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Enterprise Bank jobs in Kansas City, MO

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  • Resolution Management Officer

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Olathe, KS

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Resolution Management Officer Job Description: Summary: This individual is responsible for managing an assigned portfolio of assigned accounts. Reviews existing loan documentation for errors and omissions, and evaluates client's capacity to repay outstanding debt. Takes action to resolve delinquencies in the assigned portfolio. Essential Duties and Responsibilities: * Monitors existing loans for conformity to terms and conditions. * Develops and implements a plan of action to protect and improve the bank's position through negotiating satisfactory repayment schedules, obtaining additional collateral and/or restructuring as appropriate. * Reviews existing loan documentation for errors and omissions, and evaluates client's financial strength and capacity to repay outstanding debt. * Analyzes financial statements and related information. * Negotiates satisfactory repayment schedules. * Obtains additional collateral and/or restructuring as appropriate. * Manages foreclosure proceedings when necessary. * Assists with the management and liquidation of ORE assets. * Provides commercial loan services for the Bank. * Reduces the bank's exposure to loss in loan workouts * Prepares periodic reports to the head of RMG, for the Problem Loan Committee, and Senior Management as needed.. * Performs other duties and projects as assigned. Qualifications: * Strong Problem Solving skills. * Team Player. * Strong work ethic. * Willingness and ability to learn . * Working knowledge of consumer and commercial loan documentation. * Working knowledge of commercial credit and consumer credit underwriting. * Ability to convey, pursue and protect the bank's interests in a professional manner. * Adhere to bank's credit policies, maintain required documents; clear exceptions, monitor covenant compliance, recommend risk rating changes, loan loss recognition and accrual status. Supervisory Responsibilities: * None Education and/or Experience: * Bachelor's degree and work experience involving lending, collections or credit review and underwriting. * Must have two to five years' bank experience. Computer and Software Skills * Skilled in operation of a personal computer, including Microsoft Word and Excel, and in Google Docs. Certificates, Licenses and Registrations * None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $40k-74k yearly est. Auto-Apply 44d ago
  • Part Time Teller I

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Olathe, KS

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Part Time Teller I Job Description: Summary: Provides prompt, efficient, and friendly services to clients. Performs a variety of tasks such as processing business and consumer transactions, including at times heavy cash handling responsibilities. Essential Duties and Responsibilities: * Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures while maintaining an acceptable balance record. * Responds to clients' needs and inquiries in a courteous and friendly manner * Performs minor account maintenance tasks, as trained and assigned per branch needs, including but not limited to, address changes, debit card maintenance & check ordering * Refers customers to an internal team of experts when additional financial goals and needs are recognized * Educates clients on bank technology, such as mobile and online banking, ATM and ITM * Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations * Assist in opening and closing the branch, following procedures set by corporate security * Performs other miscellaneous duties as assigned Qualifications: * Strong math and problem solving skills * Excellent interpersonal and customer service skills with the ability to cross sale products and services * Must maintain confidentiality of client transactions and bank records * Team-oriented, possess a positive attitude and work well with others * Strong oral and written communication skills * Ability to operate standard office equipment, such as, computer work stations, calculators, and copier * Ability to prioritize; handle multiple tasks; and work independently * Strong organizational skills and detail-oriented with high degree of accuracy * Willingness to travel to other locations as necessary for branch coverage. Supervisory Responsibilities: * None Education and/or Experience: * High School diploma or equivalent required * Customer service experience required * Experience working in an environment with individual and team goals preferred, one year of cash handling experience preferred Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Word and Excel. * Google Suite * IBS * Salesforce Certificates, Licenses and Registrations: * None Hours: Monday - Friday 12:00 PM to 5:30 PM Rotating Saturdays 8:45 AM to 12:30 PM. Working a Saturday shift will allow one day off during the week. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $30k-33k yearly est. Auto-Apply 17d ago
  • General Manager (Bilingual)

    Community Choice Financial Family of Brands 4.4company rating

    Kansas City, MO job

    Your Opportunity: General Manager TitleMax Kansas City, MO As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Compensation This position has an hourly pay rate of $22.50 and is eligible for performance bonuses. The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Operations experience in a leadership capacity. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $22.5 hourly Auto-Apply 3d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Thomasville, GA job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Registered Branch Associate

    Edward Jones 4.5company rating

    Harrisonville, MO job

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 200-B W Wall Street, Harrisonville, MO This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. Hiring Minimum: $30.82 Hiring Maximum: $32.75 Read More About Job Overview Skills/Requirements Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $69k-87k yearly est. 1d ago
  • Assistant Store Manager (Bilingual)

    Community Choice Financial Family of Brands 4.4company rating

    Tempe, AZ job

    Your Opportunity: Assistant Store Manager Titlemax Tempe, AZ As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $18.25 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $18.3 hourly Auto-Apply 2d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Macon, GA job

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Thomasville, GA job

    Your Opportunity: General Manager TitleBucks Thomasville, GA As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Compensation This position has an hourly pay rate of $ and is eligible for performance bonuses. The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Operations experience in a leadership capacity. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $39k-69k yearly est. Auto-Apply 1d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Santa Maria, CA job

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago
  • Senior Loan Coordinator

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Overland Park, KS

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Loan Coordinator Job Description: Summary: This position is responsible for the data integrity of customer and loan information as it is populated within loan applications and product packages. The Sr. Loan Coordinator (Sr. LC) is the primary associate that works alongside the Relationship Manager (RM), in a collaborative fashion in the generation of new loan requests, renewals, modifications or other customer requests within the Bank's loan origination system. These loan requests will primarily be the more complex relationships and include loans from the Bank's niche lending groups. The Sr. LC is also the primary liaison between other supporting departments within the Bank such as, Compliance, Deposit Operations, Loan Documentation, Loan Servicing and Post-Closing Review. Additionally, the Sr. LC will develop strong working relationships with the Bank's external customer base, as well as with third party vendors. The Sr. Loan Coordinator will also support the LC Manager or Team Lead in the training and development of other Loan Coordinators during the onboarding process. Essential Duties and Responsibilities: * Maintains strong knowledgeable of the Bank's "credit culture" and advises the Relationship Managers on deviations from standard practices. * Acts as a resource for Relationship Managers on loan operations and the processing of loan requests through the loan origination system. * Functions as a point of contact for other internal departments during the loan process. * Completes annual renewals, new loan requests and monthly reporting tasks independently with little to no supervision on all loan types. * Completes daily processes and maintains pace with month end, quarter end and year end volume levels. * Enters customer and loan information into the Bank's loan origination system with specific attention to data integrity at the point of input. * Obtains all pre-closing documentation requirements, such as flood letters, title work, appraisals, entity documents, corporate searches, credit bureau reports. * Interacts, both verbal and written, with clients per Relationship Manager's direction on collecting data, documents and various general customer service requests. * Reviews of closed loan packages to ensure no changes to loan documents were made at closing without approval per loan policy. * Processes Change Memos reflecting adjustments made to the loan request Post Approval. * Completes recordation and collateral perfection if applicable. * Monitors and assist in clearing exception items. * Provides guidance and training to other Loan Coordinators in support of the Manager or Team Lead. * Aids in the preparation of monthly monitoring reports for Unit and RM Team * Assists in processing and responding to daily overdrafts per RM instructions and bank policies as needed. * Assembles and coordinates required financial information from Client to Credit Department for analysis as needed. * Provides back-up support for other Loan Coordinators during vacations and other high-volume periods. * Participates on internal committees and task forces as requested by the Manager. * Performs other duties as assigned Qualifications: * Excellent communication skills, both written and verbal * Ability to demonstrate flexibility, versatility, commitment and good judgment in team oriented environment * Strong Computer skills, including proficiency with Microsoft Office products, and other proprietary bank systems * Must be independent and able to work under tight deadlines and possesses strong organizational skills Supervisory Responsibilities: * None Education and/or Experience: * Minimum high school diploma or equivalent * Associates degree preferred * Minimum 5 years' Consumer and Commercial Loan Coordinator experience required * Strong knowledge of C&I, CRE and Consumer lending processes and procedures * Previous exposure to attorney prepared documentation is preferred Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Office * IBS * Salesforce * Google Mail Certificates, Licenses and Registrations: * None Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $36k-43k yearly est. Auto-Apply 11d ago
  • Bilingual Financial Services Representative

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Olathe, KS

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Bilingual Financial Services Representative Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: * Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets. * Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. * Serves as a team member to accomplish company objectives and lobby and personal goals. * Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients. * Actively participates in training programs to maintain and acquire additional job knowledge and skills * Assists in opening and closing the branch, following procedures set by corporate security. * Complies with all department and company policies, procedures, audit guidelines, and regulations. * Perform other miscellaneous duties as assigned. Qualifications: * Strong math and problem solving skills. * Excellent interpersonal and customer service skills with the ability to cross-sale products and services. * Must maintain confidentiality of client transactions and bank records. * Team-oriented, possess a positive attitude and work well with others. * Strong oral and written communication skills. * Ability to operate standard office equipment, such as computer workstations, calculators, and copier. * Ability to prioritize; handle multiple tasks; and work independently. * Strong organizational skills and detail-oriented with a high degree of accuracy. * Thorough knowledge of bank operations, products, and services offered at the bank. * Knowledge of banking laws and regulations including the Bank Secrecy Act. * Bilingual in Spanish is Preferred Supervisory Responsibilities: * None Education and/or Experience: * High School diploma or equivalent * Associates degree in business related field or two years related experience or a combination of education and experience * Experience working in an environment with individual and team goals preferred * Customer service experience required Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Word and Excel. * Google Suite * IBS * Salesforce Certificates, Licenses, and Registrations: * Notary License as needed by the branch Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $36k-40k yearly est. Auto-Apply 60d+ ago
  • Assistant Store Manager

    Community Choice Financial Family of Brands 4.4company rating

    Mesa, AZ job

    Your Opportunity: Assistant Store Manager Titlemax Mesa, AZ As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $18.25 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'd thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $18.3 hourly Auto-Apply 3d ago
  • Chief Credit Officer

    Cornerstone Bank-Overland Park, Ks 3.3company rating

    Overland Park, KS job

    Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank. At Cornerstone Bank you'll be an integral part of a team environment. Working Here Has Its Advantages! Competitive wage and attractive benefits package Discretionary bonus potential Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance 401(k) retirement plan with company match Generous Paid Time Off (PTO) and Holidays, monthly telecommute day Opportunities for professional development Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days, fitness reimbursement program, paid volunteer program, quarterly birthday events, team-building events, social events, work-life employee assistance program Join Our Team! At Cornerstone Bank, we're committed to bringing passion and customer focus to the business. We are a leader in the financial and community banking industry, providing our clients with access to experts who are committed to excellence. We are seeking an experienced and motivated Chief Credit Officer (CCO) responsible for building and maintaining credit quality within the loan portfolio consistent with organizational strategic and financial objectives. The ideal candidate is a self-starter who achieves results through effective leadership and management of the credit team and through collaboration with the President, Chief Lending Officer, and other Lenders. The CCO will define objectives, develop and implement prudent credit policies and practices, deliver management reporting and analysis, and work with other leaders throughout the organization to build a sustainable credit culture. Becoming a member of our team, you will experience Cornerstone Bank as a unique resource for commercial lending where you can be part of something special. If you have a strong passion for delivering high quality work products and developing strong team relationships, we'd love for you to apply. You will be part of the executive team responsible for meeting corporate goals and maximizing profitability. As the head of the credit team, you will have the opportunity to develop a credit team that contributes to the overall success of the bank. At Cornerstone Bank, we pride ourselves on fostering a collaborative and inclusive work environment. Your new career is waiting, apply with us today! Duties and Responsibilities: Oversee the bank's loan risk management process to monitor quality control and minimize losses. Maintains loan policy and loan procedure to ensure adherence to sound underwriting best practices, laws, and regulations. Stays current on banking regulatory changes, monitor industry's best practices and economic trends, provide updates to other members of the team, and ensures that current practices and policies are compliant and appropriate to changing conditions. Informs the President, Board of Directors, and Loan Committee of any material considerations affecting loan portfolio or policy. Develops and oversees the Bank's internal credit training program, working with credit department staff and external resources. Use strong management practices to hire, coach and develop the credit team, ensuring that the team remains appropriately staffed. Ensures loans are properly documented for covenant compliance as well as safety and soundness (via Loan Operations Department). Oversees Impairment Analysis. Reviews Loans prior to External Loan Committee meeting. Development of loan packets. Oversees stress tests. Responsible for annual large loan review and annual review of loan policy. Leads loan review and train internal loan review. Continuing education and/or training sessions, as required. Maintains current employee information in the Disaster Recovery Plan. Performs other duties as assigned. Supervisory Responsibilities: Credit Analysts/Credit Team Education/Experience: Bachelor's degree in Business Administration or Finance, and a minimum of five (5) to seven (7) years of experience performing accounting/finance functions, with at least two (2) to five (5) years of financial institution experience and management experience. Meeting the minimum experience requirements will be considered with a Bachelor's degree in unrelated field. Please apply only if you meet these requirements. Ideal Candidate: Adhere to the Company's policies and supporting Management decisions and goals in a positive, professional manner. Represent Cornerstone Bank with a high level of integrity and professionalism. Maintain knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including, but not limited to, the Bank Secrecy Act. Demonstrate a willingness to adapt to changing business needs and deadlines. Possess a work ethic that includes neatness and punctuality. Professional appearance and demeanor. Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone. Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team. Take initiative and prioritize tasks; good time-management, organizational, problem-prevention and problem-solving skills. Excellent analytical and active listening skills. Ability to work accurately with close attention to detail. Maintain confidentiality of sensitive information. Working knowledge of Microsoft Office Suite; familiarity with Fiserv core system and Suntell document imaging/scanning systems a plus. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role and the employee must be able to remain in a stationary position 75% of the time; however, some filing and use of office equipment is required. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard. Frequently required to communicate with supervised employees and other departments; must be able to exchange information in these situations. Occasionally required to move about inside the office to access file cabinets, supplies, office machinery, etc. Occasionally required to move items up to 10 pounds. Emotional Demands: Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building. Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Cornerstone Bank is an Equal Opportunity Employer. Powered by JazzHR OBlY0gFFT0
    $85k-131k yearly est. 4d ago
  • Treasury Sales Officer

    Cornerstone Bank-Overland Park, Ks 3.3company rating

    Overland Park, KS job

    Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank. At Cornerstone Bank you'll be an integral part of a team environment. Working Here Has Its Advantages! Competitive wage, bonus potential, and attractive benefits package Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance 401(k) retirement plan with company match Paid Time Off (PTO), paid Holidays, and telecommute days Professional development Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days, fitness reimbursement program, paid volunteer program, quarterly birthday events, team-building events, social events, work-life employee assistance program Join Our Team! At Cornerstone Bank, we're committed to bringing passion and customer focus to the business. We are a leader in the financial and community banking industry, providing our clients with access to experts who are committed to excellence. We are seeking a dynamic and motivated Treasury Sales Officer to develop and retain Treasury Services business/clients. You will partner with our Commercial Bankers in a consultative sales role, meet annual sales goals and sales activity targets, and plan sales strategies to develop new business. Becoming a member of our team, you will experience and promote Cornerstone Bank as a unique resource for Treasury services. If you have a strong passion for sales, are driven and self-motivated, and deliver 5-star customer service to develop strong client relationships, we'd love for you to apply. You will be responsible for generating core deposits and treasury revenue, generating new clients and expanding existing relationships, creating client proposals, and managing the Treasury Services sales process. This includes developing and executing regular calling programs, maintaining a sales pipeline, and analyzing customer needs to present ideas to manage their banking in a more automated, timely, cost-efficient manner. To be successful in the role, you will develop and maintain a strong knowledge of products, pricing strategies, technical tools, and sales strategies to maximize effectiveness and proactively communicate banking changes that impact clients. Success will primarily be measured in your ability to generate new business, meet sales goals, complete tasks in a timely manner, and represent the bank in the community and civic organizations. Ideal Candidate Bachelor's Degree (BA) in business related field preferred Treasury sales experience in a traditional bank required (including outside sales, new client deposit revenue goals); minimum of (2) two years of experience; three (3) to five (5) years' experience preferred Strong verbal and written communication skills Strong analytical skills required Familiarity of financial software Detail oriented and ability to work under pressure of deadlines All candidates will be required to complete a pre-employment background and credit screening Proficient use and functional knowledge of Microsoft Office Suite (Excel, Word, PowerPoint Fiserv core system and Suntell document imaging/scanning system experience is a plus Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role, and the employee must be able to remain in a stationary position 50% of the time and move around the bank and/or outside of the bank 50% of the time; some filing and use of office equipment is required. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard. Frequently required to communicate with bank staff and customers; must be able to exchange information in these situations. Occasionally required to move about inside the office to access file cabinets, supplies, office machinery, etc. Occasionally required to move items up to 25 pounds. While performing the duties of this job, the noise level in the work environment is usually quiet to moderate. Emotional Demands: Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building. Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Cornerstone Bank is an Equal Opportunity Employer Powered by JazzHR sGbrLK7L8m
    $91k-116k yearly est. 12d ago
  • RMG Operations Coordinator

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Olathe, KS

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: RMG Operations Coordinator Job Description: Summary The RMG Operations Coordinator will work alongside the Senior RMG Operations Coordinator, Relationship Managers (RM), and RMG Operations Manager in a collaborative fashion in the generation of renewals, modifications (including loss mitigation letter agreements), forbearance agreements, new loan requests or other requests to modify loans. The RMG Operations Coordinator is also a liaison, along with the RMG Operations Manager, between other supporting departments within the Bank such as, Compliance, Deposit Operations, Loan Documentation, Loan Servicing and Post-Closing Review. Provides support for the Loss Mitigation process in the Resolution Management Group (RMG), and to RMG with administrative duties and other related support duties. Essential Duties and Responsibilities: * Provide support to RMG Consumer Loan team as a part of the Loss Mitigation process. * Handle customer calls regarding the Loss Mitigation Program. * Interview potential customer candidates for Loss Mitigation. * Assist in the preparation, analysis, and underwriting of Loss Mitigation applications. * Communicate with customers regarding the status of their Loss Mitigation Application. * Assist in the preparation of correspondence and communication with customers regarding the application and outcome of the customer's Loss Mitigation Application. * Responsible for the tracking and recordkeeping of various response deadlines required by the Loss Mitigation Program. * Prepare reports regarding Loss Mitigation activity. * Interact with Compliance, the Bank's internal legal department, and Audit regarding Loss Mitigation recordkeeping. * Coordinate tasks with Loan Coordinators, Loan Servicing, Relationship Managers and Resolution Management team as needed. * Prepare various daily, weekly, monthly, quarterly, and annual reports for RMG. * Aids in the preparation of monthly monitoring reports for RMG. * Assist all RMG personnel with administrative duties, including mailing, file preparation for outside counsel, gathering information from Bank sources and external sources to assist RMG team in the completion of their responsibilities. * Acts as a resource for Relationship Managers on loan operations and the processing of loan requests through the loan origination system. * Assist Senior Operations Coordinator with EITS, renewals, modifications, forbearance agreements and new loan requests. * Process payments on loans. * Work with RM's and Loan Operations to track payment arrangements and payments on charged off loans * Assist RMG Operations Manager as needed. * Perform other duties as assigned. Qualifications: * Team-oriented, possess a positive attitude and works well with others * Ability to work independently and within the team on assignments and projects * Excellent interpersonal and customer service skills * Ability to prioritize; handle multiple tasks; and work independently * Strong organizational skills and detail-oriented with high degree of accuracy * Strong written and oral communication skills * Ability to maintain confidentiality and handle highly sensitive information * Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Supervisory Responsibilities: * None Education and/or Experience: * High School Diploma or GED * Minimum 2 years consumer or commercial loan coordination or documentation experience required * Previous experience in customer service and administrative support * Bachelor Degree a plus, some college is preferred * Lending support and/or special assets support experience preferred Computer and Software Skills: * Google Docs and Sheets * Excel * Bankway, SalesForce and or NCino experience helpful Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $30k-34k yearly est. Auto-Apply 25d ago
  • Universal Banker

    Cornerstone Bank-Overland Park, Ks 3.3company rating

    Overland Park, KS job

    Cornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition of personalized, quality service set forth in 2001 by the founders of the bank. At Cornerstone Bank you'll be an integral part of a team environment. Working Here Has Its Advantages! Competitive wage and attractive benefits package Health, dental, and vision insurance (including company contribution), voluntary short-term disability, and company-paid long-term disability, life insurance, and identity theft insurance 401(k) retirement plan with employer match Paid time off (PTO), monthly telecommute day, opportunities for professional development Dress for your Day dress code, Red Fridays (KC Chiefs)/special event days, fitness reimbursement program, paid volunteer program, quarterly birthday events, team-building events, social events, work-life employee assistance program Join Our Team! If you have a strong passion for customer service and the ability to provide 5-star service, we'd love for you to apply. As a Universal Banker you are on the frontline with our clients. We're on the lookout for candidates who take pride in providing excellent customer service. Working at Cornerstone Bank is different than most big banks. At Cornerstone Bank you'll gain a better understanding of the overall operation of a community bank and work in partnership with our customers, getting to know them on a first-name basis. You will be responsible for assisting customers with new and existing account inquiries and monetary transactions. Small business owners make up a significant portion of Cornerstone Bank's client base. You will be working directly with small business owners to help them with their account needs. This includes setting up checking and savings accounts, processing cash transactions, and troubleshooting online account and debit card issues. You will be the Bank's products/service expert, identify customers' needs, and recommend Bank products and services to help them operate more efficiently. In addition, you are cross-trained on wire transactions and other duties. At Cornerstone Bank, we value the work our frontline team members do and understand they play a significant role in the Bank's success. Cornerstone Bank is open Monday - Friday, 8:00 AM - 5:00 PM. Your work schedule will depend on whether you are scheduled to open and/or close the bank on any given day. Opening shift begins at 7:40 AM and closing shift ends at approximately 5:15 PM; must be available to work both shifts on a rotation with your team members. Ideal Candidate High School Diploma or equivalent required A college degree is not required; however, we gladly accept applicants with a degree Retail banking experience, including ACH, wires, mobile deposits, and online banking Compliant with bank confidentiality standards and security procedures Cash handling and teller experience Excellent customer service skills Professional demeanor/appearance Accuracy and attention to detail required Excellent organization skills Ability to multi-task Mathematical proficiency Are you Computer Savvy? We don't want tech to slow you down. You'll be using Microsoft Outlook, Word, Excel and our Teller system and banking software on a daily basis. It helps if you are tech savvy and a quick learner. We'll train in areas where there may be gaps in bank experience or technology; we're looking for someone with a strong willingness and desire to learn. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is a largely sedentary role and the employee must be able to remain in a stationary position 75% of the time, stand 25% of the time, and required to move about the bank to file and use office equipment. Continually utilize hand and finger dexterity. Continually utilize visual acuity to operate equipment, read information, and/or use a keyboard. Frequently required to communicate with customers/clients about their account; must be able to exchange information in these situations. Frequently required to move about inside the office from lobby to teller station/drive through and access file cabinets, supplies, office machinery, etc. Occasionally required to move items up to 40 pounds. Emotional Demands Ability to maintain regular attendance and be punctual. Ability to complete assigned tasks without direct supervision. Ability to work and sustain attention with distractions and/or interruptions and multitask without loss of efficiency or accuracy. Ability to perform under stress. Ability to interact appropriately with a variety of individuals including customers/clients. Ability to perform in situations requiring speed and deadlines. Ability to work as an integral part of the team. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works in typical bank lobby/office environment on first floor of the building. Continually views a computer monitor and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Cornerstone Bank is an Equal Opportunity Employer The is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Powered by JazzHR 3RqDsxHrXL
    $26k-31k yearly est. 26d ago
  • SBA Reporting Specialist

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Olathe, KS

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: SBA Reporting Specialist Job Description: Summary The SBA Reporting Specialist is responsible for filing reports with the Small Business Administration (SBA) to initiate the collection of the SBA guarantee amount on defaulted and problem loans within the Bank's SBA Portfolio. This position acts as the primary liaison with the SBA for all pending guarantee requests and works in close collaboration with Relationship Managers, the SBA Division, and internal departments to ensure complete, accurate, and timely filings. This role is based in Olathe, KS and reports to the AVP, Resolution Management Operations Leader. Essential Duties & Responsibilities * Prepare and file Uniform Purchase Package (UPP) reports, Care and Preservation Reports, and Wrap Up Reports with the SBA. Collaborate with Relationship Managers (RM's) in the preparation of these reports. * Serve as the primary associate responsible for communication with the SBA on guarantee requests. Provide supplemental information to the SBA as requested in a timely manner. * Coordinate responses to any denied claims with the head of RMG and the appropriate RM * Track and monitor expenses associated with problem SBA loans and OREO. * Coordinate inspections on SBA problem loans. * Track problem SBA loans. * Prepare reports for the SVP of RMG, Problem Loan Committee (PLC), and senior management as needed. * Work with the SBA Department as needed * Support special projects as assigned, potentially outside of SBA scope. * Become familiar with SBA Servicing and Liquidation Procedures. Attend and complete training related to SBA servicing and liquidation procedures. * Interact with Compliance, Legal, and Audit for SBA recordkeeping purposes. * Obtain and maintain Kansas Notary Public certification. * Assist RMG Operations as needed Qualifications * Strong problem-solving and organizational skills. * High attention to detail and a high degree of accuracy. * Excellent written and oral communication abilities. * Ability to prioritize tasks and manage time independently or within a team. * Team-oriented with a positive and collaborative attitude. * Able to maintain confidentiality and handle sensitive information appropriately. Supervisory Responsibilities * Individual Contributor Education and/or Experience * High School Diploma or GED required; some college preferred. * Experience with SBA's E-Tran portal preferred. * Background in back-office SBA loan administration strongly preferred. * UPP preparation experience helpful but not required * Prior experience in lending support or special asset support is preferred Computer and Software Skills * Microsoft office suite * Google Apps * Experience with IBS/FIS, SalesForce, PCFS, and NCino is a plus. Certifications, Licenses, and Registrations * Kansas Notary Public (or willingness to obtain within 60 days of hire). Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $32k-40k yearly est. Auto-Apply 44d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Baxley, GA job

    Your Opportunity: General Manager TitleMax Baxley, GA As a General Manager (GM), you'll provide reliable financial solutions to help customers manage everyday challenges. As the driving force behind the store's success, you'll manage daily operations and lead your team to grow revenue, uphold compliance, and build brand loyalty through world-class customer service. It's a high-performance, customer-focused environment designed to inspire growth and innovation. While you're pouring into your team's development, we invest in your growth through hands-on coaching, executive exposure, and development programs. Your drive for results and passion for people coupled with our comprehensive training will gear you with the tools to make an impact on your team, customers, career, and earning potential. What We Offer: Compensation This position has an hourly pay rate of $ and is eligible for performance bonuses. The compensation listed represents the base pay for this position, which is just one of the many elements of our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum two years' experience with proven success in a supervisory or leadership role in retail, finance, service, or related industries. Operations experience in a leadership capacity. Excellent verbal and written communication skills. Proficiency in using phones, Point of Sale, Microsoft Office, and other systems. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Associates degree or higher. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Manage overall store performance by meeting or exceeding Company performance standards. Coach, lead, and develop all team members to build new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge for all team members to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures and train new staff in keyholder duties. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure the store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facility needs, including scheduling maintenance services. This includes overseeing the store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.* **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $39k-70k yearly est. Auto-Apply 1d ago
  • Financial Service Representative

    Enterprise Bank & Trust 4.6company rating

    Enterprise Bank & Trust job in Kansas City, KS

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Financial Service Representative Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: * Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets. * Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. * Serves as a team member to accomplish company objectives and lobby and personal goals. * Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients. * Actively participates in training programs to maintain and acquire additional job knowledge and skills * Assists in opening and closing the branch, following procedures set by corporate security. * Complies with all department and company policies, procedures, audit guidelines, and regulations. * Perform other miscellaneous duties as assigned. Qualifications: * Strong math and problem solving skills. * Excellent interpersonal and customer service skills with the ability to cross-sale products and services. * Must maintain confidentiality of client transactions and bank records. * Team-oriented, possess a positive attitude and work well with others. * Strong oral and written communication skills. * Ability to operate standard office equipment, such as computer workstations, calculators, and copier. * Ability to prioritize; handle multiple tasks; and work independently. * Strong organizational skills and detail-oriented with a high degree of accuracy. * Thorough knowledge of bank operations, products, and services offered at the bank. * Knowledge of banking laws and regulations including the Bank Secrecy Act. Supervisory Responsibilities: * None Education and/or Experience: * High School diploma or equivalent * Associates degree in business related field or two years related experience or a combination of education and experience * Experience working in an environment with individual and team goals preferred * Customer service experience required Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Word and Excel. * Google Suite * IBS * Salesforce Certificates, Licenses, and Registrations: * Notary License as needed by the branch Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
    $36k-40k yearly est. Auto-Apply 44d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Camarillo, CA job

    This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 1d ago

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