βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in White Bear Lake, MN

8 positions found

Universal Banker I
✦ New
Salary not disclosed


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 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



Hiring Pay Range: $17.00 to $22.00

The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. Nicolet offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, and a 401(k) plan.

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

Not Specified
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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

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.


Remote working/work at home options are available for this role.
temporary
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Custody Operations Analyst
🏒 Insight Global
Salary not disclosed
St Paul, MN 1 week ago

Our client is seeking a Custody Operations Analyst looking to grow their career in the banking industry and join their Reference Data Support team of 6 in St. Paul, MN. This person will be inputting coding data for other teams to utilize in their system. This involves working in a shared inbox and out of queue to input codes into multiple applications as well as back end processing and running reports, while confirming accuracy. The volume of requests can vary around 20-40 a day with same day deadlines and action items. The team will run reports and searches for reconciliation and accuracy. Therefore, the ideal candidate has experience working with deadlines, maintaining a strong attention to detail, great communication, work ethic and comfortable with repetitive tasks.


Required Skills & Experience:

  • Bachelor's Degree or Associates with 2 years of experience
  • Corporate Office Experience / Microsoft Office Products
  • Strong Attention to Detail
  • Microsoft Office Products: Excel - Pivot Tables - V-Look Ups - Knowledge of Macros
  • Great communication, energy, and work ethic


Nice to Have Skills & Experience:

  • Accounting, Finance, Science, Business Admin (background/ education)
  • Experience working with task management


Pay Rate: $18-19/hour depending on experience


We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Not Specified
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Loan Acquisition Specialist
Salary not disclosed

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

  • High School Diploma or GED

Preferred:

  • Sales, Collections or Customer Service experience
  • Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance, prorated based on start date
  • Paid holidays (7 days per year, based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Not Specified
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Loan Sales Specialist
🏒 OneMain Financial
Salary not disclosed
SAINT ANTHONY, MN 1 week ago
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Roleβ€―β€―

- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service

- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals

- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs

- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations

- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems

- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude

- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:β€―β€―β€―β€―

- High School Diploma or GEDβ€―β€―β€―β€―β€―

Preferred:β€―

- Sales, Collections or Customer Service experienceβ€―β€―β€―

- Bilingual - Spanishβ€―β€―β€―

Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Location: On siteβ€―β€―β€―

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.β€―β€―β€―β€―

Who we Are

A career withβ€―OneMainβ€―offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

- Up to 4% matching 401(k)β€―β€―

- Employee Stock Purchase Plan (10% share discount)β€―β€―

- Tuition reimbursementβ€―β€―

- Paid time off (15β€―daysβ€―vacationβ€―per year, plus 2 personal days, prorated based on start date)

- Paid sick leave asβ€―determinedβ€―by state or local ordinance, prorated based on start date

- Paid holidays (7 days per year, based on start date)

- Paid volunteer time (3 days per year, prorated based on start date)

OneMainβ€―Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,β€―we’veβ€―looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In ourβ€―more thanβ€―1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.β€―β€―

At every level,β€―we’reβ€―committed to an inclusive culture, career development andβ€―impactingβ€―the communities where we live and work. Getting people to a better place has made us a better company for over a century.β€―There’sβ€―never been a better time to shine withβ€―OneMain.β€―

Key Word Tagsβ€―β€―β€―

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Traineeβ€―β€―
permanent
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Marketing & Communications Specialist
Salary not disclosed
Arden Hills, MN 1 week ago

Role Summary

The Marketing Specialist on the Distribution Marketing Team plays a critical role in supporting TFL’s growth strategy by helping brokers and agents succeed. This associate works closely with the Marketing Manager and the Distribution team to execute marketing plans, manage sales email campaigns and webinars, and deliver content and tools that drive leads, support sales conversion, and recruit independent brokers.

This role is ideal for someone who is energized by marketing that drives measurable results. The associate will be a strong writer, tech-savvy, and collaborative, with the ability to write content, make website updates, manage email campaigns and webinars, create social content, and generate creative ideas that help producers sell more effectively.

Key Accountabilities

  • Support the Distribution Marketing Team Lead with marketing plan execution, lead-gen program development and campaign coordination.
  • Take ownership of program logistics: scheduling, content collection, coordination, and execution for public-facing workshops and webinars.
  • Proofread, write, and edit content for broker/agent communications; conduct research and reporting as assigned.
  • Develop social media (primarily LinkedIn) and other marketing content that supports broker engagement and recruitment.
  • Manage sales email, workshop and webinar communications, ensuring timely, accurate, and brand-aligned messaging to brokers and agents.
  • Measure and report on campaign performance, providing insights for improvement.

Qualifications & Skills

  • Bachelor’s degree in Marketing, Advertising, Communications, or related field (or equivalent experience).
  • 3-5 years of experience in marketing or communications preferred. Life insurance, insurance, or financial services experience a plus.
  • Strong writing, editing and proofreading skills with attention to detail.
  • Familiarity with social media platforms (LinkedIn required) and email marketing tools; ability to manage campaigns end-to-end.
  • Tech-savvy with experience in website CMS editors and an interest in marketing automation and analytics.
  • Ability to analyze campaign performance and prepare reports.
  • Collaborative mindset and ability to work closely with sales and marketing teams.
  • Self-starter with strong problem-solving skills; able to work independently and create solutions without step-by-step guidance.
  • Interest in learning about financial products and distribution channels.
Not Specified
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Senior Retirement Plan Analyst
🏒 Jobot
Salary not disclosed
Moundsview 2 weeks ago
High Growth + High Stability + 10% Bonus + Role open due to promotion + Great Leaders & Culture This Jobot Job is hosted by: Chelsea Piekarski Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $120,000 per year A bit about us: We are a publicly traded, operationally disciplined organization operating in 48 of 50 states.

The business is known for stability, high-performing teams, and long-term growth, even through economic cycles.

Our corporate functions support a complex operating structure, significant employee population, and ongoing acquisition activity.

This creates an environment where strong fundamentals, adaptability, and ownership mindset matter.

Why join us? High-impact role supporting a $1B+ retirement plan with 10,000+ participants Visible ownership and end-to-end responsibility Stable, recession-resistant business with strong public market performance Exposure to M&A activity and growing organizational complexity Collaborative, human leadership team that values humor and balance Opportunity to improve processes in an environment that is still evolving Job Details The Role We are seeking a Senior Retirement Plan Analyst to support end-to-end administration of retirement and equity-based benefit programs across a large, multi-entity environment.

This is a hands-on role for someone who enjoys working with data, reconciling complex inputs, partnering with vendors, and educating internal stakeholders.

The role sits within Total Rewards and works closely with Payroll, HR, Finance, and operating companies.

Key Responsibilities Manage end-to-end administration of retirement plans including 401(k), profit sharing, equity, and employee stock purchase programs Lead complex data collection, validation, and reconciliations across multiple payroll feeds and vendors Consolidate large datasets in Excel and translate them into accurate plan-level reporting Partner with external vendors and manage ongoing deliverables, timelines, and issue resolution Support audits, compliance testing, and regulatory reporting Serve as a knowledgeable and approachable resource for internal partners and operating companies Identify process gaps and improvement opportunities while keeping programs running smoothly What We’re Looking For 4+ years of experience in retirement plan administration, benefits, accounting, or a highly numbers-driven function (finance, econ, accounting, etc...) Strong Excel skills and comfort working with large, imperfect datasets Experience working with vendors, payroll feeds, and reconciliations Clear communicator who can explain complex concepts to non-experts Curious, solutions-oriented, and comfortable with ambiguity and pace Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
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Senior Compensation Analyst
🏒 Jobot
Salary not disclosed
New Brighton 2 weeks ago
High Growth + High Stability + 10% Bonus (that can scale up to 200%) + Role open due to growth + Great Leaders & Culture This Jobot Job is hosted by: Chelsea Piekarski Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $80,000
- $122,000 per year A bit about us: We are a large, multi-entity organization operating across hundreds of locations with a national and international footprint.

The business has scaled through growth and complexity, requiring compensation programs that are disciplined, data-driven, and adaptable.

Compensation is owned centrally and treated as a strategic function that directly supports business performance, financial outcomes, and leadership decision-making.

While strategy is global, execution is focused in North America, with strong partnership across Finance, HR, and enterprise systems teams.

Why join us? Compensation is treated as a strategic discipline, not an administrative function High ownership role with real influence over programs and processes Strong, collaborative compensation leadership with a builder mindset Exposure to complex compensation challenges across a multi-entity organization Opportunity to grow scope and impact without waiting years for expansion Job Details The Senior Compensation Analyst is a core member of the Total Rewards function and plays a critical role in executing and scaling broad-based compensation programs.

This role partners closely with Compensation leadership, HR business partners, Finance, and enterprise systems teams to deliver annual merit, incentive, and long-term incentive programs.

The focus is execution, analysis, and process ownership, with significant responsibility for tools, data, and continuous improvement.

This role is well-suited for someone who enjoys working in Excel, improving processes, managing multiple inputs, and operating in an environment where systems, data, and programs continue to evolve.

If you want to make your mark and be a part of a scaling organization, this could be for you.

KEY RESPONSIBILITIES Broad-Based Compensation Process & Program Lead (50%) Partner with Compensation, HR, and Finance on annual incentive tracking, accruals, modeling, and payout processes Manage the communication process for annual incentive plans and create tools to support engagement and understanding Serve as program lead for U.S.-based compensation structures Own process execution for the annual merit cycle Own process execution for the annual incentive cycle Compensation Tools & Resources Lead (30%) Manage compensation survey participation, including supporting junior team members through submission processes Own vendor relationships with compensation survey and market pricing providers Lead the development and delivery of compensation tools and resources in partnership with Compensation and HR Act as the compensation business partner for enterprise technology platforms connected to compensation (e.g., HRIS, payroll, performance systems) Maintain and support overall job architecture structures within compensation systems Long-Term Incentive Process Lead (20%) Manage annual, off-cycle, and non-employee director long-term incentive grant processes Support long-term incentive communications and materials BASIC QUALIFICATIONS Bachelor’s degree 5–7 years experience in compensation, finance, or HR, with a minimum of 3 years in heavy analysis Strong attention to detail with the ability to execute accurately under pressure Advanced Excel skills, including macros and vlookups Demonstrated experience improving and managing processes Ability to handle high-pressure situations with professionalism PREFERRED QUALIFICATIONS Experience owning annual merit and incentive processes Experience with compensation surveys and market pricing tools (e.g., PayFactors, Marketpay) Exposure to long-term incentive administration Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
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