financial services associate

Sierra Central Credit Union

<div>Description:
<p>
We are seeking a reliable and customer-focused individual to join our team as a Financial Services Associate I-IV. In this role, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to customers.</p><p>
Summary:</p><p>
Provide accurate, prompt and professional member service while promoting credit union services. Actively participate in the branch efforts to meet or exceed assigned production goals.</p><p>
Responsibilities:</p><ul><li>Greeting customers and assisting them with their banking needs</li><li>Processing deposits, withdrawals, and other transactions accurately and efficiently</li><li>Balancing cash drawers and reconciling discrepancies</li><li>Cross-selling bank products and services to customers</li><li>Inputting new account/loan applicant requests</li><li>Assisting customers with account inquiries and problem resolution in a professional manner</li><li>Adhering to bank procedures and security protocols to ensure the safety of customer transactions</li><li>Willing to travel and work at other branches as business needs dictate, sometimes on short notice.</li></ul>
Requirements:
<p>
Qualifications:</p><ul><li>High school diploma or equivalent</li><li>Previous customer service experience preferred</li><li>Comfortable doing sales and cold-calling</li><li>Strong communication and interpersonal skills</li><li>Ability to work efficiently in a fast-paced environment</li><li>Attention to detail and accuracy in handling transactions</li><li>Knowledge of banking products and services is a plus</li><li>Must pass background check</li></ul><p>
Compensation Range</p><p>
The company anticipates offering an annual salary between $20.09 and $28.16 for this position at the time of hire. This range includes base salary (or hourly wages) and does not include possible overtime for non-exempt employees or any applicable performance-based incentives or commissions.</p><p>
Financial Service Associate I - $20.09 - $20.59 - No banking to less than 3 years of banking/financial institution experience. Cash handling and customer service preferred.</p><p>
Financial Service Associate II - $21.00 - $22.57 - Three years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one year experience as Financial Service Associate preferred.</p><p>
Financial Service Associate III - $23.60 - $25.46 - Four years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.</p><p>
Financial Service Associate IV - $25.00 - $28.16 - Four plus years credit union/financial institution experience with strong foundation in member service, cross-selling, and loan processes with one-year experience as Financial Service Representative preferred.</p><p>
Annual Merit Increase</p><p>
Employees are eligible for a discretionary yearly merit-based salary adjustment, based on individual performance and company results.</p><p>
Comprehensive Benefits Package:</p><p>
We provide a robust benefits package designed to support your health, financial security, and work-life balance including:</p><ul><li>
Medical, Dental &amp; Vision Insurance options</li><li>
Voluntary Lines including hospital indemnity, accident, and critical illness policies</li><li>
Company Paid HRA (with enrollment in certain health plans)</li><li>
Company Paid Basic Term Life Insurance
<ul><li>Coverage at 2&times; annual base salary, up to a maximum of $500,000 for full-time employees</li>
<li>$25,000 for part-time employees</li>
</ul></li><li>Company Paid Long-Term Disability Insurance for Full-Time Employees</li><li>
Company Paid Telehealth Services Membership (Teladoc)</li><li>
Company Paid Employee Assistance Program (EAP)</li><li>
401(k) Retirement Plan
<ul><li>Employer-funded safe harbor contribution of 3% of employee's eligible earnings</li>
<li>Discretionary employer match on employee contributions</li>
</ul></li><li>Flexible Spending Accounts
<ul><li>HSA</li>
<li>Medical FSA</li>
<li>Dependent Care FSA</li>
<li>Limited Purpose FSA</li>
</ul></li><li>Paid Time Off
<ul><li>Vacation accruals based on status and tenure within company</li>
<li>12 sick days accrued annually for full-time employees</li>
<li>1 hour for every 30 hours worked for part-time employees</li>
<li>11 paid holidays (eligible after 90 days of employment)</li>
</ul></li><li>Travel Expense Reimbursement
<ul><li>All necessary and work-related travel expenses will be reimbursed in accordance with company policy</li>
</ul></li></ul><p>If you are a motivated individual with a passion for providing excellent customer service, we encourage you to apply for this position. We offer a competitive salary, benefits package, and opportunities for career growth within our organization. We look forward to receiving your application and potentially welcoming you to our team as a Financial Services Associate I - IV. Thank you for considering this employment opportunity.</p></div>

Financial Services Associate I - IV

Finance Associate

Aga Khan University

<div><div>Associate - Finance - (260001RX)</div><div><div><br>
</div><p><b>Associate - Finance</b></p><p><b>
Department: </b>Off-Campus, Finance</p><p><b>
Entity: </b>Aga Khan University</p><p><b>
Location: </b>Karachi, Pakistan</p><p><b>
Introduction:</b></p><p>
Chartered in 1983, Aga Khan University (AKU) is a private, autonomous and self-governing international university with 13 teaching sites in 6 countries distributed across three continents. As an integral part of the Aga Khan Development Network, AKU provides higher education in several disciplines, carries out research pertinent to the countries in which it exists and has campuses, programs and/or teaching hospitals in Afghanistan, Kenya, Pakistan, Tanzania, Uganda and the UK. As an international institution, AKU operates on the core principles of impact, quality, relevance, and access; and AKU is a model of academic excellence and an agent of social change.</p><p>
As an equal opportunity employer, AKU believes in promoting a diverse and inclusive culture and is committed to adopt appropriate standards for safeguarding and promoting a respectful relationship with and between diverse workforce of its faculty, staff, trainees, volunteers, beneficiaries, wider communities, and other stakeholders with whom it works, including children and vulnerable adults and expects all employees/trainees and partners to share this commitment.</p><p><b>
Responsibilities:</b></p><p>
You will be responsible for the preparation of the budget and monthly financials; review of financial activities &amp; performance related to Off-Campus Activities to ensure the credibility and integrity of financial transactions in order to enable management to take effective decisions.<br>
<br>
Your responsibilities include, but not limited to:</p><ul><li>
Preparing of Statistical and Financial Budget Variance Report (BVR), Financial Reports including Financial Performance, Newsletters and other reports as and when required by the Management.</li><li>
Prepare Costing and Financial feasibilities pertaining to existing and / or any new proposed services or projects by gathering information with the coordination of different departments, by use of web engines and research for market intelligence to add value in the reports presented for decision by Senior Management.</li><li>
Assist in preparation of annual budget and long-term projections and preparation of budget break-up into months. Also, uploading the budget into the financial modules.</li><li>
Assist in annual price increase exercise through which individual service prices are increased as per the approved budget with the coordination of different departments.</li><li>
Undertake service / specialty-based margin analysis.</li><li>
Oversee pricing for tests, procedures, and related services across Off-Campus.</li><li>
Raise Online Capital Purchase Requisition on timely basis against the manual Purchase Requisitions received from the user departments. Prior to raising the PR, it is to be ensured that required authorization is in place, the items requested are within budget and all supporting documents are enclosed.</li><li>
Partner with cross-functional teams to support strategic planning, operational efficiency, and performance improvement initiatives.</li><li>
Prepare and present executive-level financial reports, dashboards, and insights to senior leadership for informed decision-making.</li></ul></div><div></div><div><div><br>
</div><p><b>Requirements:</b></p><ul><li>
BBA, ACCA finalist, CMA finalist or equivalent.</li><li>
2-3 years of experience in the finance department of a reputable organization.</li><li>
Sound knowledge of overall financial systems.</li><li>
Command over Budget and Management Report presentation.</li><li>
Good command over MS Office (especially in Advance Excel and Power Point)</li><li>
Possess good Analytical Skills</li><li>
Good Communication and Interpersonal Skills.</li><li>
Be a fast learner, team worker and motivated.</li></ul><p>
Comprehensive employment reference checks will be conducted.</p><div><br>
</div></div><div>
Primary Location: Pakistan</div><div>
Organisation: Aga Khan Hospital &amp; Medical College</div><div>
Employee Status: Regular</div><div>
Job Type: Standard</div><div>
Job Posting: 07/05/2026, 6:11:05 AM</div><div>
Closing Date: 14/05/2026, 1:59:00 PM</div></div>

Associate - Finance

Community Foundation of Southern New Mexico

<p><b>Finance Associate - Job Description</b></p><p><i><b>General Purpose</b></i></p><p>Supports daily financial operations by performing a range of paraprofessional accounting duties. Handles the processing, posting, and reporting of financial transactions; performs revenue and bank reconciliations; manages accounts receivable and payable; and maintains accurate donor and grant records.</p><p>Plays a key role in strengthening operational processes and enhancing overall financial efficiency. Performs a variety of working level para-professional accounting duties as needed to expedite efficient and effective day-to-day finance operations related to processing, posting, and reporting of accounting activities, including revenue reconciliation, bank reconciliation, accounts receivable, accounts payable, donor/grant recordkeeping. Engage in functions to help build operational support.</p><p><i><b>Summary</b></i></p><p>The Finance Associate is a detail-oriented professional with strong financial literacy and project management skills. Reporting to the Finance Coordinator, this role is responsible for ensuring the accuracy and integrity of financial data, supporting budget development, and producing timely financial reports for the Foundation.</p><p>This position performs a variety of paraprofessional accounting duties to support efficient day-to-day financial operations. Key responsibilities include processing, posting, and reporting financial transactions; conducting revenue and bank reconciliations; managing accounts receivable and payable; and maintaining accurate donor and grant records. The Finance Associate also contributes to strengthening operational processes and building effective financial support systems.</p><p>Under general supervision, the Finance Associate coordinates, oversees, and performs a broad range of financial support activities for the Community Foundation of Southern New Mexico. This role supports the organization&rsquo;s mission through adaptable contributions across functions and may handle assignments of a confidential nature. The Finance Associate needs to be financially literate, detail-oriented, and skilled at project management. The Finance Associate reports to the Finance Coordinator and is charged with ensuring the accuracy of all financial data, assisting with budgets, and producing timely financial reporting for the Foundation. Performs a variety of working level para-professional accounting duties as needed to expedite efficient and effective day-to-day finance operations related to processing, posting, and reporting of accounting activities, including revenue reconciliation, bank reconciliation, accounts receivable, accounts payable, donor/grant recordkeeping. Engage in functions to help build operational support.</p><p>Under general supervision: coordinates, oversees, and/or performs a wide variety of finance support activities supporting the Community Foundation of Southern New Mexico. May serve in a variety of ways to support the overall mission of the organization. Assignments may be confidential in nature.</p><p><b>Work Culture and Environment</b></p><p>At the Community Foundation of Southern New Mexico, we foster a supportive and caring work culture grounded in open communication, teamwork, and mutual trust. We value collaborative conversations that align our team around shared, strategic goals. We rely on one another, working in unity to best serve the communities across our region that rely on our mission-based work. We find joy and fulfillment in the work we do and believe that having fun together strengthens our connection as a team. As a team, we recognize the importance of balance, sustaining our energy and well-being so we can continue to show up fully for each other and our community. We are deeply committed to listening to and valuing the voice of our community, ensuring our work reflects the strengths, needs, perspectives, and hopes of those we serve. Our team includes not only internal staff but also the collaborative support of our Board of Directors, Committee Members, Volunteers, and Interns. Together, we are dedicated to creating a lasting, community-driven impact across Southern New Mexico, now and for generations to come.</p><p>Incumbent of the position performs in a typical office setting with appropriate climate controls. Tasks require variety of physical activities, not generally involving muscular strain, such as walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, and finger dexterity required. Mental application utilizes memory for details, verbal instructions, emotional stability, critical thinking and guided problem solving. There will be times in which the team supports special events and easy lifting and moving of tables, chairs and special event items will be needed to assist the team.</p><p><b>Major Responsibilities/Duties: </b></p><p><b>Finance</b></p><ul><li>Maintain accurate and complete accounting records in accordance with Generally Accepted Accounting Principles (GAAP).</li><li>Assist in preparing the annual budget for the Foundation in partnership with the Finance Coordinator and President and CEO.</li><li>Assist fiscal partners, programmatic, incubator, and grant partners with budget tracking within each department.</li><li>Contribute to the review, development, and documentation of financial policies and procedures.</li></ul><p><b>Accounts Payable(s) include:</b></p><ul><li>Ensure that expenses are properly accounted for and that the Foundation meets its financial obligations</li><li>Perform data entry tasks and assure maintenance of vendor/invoice/grant records</li><li>Communicates as needed with vendors to ensure smooth operations and account management</li><li>Assist with reconciliation and post monthly credit card transactions and all bank statements and send to Finance Coordinator</li><li>Process monthly recurring invoices</li><li>Provide monthly review of outstanding checks and follow up with recipients</li></ul><p><b>Accounts Receivable(s) include:</b></p><ul><li>Performs general accounts receivable functions, including tracking and recording incoming payments.</li><li>Prepare billings, invoices and claims for services rendered and reimbursements.</li><li>Identifies and ensures administrative fees from fiscal parters, grant partners, and onetime fee payors are collected, posted and charged correctly</li><li>Coordinate with project managers on fiscal sponsorship projects and internal CFSNM fundraising campaigns to facilitate and ensure payments received are correct, logged into the correct funds and distributed timely and accurately</li></ul><p><b>Donor CRM Assistance</b></p><ul><li>Assist Finance Coordinator with entries into financial software and financial reporting</li><li>Manage receipt and inventory of donated artwork</li><li>Assist with disposition of artwork</li></ul><p><b>General Accounting and Team Support</b></p><ul><li>Assist with the financial operations of the Foundation including assistance with annual audit as needed.</li><li>Assist with financial results for the impact report and quarterly fundholder updates.</li><li>Support and assist with financial reporting for fiscal sponsorship funds monthly, all fund holders quarterly and assist with end of year fund statements annually for the Foundation and of each fiscal partner.</li><li>Assist with financial reporting for operations monthly and all other funds quarterly.</li><li>Assist with all financial reporting for entire organization to the board and executive committee monthly.</li><li>Special Events: Assists in coordination, organization, reporting, and implementation of special events, including any finance needs related to the event and managing donor systems (e.g.; CommunitySuite, GiveGab and Text2Give).</li><li>Engage with CFSNM donors, community and volunteers as needed.</li></ul><p><b>Operations</b></p><ul><li>Assist with payroll, including inputting all insurance, payroll, and benefits into the finance system.</li><li>Special event attendance which includes all major events and supporting the team in balancing community events.</li><li>Assist with internal and external use of the CFSNM office rental on occasion.</li><li>Facilitate record retention and destruction per Foundation policies, state and federal laws.</li><li>Complete and submit all required financial reports per state and federal grant requirements.</li><li>Complete required training for grant acquisition and reporting.</li></ul><p><b>Performs related duties as required.</b></p><p><b>Educational Background</b></p><ul><li>A degree in accounting or finance is preferred.</li><li>3 years of experience in finance or accounting.</li><li>Preferred knowledge of accounts payable, accounts receivable, and general accounting.</li><li>Excellent organizational management skills &ndash; assists with overall financial activities of the Foundation.</li><li>Analytical skills &ndash; investigates and problem solves a broad range of issues.</li><li>Flexibility &ndash; manages several tasks simultaneously, with attention to time management and prioritization of tasks.</li></ul><p><b>Additional Skills Required:</b></p><ul><li>Proficient with Microsoft Office Suite, especially Excel, Outlook, and Teams.</li><li>Preferred knowledge of CSuite Foundant and/or other accounting software systems.</li></ul><p><b>Knowledge and Skills</b></p><ul><li>Knowledge of finance and basic bookkeeping principles and practices.</li><li>Knowledge of planning and scheduling techniques.</li><li>Knowledge of computer systems, data entry management, and programs to assist with overall office support.</li><li>Knowledge and passion for the CFSNM mission and the geographic region. Express a genuine interest in the community, congruent values with the CFSNM&rsquo;s vision, and a strong commitment to the fundraising goals of the CFSNM.</li><li>Possess the ability to work well independently on several projects concurrently under specific deadlines.</li><li>Possess outstanding communication skills both written and oral with a wide range of community members.</li><li>Must be a creative thinker and problem solver.</li><li>Must engage with a small team that works within community daily.</li><li>Ability to create, compose and edit written materials, emails and correspondence within and outside of the office.</li><li>Ability to coordinate and organize meetings and/or events.</li></ul><p><i><b>Salary Range: $45,000 to $48,000 - </b></i><b>commensurate with experience</b>. Includes full health, dental and vision coverage including short-term, long-term and ADA insurance paid for by CFSNM. Opportunities for a 4% match on retirement accounts and potential coverage of tuition reimbursement for continuing education.</p><p><b>***** Disclaimer:</b></p><p>In compliance with the ADA, reasonable accommodation will be considered, upon request, on a case-by-case basis during both the pre-employment process and to accommodate post-employment changes in employee physical abilities. Accommodation decisions will be influenced by the need to prevent &ldquo;undue hardship&rdquo; to the agency. The above statements describe the general nature, level, and type of work performed by the incumbent(s) assigned to this classification. They are not intended to be an exhaustive list of all responsibilities, demands, and skills required of personnel so classified. Job descriptions are not intended to and do not imply or create any employment, compensation, or contract rights to any person or person(s). Management reserves the right to add, delete, or modify any and/or all provisions of this description at any time as needed without notice.</p><p>Pay: $45,000.00 - $48,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

JPMorganChase

<div><b>JOB DESCRIPTION</b><div><div><div><br>
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual revenues between $20 million and $100 million. You&rsquo;ll work both independently and as part of a dynamic team to introduce our comprehensive suite of financial solutions, help senior bankers uncover new prospects, deepen existing client relationships, and drive market growth.
</div></div><div></div><div><div>You will be expected to possess a comprehensive understanding of our full range of financial solutions, including Credit, Treasury Services, International Banking, Commercial Card, and Merchant Services. You will collaborate closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core teams. You will demonstrate a genuine interest in cross-border business, cultural sensitivity, a strong commitment to teamwork and partnership, and consistently upholds the highest standards of work ethic and attention to detail.
</div></div><div></div><div><div><i>Please note: This role is not eligible for employer sponsored immigration support of any kind.</i>
</div></div><div></div><div><div><b>Job Responsibilities</b>
</div></div><div><ul><li><div>Champion a culture of innovation and a customer-centric mindset
</div></li></ul></div><div><ul><li><div>Stay up-to-date with industry trends to identify opportunities for innovation and strategic partnerships
</div></li></ul></div><div><ul><li><div>Provide proactive support to senior bankers across the team
</div></li></ul></div><div><ul><li><div>Drive new client acquisition, both independently and in collaboration with bankers
</div></li></ul></div><div><ul><li><div>Navigate the EMM ecosystem and develop meaningful relationships with internal and external partners
</div></li></ul></div><div><ul><li><div>Embrace a culture of respect, diversity and inclusion
</div></li></ul></div><div></div><div><div><b>Required Qualifications, Capabilities and Skills</b>
</div></div><div><ul><li><div>4+ years in a similar banking, venture, credit or treasury role
</div></li></ul></div><div><ul><li><div>Outstanding professional reputation and integrity
</div></li></ul></div><div><ul><li><div>Strong leadership and teamwork skills required
</div></li></ul></div><div><ul><li><div>Proven ability to develop and retain profitable client relationships in a competitive environment
</div></li></ul></div><div><ul><li><div>Expertise in assessing and structuring complex credit transactions, including risk mitigation and negotiation
</div></li></ul></div><div><ul><li><div>Deep knowledge of banking products and services
</div></li></ul></div><div></div><div><div><b>Preferred Qualifications, Capabilities and Skills</b>
</div></div></div><div><div><ul><li><div>Bachelor&rsquo;s degree preferred
</div></li></ul></div><div><ul><li><div>Superior knowledge of the market dynamics and its business environment preferred
</div></li></ul></div><div><ul><li><div>Excellent problem-solving, oral, and written communication skills
</div></li></ul></div></div><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.<br>
<br>
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.</div></div>

Banker Associate- Emerging Middle Market- Associate

James Investment Group

<p><b>Financial Service Associate</b></p><p><b>Location</b>: Iowa City, IA</p><p><b>Salary Range:</b> $60,000 - $80,000 commensurate with experience</p><p>*Moving bonus available for non-local applicants</p><p><b>About Us:</b></p><p>We are a team of progressive financial service professionals dedicated to delivering an exceptional client experience and giving back to our community. We pride ourselves on fostering a team-centered culture where collaboration, accountability and authenticity are essential. As a small business, we offer a dynamic work environment where responsibilities can evolve, providing ample opportunities for learning, growth and professional development.</p><p><b>Position Overview: </b></p><p>The Financial Service Associate will be responsible for supporting the lead Financial Advisor in a financial services practice. They will assist with documenting client meetings, fulfilling service requests, and managing correspondence while promoting operational efficiency across the organization as a whole.</p><p>This position is a client-facing, salary-based role with opportunities for growth and <i>no sales requirements</i>. Start date is negotiable.</p><p>The ideal candidate will be detail-oriented with exceptional organization, time management and communication skills. Financial Service industry experience is desired but not required.</p><p><b>Key Responsibilities:</b></p><p>&middot; Support senior staff managing email correspondence and responding to client requests</p><p>&middot; Assist with client meeting preparation, generating agendas and forms in advance</p><p>&middot; Conduct independent research to verify paperwork requirements, processes and procedures with both internal and external stakeholders</p><p>&middot; Arrive prepared and on-time to participate in scheduled client meetings each day</p><p>&middot; Document client interactions in CRM software in a timely manner, identifying and assigning follow-up tasks as needed</p><p>&middot; Provide exceptional hospitality and customer service to all clients and visitors</p><p>&middot; Assist clients with scheduling, technology, document delivery and cash management</p><p>&middot; Collaborate with team members on various projects to achieve collective goals</p><p>&middot; Adapt to changing roles and responsibilities as needed in a small business environment</p><p>&middot; Go above and beyond to ensure client satisfaction and office efficiency, always maintaining confidentiality and discretion</p><p><b>Ideal Candidates: </b></p><p>&middot; Are accountable, detail-oriented, organized, responsible, and reliable</p><p>&middot; Possess excellent communication skills and are comfortable in a client-facing role</p><p>&middot; Are genuinely interested in helping others and putting client needs first</p><p>&middot; Take ownership of tasks and see them through from beginning to end</p><p>&middot; Enjoy problem solving, anticipating obstacles and planning ahead</p><p>&middot; Have a proven track record making positive contributions to team environments</p><p><b>Required Qualifications:</b></p><p>&middot; High School Diploma or G.E.D. Certificate</p><p>&middot; 3-5 years professional experience in any industry</p><p>&middot; 1-3 years in the financial service industry a related field, such as:</p><ul><li>Retail Banking, Insurance, Loan Processing</li><li>Wealth Management, Financial Analysis, Relationship Management</li><li>Retirement Plan Services, Pension/Benefit Administration</li><li>Financial Reporting, Regulatory &amp; Compliance, Corporate Finance</li><li>Bookkeeping, Tax Preparation</li></ul><p><b>Desired but not Required:</b></p><p>&middot; Post-Secondary education in a related field of study, such as:</p><ul><li>Finance, Economics, Accounting</li><li>Financial Decision-Making, Personal Finance, Investment or Wealth Management</li></ul><p>&middot; Certifications:</p><ul><li>SIE / Series 7</li><li>Series 66 (63/65)</li><li>Life, Health and Long-Term Care Insurance licenses</li><li>Certified Financial Planning (CFP) or Chartered Financial Consultant (ChFC) Certifications</li></ul><p><b>Why Join Us?</b></p><p>&middot; Competitive salary and benefits package.</p><p>&middot; Opportunities for professional growth and development.</p><p>&middot; Collaborative and inclusive work environment.</p><p>&middot; Dynamic responsibilities that provide variety and learning opportunities.</p><p><b>Additional Information:</b></p><p>&middot; This is a full-time, on-site position with remote work opportunities available to accommodate inclement weather or illness.</p><p>&middot; COVID-19 vaccination is mandatory for this position, subject to accommodations for health or religious reasons.</p><p>&middot; Background check, fingerprinting, and disclosure of personal financial history, including a credit check, are required by our home office/broker-dealer.</p><p>&middot; Clean U-4 and U-5 history is required for individuals with financial service industry experience.</p><p>Pay: $60,000.00 - $80,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Paid training</li><li>Parental leave</li><li>Professional development assistance</li><li>Relocation assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul><p>Education:</p><ul><li>High school or equivalent (Required)</li></ul><p>Experience:</p><ul><li>professional (any industry): 3 years (Required)</li><li>finance industry: 1 year (Preferred)</li></ul><p>License/Certification:</p><ul><li>Securities Industry Essentials (Preferred)</li><li>Series 7 (Preferred)</li><li>Series 66 (Preferred)</li><li>CFP (Preferred)</li><li>ChFC (Chartered Financial Consultant) (Preferred)</li></ul><p>Ability to Commute:</p><ul><li>Iowa City, IA 52245 (Required)</li></ul><p>Ability to Relocate:</p><ul><li>Iowa City, IA 52245: Relocate with an employer provided relocation package (Required)</li></ul><p>Work Location: In person</p>

Financial Service Associate

Adventure Credit Union

<div>Description:
<p><b>
Adventure Credit Union</b> has been providing financial services to their members for over 90 years and are continuing to grow to meet their members changing needs. As one of the <b>Best &amp; Brightest Companies To Work For In The Nation</b>, we strive to recruit and retain ambitious and talented individuals by continuous development, support, and appreciation. We currently are looking to add a full time Virtual Solutions Associate to our Adventure Team!</p><p>
The primary purpose of this position is to support our members&rsquo; virtual engagement with the credit union. The Virtual Solutions Associate will process new account and loan applications initiated online, over the phone and through text. This position will work in conjunction with our branch teams to provide an essential digital origination channel to our membership. In addition, our Virtual Solutions Associate will assist our membership with a variety of member service functions including but not limited to: fraud prevention and processing, debit cards, check orders, stop payments, statement review, account take overs as well as account number changes. Positively supports Adventure Credit Union&rsquo;s brand and promotes a service culture consistent with the credit unions&rsquo; mission, vision, core beliefs and goal of being a Trusted Financial Guide.</p><p><b>
Responsibilities include, but not limited to:</b></p><ul><li>
Work to create a flawless member experience with members of your direct team, putting the member first and foremost with everything that is done. Manage communication and member relationships professionally. Identify member needs and opportunities through conversations.</li><li>
Processes loan application requests via phone, text, online, and through video. Provides a complete and executable application to Central Lending for underwriting decision. Provides recommendations for approval, denial or counter-offer. Processes loan paperwork and closings through electronic means when possible or arranges for in-person closings with our branch teams.</li><li>
Processes requests for new accounts via phone, text, online, and through video. Effectively completes necessary training to approve and make decisions on new checking accounts and other member service products. Follows all guidelines for mitigating fraud risk through online channels.</li><li>
Reviews loan and membership applications for identity theft and inaccurate information. Follows guidelines in place for fraudulent applications.</li><li>
Monitor member interactions for account takeover and ensure potential high risk requests are reviewed and additional verifications are completed.</li><li>
Provides technical support to members and co-workers for online banking, mobile banking, bill pay, remote deposit capture, etc.</li><li>
Continuously and effectively sells and cross-sells all products and/or services, answers member inquiries and educates members. Ensures that cross-sell opportunities are maximized and sales goals are met continuously by matching member needs to product benefits.</li><li>
Educates and assists members with current rates, payment calculations, blue book values, and loan options for consumer and home equity loans. Contributes to the growth of our loan portfolio through conversations with current and potential members while assisting them on their financial journey. Assists with loan payoffs and additional lending services offered by the credit union.</li><li>
Interviews credit applicants, evaluates credit scoring and sends recommendations on loans within the lending guidelines established by the Board of Directors. Works with Central Lending to ensure a good understanding of documentation required on consumer loans, home equities, VISAs and lines of credit. Discusses loan approvals, denials, counter-offers and alternatives with members in a positive manner.</li><li>
Accurately prepares all loan documentation prior to closing, inputs on system.</li><li>
Verifies and documents all collateral offered as security.</li><li>
Answers questions/requests, interviews, processes, prepares documents, disburses and closes loans, VISAs and lines of credit. Prepares, sends and processes notifications to members.</li><li>
Individually adhere to federal laws and regulations set forth by the NCUA and other regulatory agencies including but not limited to: Bank Secrecy Act, OFAC, US Patriot Act, Reg. E, Reg. CC., etc.</li><li>
Maintains the highest level of confidentiality to ensure all member information is protected and secure.</li><li>
Follows established credit union policies and procedures.</li><li>
Perform courtesy contact to all new members, welcoming them to the credit union. Walk members through setup of online and mobile banking.</li><li>
Responsible for maintaining an effective working knowledge of all credit union products, services and regulations.</li><li>
Perform all member service duties including but not limited to: verifying identity, placing new check orders, and ordering copies of canceled checks. Opening and educating members about various accounts and certificates. Reprinting and reconciling statements, approving checking accounts, as well as approving and creating ATM/Debit Cards according to policy.</li></ul>
Requirements:
<p><b>
Requirements:</b></p><ul><li>
A High School Diploma or equivalent.</li><li>
A minimum of two (2) year experience in the financial industry.</li><li>
A minimum of one (1) year lending experience.</li><li>
Customer Service experience.</li><li>
Strong sales skills.</li><li>
Must obtain, maintain and disclose an NMLS registry ID number in accordance with the SAFE Act.</li><li>
Must obtain and maintain Notary Public including e-Notary.</li></ul></div>

Virtual Solutions Associate

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