Top 8 Finance associate Jobs in Coralville Ia

Treasury Management Associate
Nicolet National Bank —Iowa City, IA
- Customer service
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Associate
Hills Bank —Marion, IA
- Full-time
- Data analysis skills
- Office
- Business development
Quick Apply
Wealth Management Associate
Equitable Advisors —Cedar Rapids, IA
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Actuary (Governance)
Transamerica —Cedar Rapids, IA
- $128,000 - $165,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Office
- Wellness program
- Paid parental leave
11d
Associate Actuary – Annuity Valuation
Transamerica —Cedar Rapids, IA
- $128,000 - $145,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Mid-level
- Wellness program
- Paid parental leave
Associate Actuary - UL Valuation
Transamerica —Cedar Rapids, IA
- $128,000 - $165,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Office
- Master's degree
- Wellness program
- Paid parental leave

Discover related jobs

Based on your search for finance associate jobs.

Associate Financial Advisor (Entry-Level | Service Track)
Leading Advisor Inc. —Belle Plaine, IA
*Supportive Infrastructure:* Includes administrative support, marketing tools, and financial planning systems to help you succeed.
$50,000 - $80,000 a year
Quick Apply
Wealth Management Associate
Hills Bank —Marion, IA
Utilize software and tools that facilitate financial planning. Maintain investment direction in all accounts under administration, including monitoring of…
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Registered Branch Associate
Edward Jones —Columbus, OH
Complete required CE training to ensure license(s) are in good standing. Research portfolio performance, cost/fees, asset allocation, changes to portfolio…
Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for finance associate in coralville ia

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance associate jobs near coralville ia

Treasury Management Associate

Nicolet National Bank -
Iowa City, IA

Quick Apply

Job Details

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Pricing
Proposal writing

Full Job Description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Treasury Management Associate is responsible for managing an assigned Treasury Management portfolio by advancing pipeline activity and owning sales execution from client meetings through pricing, proposal development, and submission to implementation in partnership with Commercial Banking.

As a Treasury Management Associate, you will:

Manage Treasury Management sales opportunities from client meeting through implementation submission by completing pricing, creating proposals, supporting deposit and rate execution, and advancing opportunities through the sales process.
Partner closely with the Commercial Banking team and internal partners to advance new and existing business, coordinate strategy sessions, maintain strong client responsiveness, and support commercial banker education on Treasury solutions.
Submit completed requests directly to implementation while supporting onboarding readiness and execution follow-through.
Prepare client and internal sales materials including presentations, pricing summaries, and proposal inputs, leveraging TM Admin support as needed.
Manage an assigned portfolio by understanding top client industries, coordinating pre-call and post-call planning, maintaining accurate pipeline visibility, and tracking calling activity and meetings in Salesforce in a timely manner.
Promote strong client experience through responsiveness, accuracy, and coordination across the sales and implementation process.
Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.

Success Measures:

Pricing, proposal, and submission quality and timeliness
Commercial Banking partnership and client responsiveness
Salesforce pipeline, calling activity, and meeting discipline
Case submission quality, onboarding readiness, and client experience
Ability to manage an assigned portfolio and support relationship growth

Qualifications:

Bachelor’s degree or equivalent experience
1–3 years in Treasury Management, payments, banking, or related client support
Demonstrates ability to manage an assigned portfolio, complete pricing and proposals, and move opportunities from client engagement through submission to implementation.

Benefits:

Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled

Quick Apply

Refine Your Search

finance associate jobs in coralville ia

Treasury Management Associate

Wealth Management Associate

Wealth Management Associate

Associate Actuary (Governance)

Associate Actuary – Annuity Valuation

Associate Actuary - UL Valuation

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for finance associate in coralville ia

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected