Banking And Financial Services Jobs in Clive

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• Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
  
• Develop new retirement plan services and trust business.
  
• Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
  
• Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
  
• Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
  
• Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
  
• 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.
  

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• 2+ years of Retirement Plan Services Consulting is required
  
• Bachelor's degree in business, Finance or related field of study preferred
  
• PC, phone system, general office equipment
  
• Proficiency with Microsoft Office applications
  
• Ability to maintain strict confidentiality
  
• Ability to effectively promote Nicolet as a bank of choice
  
• In-depth knowledge of banking positions
  
• Strong organizational, multi-tasking and prioritizing skills
  
• Self-motivated and resourceful
  

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

Description: This is an on-site position located in Johnston, Iowa.

The Customer Service Representative works under close supervision to provide customer service to our members for our health, dental, and vision plans by performing the following duties.

Receives telephone inquiries regarding various aspects of the group health, dental, and vision program such as claims, eligibility, and coverage questions.

Educate members on plan benefits, coverage limitations, and coinsurance/deductibles/out-of-pocket maximums using plain, clear language.

Protect member privacy and comply with HIPAA and company policies to verify caller and ensure proper documentation is on file before releasing protected health information Maintain accurate record keeping for member providing summary of call, listing any actionable items, creating follow-up tasks when necessary, and indicating resolution of call.

Navigate multiple systems while assisting members to search for information in knowledge base system, claims payor systems, and benefits administration system.

Conducts research and resolves issues for customer inquiries in a timely manner.

Responsible for prepping documents for scanning purposes and handling outgoing mail.

Provides additional administrative support for the department.

Other testing, projects and duties as assigned related to the job.

Requirements: Required Education: High school diploma or general education degree (GED) Required Work Experience: One to two years of related experience and/or training, or equivalent combination of education and experience.

Technology Skills: Ability to operate PC, Copy machine, scanner, fax machine and telephone.

Proficient with Microsoft Office Required skills or traits for the position: Strong customer service skills including active listening, empathy, attention to detail, and problem solving.

Ability to organize and prioritize tasks and work assignments; ability to complete multiple tasks simultaneously with accuracy and quality.

Excellent written and oral communication skills.

Specialized Certifications: Must be willing to obtain Iowa Accident Health and Life insurance license within the first year of employment .

PIc2da3465d821-25448-39614895

NOTE: This position must be performed in Washington, DC so relocation to Washington, DC will be required.

Recruitment Incentive: Applicants may be eligible for a $75,000 recruitment incentive in accordance with regulatory requirements. Click apply to view full details and eligibility of this recruitment incentive.

At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service.

Duties

During the course of their careers, Secret Service Police carry out assignments in protection. Duties include:

• Providing protection for The White House Complex, The Vice President's Residence, The Main Treasury Building and Annex, and foreign diplomatic missions and embassies in the Washington, D.C. area.
• Traveling in support of the Presidential, Vice Presidential, and foreign heads of state/government missions.
• Enforcing mandated protective responsibilities as described under Title 18, United States Code, Section 3056A.

Requirements

• U.S. citizenship is required.
• Possess a current valid U.S. driver's license.
• Must be at least 21 years old at the time of application and under 40 at referral. Exceptions may apply for those with current or prior service in federal law enforcement positions covered by special retirement provisions. The Secret Service has determined that age is essential to the performance of this position.
• Carry and use a firearm. Maintaining firearm proficiency is also mandatory.
• Possess uncorrected visual acuity of no worse than 20/100 binocular. Possess corrected visual acuity of 20/20 or better in each eye.
• Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500, 1000, and 2000 Hz ranges. Applicants must be able to hear the whispered voice at 15 feet with each ear without the use of a hearing aid.
• Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
• Complete 12 weeks of intensive training at the Federal Law Enforcement Training Center (FLETC) in Glynco, GA or Artesia, NM and 17 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
• Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

Full-Time | Leadership Opportunity | Impact-Driven Role

The Manager plays a key leadership role within MercyOne, guiding day‑to‑day departmental operations and upholding the highest clinical practice standards. This leader fosters a culture of excellence, collaboration, and continuous improvement while ensuring high-quality patient care and an exceptional experience for patients, families, providers, and staff.

This role combines clinical expertise with strategic leadership—helping shape the department's future, support staff growth, champion safety and quality, and ensure alignment with MercyOne’s Mission, Vision, and Values.

• Oversee and support the clinical practice standards within the department.

• Ensure safe, high-quality, and effective delivery of clinical services.

• Maintain strong visibility within the department through regular rounding with staff, providers, patients, and families.

• Provide accessible leadership—offering guidance, problem solving, and support for the care team.

• Stay current with emerging clinical trends, technologies, and best practices.

• Monitor staffing levels to balance exceptional care with financial responsibility.

• Ensure clinical operations reflect current coding, billing, and reimbursement expectations.

• Develop, implement, and evaluate a comprehensive Continuous Quality Improvement (CQI) plan.

• Respond promptly to patient concerns, incident reports, and safety events.

• Ensure compliance with all regulatory, accrediting, and licensing requirements.

• Proactively identify and correct unsafe conditions.

• Promote a culture of patient safety and accountability.

• Champion MercyOne’s Mission, Vision, and Values through everyday actions and decisions.

• Collaborate with physicians, staff, volunteers, and leaders across the organization.

• Communicate effectively with the team—holding consistent staff meetings and sharing critical updates.

• Support organizational change by educating and encouraging staff with clarity and enthusiasm.

• Manage stress constructively and help team members navigate challenges.

• Recruit, hire, and retain highly skilled team members.

• Ensure thorough onboarding, training, and competency assessments.

• Provide consistent, honest, and constructive performance feedback.

• Support staff development and educational opportunities.

• Drive team engagement, celebrate success, and cultivate a positive workplace culture.

• Maintain an acceptable turnover rate through strong leadership and support.

• Contribute to the development and management of the department’s annual budget.

• Monitor expenditures and adjust staffing and resources based on workload.

• Ensure efficient use of personnel, materials, equipment, and time.

• Follow and promote all safety, infection control, and colleague health procedures.

• Use required personal protective equipment consistently.

• Demonstrate strong knowledge of department emergency procedures.

• Report and remove unsafe equipment and conditions.

• Maintain a safe and healthy working environment for all.

• A collaborative leader with strong clinical judgment.

• A proactive problem-solver who thrives in a dynamic care environment.

• A communicator who inspires trust, engagement, and teamwork.

• An advocate for patient-centered care and continuous improvement.

• A values-driven healthcare professional dedicated to MercyOne’s mission.

Minimum Qualifications

• Bachelor of Science in Nursing (BSN) required, or actively pursuing a BSN with completion expected within 3 years of hire.

• Minimum of 5 years of nursing experience, including at least 3 years in nursing leadership.

• Current Iowa RN license required; Illinois RN license required if practicing in Illinois.

• Current certifications:

  • Basic Life Support (BLS)

  • Advanced Cardiovascular Life Support (ACLS)

  • Mandatory Reporter

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

ESSENTIAL FUNCTIONS 

Knows, understands, incorporates, and demonstrates the Trinity Health Mission, Vision, and Values in behaviors, practices, and decisions.  

Deliver patient care through patient preparation, vital sign collection, and documentation. Assist with various procedures, exams, and diagnostic equipment (e.g., tympanometry, spirometry). Maintain aseptic techniques during preparation, procedures, and medication administration.  

Administer medications, treatments, and immunizations under the direction of providers. 

Prepare and organize patient charts with necessary information. File dictations and ensure completion of all required documentation. Communicate with patient regarding test results and plan of care   

Schedule procedures, labs, x-rays, and surgeries; provide pre- and post-surgery information. Assist with patient outreach for overdue visits, labs, and referrals. 

Coordinate physician schedules and ensure insurance pre-certifications. Schedule and manage patient follow-ups, ensuring continuity of care. 

Maintain patient confidentiality and adhere to organizational standards and ethical guidelines. 

Educate patients and families based on assessed needs and discharge plans. 

Promote evidence-based resources to optimize nursing practice and patient care. 

Proactively serves as a patient advocate by utilizing courteous and professional etiquette at all times reflecting positive tone and speaking distinctly with poise, tact and assurance. Assures accurate and complete messages to appropriate personnel. 

Assists in training, orienting, and supporting new colleagues. Work includes cross coverage in other clinic areas as team needs. 

Document patient plan(s) of care, tests and examination results in the medical record as directed by the provider. Escalate non-routine issues, questions and/or concerns to the practice manager or healthcare provider(s). 

Ensure safety checklists/quality controls are completed as required. 

Other duties as needed and assigned by the manager. 

Maintains a working knowledge of applicable Federal, State, and local laws and regulations, Trinity Health’s Organizational Integrity Program, Standards of Conduct, as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical, and professional behavior.  

MINIMUM QUALIFICATIONS 

Must be comfortable operating in a collaborative, shared leadership environment.  

Successful completion of a medical assistant program accredited by the Commission on Accreditation of Allied Health Programs (CAAHP) or Accrediting Bureau of Health Education Schools (ABHES). 

Must obtain one of the following certifications listed for a Medical Assistant with their corresponding listed certification provider within one year of hire: 

Acceptable Certifications:  

• Certification: Certified Medical Assistant (CMA). Provided by the American Association of Medical Assistants (AAMA) 

• Certification: Registered Medical Assistant (RMA). Provided by the American Medical Technologists (AMT)  

• Certification: Medical Assistant (NCMA). Provided by the National Center for Competency Testing  

• Certification: Clinical Medical Assistant Certification (CMA). Provided by the American Medical Certification Association.  

• Certification: Certified Clinical Medical Assistant (CCMA). Provided by the National Health Career Association.  

• Certification: Nationally Registered Certified Medical Assistant (NRCMA). Provided by the National Association for Health Professionals (NAHP) 

• Certification: NPCE MA. Provided by the National Phlebotomy Certification Examination (NPCE).  

Basic Life Support (BLS) certification required within 3 months of hire. 

Proof of completion of Mandatory Reporter abuse training specific to the population served within 3 months of hire. 

Proficient in basic computer skills (Windows environment, web-based navigation, email, MS Office). 

Ability to work with diverse groups of people and in a collaborative, shared leadership environment. 

Requires the ability to read, write and understand the English language, and communicate effectively with patient, visitors, and colleagues while performing their job duties. 

Must possess a personal presence that is characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health.  

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

MercyOne Central Iowa operates four not-for-profit Catholic medical centers in Des Moines West Des Moines Newton and Centerville and two specialty hospitals – MercyOne Children’s Hospital in Des Moines and MercyOne Rehabilitation Hospital in Clive (965 beds total) – along with more than 20 additional facilities that house more than 50 primary care pediatric internal medicine and specialty clinics. Founded by the Sisters of Mercy in 1893 MercyOne Central Iowa has the longest continually operating hospital in Des Moines and is also one of the largest employers in the state with more than 7000 employees and a medical staff of more than 1000 physicians and allied health associates. MercyOne Central Iowa is a member of MercyOne which was founded in 1998 through a collaboration between CommonSpirit Health and Trinity Health – two of the country’s foremost not-for-profit Catholic health organizations. MercyOne has more than 20000 colleagues in Iowa and surrounding states.

We offer the following benefits to support you and your family: 

program supporting any child care, pet care, or adult dependent needs 
Employee Assistance Program (EAP) for you and your family 
Health/Dental/Vision Insurance 
Flexible spending accounts 
Voluntary Protection: Group Accident, Critical Illness, and Identity Theft  
Adoption Assistance 
Paid Time Off (PTO)  
Tuition Assistance for career growth and development 
Matching Retirement Programs 
Wellness Program 

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

Employment Type:

• Full Time - 36 hours per week

Shift Schedule:

• Mid Shift (3 PM - 3 AM)

GENERAL SUMMARY:

Provides professional emergency nursing care for acutely ill and injured patients incorporating the nursing process of all age groups including neonates, infants, children, adolescents, adults, and geriatrics. Provides patient and family education. Serves as a patient advocate and liaison with other health care providers. Serves as a preceptor for new employees and students.

ESSENTIAL FUNCTIONS:

• Applies professional emergency nursing skills in the care and treatment of acutely ill and injured patients utilizing the nursing process of assessment, planning, implementation, and evaluation.

• Promotes patient-centered care through:

• Respect of the patient’s values, preferences, and expressed needs

• Coordination and integration of care

• Information, communication, and education

• Physical comfort

• Emotional support and alleviation of fear and anxiety

• Involvement of family and friends

• Transition and continuity

• Collaborates with the patient, significant others, and ancillary departments to create a multidisciplinary healthcare team whose goal is to provide care that is continuous and well-coordinated.

• Provides for actual and anticipated education needs and includes education to meet these needs in the plan of care.

• Communicates proactively to the healthcare team the plan of care, changes in the patient’s condition, the patient’s progress, the discharge plan, and other relevant information.

• Must quickly, efficiently, and calmly respond to emergent and critical situations.

• Manages the complex care of critically ill and injured patients.

• Triages patients quickly and efficiently per the Emergency Department’s policies specific to Triage.

• Documents a comprehensive patient record that is organized and complete, reflecting all aspects of nursing care provided.

• Anticipates patient’s needs and assists the provider during the examination and procedures.

• Provides psychological support based on assessed need.

• Utilizes multiple teaching methods. Discharge instructions are reviewed and understanding acknowledged by the patient/family.

• Assess community resources as indicated.

• Supervises Emergency Department Technicians.

• Serves as a preceptor for students and employees (i.e. EMS, nursing, new employees).

• Works independently using the Nurse Practice Act, hospital policies, and professional judgment. Makes recommendations to improve the Emergency Department’s Standards of Care.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Possession of a current or compact state license as a registered nurse issued/defined by the State of Iowa.

• One year of RN experience preferred OR new graduate if the candidate has completed senior nursing preceptorship at Mercy Emergency or previous experience as an emergency department technician or experience in a pre-hospital environment.

• Proof of completion of Mandatory Reporter abuse training specific to population served within 3 months of hire.

• Basic Life Support (BLS) certified within six (6) weeks of hire. Acceptable credentialing bodies and certifications include American Heart Association Basic Life Support.

• Completion of Advanced Cardiovascular Life Support (ACLS) within 6 months of hire.

• Completion of TNCC within 1 year of hire

• Completion of PALS within 3 months of hire

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

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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
  
  

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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