Personal Banker/Lead Customer Service Representative Peoples BankPersonal Banker/Lead Customer Service RepresentativeAkron, IAThis may include opening new deposit accounts such checking, savings, CDs, IRAs, safe deposit boxes as well as many other additional products such as debit cards, online banking, mobile banking, e-statements, direct deposit, etc. Recognize and respond sensitively to the overall financial needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
Retail Banker Peoples BankRetail BankerHawarden, IARecognize and respond sensitively to the overall financial needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty. Direct sales goals may be established by management for such items as IRA’s, HSA’s, CD’s, ATM cards, direct deposit, automated banking, or referrals for other bank products.
Alternative Investments Financing Lead Wealth Underwriter Wells Fargo & CoAlternative Investments Financing Lead Wealth UnderwriterWest Des Moines, IA$119,000–$224,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The Underwriter will be on the Alternative Investments Financing team providing custom credit solutions focused on credit delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital and Hedge Fund investment portfolios.
Relationship Banker - Nebraska-IA Market Bank of America CorpRelationship Banker - Nebraska-IA MarketWest Des Moines, IAOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Senior Premier Banker Des Moines Districts Wells Fargo & CoSenior Premier Banker Des Moines DistrictsAnkeny, IAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Ankeny Wells Fargo & CoSenior Premier Banker AnkenyANKENY, IAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Relationship Banker Quad Cities Area Wells FargoRelationship Banker Quad Cities AreaDAVENPORT, IAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. + Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Relationship Banker West Des Moines Wells Fargo & CoRelationship Banker West Des MoinesWest Des Moines, IAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Senior Premier Banker West Des Moines Wells Fargo & CoSenior Premier Banker West Des MoinesWest Des Moines, IAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Williams Blvd Wells Fargo & CoSenior Premier Banker Williams BlvdCedar Rapids, IAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Davenport Wells Fargo & CoSenior Premier Banker DavenportDavenport, IAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Associate Banker Bank of MontrealAssociate BankerIA$41,714–$49,000 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerIAApplies the risk management framework to the portfolio to protect the Banks assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. • Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g.
Part-time Client Service Associate - NR StifelPart-time Client Service Associate - NRAmes, IowaPart timeWhat You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.