Investment Trader
Trader job in Urbandale, IA
The Role
This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.
Essential Job Functions
Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations.
Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing.
Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software.
Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives.
Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.
Communicate with various team members and stakeholders regarding investment strategies and portfolio performance.
Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.
Other duties as assigned.
Travel up to 10%
Knowledge, Skills, and Abilities
Must display Core Values
Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes
Strong attention to detail
Product knowledge in managed accounts, securities, and trading systems
Strong conceptual skills with an ability to deliver big ideas that drive results
Exceptional written and verbal communication skills
Experience and Education
2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
Licensing: FINRA Series 7. Series 65/66 required within 6 months.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinancial Representative with Military Background
Trader 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.
Transaction Banker
Trader job in Cedar Falls, IA
Do you enjoy getting to know new people and having conversations? Then becoming a Transaction Banker with First Bank would be a great fit for you! As a 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 be best prepared for this position, a high school diploma or equivalent as well as math skills are required. Prior experience in customer service is preferred. Basic computer skills, confidentiality, and strong communication skills will also be needed.
This is a Monday through Friday full-time position with a Saturday rotation (about 8-12 Saturdays per year).
First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits: Health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short and long-term disability, 401k/ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.
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
Entry Level Financial Representative
Trader job in Manchester, IA
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship.
Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others.
Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Matt Schulte - Managing Director:
How long with NM? Over 25 years, including 13 as Managing Director.
Prior Experience? Has worked with NM for most of his adult life, beyond college.
Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm."
Kinsey Meyer - Development Director:
How long with NM? Over 6 years.
Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment.
Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships.
Lexie Meyer - Financial Advisor:
How long with NM? Since April 2021.
Prior Experience? Worked in agriculture, helping dairy farmers with herd record management.
Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books.
Dusty Jentz - Financial Advisor:
How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque).
Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance.
Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football.
Jacob Kluesner - Financial Advisor:
How long with NM? Interned in August 2016 and became full-time in January 2018.
Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation.
Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Business Banker
Trader job in Sergeant Bluff, IA
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step.
As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services.
The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more!
This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience.
After one year in the Commercial Loan Officer role, you'll know you are successful if:
You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules.
You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts.
You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied.
You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union.
Essential Duties of the Commercial Loan/Commercial Banker Officer Include :
Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base.
Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products.
Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements.
Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary
Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters.
Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing.
Other duties outlined in full job description
Requirements
Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Salary Description
$63,000 to $90,000 base salary plus commission
Financial Representative State Farm Agent Team Member
Trader job in Bettendorf, IA
Job DescriptionBenefits:
Simple IRA Matching
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As a Financial Representative State Farm Agent Team Member with Gregg Hancock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Join the Gregg Hancock State Farm Agency team as a Financial Representative and make a positive impact on the lives of others while transforming your own life - personally, professionally, and financially.
As a Financial Representative, you will work with clients to develop and implement comprehensive insurance and financial plans, helping them understand their current financial situation, plan for the future, and provide the necessary tools and support to achieve their goals. While extensive training and mentorship will be provided, we also value your expertise and encourage you to take ownership of your role.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Build personal and trusted relationships with clients by connecting with them on a deeper level.
Develop and implement insurance and financial plans to help clients achieve their financial goals.
Benefit from the backing of State Farm, a renowned industry leader with over 20,000 Agents nationwide.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be financial service licensed.
Proven experience working as a financial services representative.
Ability to connect with people and establish strong relationships.
Interest in financial planning.
Driven and committed to succeeding.
Desire to earn more based on hard work.
Passion for helping people make informed insurance and financial decisions.
Ready to achieve personal and professional fulfillment.
BENEFITS:
Competitive commission-based compensation with bonuses.
Control over your earnings at any stage of your career.
Retirement package.
Life insurance.
Growth potential/Opportunity for advancement within my office
PREFERRED QUALIFICATIONS:
Background and work experience in financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military, or community influence.
Bachelor's degree from a four-year college or university.
Strong interpersonal skills, grit, motivation, and self-starter mentality.
ABOUT STATE FARM:
At State Farm, we believe that everyone deserves financial security and peace of mind. Our team of Financial Representatives is committed to helping clients achieve their financial goals and make informed decisions about their future.
With a rich history in the industry, State Farm is a trusted and respected name in the insurance and financial services sector. Join our team and be a part of our legacy of providing exceptional service and support to our clients. Together, we can make a difference in people's lives and ensure a brighter financial future for all.
Video Banker
Trader job in Charles City, IA
Join Our Team as a 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.
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.
Community Banker- Brady St
Trader job in Davenport, IA
Job DescriptionDescription:
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.
SALARY & BENENFITS:
The minimum starting hourly wage for this position is $17.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law.
This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and 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.
Requirements:
Community Banker
Trader job in Ankeny, IA
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
EDUCATION AND WORK EXPERIENCE
* High school diploma or equivalent.
* Prior enhanced banking experience and extensive knowledge of banking products and services.
* Prior enhanced new account knowledge/experience.
* Two or more years of consumer lending or comparable work experience.
SKILLS AND QUALIFICATIONS
* Experience with computer operating (Windows)
* MS Office software experience
* Basic math
* 10 key skills
* Exceptional internal and external customer service skills.
* Demonstrate selling skills and abilities.
* Attention to
* Demonstration of excellent communication skills, both oral and written.
* Strong organization skills and effective time
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES
* Ensure a positive interaction with customers and non-customers during all interactions.
* Responsible for obtaining pre-determined goals for service, sales and operations.
* Responsible for establishing and updating retail services that meet the customer's need, resolving complaints and offering resolutions.
* Perform all duties in accordance with bank policy and procedure and at highest standards of operational excellence.
* Recommend appropriate accounts and services by explaining unique benefits to the customer in addition to features; as well as other products and services offered by TRFG entities.
* Identify potentially fraudulent activity to help prevent loss to the Bank and our customers.
* Actively use bank technology and resources to keep customer information current and inform them of additional ways we can meet their needs. (i.e. online banking, bill pay, etc.)
* Perform other duties based on branch traffic and needs. (i.e. Teller duties)
* Actively participate in community events to demonstrate support for the Two Rivers culture.
* Develop and maintain relationships with customers to increase retention and customer satisfaction.
* Keep current on regulations and legislation affecting consumer lending.
* Maintain quality portfolios keeping past dues, document exceptions, classified credits, non-classified credits to a minimum for consumer loans.
* Negotiate credit items including costs, repayment methods, and collateral requirements for consumer lending.
SCHEDULE/TRAVEL/STATUS
* Monday - Friday, Saturdays by Rotation
* Infrequent Travel
* In-Branch Position
* Bank reserves the right to move/relocate on a temporary and/or permanent basis to any location within the Market based on staffing need.
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Financial Services Representative State Farm Agent Team Member
Trader job in Dubuque, IA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Lane Madsen State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish agency and personal goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative (desired but not required).
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent organizational and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred (desired but not required).
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Profit sharing potential
Growth potential/Opportunity for advancement within my office
Financial Services Representative - State Farm Agent Team Member
Trader job in Davenport, IA
Job DescriptionBenefits:
Bonus based on performance
Opportunity for advancement
Paid time off
Parental leave
Training & development
ROLE DESCRIPTION: As a Financial Service Representative with Hootman Insurance Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers.
Assist customers with managing their everyday risks.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Analytical and communication skills.
FINRA Series 6 and 63 licenses preferred.
Community Banker- Altoona
Trader job in Altoona, IA
Full-time Description
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 diversity, equity, and 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.
Main Banker (Starting at $19!)
Trader job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Auto-ApplyMain Banker (Starting at $19!)
Trader job in Carter Lake, IA
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Community Health/Patient Financial Services Representative
Trader job in Emmetsburg, IA
Palo Alto County Health System (PACHS) is seeking a detail-oriented Patient Financial Services Representative to join our Business Office team. This role is responsible for billing insurance payers and self-pay accounts, ensuring accurate and timely claims processing, and maximizing reimbursement for services provided. The ideal candidate will have strong organizational skills, knowledge of medical billing practices, and a commitment to excellent customer service.
Key Responsibilities:
Verify and scan patient identification data for billing preparation.
Submit accurate claims to payers electronically using claim scrubber and editing software.
Access payer systems (FISS, C-SNAP) to correct claims and respond to development requests.
Investigate and report payer denials/non-covered charges for compliance.
Download and process remittance advice, prepare deposits, and balance receipts.
Resolve patient inquiries regarding billing and insurance coverage.
Sort and distribute incoming mail; prepare and deliver outgoing mail and deposits.
Complete audit reports prior to annual audit.
Maintain accurate patient billing records and update information as needed.
Perform additional duties such as petty cash management, Medicaid billing, and pharmacy charge entry as assigned.
Requirements:
High School diploma or GED required.
1-year post-secondary education in business or secretarial program preferred.
Courses in business and medical terminology desirable.
Preferred Experience:
6 months to 1 year of experience in medical insurance billing, Medicare/Medicaid guidelines.
Previous billing experience in a healthcare setting preferred.
Knowledge and Skills:
Strong understanding of medical billing processes and payer rules.
High-level computer proficiency and ability to work with multiple systems.
Excellent communication skills (oral and written).
Strong organizational, time management, and multitasking abilities.
Ability to maintain positive customer relations and resolve complex issues.
Benefits:
Medical, dental, and vision insurance
Company-paid disability
IPERS (Iowa Public Employees Retirement System)
Life insurance
Paid time off (PTO)
Continuing education support and wellness programs
Relocation assistance
About PACHS:
Palo Alto County Health System (PACHS) is committed to providing compassionate, innovative Lifecare services to our community. We value teamwork, respect, and excellence in patient care. Join our Business Office team and help ensure financial processes run smoothly for patients and providers.
Financial Service Representative II
Trader job in Chariton, IA
Are you ready to dive into the world of finance with a dynamic and a member-centric team at Community 1st Credit Union? As a Financial Service Representative II at our Chariton location, you'll be at the forefront of providing top-notch service to our members. Imagine the thrill of assisting our members with their financial needs and being the go-to person for all their inquiries.
Benefits package includes: Medical, Vision, Dental, Flexible Spending Account, Education Reimbursement, Life Insurance, PTO, Paid Volunteer Time, Sick Time, and an amazing 401K plan (10% company contribution). C1st is proud to consistently be rated as a Top Workplace in Iowa.
a day in the life
As a Financial Service Representative II at Community 1st Credit Union, your day-to-day will be filled with engaging tasks. You will greet members with a friendly smile, handle financial transactions accurately, and assist with account inquiries. Your role will involve promoting our various financial products and services, ensuring that our members' needs are met promptly and efficiently.
You'll have the opportunity to learn and grow as you shadow experienced team members, gaining valuable insights into the world of banking. Your enthusiasm for helping others and your commitment to excellence will be key in providing top-notch service every day.
skills/experience to be a success
To excel as a Financial Service Representative II, you'll need a combination of key skills and knowledge. Proficiency in using Credit Union software and tools is essential for handling transactions accurately and efficiently. Strong communication skills are a must-have as you interact with members daily, addressing their inquiries and providing exceptional service.
Attention to detail is crucial for processing financial transactions with precision and ensuring accuracy in all documentation. The ability to work effectively in a fast-paced environment and collaborate with team members will help you thrive in this role. A passion for learning and adapting to new technologies in the financial industry will set you apart as a valuable member of our team.
At C1st, employees are not only encouraged to get involved in their communities - but they are also actively supported, as C1st offers paid volunteer time for all employees. If you're looking to join a team that makes a difference both at work and in the community, C1st is the place for you.
Join us in making a difference in our members' financial journeys. Apply now for this exciting opportunity.
Transaction Banker
Trader job in Cedar Falls, IA
Job Description
Do you enjoy getting to know new people and having conversations? Then becoming a Transaction Banker with First Bank would be a great fit for you! As a 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 be best prepared for this position, a high school diploma or equivalent as well as math skills are required. Prior experience in customer service is preferred. Basic computer skills, confidentiality, and strong communication skills will also be needed.
This is a Monday through Friday full-time position with a Saturday rotation (about 8-12 Saturdays per year).
First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits: Health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short and long-term disability, 401k/ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.
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
Entry Level Financial Representative
Trader job in Dubuque, IA
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship.
Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others.
Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Matt Schulte - Managing Director:
How long with NM? Over 25 years, including 13 as Managing Director.
Prior Experience? Has worked with NM for most of his adult life, beyond college.
Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm."
Kinsey Meyer - Development Director:
How long with NM? Over 6 years.
Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment.
Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships.
Lexie Meyer - Financial Advisor:
How long with NM? Since April 2021.
Prior Experience? Worked in agriculture, helping dairy farmers with herd record management.
Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books.
Dusty Jentz - Financial Advisor:
How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque).
Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance.
Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football.
Jacob Kluesner - Financial Advisor:
How long with NM? Interned in August 2016 and became full-time in January 2018.
Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation.
Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Community Banker- Brady St
Trader job in Davenport, 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.
SALARY & BENENFITS:
The minimum starting hourly wage for this position is $17.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law.
This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.
At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and 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.
Business Banker
Trader job in Des Moines, IA
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
POSITION PURPOSE
This position is responsible for growing and retaining profitable relationships and assisting in the introduction of other Two Rivers Bank & Trust products and services to clients.
EDUCATION AND WORK EXPERIENCE
* Bachelor's degree in business, economics, finance, or comparable banking degree or comparable years of similar work experience.
* Seven or more years' lending experience.
* Experience in Commercial and Industrial, Commercial Real Estate and SBA lending preferred.
* Portfolio management experience preferred.
* Knowledge of banking rules and regulations, in addition to knowledge of bank products and services.
SKILLS AND QUALIFICATIONS
* Experience with Windows operating systems.
* Experience with MS Office software and bank financial analysis software.
* Organized, effective time management, and self-directed team player.
* Excellent verbal and written communication skills.
* Advanced understanding of Commercial Banking products and services.
* Excellent relationship building skills and strong, well developed interpersonal skills to maximize business contacts and develop a working relationship with existing and potential clients.
* High level of analytical skills to conduct loan analysis and monitor loan progress with consideration of market trends, economic conditions and other pertinent factors.
* Strong sales skills with proven success in meeting and/or exceeding sales goals.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES
* Prospect, develop, and manage banking relationships by understanding customer needs, assessing financial information and finding workable solutions within the bank's policies and philosophies.
* Negotiate credit items including overall terms, repayment methods, and collateral requirements.
* Administer a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
* Prepare commercial loans for presentation in compliance with bank regulations; present loans that are above the teammate's lending limit to the loan committee or officer with higher lending limits in a manner which facilitates complete understanding of all elements of the loan to ensure compliance with regulations and enhance the ability to make sound credit decisions.
* Ensure that loans are properly documented in accordance with approval terms.
* Conduct annual reviews of commercial relationships to monitor overall credit quality.
* Work with Treasury Management and other areas of the bank to actively cross-sell Two Rivers Bank & Trust products and services.
* Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business.
SCHEDULE/TRAVEL/STATUS
* Exempt
* In-Office (Not Remote)
* Infrequent Travel
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.