Sales Jobs in Johnson Iowa
43 positions found
Grace Management Inc. is looking for an experienced and motivated Executive Director to manage the daily operations of The Summit of Coralville in Coralville, IA!
POSITION SUMMARY:
Manage daily operations of the senior living community within parameters of established policies and procedures and in keeping with the philosophy and mission of the organization. Maintain compliance with federal, state, and local regulations. Supervise and direct the work activity of department supervisors and associates. Create and maintain a high level of resident, family, and associate engagement and satisfaction.
RESPONSIBILITIES:
- Prepare and enforce policies regarding duties and activities of community associates.
- Ability to prepare all reports as required by management and home office.
- Oversee all department supervisors and administrative personnel.
- Manage the entire personnel function; recruitment, employment, performance, on-going evaluation, promotion and discharge of associates, per Grace Management procedure.
- Responsibility for all financial transactions; maintain financial records, including petty cash; Participate in accounts receivable and payable functions, as defined by supervisor.
- Collect (or coordinate with business office manager) all rent and service fees by designated date and ensure deposit in bank, per Grace Management procedure.
- Assure confidentially of all verbal and written information pertaining to residents and associates.
- Oversee the confidentiality and safe storage of current and closed resident records, associate records, and physical plant records in compliance with regulatory requirements.
- Interface with accounting and personnel departments at the Grace Management Home Office to meet objectives pertaining to financial and payroll deadlines.
- Assist with preparation of an annual budget and adherence within budgeted guidelines.
- Assure all necessary supplies/equipment are purchased, maintained, and accounted for at all times within the community.
- Oversee purchase of supplies, equipment, or services; including all vendor contracts and capital improvement requests as assigned by supervisor.
- Develop, schedule, plan, and procure materials for associate in-services and meetings.
- Develop relationships with a variety of community agencies that can be of benefit to community.
- Develop one-on-one relationships with residents, families, and associates.
- Arbitrate complaints and disputes concerning residents, family, and/or personnel.
- Meet with and review and evaluate all recommendations of the community’s resident council and their meetings.
- Observe and enforce all sanitation, safety and infection control policies and procedures.
- Maintain and oversee all community insurance programs.
- Prepare and/or oversee time reporting of associates and oversee all payroll functions to ensure associates are actually paid on designated payroll dates.
- Serves as the Sales Leader of the community by assuring sales and marketing objectives are achieved and maintained and occupancy goals are met; and that the community has an effective business development plan and presence in the greater community.
- Coordinate details related to move-ins and move-outs.
- Meet with new residents and families to explain residency agreement and process at time of move-in and ongoing if questions arise.
- If applicable, work with the wellness team to assess resident functional status and social, psychological, and spiritual needs on an ongoing basis, but especially prior to move-in and after hospital stays; Assure that care plans are completed and arrange services and support to meet resident needs; Refer residents to community-based services and medical services as necessary; Implement approaches and services to maintain or enhance resident independence.
- Initiate action plans and family conferences for resolving problems identified by associates, residents, or family members.
- If applicable, initiate resident/family conferences when a change of service level is required; Document goals and action plans and review dates on appropriate forms.
- Assure final determination on eligibility of continued residency.
- Assure continuity and consistency in delivery and quality of services.
- Assure state regulations are met and work closely with state oversight agencies; including review of state deficiencies and the development of plan of corrections.
- Maintain high degree of resident satisfaction and evaluate resident satisfaction regularly; Implement programs and changes to enhance resident satisfaction with approval of supervisor.
- Prepare weekly and monthly reports as directed by supervisor.
- Assume on-call responsibilities on a rotational basis and assign on-call responsibilities to other associates on a rotational basis to ensure after-hours response to resident emergencies and physical plant problems.
- Organizes, maintains, and participates in weekend Manager on Duty.
- Ensure appropriate handling of on-the-job injuries as reported by associates and any incidents involving residents and visitors.
- Maintain and upgrade knowledge and implementation of standards and requirements specified by federal and state laws.
- Carry-out other duties as assigned by supervisor or as necessary to maintain quality and continuity of services, safety of residents, and security of premises.
- Supports and participates in the resident centered activity programs.
- Participates in projects or committees as assigned.
- Attends all associate meetings including in-service education and associate functions, as requested by supervisor.
- Assists in a variety of tasks involving residents as assigned.
KNOWLEDGE & SKILLS:
- Bachelor’s Degree preferred; Minimum of High School Diploma or GED equivalent and five years of relevant senior living community management experience or comparable post-high school education which may include vocational or college education; and three years of relevant senior living community management experience with proven leadership and management skills.
- Meet the state specific regulatory requirements for administration of a community; including independent, assisted, and memory care
- Excellent computer skills including: Windows, Office, Word, Excel, Outlook, internet based and property management programs.
- Exceptional grammatical and writing skills, proficient with email process and etiquette.
- Ability to read, write, and speak English.
- Ability to comprehend and apply regulations, employment and labor laws, local, state, and federal standards and requirements.
- Must have the interpersonal skills to work with various levels of people, associates, and residents.
- Physical requirements include bending, standing, lifting, stooping, sitting, walking, stretching, and ability to lift/carry up to 40 pounds.
- Able to travel for regional meetings and other meetings as requested by supervisor.
The Universal Banker I 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 relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased 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, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention 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 estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard 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 auditready 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 cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 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
Field Technician- Southern IA Territory, AG
Req No.
2026-5583
Category
Technicians
Location
US-IA-West Branch
Additional Locations
US-IA-Cedar Rapids | US-IA-West Burlington
Type
Regular Full-Time
Union or Non-Union
Non-Union
Division
Ag
Company
Altorfer Inc
Working Hours/Days
8:00 am - 4:30 pm Monday -Friday, weekends and overtime as needed to handle to customer demand
Overview
Perform in the field service repairs on agricultural equipment. This position covers the agricultural market in the following Southern Iowa. Southern IA counties include, but not limited to: Wapello, Washington, Keokuk and Iowa.
Basic Duties
- Perform in field service and repairs focusing primarily on Terragators, Rogators, Claas Lexion combines, Fendt, Challenger and Massey FergusonTractors and other CAT Ag products.
- Troubleshoot and repair hydraulic, electrical and all other systems.
- Focus on establishing and maintaining service-oriented relationships with customers.
- Use computer and parts books to look up certain parts.
- Complete service reports and all other paperwork before and after repairs are made.
- May perform other related duties as requested and/or assigned.
Qualifications
- Successful completion of a formal technical training program preferred or equivalent Ag machinery experience and knowledge required.
- Electrical and hydraulic diagnostic and troubleshooting skills needed
- Basic computer skills are needed, especially with programs such as Microsoft, Excel, Outlook, and CAT Programs.
- Must be able to work independently and provide excellent customer service.
- Maintain quality service by leaving customer's equipment appearance in excellent condition and fix all maintenance issues.
- Excellent communication skills are needed.
- To be successful in this position you must be able to work in a fast paced environment.
- Must be a self-started and able to adapt to change.
- Willingness to work overtime and weekends when needed.
- Must reside centrally within designated territory or willingness to relocation within designated territory.
- High School Diploma or equivalent required.
- Must have a valid driver's license with clean driving record. This includes no more than 2 minor violations within the past 3 years and no major violations within the past 5 years (Motor Vehicle Report will be performed on final candidate).
Posted Min
USD $37.00/Hr.
Posted Max
USD $42.45/Hr.
Physical Requirements/Working Conditions
This position will spend a good portion of time being outdoors working in agricultural fields, exposed to elements of weather, dust, dirt, different types of vegetation's, causing allergic reactions. May work in an office environment and travel to customer's work sites. May on a continuous basis walk, bend and lift up to 75lbs. Must be able to climb/operate machinery and various types of farm equipment. The noise level in the work environment is usually moderate to high. May sit at a desk for a period of time to answer phone calls or use a keyboard to complete documents and communicate through email. The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why Work for Altorfer?
At Altorfer, our iron is just the beginning. Our people make our company successful, and we would not be who we are without them. As a third generation, family-owned company created in 1957, we bring our values into how we do business. Everyone from technicians, sales representatives, administrative professionals, or somewhere in between is part of the "A-Team" and is crucial to our success. Here at Altorfer, we have over 35 locations and 1300 employees with long tenure for you to learn from. We have a collaborative, family valued culture, with a great reputation in the industry. A company that offers competitive pay, excellent benefits, and a remarkable team of people to work with.
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At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, and gaming merchandise, we take pride in offering a wide range of products that cater to the needs and desires of gamers worldwide. Our mission is to create unforgettable experiences for our customers by constantly pushing the boundaries of what's possible. Whether you're a hardcore gamer or just starting out, we've got something for everyone. Join us in our mission to shape the future of gaming and bring the best gaming products to the world!
As an Empowered Leader, the Store Leader-Hourly works independently to directly influence the performance of everyone who interacts with guests and supports the store environment. Using elements of GameStop's Buy-Sell-Trade Model, The Circle of Life, and Solution Selling techniques, the Store Leader ensures world-class guest service experiences for all of GameStop's guests. The Store Leader-Hourly makes discretionary decisions involving all sales initiatives, operational effectiveness, marketing, scheduling, employment, and all other aspects of the day-to-day business processes of a GameStop store. This position supervises a combination of associates including an Assistant Store Leader, Senior Game Advisors and Game Advisors, which may vary based upon store size, location, and expected sales volume.
Essential Job Duties and Responsibilities:
- Selling Passion: Enjoy active selling, including exploring and creating guest needs and closing the sale. Demonstrate a passion for exceeding goals.
- Solution Selling Focus: Drive sales and guest loyalty by creating complete, lasting guest solutions. Demonstrate unique interest in every guest. Ask questions and makes recommendations in order to make technology easier and more affordable for every guest.
- Team Support: Demonstrate a selfless commitment to others on the store team, including schedule and activity-based dependability, continuous improvement, and respond effectively to feedback. Actively seek opportunities to contribute at a higher level of service to the business, the guests, and others on their team.
- Operational Agility: Respond rapidly, accurately, and consistently to all of the operational requirements essential for creating exceptional and profitable guest experiences in a consistently clean, neat, and well organized store.
Related Competencies:
- Building a Successful Team Uses appropriate methods and a flexible and interpersonal style to help build a cohesive team; facilitates the completion of team goals
- Building Guest Loyalty Effectively meets guest needs; builds productive guest relationships; takes responsibility for guest satisfaction and loyalty
- Coaching Provides timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem
- Driving for Results - Sets high goals for personal and group accomplishment; uses measurement methods to monitor progress toward goals; tenaciously works to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement
- Work Standards Sets high standards for self and others; assumes responsibility and accountability for successfully completing assignments or tasks; self-imposes standards of excellence rather than having standards imposed
Basic and Preferred Qualifications (Education and/or Experience):
- Must be at least 18 years of age and present state-required proof of age documents
- High school diploma or GED required; An Associate's or accredited Bachelor's degree with an emphasis in business, marketing, merchandising, or related field preferred
- Three or more years of retail sales, guest service, and/or management/leadership experience required; at least 1 year of retail management experience preferred
- Must be able to work alone and move throughout the store unassisted, for extended periods (up to 12 hours per day)
- Must be able to lift and/or move objects and displays (up to 20 lbs.), bend, stoop, reach with arms and hands, and climb on ladders
- Must be able to occasionally travel unassisted via car and/or plane to offsite conferences and meetings (less than 10%)
Minimum Qualifications, Job Skills, Abilities:
- Proficient guest service skills
- Proficient ability to communicate effectively with others using spoken and written English; bilingual (English/Spanish) skills preferred
- Ability to lead in a fast-paced, rapidly changing environment that includes multiple overlapping priorities
- Proficient knowledge of operating a point-of-sale computer system and properly completing required paperwork
- Proficient understanding of basic math functions (add, subtract, multiply, divide)
- Working knowledge of alphabetizing
- Possess or acquire during employment onboarding a working understanding of military ranks and related insignia
- Proficient self-motivation and ability to work as a team to complete necessary tasks in a timely manner
- Proficient problem solving skills and judgment abilities
- Proficient ability to carry out instructions furnished in written, oral or diagram form
- Ability to deliver bank deposits according to loss prevention safety guidelines
- Ability to work extended hours/days as necessary, including Sundays
- Ability to remain effective under pressure; ability to handle stress in a manner that is acceptable to others and to the organization
- Consistently demonstrates a commitment to GameStop policies and procedures, including but not limited to, attendance, confidentiality, conflict of interest, affirmative action, and ethical responsibilities
Disclaimer: GameStop provides equal employment opportunities to applicants and employees without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status. GameStop provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. GameStop and its affiliated businesses reserve the right to change job descriptions at any time based on business conditions/needs, which includes expanding this job's responsibilities and assigning additional duties consistent with the position's purpose.
Benefits: Full-time store positions at GameStop are eligible to participate in incentive programs, 401(k), paid time off, dental, vision, and health insurance. Positions at GameStop may also be eligible for a bonus and/or other incentives.
Compensation: $16.00 - $24.00
We are looking for outgoing, energetic positive leaders to accurately represent our brand, develop sales teams with a focus on increasing profits, and increasing both customer and employee satisfaction. The ideal applicant will be highly motivated to set and achieve sales goals, thriving on a commission driven environment, and a desire to build a career with our organization. Individuals in this position will complete a comprehensive training program to prepare for a position on our management team.
Responsibilities- Maintains store staff by recruiting, selecting, and orienting employees
- Meet sales goals and other performance criteria by training, motivating, mentoring and providing feedback to sales staff; including coaching, counseling, disciplining employees.
- Completes company operational requirements by scheduling and assigning employees; following up on work results
- Achieves financial objectives through effective monitoring of controllable expenses such as labor, cost of sales, and expenses
- Maintains the stability and reputation of the store by complying with all legal requirements
- Manage and assign tasks appropriately to ensure the stores are clean, adequately stocked, organized, well-kept and customer ready
- Establishes rapport with customers building loyalty and long term relationships
- Creates a positive, motivating, team based environment
- Investigate and resolve customer concerns in a timely and professional manner
- Analyze daily sales and expense information and perform all other financial analysis to maximize sales and net profits
- Safe guard and account for all money received and be responsible for banking requirements
- High school diploma, or equivalent
- Excellent verbal and written communication skills
- Proven experience in retail/customer service environment
- 1 year supervisory experience
- Ability to effectively influence others
- Must be able to stand, bend, walk for long periods of time, for 7+ hours per day
- Must be able to lift 25 pounds without assistance
- Reliable transportation, flexible availability including nights and weekends
We offer a comprehensive benefits package for all full-time positions including medical, dental, vision, flexible spending, 401k, free tanning, product discounts, and a fun, competitive environment.
Ashley Lynn's, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected Veteran status, or any other characteristic protected by law.
Compensation: $0.16 - $0.20 per hour
Palm Beach Tan offers tremendous opportunities to grow and create an amazing career. We're looking for bright, passionate and fun individuals to join our team. If this sounds like you, we'd love to hear from you.
SUMMARY: Responsible for promoting the sale of company masonry and landscape products through counter sales and phone orders. Assist with directing the yard crew to coordinate shipping and handling of sold products.
ESSENTIAL DUTIES AND RESPONSIBILITIES: include but are not limited to the following responsibilities. Other duties may be assigned as needed.
- Promotes a culture of Safety.
- Provide customer service to walk in and call-in customers. Effectively communicate and respond to diverse customer environments and needs. Handle customer complaints and problems promptly.
- Coordinate intra-customer transfers and customer deliveries of masonry and landscaping materials.
- Work with prospective and established customers in pricing and securing orders, effectively follow-up to assure that orders are fulfilled on time to ensure customer satisfaction.
- Monitor inventory levels and communicate with Location Manager.
- Assist in maintaining clean and orderly product storage display areas.
- Develop appropriate product knowledge of masonry and landscape products offered by the company.
- Promote and sell related products as they are introduced.
- Participate in regional seminars and company workshops.
- Maintain current information on the activities and products of competitors as well as maintain current market share/competitive products information.
- During construction season, some Saturday hours are required as well as some additional hours for industry shows or seminars.
SUPERVISORY RESPONSIBILITIES: None
QUALIFICATIONS REQUIRED
Education, experience, and skills:
- Some education beyond high school and/or related experience preferred.
- Must possess excellent oral and written communication skills.
- Self-motivated, able to work without direct supervision; adapt easily to diverse customer base.
- Requires sound decision making and good math skills.
- Basic operation knowledge of computers, calculators, and audio/visual equipment. Industry specific software experience is a plus.
Physical, mental, and environmental requirements: May need to occasionally lift landscape products ranging in 30 to 70lbs in weight. Requires good vision and visual perspective including colors and shapes. Also requires walking, standing, reaching, climbing, pushing, pulling, and grasping physical activities. Position involves some exposure to seasonal Midwest weather conditions.
Join our hand-selected DRIVEN TEAM of extraordinary human beings. Join our MISSION of SERVING PATIENTS WITH EXCELLENCE.
Our Territory Manager will help us grow and serve our patients and our team of high achievers through spreading our message and products to help positively impact patients' lives.
What you will LOVE to do…
• Carrying a FOCUSED line of products to reduce patient pain and edema. • Help accounts understand the importance of these products in the marketplace and establish new business along the way. There will be PLENTY of opportunities to learn and grow.
• You will help us serve our patients well by personally delivering our product, training patients on proper usage, and providing ongoing support to ensure they experience the highest level of care and benefit.
YOU’RE THE HIGH-ACHIEVER WE’RE LOOKING FOR IF…
- You are excited to serve every day and make a positive impact on others.
- You are eager to continuously learn and grow individually and within our team.
- You are flexible and resilient when faced with a multitude of demands on your attention.
- You are often described as self-disciplined and a problem solver by your friends and family.
- You aren’t afraid to take ownership and voice opinions that make something better.
- You get excited to do impactful, hard work.
- You enjoy serving others and supporting them on their journey.
- You are proactive and a team player.
- You hold yourself to a high standard.
- You are positive, motivated, and a quick learner.
- You have a “figure it out” attitude about new projects or tasks you haven’t done before.
- Prior sales/service experience is helpful, but not required.
- Computer and internet access is required.
- Full-time
Physical Requirements:
- Must be able to lift and carry up to 40 lbs regularly as part of job duties.
- Frequent standing, bending, and moving may be required.
Compensation: BETTER than competitive with bonuses and unlimited growth opportunities. Commission Only.
As an independent contractor you will get to experience all of the benefits listed above along with flexibility of schedule, work from home option, freedom to design your work around your life, and tax benefits all while working on a high paced, high growth team.
NOTE: HIGH-ACHIEVERS ONLY
Please do not apply for this position unless you can prove through documentation that you are a well-versed Territory Manager. This is a highly coveted, flexible position with a huge opportunity for growth and we will only settle for an A-Player.
Are You THE EXCEPTION?
- If so, submit your application. We can promise you; it will be unlike any place you have worked before.
Parts Counter Specialist, Ag
Req No.
2025-5330
Category
Warehouse/Parts
Location
US-IA-West Branch
Type
Regular Full-Time
Union or Non-Union
Non-Union
Division
Ag
Company
Altorfer Inc
Working Hours/Days
7:00 am to 5:00 pm Monday - Friday, Saturdays and extended hours during peak season
Basic Duties
- Primarily focus on taking part orders over the phone and servicing walk-in customers.
- Look up part numbers in equipment parts books or online resources.
- Load and unload freight using a forklift.
- May perform other related duties as requested and/or assigned.
Qualifications
- Previous experience in parts, inventory, or farm equipment experience required.
- Must have knowledge of Sprayers, Combines and Tractors required.
- Knowledge of core parts operations and previous experience working with parts books is needed.
- Must be able to work independently and provide excellent customer service.
- Excellent communication skills (written, e-mail, and verbal) are necessary.
- Willingness to work overtime and weekends when needed.
- Computer literate and proficient with using UPS Worldship for shipping & receiving, Microsoft, Excel and Outlook required.
- Must be capable of lifting 75 lbs, climb ladders and stairs on a daily basis.
- Ability to operate a standard forklift and manual pallet jack in a safe but timely manner.
- High School Diploma or equivalent required.
- Must have a valid driver's license and clean driving record. This includes no more than 2 minor violations within the past 3 years and no major violations within the past 5 years (Motor Vehicle will be performed on final candidate).
Physical Requirements/Working Conditions
This position works in both office and warehouse environments. May, on a continuous basis sit at a desk for long periods of time, answer phone calls and write or use a keyboard to communicate through email. May on a continuous basis, walk, bend and lift up to 75 lbs. The wearing of approved safety equipment (i.e. safety glasses with side shields and steel toe footwear) is required. Noise level in the office is usually low and the noise level in the warehouse may range from low to moderate. Must be flexible during peak season working overtime as needed. Occasional local travel may be required. The physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why Work for Altorfer?
At Altorfer, our iron is just the beginning. Our people make our company successful, and we would not be who we are without them. As a third generation, family-owned company created in 1957, we bring our values into how we do business. Everyone from technicians, sales representatives, administrative professionals, or somewhere in between is part of the "A-Team" and is crucial to our success. Here at Altorfer, we have over 35 locations and 1300 employees with long tenure for you to learn from. We have a collaborative, family valued culture, with a great reputation in the industry. A company that offers competitive pay, excellent benefits, and a remarkable team of people to work with.
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The Trust Advisor's primary responsibilities are to administer Trust wealth accounts, including estates, trusts, and investment agencies, and to perform the daily operational functions of these accounts. The individual in this position should have a strong background and understanding of internal policies and procedures, compliance initiatives and projects, and in general keeps abreast of regulatory rules and Trust Operational functions and support Fiduciary Officers with account management and business development responsibilities. In this role it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries and internal bank employees.
As a Trust Advisor, you will:
- Manage customer accounts on a personal basis that include resolving problems, providing customers with information and assistance regarding investment management, statements of accounts, taxes, and remittances.
- Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, and the opening and closing of accounts.
- Monitor transactions for completion and accuracy.
- Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances daily for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales or gifting.
- Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
- Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections and gifting schedules), assist with the production of PowerPoint presentations, and marketing materials.
- Coordinate and prepare tax-related payments information with clients and outside professionals.
- Provide information to Fiduciary Officers for client meetings.
- Organize with Fiduciary Officers to maintain client, beneficiary and advisor information in client files and account records on database management and trust accounting systems, assist with contact management input, sales, expense, and other internal reports.
- Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
- Participate in community and business activities to enhance the image and position of the Bank and to develop new business for the trust department.
- 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:
- Bachelor Degree in Finance or Business and/or equivalent experience in a financial institution or brokerage house.
- 3+ year's personal trust relationship management or related experience.
- Certified Trust and Financial Advisor (CTFA) certification or marked progress towards achieving and ability to attain within 2 years of employment.
- Client-centered focus with excellent strategic thinking and consultative skills.
- Strong organizational, multi-tasking and prioritizing skills.
- PC, phone system, general office equipment.
- Proficiency with Microsoft Office applications.
- Ability to maintain strict confidentiality.
- Ability to effectively promote Nicolet as bank of choice.
- Self-motivated and resourceful.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 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
Schedule - We are looking for someone who can work a rotating schedule. The rotating schedule starts as early as 6:15am and goes as late as 6:00pm. These are 8 hours shifts that change weekly. This position will also have to work one Saturday every 3-4 weeks from 7:30am-12:00pm. This is an in-office job, remote work is not an option.
The Customer Support Associate is primarily responsible for providing service on wide range of banking services via telephone and/or internet. Assists in development of customer relationships, including account service and sales.
As a Customer Support Associate, you will:
- Answer incoming calls via the Call Center. Provides guidance directly to customer or determines most appropriate bank contact which to forward the inquiry.
- Provide excellent service to customers and co-workers by phone including actively promoting and selling additional bank products and services.
- Assist customers with online and mobile banking, debit and credit cards, account inquiries and transfers and various other financial service aspects.
- Assist internal customers with various network and software password resets and functionality.
- Maintain positive attitude while promoting products, services, and functions in fast-paced, multi-faceted environment.
- Actively engage in self-development through participation in meetings, committees, computer-based training, reading periodicals, maintaining product knowledge, etc.
- Maintain and orders department supplies and equipment.
- 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 Nicolet.
- Ability to understand 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. 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.
- Perform all other duties as assigned.
Qualifications:
- High School diploma or equivalent
- Understanding of banking and related products and services typically acquired through 1-3 years of experience in a bank customer service role
- Must work both independently and be a team player
- Ability to sit for prolonged periods on the phone and concentrate visually on a PC
- Position requires judgment, tact and on-the-spot decision making
- Effective verbal and written communication skills and strong interpersonal skills
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 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