Sales Navigator Jobs in Clive
42 positions found
At Massage Heights, we believe in the healing power of touch. We believe the work of massage and skincare therapists truly does change the world one fantastic body at a time. We believe our team members promote healing by providing mental and physical wellness.
We value being Loyal, Authentic, Diligent, and Passionate. We work to build a diverse and inclusive organization and are loyal to our Team Members. We are authentic in our commitment to making Massage Heights the massage provider of choice. We are passionate about our Guests. We are diligent in providing a consistently elevated experience.
BenefitsEmployee discounts
Flexible schedule
Free uniforms
Opportunity for advancement
Flexible scheduling
Growth opportunities
Paid training
Digital workspace
Stunning retreats
Massage Heights Family Fund
Employee discounts
Competitive pay with commission and bonus opportunities
Schedule/Expected Work Hours68-hour shifts
Full and part-time positions available
Required 1 weekend shift
Days and evening shifts available
ResponsibilitiesAchieve monthly sales targets through membership and gift card sales
Provide exceptional service by listening, communicating, and responding to guests needs
Promote the therapeutic/wellness benefits of massage therapy and skin therapy
Educate guests confidently and effectively about services and products
Excellent phone etiquette with an upbeat tone and strong articulation
Develop and maintain positive relationships with members of the team and guests
QualificationsExceptional guest service and communication abilities
Previous experience in sales, retail, or guest services is required
Proficient with basic computer software and quick to learn new systems
Fast learner with a positive and energetic demeanor
Strong critical thinking skills, especially in resolving customer conflicts
Passionate about interacting with people and consistently delivering outstanding service
Thrives in collaborative team settings
Company OverviewMassage Heights is a national franchise U.S. and Canadian brand of massage and skincare Retreats that are locally owned and operated by small business owners. Our franchisees are passionate about sustaining a culture of care and creating work environments where people feel valued, accepted, and inspired. We offer massage therapy and skincare in beautiful, serene environments and are committed to supporting our members and guests wellness goals through providing therapeutic and healing services.
Company ValuesLoyal
Authentic
Passionate
Diligent
This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.
We deliver on our promise every day to protect livelihoods and futures.
We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
Align sales and marketing strategies by working closely with executive leaders and field leadership.
Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.
Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.
Serve as the primary liaison with mutual fund and managed‑money partners.
Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.
Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / Know‑How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.
Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.
FINRA Registered Representative Series 7 & 24 and 65/66.
CFP preferred.
Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
Excellent communication and organization skills as well as the ability to maintain confidentiality required.
Strong customer service and public relations skills required.
Experience managing in a highly matrixed organization is preferred.
Extensive travel required and valid driver's license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
Our mission is to be a trusted workplace for team members to be their whole selves at work. A company that people love and positively impacts the lives of all whom we touch.
be your best self
At Interstate Batteries, you have the chance to be excellent at work and excellent at life. We know that professional success depends on personal wellbeing. That's why we want to enrich your life with the tools and services you need to succeed in every area of your life. Join us!
Purpose of Job:
- Develop relationships with customers
- to sell
- determine needs
- fact find
- recommend
- give best top-notch customer care over the phone possible
- Provide quotes
- Manage accounts for the All Battery Centers
- Prospect and sell to new accounts
- Service all commercial account battery needs and issues with a friendly attitude and competitive prices
Job Components:
- 70% - make telesales calls every day, get new accounts and sell as much as possible.
- 15% - quotes, paperwork (including adding and running numbers and reports).
- 15% - entering orders.
- Achieve quality goals set by Sales department.
- Strategizing with store managers on game plans for reaching sales goals.
- Utilizing “Hot Buttons” to further develop customer relationships.
- Develop and maintain cooperative, professional relationships with customers, store managers, co-workers and supervisory staff
- Demonstrate flexibility in adjusting to periodic changes in customer assignments and in achieving departmental goals
Qualifications:
- People skills-ability to communicate, work and deal with all personalities.
- Sales skills or ability to develop sales skills.
- Computer and typing experience very helpful.
- Common sense.
- Positive attitude.
- Prior computer knowledge (typing skills).
- Dependable.
- Ability to articulate clearly.
- Able to successfully complete battery training provided by Interstate.
- High school diploma or equivalent.
- 1 year prior telesales experience highly desired.
Scope Data:
- Meet monthly budget goals
- Be a team player.
- Ability to interact well with all personality types.
- Track orders and dollar amount of orders.
- Meet and surpass monthly goals.
- Manage database and accounts over 60 to 90 days.
- Procedures for completing work have been established and a number of specific guidelines are available. The number of guidelines and work situations requires the employee to use judgment in locating and selecting the most appropriate guidelines, references, and procedures, and sometimes to make minor deviations. Works with some independence; frequent review of issues with immediate manager.
Work Environment:
- Ability to sit at a computer and talk on the phone for long periods of time.
- Ability to multi-task.
- Ability to occasionally lift up to 25 pounds, i.e. lifting boxes of computer paper.
Note: We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us.
Interstate Batteries provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Interstate Batteries complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Interstate Batteries expressly prohibits unlawful discrimination on the basis of age, race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), sexual orientation, medical condition, genetic information, national origin, ancestry, disability (mental and physical), marital status, military status, veteran status, citizenship or any other characteristic protected under applicable local, state or federal law.
Financial Highlights – Enjoy an Immediate Pay Raise and Professional Growth!
$10k Fast Start Bonus Per Month for 12 months, $120k First Year, requires one new commercial account with at least 250 employees, every two weeks.
$2,500 First Week Training Pay for the first five training days.
$500 per virtual appointment bonus with food with no bonus limit.
Up to $1500 per week for meeting minimum call and one qualified onsite appointment.
200% of the profit margin for the first 90 days of orders shipped.
40% to 59% of the profit margin after 90 days
Up to $10k new client account credits
Up to $5k new account donation credits
Up to $400 of gift cards for business building activities
GHA Technologies, Inc. has become the #1 Employee-Owned Value-Added Reseller in America. Past rewards have included #1 Microsoft Western Region VAR, #1 fastest growing company in Arizona, #69 on the CRN Solution Provider 500, #15 2018 CRN Fast Growth 150 List.
We sell the latest AI technologies from Nvidia, Dell, HP, Microsoft, Google, Cisco, Lenovo, Apple, VMWare, Adobe, APC, IBM, Nutanix, EMC, Pure Storage, Samsung, Intel, Eaton, and all the hottest AI and Green Data Center, Virtualization, Energy Conservation, Cloud, Storage, Security, Wireless, SD Wan, Video, Identification, and Power Technologies! We also specialize in mission critical product procurement and integration services for some of the largest Corporate, Government, and Education clients in America! Our client base is a who's who of corporate America!
GHA employee owners will receive stock shares every year on top of our industry’s leading commissions, bonuses, and promotional offerings!
Mission critical, online, vast E Commerce distribution network coast-to-coast warehouse locations support just-in-time delivery.
Super convenient, orders placed by 9:00 p.m. EST (8:00 p.m. CST) can be received the next morning for in-stock items.
Secure, 24-hour access to your own personal portal customized with special pricing on more than 2 million top selling products from 3,500 manufacturers in the USA and across the globe.
We are currently HIRING experienced Sales Professionals nationwide with a minimum of three years direct technology sales experience.
We offer a highly lucrative earnings and benefits package with top salespeople earning between $96,000 to $2,000,000 annually. W-2 Employment, Medical, Dental, and HSA Benefits, 401K Retirement Plan, and GHA company stock ownership (ESOP) plan.
Please email your resume to and schedule a strictly confidential interview.
Visit us at:
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Title: Medical Assistant
Company: Oak Street Health
Role Description:
The purpose of a Medical Assistant at Oak Street Health is to gather all necessary medical information regarding our patients to ensure providers have the most accurate information available when making healthcare decisions.
Medical Assistants (MA) report to the Practice Manager or Center Operations Specialist. They are a vital element of our model and important members of our Care Teams. Being an MA at Oak Street Health requires high levels of flexibility, energy, attention to detail, and problem solving skills. You will be expected to build relationships with Oak Street Health members. Medical Assistants will collaborate closely with their teammates to ensure an unmatched patient experience while driving clinical results. As an MA you will accomplish this by assisting in the assessment of patients’ health conditions, through screenings and routine diagnostic testing performed during appointments.
Responsibilities:
- Ensure an efficient patient flow; room patients in a timely manner, complete vital signs, complete required screenings and complete medication reviews
- Inventory supplies and stock exam rooms
- Respond to patient requests for telephonic support (Lab results, faxing records to specialists, etc.)
- In accordance with state regulations, MAs may administer vaccinations, perform point of care tests including but not limited to: A1C, spirometry, EKGs, blood draws for lab testing, etc.
- Import required documents into EMR via scanning or PDF upload.
- Participate in care team meetings to discuss patient care and clinic operations
- Process orders for durable medical equipment
- Request medical records from external providers as required by the provider
- As required, conduct routine quality control checks including infection control measures, equipment, and checks for expired medication and supplies and/or assist in maintaining center lab
- Other duties as assigned
What we’re looking for
Required Qualifications:
- State or national certification (as required by state), or graduation from an accredited medical assistant course
- 1 year experience as a medical assistant
- CPR or BLS Certification
- Electronic Medical Record experience
- Computer skills: Ability to quickly navigate and use multiple computer programs to include, but not limited to: Gmail, MS Word or Google Docs, Excel or Google Sheets, etc.
- Proficiency in non-English languages as required by the center's demographics.
- US work authorization
Strongly Preferred Qualifications:
- Minimum of three years in a Medical Assistant role
- Successful mastery of the workflow in their previous MA position
- An appetite for expanded responsibilities, greater clinical experience, and a chance to truly make an impact in their patients’ lives
Preferred Qualifications:
- 2 or more years of experience working with geriatric patients
- Phlebotomy Technician Certification
Other Skills:
- Problem-solving skills, professional accountability, and a flexible, positive attitude
- Strong communication skills and customer service orientation
Anticipated Weekly Hours
40
Time Type
Full time
Pay Range
The typical pay range for this role is:
$18.50 - $38.82
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on:
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
Anticipated Weekly Hours
40Time Type
Full timePay Range
The typical pay range for this role is:
$18.50 - $35.29This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/03/2026
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take.
We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do: As a Wealth Management Support Specialist, you'll work closely with Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) in all requirements of the sales process, onboarding, and servicing clients The position supports multiple WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise.
Prepare Advisor for upcoming client meetings, including preparing/updating financial plans, conducting investment research, preparing documentation for new business or other client transactions.
Process all new & existing client transactions from beginning to end, ensuring accuracy & timely completion; including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes, as needed.
Communicate directly with clients or agents on all service-related questions and changes, handling complex issues and problems with little or no Advisor involvement.
Maintain compliance-approved materials, including sales literature, brochures, prospectuses, forms, manuals, etc.
while also maintaining the integrity of client files and records via hard copy files with goal of E-File maintenance.
All other tasks, as needed.
What It Takes to Join Our Team: Associate degree or equivalent work experience required.
Preferred: Administrative or customer service experience in financial services, with exposure to Broker-Dealer and Registered Investment Adviser platforms.
Strong organizational and multitasking skills; proficiency in Microsoft Office Suite.
Regulatory fingerprinting required.
Excellent computer skills and ability to learn multiple systems quickly.
Self-motivated with the ability to work independently.
Ability to handle confidential information appropriately.
Strong verbal and written communication skills.
Must be able to work Monday-Friday from our office in West Des Moines, IA.
What We Offer You: When you're on our team, you get more than a great paycheck.
You'll hear about career development and educational opportunities.
We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options.
We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun.
Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement.
Farm Bureau....where the grass really IS greener! Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
The Personal 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 financial advisor who reflects Nicolet's culture, values, and commitment to exceptional customer experience.
In this role, you engage customers in meaningful, needsbased conversations to provide tailored financial guidance, support account openings and servicing, and assist with transactions across channels. You proactively identify opportunities to deepen relationships through education, referrals, and recommending solutions. You also support consumer lending by assisting with inquiries, gathering information, and preparing loan applications, referring to specialists when appropriate.
As a Personal Banker I, you will:
Customer Experience & Relationship Building:
- 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.
Account Opening, Servicing & Transactions:
- 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.
Sales, Referrals & Financial Guidance:
- 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.
Consumer Lending Support:
- Educate customers on loan options.
- Prepare and process loan applications within authority.
- Maintain compliance in all lending interactions.
Problem Resolution & Issue Management:
- Research and resolve account discrepancies and issues.
Operational Excellence, Risk & Compliance:
- Adhere to regulations and operational standards.
- Support teller and vault operations as needed.
Team Collaboration & Community Engagement:
- Participate in team huddles and branch initiatives.
- Represent Nicolet in community outreach.
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.
- 2 years customer service/cash handling; banking preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
- Summer-Fall 2026 Do you have a strong ability to build relationships? Do you have experience sourcing talent to drive success towards one recruiting goal? Do you have strong communication, organizational and prioritization skills? Do you want to learn about our organization, how we do things, how we identify, recruit, and manage new talent into our Farm Bureau agent opportunities? If so, our Insurance Agent Recruiting Internship could be a great opportunity for you! What You'll Do: As our Insurance Agent Recruiting Intern, you will assist in identifying, qualifying, and targeting prospects through various recruiting platforms.
Your work will vary day to day so flexibility, communication and being a team player are key, as you'll be involved in supporting a wide range of geographical locations covering our 8-state multiline insurance footprint.
You will also receive structured, hands-on training and will develop an in-depth understanding of the candidate experience and gain exposure to sales and field leadership.
Our internship program holds an 80/10/10 approach, meaning that 80% of your work time will involve performing tasks or working on projects within your hired work area.
Another 10% of the time, you will be exposed to learning in other areas within your assigned division to get more corporate experience.
The final 10% will be spent in shared experiences across the organization, where you will get to really learn about our culture and work environment.
What It Takes to Join Our Team: Be a current college student (Junior or Senior preferred), working toward a college degree in finance, marketing, management, communications, or a similar field.
Prior sales and phone experience preferred.
Sourcing and networking skills through recruiting and social media platforms.
Must be a self-starter, take initiative and be highly motivated.
Strong communication skills, both written & verbal.
Ability to work full-time during Summer 2026 and part-time (~20 hours/week) during Fall 2026, in-person from our home office in West Des Moines, Iowa.
If you're interested in getting your career started on the right track and want to join a company that provides growth and professional development opportunities, we invite you to apply today.
Farm Bureau....where the grass really IS greener! Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
Company Description
BattleHawk Armory, based in Grimes, IA, is a premier gun shop serving customers nationwide through and locally via our retail store. Specializing in high-end firearms, tactical gear, suppressors, and optics, we carry popular and mainstream brands as well as many high end brands. Our extensive inventory includes hard-to-find items and a wide variety of ammunition, providing customers with exceptional selection and value. With a commitment to quality and customer satisfaction, BattleHawk Armory is a trusted destination for firearms, shooting sports enthusiasts, and professionals.
Role Description
We are seeking a full-time 3rd Party Marketplace Manager to join our team on-site in Grimes, IA. This role involves managing and optimizing listings on various third-party marketplaces, ensuring accurate product information and competitive pricing. You will analyze market trends, oversee inventory levels, and implement strategies to drive sales growth on 3rd party marketplaces such as Gunbroker, Ebay, Amazon, and more. The role includes responding to customer inquiries, handling marketplace performance metrics, monitoring and abiding by MAP polices, and coordinating with internal teams to maintain successful operations. Communicating and running advertising on 3rd party marketplaces, and Ensuring compliance with marketplace policies and providing insights for process improvements are also key responsibilities.
Qualifications
- Experience managing and optimizing listings on third-party marketplaces such as Amazon, eBay, or similar platforms.
- Analytical skills to evaluate market trends, monitor sales performance, and adjust strategies for growth.
- Strong organizational and time management skills to oversee inventory, pricing, and compliance.
- Customer service skills to handle inquiries and ensure customer satisfaction.
- Familiarity with firearms, ammunition, optics, or related industries is a plus.
- Proficiency with e-commerce tools, platforms, and basic knowledge of SEO is beneficial.
- Effective communication and collaboration skills to coordinate with internal and external stakeholders.
- Bachelor's degree in Business, Marketing, Communications, or a related field (preferred but not required).
Job Requirements are to be onsite daily in Grimes, Iowa.
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- Provide welcoming and professional service across inperson, phone, and digital channels.
- Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
- Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
- Build trust by following through on requests and ensuring customers feel valued.
- Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
Teller Operations & Cash Management:
- Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
- Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
- Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
Customer Referrals & Product Education:
- Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
- Educate customers on digital tools such as mobile banking, online banking, and estatements.
- Support achievement of branch sales and referral goals through disciplined engagement and followup.
Problem Resolution & Support:
- Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
- Escalate more complex servicing matters to Personal Bankers or leadership.
Operational Excellence, Risk & Compliance:
- Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
- Protect customer data, ensure confidentiality, and follow documentation procedures.
- Maintain auditready accuracy in all teller work and branch support tasks.
Team Collaboration & Community Engagement:
- Participate in daily huddles and collaborate with team members to meet branch goals.
- Support community outreach efforts and represent Nicolet in local engagement activities.
- Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
General:
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
- Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
