Top 18 Banking advisor Jobs in North Liberty Ia

Universal Banker I - Full Time
Nicolet National Bank —Iowa City, IA
- Full-time
- Office
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
Senior Client Relationship Associate
KSI —Coralville, IA
- $67,500 - $82,500 a year
- Full-time
- Mid-level
- Office
- In-person
- Profit sharing
- Paid holidays
Quick Apply
Financial Advisor
BMO Financial Group —Cedar Rapids, IA
- $51,800 - $95,900 a year
- Full-time
- Mid-level
- Databases
- Business development
- Health insurance
- Tuition reimbursement
Commercial Banking Officer
Hills Bank —Coralville, IA
- Weekends as needed
- Mid-level
- Office
- Finance
Quick Apply
4d
Wealth Management Business Associate
Hills Bank —North Liberty, IA
- Full-time
- Office
- 3 years
- Finance
Quick Apply
Lead Global Architect - AI Solutions
Transamerica —Cedar Rapids, IA
- $145,600 - $168,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Office
- Wellness program
- Paid parental leave
J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA (area)
JPMorganChase —Cedar Rapids, IA
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Wealth Management Advisor
Hills Bank —Iowa City, IA
- Full-time
- Bachelor of Science
- Office
- Business development
Quick Apply
Portfolio Manager
Nicolet National Bank —Iowa City, IA
- Office
- Finance
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Director, Corporate Development (Hybrid)
Transamerica —Cedar Rapids, IA
- $182,000 - $215,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- Office
- Wellness program
- Paid parental leave
Trust Officer
Hills Bank —Cedar Rapids, IA
- Full-time
- Office
- Business development
- Senior level
Quick Apply
VP Portfolio Manager
Nicolet National Bank —Iowa City, IA
- Office
- Finance
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Nicolet National Bank —Iowa City, IA
- 5 years
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply

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GreenState Credit Union —North Liberty, IA
Must possess personal property/casualty agent’s license and commercial license. Receives phone calls and office visitors requesting quotes, changes to existing…
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Certified Automotive Service Technician-
Ed Morse Automotive Group —Muscatine, IA
Hold a valid driver’s license. Explain mechanical diagnoses and required repairs in a non-technical manner to service advisors and customers.
$40,000 - $150,000 a year

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Treasurer and Human Resource Manager
American Jersey Cattle Association —Reynoldsburg, OH
Ensure compliance with federal, state and local financial regulations. Working Conditions:* A full-time position involving frequent contact and communications…
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3d
Senior Consultant - Technical Architect
CGI Group, Inc. —Columbus, OH
You will play a pivotal role in shaping the future-state architecture, guiding delivery teams, and partnering closely with executive stakeholders to ensure a…

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Universal Banker I - Full Time

Nicolet National Bank -
Iowa City, IA

Quick Apply

Job Details

Full-time

Benefits

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

Qualifications

High school diploma or GED

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 Universal Banker I is a full-time role plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet’s culture, values, and commitment to an exceptional customer experience.

In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationship‑building, needs‑based referrals, operational accuracy, and compliance excellence.

As a Universal Banker I, you will:
Customer Experience & Relationship Building:

Provide welcoming and professional service across in‑person, phone, and digital channels.
Engage customers in needs‑based conversations to understand goals and introduce appropriate solutions.
Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
Build trust by following through on requests and ensuring customers feel valued.
Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.

Teller Operations & Cash Management:

Accurately process deposits, withdrawals, loan payments, transfers, cashier’s checks, and other transactions.
Maintain proper cash handling, dual‑control procedures, balancing routines, and vault/ATM support as assigned.
Identify suspicious activity, follow fraud‑prevention steps, and escalate concerns promptly.

Customer Referrals & Product Education:

Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
Educate customers on digital tools such as mobile banking, online banking, and e‑statements.
Support achievement of branch sales and referral goals through disciplined engagement and follow‑up.

Problem Resolution & Support:

Research and resolve routine issues such as transaction discrepancies, fee questions, and debit‑card concerns within authority.
Escalate more complex servicing matters to Personal Bankers or leadership.

Operational Excellence, Risk & Compliance:

Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
Protect customer data, ensure confidentiality, and follow documentation procedures.
Maintain audit‑ready accuracy in all teller work and branch support tasks.

Team Collaboration & Community Engagement:

Participate in daily huddles and collaborate with team members to meet branch goals.
Support community outreach efforts and represent Nicolet in local engagement activities.
Assist with branch operations needs such as supplies, scheduling coverage, or special projects.

General:

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.

Qualifications:

High school diploma or equivalent required.
1+ years of cash‑handling and customer‑service experience required.
Prior banking or retail financial‑services experience preferred.
Strong customer‑service, communication, and interpersonal skills.
Accuracy, attention to detail, and strong cash‑handling discipline.
Ability to identify customer needs and confidently make referrals.
Working knowledge of deposit products, digital tools, and basic banking services.
Ability to manage multiple tasks in a fast‑paced environment.
Proficiency with banking systems, digital platforms, and Microsoft Office.

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

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Refine Your Search

banking advisor jobs in north liberty ia

Universal Banker I - Full Time

Senior Client Relationship Associate

Financial Advisor

Commercial Banking Officer

Wealth Management Business Associate

Lead Global Architect - AI Solutions

J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA (area)

Wealth Management Advisor

Portfolio Manager

Director, Corporate Development (Hybrid)

Trust Officer

VP Portfolio Manager

Financial Advisor

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