Job Description
Come join our team and become a BankIowan! We are currently looking for a Universal Banker for our Cedar Valley Market.
The Universal Banker is responsible for providing an exceptional in-branch customer service experience by handling every need from teller transactions to sales and service. This position will be responsible for referrals to other lines of business to gain and meet all aspects of the client's banking and financial needs. This role will also serve as the primary contact person in the opening of consumer and commercial deposit accounts. Universal Banker will also support consumer banking lenders in expediting loan processing and account documentation. This multi-faceted position demonstrates an understanding of the linkage between client service operations and overall organization goals and needs, adhering to BEST. Support fellow employees in their efforts to contribute to the overall success of the bank.
Primary Accountabilities and Responsibilities (95%):
Accountability 1 (60%): Client Service Duties
Possess effective sales skills. Proactively engages clients and center of influence networks to increase and support organizational goals.
Provide top quality service in a professional, efficient, and friendly manner to all branch visitors.
Communicate effectively with clients and colleagues to identify needs and then utilize skills and tools to refer client to the appropriate departments.
Possess a thorough knowledge of all bank products and services offered.
Demonstrate an awareness of client needs by providing timely input on new products and services that would benefit our clients and enhance the bank's opportunity for growth and profitability.
All duties to be performed as outlined on the teller training checklist.
Respond to customer fraud issues following card procedures and ID Theft procedures.
Resolves customer complaints while offering appropriate resolutions.
Maintain confidentiality of client and bank information.
Complete all specific client care duties, including, but not limited to, fraud processing, wires and online banking assistance.
May be scheduled at another branch within the market as staffing needs warrant and cover for any consumer banking role as needed.
Serve as a teller.
Accountability 2 (30%): Operations
Produce account documents that are accurate and comply with bank and governmental regulations.
Enter and maintain account and client information in an accurate manner.
Provide processing assistance as needed for Consumer Bankers.
Produce documentation to facilitate Consumer Bankers' meetings with loan clients.
Open and service commercial and personal accounts including IRA and HSA deposit accounts in compliance with bank and regulatory rules for each product.
Process client's transaction requests accurately in compliance with established Best Practices.
Accountability 3 (5%): Compliance
Responsible for following bank policies and procedures for compliance relative to the functions of the position. Employee will also be responsible for completing applicable annual compliance training as required by compliance laws, banking regulations and bank policy.
Comprehend and comply with all pertinent Bank Secrecy Act/OFAC/CIP policies and procedures. Complete annual training. Identify new clients and establish expected patterns of behavior through customer profiles, NBFI forms, risk ratings. Communicate unusual activity or loan fraud to the BSA Officer.
Complete BVS assignments.
Secondary Duties and Responsibilities: (5%)
Contribute to maintaining the professional appearance of the bank premises and work areas.
Perform miscellaneous duties as requested by supervisor relating to the bank and its functions. Other duties may be assigned.
Participate in client functions and community service events as a bank representative.
Education, Experience, and Other Requirements:
High School Diploma with banking experience and/or prior experience in a customer service/relationship development role.
Must be bondable
Knowledge of regulatory and compliance requirements.
Knowledge of FIS Horizon and other supporting software for client and account management
Completion of BVS New Account Curriculum
Completion of Internal BankIowa New Account Training
Completion of IRA/HSA Curriculum
Completion of BVS Bank Sales Culture Curriculum
Proven record of quality referrals
Physical Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performance of the job will include physical duties commensurate with a general office environment.
The employee must occasionally lift and/or move up to ten pounds.
$28k-36k yearly est. 21d ago
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Universal Banker Float- Waterloo, IA
Lincoln Savings Bank 4.0
Personal banker job in Waterloo, IA
Job Duties and Responsibilities
The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel.
This position will float between the LSB branches as needed and will act as either a client service associate or a personalbanker when needed.
Pulls and balances a teller drawer daily, balances the vault, coin machi ne, and ATM.
Responsible for the completion of batching and scanning of teller work through the Branch Capture System.
Processes customer transaction with accuracy, and professionalism, while keeping a high level of customer service.
Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
Accurately open all consumer deposit accounts.
Cross sell to referral partners when appropriate; completes client follow ups as needed.
Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate.
Serves as a resource for training.
This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.
Complies with internal controls, operational procedures and risk management policies.
Necessary Skills and Attributes
High school diploma or equivalent required
Prior teller experience preferred
Excellent customer service skills
Strong organizational skills
Ability to work under pressure and meet deadlines
Knowledge of banking products
Ability to cross-sell
Strong math skills
High degree of accuracy
Prior customer service experience (banking preferred)
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
$27k-31k yearly est. Auto-Apply 60d+ ago
Financial Representative Entry Level
Funk Group-Northwestern Mutual
Personal banker job in Waverly, IA
Job DescriptionBenefits:
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-42k yearly est. 26d ago
Part Time (30 Hours) Associate Banker, (New Build) Waterloo Crossroads District Branch, Waterloo, IA
Jpmorgan Chase 4.8
Personal banker job in Waterloo, 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.
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
$28k-33k yearly est. 40d ago
Flexible Transaction Banker
First Bank 4.6
Personal banker job in Waverly, IA
Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.
Duties include:
Customer Service:
Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
Create money orders, official checks, etc.
Scan transactions into system for processing
Provide timely, courteous and professional customer service
Build appropriate relationships with customers to better understand their banking needs
Responsible for having an in depth understanding of transactional processes and retail bank products
Assist customers with resolution of account concerns and issues
Promptly and cheerfully answer phone calls and greet in a professional manner.
Cash Handling:
Accurately process transactions evidenced by balancing daily
Ensure assigned cash drawer is kept secure at all times
Keep cash drawer within assigned drawer limits
Balance ATM, vault, etc. as assigned
Referrals:
Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
Support the overall sales effort by referring customer to others within the bank for financial solutions
Participate in retail product campaigns the bank initiates
Other:
Work as one collective bank team and assist in other departments as needed
Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
Complete training as needed or required
Other duties as assigned
To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices.
If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets
$29k-46k yearly est. 44d ago
Private Client Banker (New Build) - Waterloo Crossroads District Branch - Waterloo, IA
JPMC
Personal banker job in Waterloo, IA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$27k-33k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
CUSB Bank
Personal banker job in Shell Rock, IA
Are you a people person? Do you care about your community? Have you always wanted to work somewhere that treats you like family? Do you love helping people? We have a great opportunity for you as a Financial Service Representative at CUSB Bank!!
About Us
CUSB Bank is a family owned, community minded institution that has been around for over 135 years and pride ourselves on being large enough to offer everything a customer needs while remaining small enough to know them by name. CUSB is committed to our employees and their families; believing work-life balance is a key to a happy employee and healthy workplace. Our company is built on 5 pillars: Communication, Trust, Collective Responsibility, Caring, and Pride. We take these 5 pillars into account in everything that we do at CUSB Bank.
Position Summary
The Financial Service Representative (FSR) role is responsible for delivering superior customer service in assisting customers with account needs, conducting financial transactions between customers and the Bank, handling customer inquiries and providing appropriate solutions for CUSB Bank customers with utmost accuracy and confidentiality.
Benefits
In addition to a competitive pay rate we offer many benefits including but not limited to;
Health, Dental, Vision, Life, and Disability benefits
Traditional and ROTH 401k options with 3% company match and profit sharing
Incentive Compensation based on yearly company performance
Generous paid time off
Clothing allowance
A positive, professional atmosphere with a healthy dose of fun
Responsibilities
Provide exceptional customer service at every opportunity, including making customers aware of our fantastic products and services
Exercise discretion, judgment and initiative
Assisting customers with account needs including the opening and maintaining of all retail accounts and servicing of electronic banking services
Handle and balance a cash drawer per bank procedures and guidelines
Process checking and savings transactions; mortgage and retail loan payments; and Mastercard/VISA transactions
Assist customers with gift cards, cashier's checks, money orders, and savings bonds
Assist customers with renting and entry to their safe deposit box
Cross-train within the department and ability to work as FSR or Teller at any given location as may be required
Requirements
Requirements
High school diploma or general education degree (GED) or one to two years of relevant experience and/or training or equivalent combination of education and experience.
Ability to operate the following equipment: PC and printer, telephone, calculator, copy and fax machines.
Working knowledge of Microsoft Office, i.e. Word, Excel, and Outlook.
Demonstrate math skills as required to this position which includes adding, subtracting, multiplying, and dividing.
Oral and written communication skills as appropriate to this position.
Ability to read, write and speak the English language.
Ability to write reports, business correspondence, and procedure manuals.
Reasonably regular and predictable attendance.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
CUSB Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
$25k-37k yearly est. 24d ago
Community Banker - Downtown Waterloo
QCR Holdings 4.1
Personal banker job in Waterloo, IA
TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs.
ESSENTIAL FUNCTIONS:
* Process client transactions in a professional and efficient manner while following established policies and procedures.
* Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed.
* Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits.
* Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses.
* Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation.
* Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments.
* Balance cash vault according to established procedures.
* Process requests for foreign currency transactions.
* Identify potential fraud accounts and take appropriate action to prevent loss.
* Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures.
* Follow all established procedures to ensure compliance with federal regulations.
* Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals.
* Actively promote banking products and services to the community.
* Answer client questions, address client concerns, and provide resolutions to inquiries.
* May quote client deposit rates.
* Collaborate with other team members to ensure a positive banking experience for all clients.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Assist with client outreach and demonstrate support for company culture.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission and vision.
QUALIFICATIONS:
* High school diploma or equivalent required.
* Previous banking, client service, or related field with cash handling experience.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Strong interpersonal and written communication capabilities.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
WORKING CONDITIONS:
* Duties are performed in a professional office environment.
* Requires travel to other bank locations.
* Availability to work on Saturdays.
* Overtime may be required.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$27k-32k yearly est. 17d ago
Universal Banker
Alerus Financial 4.0
Personal banker job in Marshalltown, IA
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 Universal Banker is a versatile role that combines exceptional customer service, sales, and operational responsibilities. This position serves as a trusted advisor to clients, providing tailored financial solutions while ensuring accurate transaction processing and compliance with regulatory standards. Universal Bankers are cross-trained to support both teller and platform functions, delivering a seamless banking experience.
WHAT YOU'LL BE DOING:
Build strong customer relationships through professionalism, empathy, and active listening.
Assist clients with opening new consumer and small business accounts, ensuring accuracy, compliance, and a smooth onboarding experience.
Balance cash drawers daily and detect counterfeit currency or fraudulent activity.
Utilize teller and CRM systems effectively; assist clients with digital banking tools.
Support both teller line and platform functions as needed; collaborate with branch staff to achieve goals.
Provide personalized solutions to meet client needs and resolve inquiries or complaints with patience.
Demonstrate knowledge in deposit accounts, loans, credit cards, and digital banking services.
Refer clients to appropriate products, services, or specialists to meet financial goals; stay informed on new offerings and promotions.
Adhere to all policies related to KYC, AML, and privacy standards.
Protect client information and maintain compliance with banking laws and audit requirements.
WHAT YOU SHOULD HAVE:
1-2 years of previous banking experience, including teller transactions and customer service.
Understanding of bank operations, bank products, sales and new business development.
Ability to analyze client credit data and other related financial information.
Basic math proficiency and aptitude.
Dedicated and satisfactory attendance/punctuality.
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing 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.
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.
$27k-31k yearly est. 11d ago
Part Time Video Banker
First Security Bank & Trust 4.3
Personal banker job in Charles City, IA
Join Our Team as a Part Time Video Banker at First Security Bank & Trust in Charles City, IA!
Are you looking for a career that combines your passion for customer service with the world of banking? First Security Bank & Trust is seeking a enthusiastic and motivated Video Banker to join our team in Charles City, IA. As a Video Banker, you will have the opportunity to provide exceptional service to our customers through our Interactive Teller Machines (ITM), while also developing relationships and helping customers build and protect their financial legacy. Hours for this position are Monday through Friday 3:00 pm-6:00 pm and Saturday 8:00am - 1:00pm as scheduled.
POSITION SUMMARY: Greet customers using any of our 9 Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. Assist Service Center and Operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Greet customers through use of technology and video equipment.
Serve the customer in a professional, courteous and efficient manner through prompt handling of all teller functions.
Follow established policies, procedures and guidelines of First Security Bank while processing customer transactions.
Field questions from current bank customers as well as non-customers; maintaining good customer relations at all times.
Identify cross-sell opportunities and make referrals. Guide customers to others in the bank as needed for product or service assistance.
Identify and mitigate potential fraud.
Take overflow phone calls for Service Center.
Assist operations area with deposit and clerical duties as requested. This could include mailings, balancing and review of accounts, and other tasks as identified
Other duties as needed.
DESIRED KNOWLEDGE, SKILLS, & ABILITIES
Excellent verbal communication skills.
Strong work ethic
Ability to work in a fast-paced environment.
Ability to work independently and as part of a team.
Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
Ability to recognize customers financial needs, goals and objectives.
Strong presence and interest in working in a video-based position.
Flexibility
Effective problem-solving skills
QUALIFICATIONS
Education: High School Diploma or equivalent required
Experience: 6 months previous customer service experience. Previous banking or financial services experience preferred but not required.
Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust.
$26k-38k yearly est. 25d ago
Universal Banker - Allison, IA
Mylsb
Personal banker job in Allison, IA
Job Duties and Responsibilities
The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel.This position would act as either a client service associate or a personalbanker when needed.
Pulls and balances a teller drawer daily, balances the vault, coin machine, and ATM.
Responsible for the completion of batching and scanning of teller work through the Branch Capture System.
Processes customer transaction with accuracy, and professionalism, while keeping a high level of customer service.
Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
Accurately open all consumer deposit accounts.
Cross sell to referral partners when appropriate; completes client follow ups as needed.
Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate.
Serves as a resource for training.
Complies with internal controls, operational procedures and risk management policies.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.
Necessary Skills and Attributes
High school diploma or equivalent required Prior teller experience preferred Excellent customer service skills Strong organizational skills Ability to work under pressure and meet deadlines Knowledge of banking products Ability to cross-sell Strong math skills High degree of accuracy Prior customer service experience (banking preferred)
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
$28k-36k yearly est. Auto-Apply 6d ago
Financial Representative with Military Background
Funk Group-Northwestern Mutual
Personal banker job in Waverly, IA
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Funk Group of Northwestern Mutual is seeking to onboard a new Financial Representative to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our district office.
Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************************************************
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 Our Team:
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.
Mark Hubbard - Wealth Management Advisor:
How long with NM? Mark has worked with NM for 20 years.
Prior Experience? Mark was a middle school teacher and football coach. He retired from coaching after 20 years, having spent 23 years in the education and coaching profession.
Passionate About? Mark enjoys spending time with his wife, Angie, and their kids, following their childrens sports schedules. Hes also passionate about hunting, boating, working out, and reading.
2030 Office Vision by Managing Director, Mark Funk:
After 22 years as Managing Director of the Waterloo District, we are proud of our growth and progress. We are on track to exceed Project 100, introducing 100 new individuals to this career by 2033, and our newest generation is growing at an exceptional rate. The average revenue of our seasoned advisors has increased significantly, and our leadership team continues to expand, with Ally and three Growth and Development Directors leading the way. Our Internship program is consistently introducing new talent and our team culture is strong, focused on family, and enjoying the remarkable opportunities we've created.
Position Overview:
As a Financial Representative you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:
Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
What Our Representatives Value:
Potential for abundant, consistent, and predictable results.
A collaborative, high-support team environment, fostering growth and camaraderie.
Full business development process training and support for seamless operations.
Proven operational systems and cutting-edge technology for enhanced agent efficiency.
Achieving high performance while maintaining a great quality of life.
A company experiencing rapid growth, offering leadership opportunities for top performers.
Candidate Characteristics:
Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.
Benefits:
Strong Earnings Potential: Combining first year income and unlimited upside.
Significant bonus opportunity commensurate with outcomes.
Dental insurance.
Health insurance.
Life insurance.
Retirement plan.
Vision insurance.
Education:
Bachelor's Degree (preferred)
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-42k yearly est. 19d ago
Flexible Transaction Banker
First Bank 4.6
Personal banker job in Waverly, IA
Job Description
Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.
Duties include:
Customer Service:
Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
Create money orders, official checks, etc.
Scan transactions into system for processing
Provide timely, courteous and professional customer service
Build appropriate relationships with customers to better understand their banking needs
Responsible for having an in depth understanding of transactional processes and retail bank products
Assist customers with resolution of account concerns and issues
Promptly and cheerfully answer phone calls and greet in a professional manner.
Cash Handling:
Accurately process transactions evidenced by balancing daily
Ensure assigned cash drawer is kept secure at all times
Keep cash drawer within assigned drawer limits
Balance ATM, vault, etc. as assigned
Referrals:
Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
Support the overall sales effort by referring customer to others within the bank for financial solutions
Participate in retail product campaigns the bank initiates
Other:
Work as one collective bank team and assist in other departments as needed
Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
Complete training as needed or required
Other duties as assigned
To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices.
If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets
$29k-46k yearly est. 14d ago
Financial Services Representative
CUSB Bank
Personal banker job in Shell Rock, IA
Job DescriptionDescription:
Are you a people person? Do you care about your community? Have you always wanted to work somewhere that treats you like family? Do you love helping people? We have a great opportunity for you as a Financial Service Representative at CUSB Bank!!
About Us
CUSB Bank is a family owned, community minded institution that has been around for over 135 years and pride ourselves on being large enough to offer everything a customer needs while remaining small enough to know them by name. CUSB is committed to our employees and their families; believing work-life balance is a key to a happy employee and healthy workplace. Our company is built on 5 pillars: Communication, Trust, Collective Responsibility, Caring, and Pride. We take these 5 pillars into account in everything that we do at CUSB Bank.
Position Summary
The Financial Service Representative (FSR) role is responsible for delivering superior customer service in assisting customers with account needs, conducting financial transactions between customers and the Bank, handling customer inquiries and providing appropriate solutions for CUSB Bank customers with utmost accuracy and confidentiality.
Benefits
In addition to a competitive pay rate we offer many benefits including but not limited to;
Health, Dental, Vision, Life, and Disability benefits
Traditional and ROTH 401k options with 3% company match and profit sharing
Incentive Compensation based on yearly company performance
Generous paid time off
Clothing allowance
A positive, professional atmosphere with a healthy dose of fun
Responsibilities
Provide exceptional customer service at every opportunity, including making customers aware of our fantastic products and services
Exercise discretion, judgment and initiative
Assisting customers with account needs including the opening and maintaining of all retail accounts and servicing of electronic banking services
Handle and balance a cash drawer per bank procedures and guidelines
Process checking and savings transactions; mortgage and retail loan payments; and Mastercard/VISA transactions
Assist customers with gift cards, cashier's checks, money orders, and savings bonds
Assist customers with renting and entry to their safe deposit box
Cross-train within the department and ability to work as FSR or Teller at any given location as may be required
Requirements:
Requirements
High school diploma or general education degree (GED) or one to two years of relevant experience and/or training or equivalent combination of education and experience.
Ability to operate the following equipment: PC and printer, telephone, calculator, copy and fax machines.
Working knowledge of Microsoft Office, i.e. Word, Excel, and Outlook.
Demonstrate math skills as required to this position which includes adding, subtracting, multiplying, and dividing.
Oral and written communication skills as appropriate to this position.
Ability to read, write and speak the English language.
Ability to write reports, business correspondence, and procedure manuals.
Reasonably regular and predictable attendance.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
CUSB Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
$25k-37k yearly est. 23d ago
Part Time Video Banker
First Security Bank & Trust 4.3
Personal banker job in Charles City, IA
Join Our Team as a Part Time Video Banker at First Security Bank & Trust in Charles City, IA!
Are you looking for a career that combines your passion for customer service with the world of banking? First Security Bank & Trust is seeking a enthusiastic and motivated Video Banker to join our team in Charles City, IA. As a Video Banker, you will have the opportunity to provide exceptional service to our customers through our Interactive Teller Machines (ITM), while also developing relationships and helping customers build and protect their financial legacy. Hours for this position are Monday through Friday 3:00 pm-6:00 pm and Saturday 8:00am - 1:00pm as scheduled.
POSITION SUMMARY: Greet customers using any of our 9 Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. Assist Service Center and Operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Greet customers through use of technology and video equipment.
Serve the customer in a professional, courteous and efficient manner through prompt handling of all teller functions.
Follow established policies, procedures and guidelines of First Security Bank while processing customer transactions.
Field questions from current bank customers as well as non-customers; maintaining good customer relations at all times.
Identify cross-sell opportunities and make referrals. Guide customers to others in the bank as needed for product or service assistance.
Identify and mitigate potential fraud.
Take overflow phone calls for Service Center.
Assist operations area with deposit and clerical duties as requested. This could include mailings, balancing and review of accounts, and other tasks as identified
Other duties as needed.
DESIRED KNOWLEDGE, SKILLS, & ABILITIES
Excellent verbal communication skills.
Strong work ethic
Ability to work in a fast-paced environment.
Ability to work independently and as part of a team.
Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
Ability to recognize customers financial needs, goals and objectives.
Strong presence and interest in working in a video-based position.
Flexibility
Effective problem-solving skills
QUALIFICATIONS
Education: High School Diploma or equivalent required
Experience: 6 months previous customer service experience. Previous banking or financial services experience preferred but not required.
Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust.
#hc215933
$26k-38k yearly est. 27d ago
Part Time (30 Hours) Associate Banker, (New Build) South Cedar Rapids Branch, Cedar Rapids, IA
Jpmorgan Chase 4.8
Personal banker job in Cedar Rapids, 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.
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
$28k-33k yearly est. 48d ago
Associate Relationship Banker - 1st Avenue
QCR Holdings 4.1
Personal banker job in Cedar Rapids, IA
TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking The Associate Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross-sell bank products and services, and refer clients to other departments to meet their financial needs.
ESSENTIAL FUNCTIONS:
* Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.
* Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.
* Provide excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments.
* Answer questions, address service challenges, and provide resolutions.
* Maintain a system of orderly follow-up by mail and phone to onboard new clients.
* Collaborate with business development and lending teams to seek and establish new clients in the marketplace.
* Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.
* Answer basic inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.
* Process various transactions including checking and savings deposits, check cashing, cash handling and check endorsements according to standard operating procedures and protocols.
* Accept and process loan and other types of payments and issues receipts.
* Process other transactions and services including, but not limited to, wire transfers, stop payments, cash advances, money orders, cashier's checks, Travelers' Checks, and cash advances.
* Follow security procedures consistently and protect client confidentiality.
* Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.
* Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
* Foster and preserve a culture of diversity, equity, and inclusion.
* Additional duties and responsibilities may be required to support the company's mission, vision, and values.
QUALIFICATIONS:
* High school diploma or equivalent required
* One-year experience in banking, client service, or related field with cash handling experience.
* Capability to perform lending, sales, or account management.
* Excellent client service skills.
* Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.
* Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.
* Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.
WORKING CONDITIONS:
* Duties performed in a professional office environment.
* Availability to work Saturdays.
* Requires travel to other bank locations or client sites.
* Extended periods of standing and ability to lift fifty pounds.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$26k-30k yearly est. 4d ago
Part Time (20 Hours) Associate Banker, (New Build) South Cedar Rapids Branch, Cedar Rapids, IA
JPMC
Personal banker job in Cedar Rapids, 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 50d ago
Universal Banker - Allison, IA
Lincoln Savings Bank 4.0
Personal banker job in Allison, IA
Job Duties and Responsibilities
The Universal Banker provides personalized banking services by performing all teller functions as well as the opening and servicing of deposit accounts and referring other products and services to appropriate banking personnel.This position would act as either a client service associate or a personalbanker when needed.
Pulls and balances a teller drawer daily, balances the vault, coin machine, and ATM.
Responsible for the completion of batching and scanning of teller work through the Branch Capture System.
Processes customer transaction with accuracy, and professionalism, while keeping a high level of customer service.
Answers complex client inquiries regarding interest rates, service charges, and account transactions while complying with disclosure requirements, regulations, and consumer privacy policies.
Accurately open all consumer deposit accounts.
Cross sell to referral partners when appropriate; completes client follow ups as needed.
Answers calls, takes messages, provides clients with accurate information, and directs client questions when appropriate.
Serves as a resource for training.
Complies with internal controls, operational procedures and risk management policies.
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.This role may require company travel and you will need to have a valid drivers license for all business travel for Lincoln Savings Bank.
Necessary Skills and Attributes
High school diploma or equivalent required Prior teller experience preferred Excellent customer service skills Strong organizational skills Ability to work under pressure and meet deadlines Knowledge of banking products Ability to cross-sell Strong math skills High degree of accuracy Prior customer service experience (banking preferred)
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
$27k-31k yearly est. Auto-Apply 6d ago
Part Time (20 Hours) Associate Banker, (New Build) South Cedar Rapids Branch, Cedar Rapids, IA
Jpmorgan Chase 4.8
Personal banker job in Cedar Rapids, 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.
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
How much does a personal banker earn in Waterloo, IA?
The average personal banker in Waterloo, IA earns between $25,000 and $40,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.