complex technical problems on customer accounts. Makes customer referrals for other products and services including mortgage, agriculture and commercial loans and trust services. Designs, manages and executes sales campaigns/projects to generate leads and accelerate sales growth. Knows, understands and complies with all Bank policies and procedures and banking regulations. Maintains high product knowledge by learning new selling techniques, new products and market trends. Maintains accurate records of all sales production and prepares a weekly report including number of new accounts opened on both the core processing system and referrals, dollar amount deposited, type of funds deposited, and cross-sell ratio. Performs backup teller duties, as needed, and maintains a cash drawer for handling customer account transactions. Represents the Bank in various community activities and volunteer opportunities. Performs all other duties as assigned. This is a full time non-exempt from overtime position daytime schedule, Monday through Friday and some Saturday mornings. This position is scheduled approximately 40 hours per week and approx. 2 scheduled Saturday mornings per month. Must have high school diploma or equivalent. Previous experience in banking or a marketing or sales role strongly recommended. Must be motivated with a desire to promote increase business and provide excellent customer service. Excellent oral and written communication skills with the ability to resolve problems and effectively deal with dissatisfied customers required. Knowledge of effective sales and marketing techniques and/or bank operations and procedures desired. Strong computer, typing, clerical and general math skills needed. Must be able to solve everyday problems with only general operational methods available. Decisions involve ingenuity and initiative with little supervision received except in the usual cases. Previous cash handling and customer service experience as well as reliable attendance and punctuality are required. Requires a current driver's license, insurance, and reliable vehicle for periodic daytime travel in area for calls on current and potential customers and various events. Must be able to pass a background screening including a credit and criminal check. A full range of benefits is available to our full-time staff including paid holidays, paid time off, health, dental, vision, life and disability insurance options as well as a generous 401(k) retirement plan with an employer match. Interested individuals must complete a South Ottumwa Savings Bank Application for Employment to be considered for this position. A complete job description and applications are available on the Careers page of our sosb-ia.com website or may be requested by emailing **************. Individuals may also apply in person at West Liberty State Bank, 101 E 4th St., West Liberty, IA 52776. South Ottumwa Savings Bank is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, South Ottumwa Savings Bank will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with South Ottumwa Savings Bank. EOE/Vet/Disabled Requirements: SKILLS REQUIRED TO PERFORM THE JOB: Knowledge, skills, and mental development equivalent to a high school education required. One or two years' experience strongly recommended, preferably in banking or a marketing or sales promotion role. Must be motivated with a desire to promote and increase business and provide excellent customer service. Excellent oral and written communication skills with the ability to resolve problems and effectively deal with dissatisfied customers. General knowledge of effective sales and marketing techniques and/or bank operations and procedures desired. Strong computer, typing, general mathematical and clerical skills. Must be able to solve everyday problems with only general operations methods available. Decisions involve ingenuity and initiative with little supervision received except in the usual cases. Previous cash handling and customer service experience as well as reliable attendance and punctuality are required. Requires a current driver's license, insurance, and reliable vehicle for periodic daytime travel in area for calls on current and potential customers and various events. REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. MEETINGS: Attend all meetings held by committees or groups of which you are a member. Participation in community organizations and meetings as well as participation in Bank sponsored events and volunteer opportunities is expected. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties the employee is regularly required to sit, talk and hear. The employee is occasionally required to stand; walk and reach with hands and arms. Frequently required to use hands and fingers. Specific vision abilities required by this job include close vision and ability to adjust focus. Must be able to occasionally lift up to 50 lbs. Must be able to operate a motor vehicle. Must be able to pass a background screening including a credit and criminal check EEO/Vet/Disabled
    $27k-36k yearly est. Easy Apply 7d ago
  • Senior Commercial Real Estate Banker

    Wintrust Financial 4.9company rating

    Personal banker job in Carpentersville, IL

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (11 years in a row) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture The Senior Commercial Real Estate Banker is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts. The position can work out of Vernon Hills, Lake Forest or Crystal Lake, IL. What You'll Do: Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships. Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans. Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services Participation and knowledge within loan syndications and maintaining those relationships Network with variety of CRE COI's, investors and attorneys to establish a referral base. Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines. Prepare and present deal terms to clients in a timely and accurate manner. Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management. Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers. Qualifications: Bachelor's degree in business, finance, economics, accounting or equivalent direct banking experience. Minimum 7+ years of credit and commercial real estate lending experience combined Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred Exceptional written, verbal, negotiation, and presentation skills Excellent analytical and organization skills with the ability to prioritize workflow Proficient with Microsoft Office Demonstrate high ethical standards and personal integrity Benefits: Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation: The estimated annual salary range for this role is $117,000-$158,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience. #LI-ONSITE #LI-KP1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $117k-158k yearly 14d ago

Learn more about personal banker jobs

How much does a personal banker earn in Iowa City, IA?

The average personal banker in Iowa City, IA 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 Iowa City, IA

$32,000
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