Deposit Services

Deposit Services Finance Jobs

36 jobs found

Financial Advisor

Idaho Trust Bank Boise, ID

8d ago

Full time Advisor Banking Business Development

Advisor Banking Business Development

Apply Now

Job Description

Idaho Trust Bank in Boise, ID, affiliated with LPL Financial, seeks a Financial Advisor to service an established book, expand the client base, and deliver tailored solutions using bank referrals and LPL tools.

Responsibilities

Service an existing book of business upon joining
Build a strong client base leveraging the bank's robust referral network
Engage multiple branch territories with a sizable deposit base, including current clients needing advisory support
Grow the client roster by tapping into the bank’s client base
Develop client solutions without relying on proprietary products
Expand your business with LPL’s toolkit, technology, and support
Leverage LPL’s experience assisting financial institutions in growing and maximizing investment programs
Capitalize on the bank’s reputation and community standing

Requirements

Series 7 and 66 (63/65) licenses required
Insurance license required
Three or more years of investment sales experience

Benefits

Access to proprietary technology and a suite of customized services
Open architecture platform with access to thousands of investment products from leading third-party sponsors
Firm-wide resources and expertise to help you craft client solutions
Freedom to tailor solutions to your client’s goals

Application Question

What is your desired pay range?

View full job page →

Commercial Banker

State Bank Brownsburg, IN

8d ago

Full time Marketing Banker Banking

Marketing Banker Banking

Apply Now

Job Description

State Bank's Commercial Banker role in Brownsburg, IN is an onsite opportunity focused on expanding the bank's footprint in Hendricks County. The position centers on developing new commercial banking business by reaching out to prospects and clients, cross-selling bank products, and delivering tailored financial solutions. By building durable relationships with customers and key influencers in the market, you will support profitability and growth targets in the Hendricks County area.

Responsibilities

Develop and maintain commercial banking relationships within the Hendricks County market.
Participate in market strategy and business development initiatives.
Collaborate with banking center staff, the mortgage originator, and the investment representative to formulate financial plans that meet client needs.
Address the personal banking needs of business owners.
Identify and establish relationships with prospective business customers to grow the portfolio through new client acquisitions.
Support the market president and the senior commercial banker in market development and servicing the current client base.
Apply business development and relationship management techniques to achieve target sales of commercial lending and deposit products and services.
Target new relationships with aggregate borrowing needs up to the bank's lending limit.
Cross-sell other bank products and services.

Requirements

Bachelor’s degree in accounting, finance, economics, or business administration.
Five years of industry experience with an emphasis on outside business development and sales.

Benefits

401(k) 3% Match
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Skills & Abilities

Excellent verbal and written communication skills.
Strong sales and customer service abilities.
Outstanding organizational skills and attention to detail.
Effective time management with a proven ability to meet deadlines.
Analytical and problem-solving capabilities.
Ability to perform well in a high-paced and occasionally stressful environment.

Job Type

Full-time

Work Location

In person

View full job page →

Universal Financial Representative

Westerly Community Credit Union Westerly, RI

12d ago

Full time Banking Client Relations Client Service

Banking Client Relations Client Service

Apply Now

Job Description

This onsite role in Westerly, Rhode Island supports member service excellence at Westerly Community Credit Union. The Universal Financial Representative focuses on delivering outstanding member service, building and maintaining relationships with members and peers, cross-selling credit union products, resolving issues, processing transactions, and supporting branch operations.

Responsibilities

Maintain professional performance across the duties of Financial Service Representative and Member Service Representative.
Represent the credit union in a courteous, professional manner.
Process member transactions accurately and efficiently while adhering to procedures to prevent fraud and asset loss.
Open and close accounts.
Process personal and auto loan applications and disbursements.
Open and maintain IRA accounts.
Open, close, and renew certificates of deposit.
Open, close, and manage safe deposit boxes.
Resolve member issues and provide general account information and maintenance.
Scan required member documents into account records.
Follow balancing procedures for MSR and FSR at the end of the shift, ensuring totals align with cash handling.
Address out of balance positions by reconciling transaction slips with computer totals and verifying cash transactions.
Identify member needs and offer suitable solutions using tools from the Member Advocacy Program, including Needs Assessment Forms, Cash Flow charts, and Credit Reports.
Assist members with complex financial situations by reviewing credit reports and cash flows to help them reach their financial goals.
Respond to member inquiries by telephone and direct calls as needed; handle emails and messages promptly.
Monitor organization communications and respond to internal messages within a reasonable timeframe.
Maintain strict confidentiality of member information.
Support department responsibilities such as scanning, maintaining supplies, covering the reception area, and assisting with safe deposit access.
Open and close the lobby area as required by daily operations and keep the workspace clean and organized.
Protect confidential member information and perform daily shredding of obsolete materials.
Able to cover other branch locations as needed by business requirements.
Maintain thorough knowledge of all credit union products and services.
Periodically review the WCCU PEAK Manual and all credit union policies and procedures.
Maintain working knowledge of applicable state and federal regulations as they relate to retail branch operations.

Requirements

Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Ability to operate department related computer applications and equipment.
Solid math and basic accounting skills.
Positive, can-do attitude.
Caring and community-oriented mindset.
Strong service and sales skills, with a focus on helping members succeed.
Minimum one year of relevant experience.
Education: High school graduate or equivalent.

Required Knowledge

Thorough knowledge of member services and the products provided by the credit union.

View full job page →

Business Banking Relationship Manager I

Citizens Financial Group Southfield, MI

12d ago

Full time Manager Banking Business

Manager Banking Business

Apply Now

Job Description

Manage and deepen relationships with small business clients by delivering consultative banking, lending, and investing solutions, collaborating with cross functional teams and Centers of Influence to grow relationships.

Responsibilities

Build and nurture consultative relationships with small business clients in the target market, with annual revenues from $1M to $10M.
Assess client needs, deliver value added financial solutions, manage a portfolio of existing clients, and drive new commercial relationships.
Collaborate with an award winning business banking team to offer a broad product suite that enhances the customer experience, increases loyalty, and improves profitability for both clients and the Bank.
Complete onboarding training through Business Banking University and Drive Sales, plus a commercial credit training program to identify, assess, and mitigate lending risk.
Maintain current market knowledge and cultivate relationships with Centers of Influence, including CPAs and attorneys.
Engage in meaningful community activity to expand the potential customer base.

Requirements

Bachelor’s degree or an equivalent combination of education and experience required.
2+ years in a Business Banking Relationship Manager role or related business lending experience preferred.
Business to Business sales experience required.
Motivated self-starter with demonstrated leadership ability and potential.
Ability to operate effectively in a team environment, leveraging strong internal and external networks.
Thrives in a fast paced, demanding sales culture with structured routines and goals for new loan and deposit generation, cross selling, and customer service.
Portfolio and account management proficiency preferred.
Solid understanding of core business products and services.
Proven sales record and outside calling experience.
Excellent written and verbal communication, plus interpersonal skills.
Ability to develop strong relationships with customers and colleagues.

Benefits

Uncapped incentive opportunity
Career growth with a world class organization

Job Details

Location: Southfield, MI (onsite)
Job ID: 45743
Full Time
Shift: 1ST
Posting Start Date: 03/30/2026
Hours per Week: 40
Work Schedule: Monday - Friday

Awards

Glassdoor Best Place to Work in Consulting, Finance & Insurance
The Banker's US Bank of the Year
Dave Thomas Foundation’s Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion
Human Rights Campaign Corporate Equality Index 100 Award

View full job page →

Personal Banker

Central Bank Illinois Ashton, IL

12d ago

$15 - $19/hr Full time Banker Banking Client Service

Banker Banking Client Service

Apply Now

Job Description

This part-time Personal Banker role is based in Ashton, Illinois, at Central Bank Illinois. The position centers on delivering customer service, opening deposit accounts, handling teller duties, and cross-selling banking services. It requires strong communication, computer proficiency, logical thinking, attention to detail, and money-handling experience. The schedule runs Wednesday through Saturday with specific hours and the pay range is $15.00 to $19.00 per hour.

Responsibilities

Deliver customer service by opening a variety of deposit accounts
Perform routine teller duties
Cross-sell banking products and services to customers

Requirements

Excellent communication skills
Strong customer service capabilities
Proficiency with computers
Logical thinking
High attention to detail
Experience handling money
Previous banking experience preferred

Benefits

401(k)
Bereavement leave
Dental insurance
Life insurance
Paid time off
Profit sharing
Retirement plan
Vision insurance

Schedule

Wednesday 8:15am – 4:00pm
Thursday 8:15am – Noon
Friday 8:15am – 5:00pm
Saturday 8:15am – Noon (work 3 days, off 1)

Job Type

Part-time

Pay

$15.00 - $19.00 per hour

Location

In person, Ashton, Illinois

View full job page →

Finance Director

Cheyenne River Youth Project Eagle Butte, SD

13d ago

Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

Apply Now

Job Description

Cheyenne River Youth Project (CRYP) invites a Finance Director to lead accounting, payroll, grants administration, compliance, HR, and a small finance team from our Eagle Butte, South Dakota campus. This leadership role partners with the Deputy Director and CEO to shape budgeting and long term sustainability. CRYP operates two full service youth centers, including the 25,000+ square foot Cokata Wiconi teen center, delivering recreation, arts, technology, workforce development, family services, and Lakota values rooted programming. Join a mission driven, community focused organization that prioritizes investing in staff and ongoing learning.

Benefits

Health Insurance: CRYP covers 75% of single-coverage premiums
Retirement: 401(k) with a 3% employer match
Dental: Optional coverage via payroll deduction
Supplemental Insurance: Access to AFLAC and Colonial Life
Paid Time Off: Accrues with tenure; includes personal and sick leave
Holidays: Indigenous holiday schedule with floating days
Professional Development: Funding available
Relocation & Housing: Assistance available depending on situation

Responsibilities

Oversee all accounting activities in QuickBooks, including accounts payable, deposits, invoicing, payroll, reconciliations, and purchase orders
Maintain balance of check registers and ensure timely, accurate processing of all financial transactions
Supervise social enterprise financial systems, including daily closeouts, catering bids, collections, and reconciliations
Prepare quarterly and annual reconciliations; monitor tax and financial reporting compliance; support cash flow forecasting
Lead annual budget development in collaboration with all departments
Facilitate weekly budget meetings with staff covering active grants, funder requirements, spending reviews, and amendment planning
Prepare and distribute monthly financial reports, funder reports, investment summaries, and cash flow statements for leadership and the Board of Directors
Analyze financial trends and organizational health; advise the Deputy Director and CEO on financial decisions and strategic planning
Maintain complete documentation and archival of all funding awards
Support grant proposals with budget development, financial documentation, and proposal review
Track donations and ensure timely donor acknowledgment
Manage direct mail database and bulk mailings in coordination with the Communications Director
Maintain personnel records, administer the timekeeping system, process payroll, and file payroll taxes
Track staff hours for grant reporting purposes
Administer employee benefits orientation including 401(k), health, dental, and supplemental insurance
Manage organizational insurance coverage: general liability, auto, property, workers' compensation, and employee coverage
Conduct State and Tribal background checks and drug testing for new hires; maintain and secure employee files
Coordinate annual audits, compilations, and desk audits with independent auditors and financial consultants
Develop and review financial policies, procedures, and system controls
Supervise and support the development of finance department staff
Manage CRYP's Family Services program in coordination with finance and programming staff
Maintain the facilities and building rental calendar
Track and record volunteer hours; engage donors as needed

Requirements

Bachelor's degree in accounting, nonprofit financial management, or a related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening

What we're looking for

Bachelor's degree in accounting, nonprofit financial management, or a related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening
5+ years of nonprofit finance and grants management experience
Knowledge of governmental accounting methods
Experience with personnel management
Familiarity with American Indian communities
First Aid / Safety certification or willingness to be trained

About CRYP

CRYP began in 1988 inside a former Eagle Butte bar as a safe after school space for children in need. Today the organization runs two full service youth centers, including the Cokata Wiconi teen center over 25,000 square feet, offering recreation, arts, technology, workforce development, family services, and cultural programming anchored in Lakota values. We are a community institution that is committed to investing in our staff. If you are willing to learn, CRYP is willing to teach.

View full job page →

Finance Director Eagle Butte, SD

Cheyenne River Youth Project Pierre, SD

13d ago

Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

Apply Now

Job Description

The Finance Director at Cheyenne River Youth Project in Pierre, South Dakota oversees all financial operations, including accounting, payroll, grants administration, compliance, HR, and a small finance team. The role partners with the Deputy Director and CEO on budgeting and long-term sustainability.

Responsibilities

Manage all accounting functions using QuickBooks: accounts payable, deposits, invoicing, payroll, reconciliations, and purchase orders
Balance check registers and ensure accurate, timely processing of all financial transactions
Oversee social enterprise financial systems including daily closeouts, catering bids, collections, and reconciliations
Prepare quarterly and annual account reconciliations; monitor tax and financial reporting compliance; support cash flow forecasting
Lead annual budget development in collaboration with all departments
Facilitate weekly budget meetings with staff covering active grants, funder requirements, spending reviews, and amendment planning
Prepare and distribute monthly financial reports, funder reports, investment summaries, and cash flow statements for leadership and the Board of Directors
Analyze financial trends and organizational health; advise the Deputy Director and CEO on financial decisions and strategic planning
Maintain complete documentation and archival of all funding awards
Support grant proposals with budget development, financial documentation, and proposal review
Track donations and ensure timely donor acknowledgment
Manage direct mail database and bulk mailings in coordination with the Communications Director
Maintain personnel records, administer the timekeeping system, process payroll, and file payroll taxes
Track staff hours for grant reporting purposes
Administer employee benefits orientation including 401(k), health, dental, and supplemental insurance
Manage organizational insurance coverage: general liability, auto, property, workers' compensation, and employee coverage
Conduct State and Tribal background checks and drug testing for new hires; maintain and secure employee files
Coordinate annual audits, compilations, and desk audits with independent auditors and financial consultants
Develop and review financial policies, procedures, and system controls
Supervise and support the development of finance department staff
Manage CRYP's Family Services program in coordination with finance and programming staff
Maintain the facilities and building rental calendar
Track and record volunteer hours; engage donors as needed

Requirements

Bachelor's degree in accounting, nonprofit financial management, or related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening

Technologies

QuickBooks
Spreadsheets

Benefits

Health insurance
401(k) with 3% employer match
Dental
Supplemental insurance
Paid time off
Indigenous holiday schedule with floating days
Professional development
Relocation and housing assistance

What we're looking for

Bachelor's degree in accounting, nonprofit financial management, or a related field
Proficiency with QuickBooks, spreadsheets, and data management systems
Experience managing, forecasting, and reporting on organizational finances
Knowledge of financial compliance and regulatory requirements
Experience preparing financial statements, identifying trends, and producing quarterly/annual reports
Valid South Dakota driver's license (or ability to obtain one)
Must pass background check and drug screening
5+ years of nonprofit finance and grants management experience
Knowledge of governmental accounting methods
Experience with personnel management
Familiarity with American Indian communities
First Aid / Safety certification (or willingness to be trained)