Cetera Financial Group: Provides wealth management and independent broker-dealer services.
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, age 18+, customer service experience; 6-12 months teller experience preferred. Ability to process transactions, open accounts, and maintain regulatory compliance.
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEProvide accurate financial transactions, develop customer relationships, open accounts, handle stop payments and card orders, and identify cross-sell opportunities; preferred 6-12 months teller or customer service experience.
Financial Operations and Client Relationship Coordinator
Maquoketa, Iowa, United States
OnsiteFull Time
Ohnward Bancshares: Iowa-based bank holding providing diverse financial services
2+ YOEMaintain client databases and Laserfiche files, process securities transactions, prepare client review materials, provide client service, and ensure regulatory compliance. Associate degree or equivalent and 2+ years experience.
First Community Trust: Provides investment and trust services for credit union members.
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Client Relationship Consultant 1-4 (Banker) Dubuque, IA (Sign-On Bonus $1,500)
Dubuque, Iowa, United States
$20-$22/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
1+ YOEHigh school diploma or equivalent; 1+ years retail banking experience typical (varies by level); NMLS registration required for role; strong client communication, sales orientation, and familiarity with digital banking tools.
E-Verify, National Mortgage Licensing System (NMLS)
Northwestern Medicine: Academic health system providing clinical care and medical research.
1+ YOEHigh school diploma, phlebotomy certification or ≥1 year phlebotomy experience, competency with broad patient populations, familiarity with EMR/MediaLab, knowledge of medical terminology; bilingual skills preferred.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
0+ YOEBachelor's degree with 0+ years client service/claims OR HS/GED with 3+ years client service/claims; active Producer's license; strong communication; MS Office proficiency; 1+ year client-facing experience preferred.
SISCO: Provides third-party benefit administration and health management for employers.
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
Provide client service and retention, manage client relationships, maintain accurate account documentation, complete applications, and update coverage; insurance knowledge and strong organizational and communication skills.
Help at Home: Provides in-home personal care and support services for seniors.
Valid driver’s license, active auto insurance, reliable vehicle, ability to assist clients with mobility, comply with background screening; no prior experience required.
Stonehill Communities: Provides continuum of care services for older adults.
High school diploma/GED, valid driver's license and proof of insurance, physical stamina, ability to document observations, self-directed, and empathy for clients.
Care Planning Institute: Providing home care aide and advocacy services for seniors.
Experience with elderly care required; will train on the job. Must obtain TB test and retain documentation. Flexible scheduling and ability to travel to client homes.
Home Instead: Personalized in-home care and companionship services for seniors.
Provide companionship and non-medical personal care in clients' homes; valid driver's license, reliable vehicle, and auto insurance required; paid training provided.
Hills & Dales: Provides residential, community, and clinical services for disabled individuals.
Implement individualized plans, provide personal care and community support, document progress, follow safety protocols, assist with medication after training, and drive clients as needed.