Banking and Financial Services Jobs in West Des Moines

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities/Duties/Function/Tasks:

• Conduct assigned audit engagements successfully from beginning to end
• Develop and execute audit programs in accordance with the International Standards for the Professional Practice of Internal Auditing and Bank/department policies and procedures
• Develop and execute audit programs covering information processing systems to evaluate the adequacy of controls; compliance with applicable laws and regulations; cost effective acquisition, management, and utilization of resources
• Develop and execute audit programs to assess the design and/or development of system development projects and ensure the ability of the proposed system to effectively manage the environment for which it is intended, and propose recommendations, as necessary
• Prepare accurate audit work papers in a timely manner that use sufficient evidential matter to document and support the results of audit tests performed
• Supports preparation of the annual audit plan.
• Supports data analytics and continuous auditing program.
• Performs internal quality assessments and coordinates external quality assurance reviews.
• Summarizes and communicates information to -Chief Audit Executive or Audit Director and Bank management in a timely manner.
• Participates in the formulation of recommendations designed to improve controls and/or methods of operation.
• Assist in fraud and whistleblower investigations, when needed.
• Other duties and projects may be assigned.

Qualifications:

• Bachelor's degree required (accounting, finance or other business subjects preferred).
• 5+ years of business experience; audit experience preferred.
• CPA and/or CIA designations preferred. If person has not achieved certification, candidate is expected to work towards obtaining it.
• Strong analytical skills and the ability to think critically is required.
• Strong hands-on data analytics and continuous auditing skills and experience is preferred.
• SOX testing experience is preferred.
• IT Audit and Integrated Audit skills and experience is a plus.
• Big4 audit experience is a plus.
• Strong knowledge of control principles/framework (COSO) is required.
• Excellent oral and written communication skills required.
• Excellent attention to detail is required.
• Financial services, especially Bank, experience is preferred.
• Demonstrated time management and organizational skills.
• Strong personal computer skills, including use of spreadsheets, databases and word processing software.
• Experience with -Empowered Systems GRC application preferred.
• Ability to complete projects within established time and resource parameters.

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Key Responsibilities:

• Produce and analyze market risk valuation (income simulation) exposure reports for the Bank's assets, liabilities, and derivatives under the direction of Market Risk Senior Analysts
• Support the preparation of risk reports for committees related to the Bank's market and financial risk exposures
• Assist with the maintenance and upgrade of the Bank's risk management quantitative models, including the evaluation of assumptions
• Contribute to innovation efforts through the development and enhancement of market risk models and processes
• Provide support for ad hoc analysis related to the Bank's market risk (income at risk) exposures and actively contribute to the delivery of Bank-wide projects
• Perform daily liquidity risk monitoring and monthly liquidity gap analysis
• Price and assess the risk of the Bank's mortgage loan and investment portfolio to interest rates, spreads, changes in prepayment and default rates
• Review weekly market loading and MPF pricing update reports
• Other projects/responsibilities as assigned

Requirements:

• Familiarity with fixed income bond and derivative valuation theory and markets preferred. Some awareness of key risk metric preferred
• Bachelor's degree in finance, financial engineering, economics, mathematics, statistics or computer science or other quantitative fields
• Strong analytical and computer skills in Excel, PowerPoint, Word and relational databases such as SQL and Access. Programming skills are a plus
• Experience with financial markets, cashflow or valuation models
• Ability to work in a team environment and to develop relationships with stakeholders
• Good oral and written communication skills

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities/Duties:

• Use deep understanding of mortgage lifecycle processes to support PFIs, fostering strong relationships through clear communication, consultation and responsive partnership.
• Lead and oversee coordination and execution of PFI onboarding activities and ongoing PFI readiness to utilize mortgage programs, including documentation and agreement management, guided walkthroughs and training, and comprehensive PFI relationship support.
• Develop training and education materials for members to improve their understanding and usage of MPF products. This would include delivery of training through multiple channels and technologies.
• Anticipate MPF Program needs and identify changes in PFI training and support using available data, monitoring of industry trends, and collaboration with stakeholders to proactively evolve PFI outreach, training methods, and content to improve adoption, utilization, and satisfaction.
• Maintain and update the Mortgage Product Group (MPG) website, partner resources, training materials, and procedural documents to ensure accuracy, alignment with current program requirements, and ease of use.
• Coordinate and facilitate video conferencing and A/V recording needs for meetings, training, and program events, ensuring a seamless and professional experience.
• Assist with relationship and operationalfocused projects or initiatives that enhance PFI experience, communication quality, or program effectiveness.
• Provide operational oversight and handson execution of core MPG processes ensuring compliance, accuracy, and smooth daytoday program operations.
• Interface with professionals at the Mortgage Partnership Finance (MPF) Banks and the MPF Provider to identify and adopt best practices.
• Monitor mortgage industry developments, regulatory updates, and program changes to determine critical focus and areas of need.

Qualifications:

• Bachelor's degree in business, marketing or other related field preferred, or equivalent FHLB and/or Mortgage Partnership Finance experience.
• 5-8 years mortgage-related work experience required, preferably in multiple areas including origination, servicing, and administration.
• 3-5 years customer service, customer education and/or product support preferred.
• Experience creating presentations and training materials using a variety of methods.
• Experience with website maintenance, preferred.
• Effective prioritization and time management skills, along with the ability to handle multiple tasks, exercise independent judgement and proactively identify solutions.
• Ability to work independently and as part of a team with a high degree of accuracy and attention to detail.
• Strong written and verbal communication skills, including effective presentation skills.

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Capital Markets

• Learn and apply the key components utilized in pricing, hedging, and funding a mortgage loan portfolio, including duration risk, prepayment risk and profitability
• Perform analysis on asset/liability management strategies and learn how bank performance is impacted by changes in the market environment and balance sheet structure
• Identify risks and opportunities on the balance sheet by performing income forecasting analysis
• Understand the sources of the Bank's liquidity risk and how to manage this risk within regulatory constraints

Treasury

• Learn the key principles of fixed income and derivative trade execution
• Develop relative value framework to determine value of securities
• Gain understanding of regulatory framework and its constraints on portfolio optimization
• Manage the data flow from executed transactions into Bank systems and troubleshoot as needed
• Manage lifecycle events of bonds and derivatives such as coupon payments and calls
• Collaborate with other Bank departments with respect to Bank transactions

Enterprise Risk

• Ensure Bank equity is preserved in different economic conditions through asset and liability valuation management
• Evaluate risk factors for the Bank's earnings and ensure an adequate return on capital stock
• Gain exposure to and perform stress testing
• Oversee the Bank's management of liquidity and capital risk

Program participants will be evaluated on their growth and demonstrated proficiencies in the following competencies throughout the Bank's annual performance enablement cycle.

• Organizational Awareness
• Problem Solving and Decision Making
• Dynamic learning by applying skills and performing responsibilities
• Risk management and negotiation proficiency
• Connected concepts and workflows
• Planning and Results Orientation
• Communication, both written and verbal

Requirements:

• The Program is open to upcoming and recent college graduates possessing a degree in Finance, Business Analytics, Economics, Engineering or Mathematics from an accredited college or university.
• Excellent analytical, communication, interpersonal, technical, and presentation skills
• Proficiency in Word and Excel, knowledge of SQL preferred
• Aptitude in the following areas preferred
  • Quantitative calculations
  • Critical Thinking & Problem-Solving
  • Communication & Presentation Skills
  • Teamwork & Collaboration
  • Being Self-driven & Results-Oriented
  • Time Management
• Relevant professional certifications (CFA) are not a requirement for entry into the program but a desire to pursue such professional development is preferred.

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities/Duties/Functions/Tasks:

• Provide excellent customer service in a fast-paced environment to all stakeholders by responding to requests for service timely, accurately and professionally.
• Reconcile complex financial transactions in accordance with established policies and procedures, exercising judgment in decision-making.
• Identify, analyze, escalate and help resolve inquiries, addresses exceptions and serves as a point of escalation, when needed.
• Understand the operations workflow and core system functionality to help troubleshoot and identify impacts of proposed projects, initiatives, and changes.
• Collaborate with other departments on reconciliations, processing and projects.
• Produces solution requirements using job shadowing, interviews, business process descriptions, operating procedures, policy guidance, business analysis, task analysis and workflow analysis.
• Monitor, identify and report emerging issues related to members and other business partners to ensure Anti-Money Laundering, OFAC, fraud or other risk issues are escalated and addressed on a timely basis.
• Tests, validates, and ensures the ongoing system functionality and validity of associated/assigned operations systems.
• Knowledge of Bank operations Fedwire, custody, and CFR regulations.
• Understand and ensure compliance with required SOX and Operational controls.
• Support testing, execution, and documentation for projects.
• Develop and regularly review department processes and procedures.
• Responsible for the integrity of Bank and member data.
• Other duties as assigned.

Qualifications:

• Bachelor's degree preferred, however, two years of business education and/or equivalent work experience required
• Proven experience with accuracy and details
• Proven experience in transaction execution, ownership and accountability for work
• Banking industry certifications are a plus
• 3-5 years proven customer service experience; phone customer service experience preferred
• Strong verbal and written communication skills essential
• Proficient PC skills including Word and Excel; database experience a plus
• Ability to work within a team environment is essential

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities:

• Develop a deeper understanding of FHLB Des Moines Relationship member process using written and oral communication skills and assortment of software skills.
• Become fully immersed in the QLIK platform: in order to support RM's with business development activities to determine opportunities that leverage a member's capacity and to help the RM's anticipate maturities or changes in advance usage.
• Learn how to use tools that suggest RM's with business development in order to do research on collateral, headlines that impact our members, sourcing financial announcement that would impact our members credit risk (resources would be Bloomberg, S&PCapitalIQ, Rating agency websites, WSJ).
• Assist RM's with Credit Sales calls coordinating and scheduling meetings with regulators, members, and interested parties.
  • Develop agendas and finalize materials that support the agenda
  • Update outreach materials that can be used for prospective and current members and also utilized for regulator meetings
  • Updating systems with member contact data, documenting sales calls, and executing follow up activities
• Provide standard ad hoc reporting to internal and external audiences

• Collaborate with cross-functional teams to support and execute a variety of projects
• Maintain communication with key external stakeholders to answer questions, offering additional support, and routinely deliver metric reports , and other operational updates based on their needs.

Qualifications:

• Must be a student currently enrolled and pursuing a degree in Finance, Marketing, Data Analytics, or similar topics
• Either a senior in college, a graduate, or post-graduate
• Desired skills and Experience:
  • Proficient with MSOffice tools and able to learn other software that support the team
  • Ability to work effectively in an environment with tight deadlines and constant change
• Effective written communicator as a large percentage is over email and is high-level external contacts
• Self-starter, able to work well without constant direction
• Creative, problem-solver

Compensation Range:

This compensation range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

At FHLB Des Moines, we work each day to develop an inclusive culture that supports and leverages the complexity of a diverse workforce. This enables us to effectively serve the needs of our members and help them succeed.

Accountabilities:

Responsibilities/Duties/Function/Tasks:

• Perform first-call resolution or escalation for Service Desk requests
• Document, research and resolve technical problems to ensure resolution in a timely manner and recommend process improvements
• Analyze, troubleshoot, and resolve hardware and software issues involving third-party vendor support, as needed
• Provide hands-on conference room, desk-side and walk-up support
• Perform desktop hardware services and repairs, including imaging and remote assistance
• Deploy images and AppStacks
• Manage virtual desktop sessions, entitlements, and application assignments
• Install and configure software
• Monitor systems daily to ensure environment uptime and stability
• Report on key service delivery data for monthly reporting KPI/KRI monthly for the Board of Directors
• Become proficient in understanding applications used within the Bank
• Utilize scripts to resolve more complex technical issues
• Provide first-line defense by authenticating users before accessing essential systems, including performing Account Enablement, Password Resets, enrollment in Multi-Factor Authentication (MFA) and mobile device management.
• Assist with the root cause analysis for service interruptions
• Develop Subject Matter Expertise (SME) in ServiceNow Incident, Request and Knowledge modules
• Responsible for updating records in asset management system, following asset management procedures
• Collaborate with other teams and management to communicate and resolve issues
• Maintain current professional and technical knowledge related to the field
• Assist with application and operating system (OS) support, including installations and updates
• Create and update department documentation (e.g., Knowledge Base Articles, Processes and Procedures, Run Books, etc.)
• Assist with maintaining software licensing and asset management system, as requested
• Participate in on-call rotation
• Perform other duties as assigned

Requirements:

• High School diploma required; 2-year or 4-year college degree in business or technical area preferred
• 2+ years providing information technology support, including 1 year demonstrated strong customer service experience
• Basic understanding of the ITIL Management Framework
• Demonstrated proficiency with Microsoft Windows OS, O365, Active Directory, Android and iOS mobile devices, and ServiceNow
• Competent with teleconferencing applications (e.g., Webex, Teams, Zoom)
• Experience with scripting tools such as PowerShell preferred
• Experience with mobile device management tools such as Workspace ONE preferred
• Experience with virtual desktop management tools such as Omnissa Horizon, and vSphere and App Volumes preferred
• Ability to prioritize daily tasks
• Comfortable working in a team-oriented, collaborative environment with superior customer focus and creative problem-solving skills
• Ability to establish effective rapport with all levels of employees and consistently provide professional customer service and training to non-technical users
• Good communication skills, both written and verbal

Compensation Range:

This salary range represents the Bank's good faith and reasonable estimate of possible compensation at the time of hire. Offer to be determined by selected applicant's education, experience, knowledge, skills & abilities, as well as internal equity and alignment with market data. This role is also eligible to participate in the Bank's annual incentive plan.

As part of our competitive Total Rewards package, the Bank offers 11 paid holidays, 5 weeks of PTO and a work culture that values work/life balance. Most roles are eligible for our hybrid work schedule. We match 100% of the first 6% you contribute to your 401(k) and provide an additional 4% non-discretionary contribution to your 401(k) at the end of year. More information on our Total Rewards program can be found here.

At FHLB Des Moines, we work to create an inclusive culture. This enables us to effectively serve the needs of our members and help them succeed. FHLB Des Moines is proud to be an Equal Opportunity Employer. We prohibit discrimination on the basis of race, color, religion, sex (including pregnancy, sexual orientation or gender identity), national origin, age, disability, veteran status, genetic information (including family medical history), status as a parent or any other characteristic protected by federal, state or local law.

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• 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.
  

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• 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.
  

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• 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.
  

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• 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.
  

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• 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.
  

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• 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.
  

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• 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.
  

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• High school diploma or equivalent required.
  
• 1+ years of cashhandling and customerservice experience required.
  
• Prior banking or retail financialservices experience preferred.
  

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• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

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• Deliver a highly personalized and consultative customer experience across in-person, phone, and digital channels.
  
  
• Conduct deeper financial conversations to understand short and long-term needs and recommend appropriate deposit, lending, and digital solutions.
  
  
• Serve as a trusted resource for service and account support.
  
  

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• Open and service consumer and small business deposit and loan accounts; complete account maintenance and ensure accuracy of documentation.
  
  
• Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
  
  
• Assist with debit/ATM issuance, safe-deposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
  
  

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• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
  
• Meet and exceed assigned individual and branch-level sales, service, and referral goals.
  
  

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• Educate customers on loan options.
  
  
• Prepare and process loan applications within authority.
  
  
• Maintain compliance in all lending interactions.
  
  

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• Research and resolve account discrepancies and issues.
  
  

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• Adhere to regulations and operational standards.
  
  
• Support teller and vault operations as needed.
  
  

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• Participate in team huddles and branch initiatives.
  
  
• Represent Nicolet in community outreach.
  
  

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• 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.
  
  

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• High school diploma or equivalent.
  
  
• 2 years customer service/cash handling; banking preferred.
  
  

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• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Family Office Client Relationship Manager

West Des Moines, Iowa (On-Site)

Legacy Bridge Private Family Offices

$140,000 – $160,000 + benefits

Legacy Bridge Private Family Offices is seeking an experienced Family Office Client Relationship Manager to join our growing team.

Founded in 2015 and headquartered in Des Moines, Legacy Bridge is an independent, boutique multi-family office serving ultra-high-net-worth individuals and enterprising families. As a Registered Investment Advisor, we provide integrated wealth management, estate and tax coordination, and family office services designed to help families navigate complexity and preserve multigenerational wealth.

This role is ideal for a seasoned professional who enjoys deep client relationships, sophisticated planning, and working within a collaborative advisory team.

Why Join Legacy Bridge

Legacy Bridge offers a distinctive environment compared with large financial institutions and traditional wealth firms:

• Boutique multi-family office serving a select group of ultra-high-net-worth families

• Collaborative, multidisciplinary team approach to client service

• Highly personalized client relationships — not product-driven sales

• Exposure to complex planning strategies and multigenerational wealth structures

• Opportunity to have a direct and meaningful impact on clients and the firm

• A culture grounded in integrity, intellectual curiosity, professionalism, and teamwork

The Opportunity

The Family Office Client Relationship Manager serves as a trusted partner to ultra-high-net-worth families, coordinating estate, trust, tax, and family office services while ensuring a seamless and exceptional client experience.

This role also works closely with outside advisors—including attorneys, tax professionals, insurance specialists, and other third-party providers—to execute sophisticated planning strategies and client initiatives.

Key Responsibilities

• Provide proactive, high-touch support across all aspects of the client relationship

• Coordinate execution of estate, trust, tax, insurance, and philanthropic planning strategies

• Prepare and review documentation related to wealth transfer strategies, tax planning, and client initiatives

• Serve as a liaison between clients and external advisors to ensure projects are executed efficiently

• Manage bespoke client requests and special projects

• Partner with internal teams to support client onboarding, account transfers, and account updates

• Maintain strong client relationships and contribute to the firm’s reputation and growth

• Represent the Legacy Bridge brand and communicate the firm’s capabilities to clients and prospective clients

Qualifications

• Bachelor’s degree required

• 10+ years of experience serving high-net-worth clients

• Experience in family office, private wealth management, trust administration, or estate planning environments

• Professional designations such as CTFA, CFP, or similar credentials preferred

• Strong written and verbal communication skills

• Exceptional attention to detail and organizational skills

• High integrity and professionalism when handling confidential client information

• Strong emotional intelligence and client service orientation

Compensation & Benefits

• Base salary: $140,000 – $160,000

• Healthcare and insurance coverage

• 401(k) with employer matching

• Paid time off and holidays

• Opportunity to work closely with sophisticated high-net-worth families in a boutique advisory environment

Location

This role is full-time and on-site in West Des Moines, Iowa.

If you are passionate about delivering exceptional service to high-net-worth families and want to be part of a collaborative, client-focused, friendly family office, we would welcome the opportunity to connect.

Apply or contact us to learn more about joining the Legacy Bridge team.

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Analyst with strong process improvement and data analysis skills in Des Moines, IA (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 12+ Months

Required Skills & Experience

• Conceptual thinking – ability to understand how/why instead of relying only on what is being asked
• Process mapping – ability to breakdown workflows and document/visualize them
• Continuous improvement mindset to optimize processes – ability to identify process gaps
• Data analysis – ability to identify trends/themes and generate metrics
• Ability to translate technical speak to business language – the role often acts as a bridge between engineers and business leaders
• Strong Excel skills (pivot tables, formulas, data manipulation, reporting)
• Experience with data analysis and metrics reporting
• Demonstrated experience with process mapping and workflow documentation (Visio)
• Experience using SharePoint and Confluence for documentation and collaboration

What You Will Be Doing

• Lead and support process improvement initiatives, identifying root causes and recommending practical, data-driven solutions
• Analyze operational data and produce metrics reporting and dashboards to support decision-making
• Develop and maintain Excel-based reporting models and spreadsheets
• Create documentation and workflow materials using Visio (process flow diagrams), Confluence, and SharePoint
• Support project tracking and reporting activities in partnership with project managers
• Translate technical concepts into clear, business-friendly language for stakeholders
• Support asset tracking data initiatives across SQL, Oracle, and MongoDB environments (no direct DB administration required)
• Present findings, trends, and recommendations to business partners and leadership