Top 37 Financial services Jobs in Marshalltown Ia

Personal Banker
Hardin County Savings Bank —Eldora, IA
- $16 - $20 an hour
- Full-time
- Customer service
- Basic math
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Iowa
- $60,000 - $150,000 a year
- Full-time
- Background check
- Finance
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
8d
Financial Services Representative – State Farm Agent Team Member
Tyler Peschong - State Farm Agent —Marshalltown, IA
- $40,000 - $80,000 a year
- Full-time
- Office
- Entry level
- Profit sharing
- Health insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Commercial Loan Officer
Cooperative Business Services LLC —United States
- $100,000 - $130,000 a year
- 8 hour shift
- Customer service
- 5 years
- Mid-level
- Paid holidays
- Disability insurance
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Financial Professional
Wolfpack Financial Group —United States
- $50,070 - $88,800 a year
- Part-time
- Remote
- Background check
- Customer service
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
1d
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
18h

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Financial Advisor
New York Life —Iowa
Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your…
$60,000 - $150,000 a year
Quick Apply
8d
Wealth Management Trainee (IA)
Bankers Life —Cedar Falls, IA
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
Quick Apply

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financial services jobs near marshalltown ia

Personal Banker

Hardin County Savings Bank
Eldora, IA

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Job Details

Full-time
$16 - $20 an hour

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
401(k) matching
Life insurance

Qualifications

Managing customer accounts
Financial sales
Collaboration
Customer service
Cross-selling
Customer relationship management
Cash handling
Banking

Full Job Description

Overview:

We are seeking a talented and client-focused Personal Banker to join our dedicated team. Our institution prides itself on providing exceptional financial services and building lasting relationships with our clients. As a Personal Banker, you will play a crucial role in helping clients reach their financial goals while growing your career in the banking industry.

Duties:

-Build and maintain strong relationships with customers, understand their unique financial needs and goals.

-Opening and managing various types of accounts, including checking, savings, and time deposits.

-Identify opportunities to cross-sell banking products and services.

-Collaborate with staff to ensure customers receive consistent service across all channels.

-Stay informed about industry trends, regulations and new product offerings.

Skills:

- Proficient in cash handling and basic math skills
- Strong sales and upselling skills
- Experience in customer relationship management
- Ability to detect and prevent fraud effectively

Qualifications

-2 to 4 year college degree

-Excellent interpersonal, communication, and relationship-building skills

- Analytical and problem-solving abilities

- Ability to work independently and as part of a team

- Familiarity with banking products, services and regulations (Preferred)

- Proficient in Microsoft Office suite

If you are a motivated individual with a passion for delivering exceptional customer service in the banking industry, we invite you to apply for the Personal Banker position.

Job Type: Full-time

Pay: $16.00 - $20.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off

Experience:

Cash handling: 1 year (Preferred)
Banking: 1 year (Preferred)
Customer service: 1 year (Preferred)

Ability to Commute:

Eldora, IA 50627 (Required)

Ability to Relocate:

Eldora, IA 50627: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial services jobs in marshalltown ia

Personal Banker

Financial Advisor

Financial Services Representative – State Farm Agent Team Member

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Commercial Loan Officer

Wealth Solutions Investment Advisor

Financial Professional

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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