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  • Manager of Finance- Lubbock, TX

    Atmos Energy Corp 4.7company rating

    Finance associate job in Lubbock, TX

    THIS JOB DESCRIPTION DOES NOT ATTEMPT TO LIST ALL OF THE DUTIES THAT ARE OR MAY BE PERFORMED IN THIS POSITION 1. Provides guidance and support for financial team members, including prioritization of financial tasks and oversight of team output. 2. Plans, directs and conducts complex and strategic financial analyses and research in such areas as revenue and expense performance, capital spending, depreciation, net investment, peer company performance and other special projects. Knows and uses advanced financial analysis concepts, practices and procedures. Responsible for recommending and implementing change in analysis methods and procedures. 3. Oversees and reviews financial statements, ensures conformance with regulatory requirements and accounting principles, prepares interpretation of financial results, and works with management to achieve financial targets. 4. Retrieves data from company databases and reporting systems. Compiles complex data and prepares clear, transparent reports, graphs and presentations for management. Develops financial or economic models. Recommends and implements changes to accounts, reports and administrative or data processing systems. 5. Manages revenue and expense forecasts, and projections of capital spending and rate base. Provides forecasting scenarios to support and recommend business decisions. Forecasts long term financial results and development opportunities for the Company. 6. Primary contact with internal partners such as Operations, Engineering, Marketing, Rates & Regulatory, Corporate Accounting and other Divisions when gathering financial information for budgets and forecasts. May represent the department on enterprise teams or lead an internal team. 7. Provides guidance to regions / departments in the formulation of their annual expense and capital budgets. Provides input on annual revenue budget. Oversees annual budget input into reporting system and reconciles output to budget targets. 8. Identifies and recommends financial options or strategies when evaluating business opportunities. 9. Conducts audit of financial records. Recognizes missing or incomplete information and inconsistencies or anomalies in financial research. Identifies business process problems, makes decisions and finds solutions based on interpretation of policies and procedures. 10. Maintains adequate staffing levels. Selects, develops, motivates and evaluates the performance of assigned employees. MINIMUM REQUIREMENTS Educational/Experience: Requires a Bachelor's degree in Finance, Accounting, and/or Economics and a minimum of seven years' experience in financial analysis or accounting, or equivalent. Public Accounting experience, Master's degree, and / or CPA preferred. Communication Skills: Requires the ability to communicate, persuade and/or influence internal and external partners at a high level such as senior management on matters of a technical and/or complex nature. Requires excellent verbal and written communication and interpersonal skills Numeric Skills: Requires the ability to perform analyses using complex statistical, financial and accounting methods. Computer Skills: Requires ability to utilize the Company's database systems and available resources for data entry, reference and/or retrieval tasks. Requires advanced knowledge of various software applications such as MS Word, Excel, Access and Power Point to create complex financial documents, reports, graphs and presentations. Work Skills: Works in an office environment. May require travel to other offices, including possible overnight travel. Physical Demands: Requires performing activities including, but not limited to, sitting, standing, using office equipment, bending, stooping, grasping, reaching, twisting, turning, and/or lifting. Atmos Energy Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. At Atmos Energy, we enjoy an employee-focused culture with rewarding work, competitive pay, work-life balance, inclusion and diversity, and excellent benefits. Atmos Energy offers benefit eligibility on the first day of employment and they include: Company-Provided Benefits * Holidays and Paid Time Off * Parental Leave * Retirement Savings Plan (Matching and Fixed Annual Company Contribution) * Annual Bonus Opportunity * Employee Assistance Program * Short-Term and Long-Term Disability Plans * Basic Life Insurance * Health Savings Account (HSA) Company Contribution with HDHP * Employee Assistance Program * Wellness Programs * LifeLock Identity Theft Protection * Paid Training * Linked-In Learning Voluntary Benefits * Retirement Savings Plan * Medical Insurance and Prescription Drug Coverage * Dental Insurance * Vision Insurance * Employee/Dependent Life Insurance * Employee/Dependent Accidental Death & Dismemberment Insurance * Healthcare, Dependent Care and Limited Purpose Flexible Spending Accounts Top Employer Recognitions America's Best Employers - Forbes Magazine The 100 Most Trustworthy Companies in America - Forbes Magazine Top Places to Work - Dallas Morning News Best Places to Work - Mississippi Business Journal Best Place to Learn - Dallas Chapter of the American Society for Training and Development (ASTD) Job Family: Finance
    $103k-125k yearly est. Auto-Apply 5d ago
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  • Financial Consultant Investments

    Home Bancshares, Inc. 4.0company rating

    Finance associate job in Lubbock, TX

    The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. 2. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. 3. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. 4. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. 5. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. 6. The ability to work in a constant state of alertness and in a safe manner. 7. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS NASD Series 7- currently maintain or must pass within 90 days NASD Series 66- currently maintain or must pass within 90 days PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field. SOFTWARE SKILLS REQUIRED Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet Intermediate: Word Processing/Typing Basic: Accounting WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities 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 and expectations. Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making. While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus. ADDITIONAL INFORMATION * Must satisfy background check that includes satisfactory NASD record The candidate for this role must have the following interpersonal traits: * Character: Must display traits such as honesty, strong work ethic and be team-oriented * Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.
    $50k-83k yearly est. 60d+ ago
  • Financial Consultant Investments

    Centennial Bank 4.2company rating

    Finance associate job in Lubbock, TX

    The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. 2. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. 3. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. 4. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. 5. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. 6. The ability to work in a constant state of alertness and in a safe manner. 7. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs. CRITICAL THINKING SKILLS Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS NASD Series 7- currently maintain or must pass within 90 days NASD Series 66- currently maintain or must pass within 90 days PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field. SOFTWARE SKILLS REQUIRED Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet Intermediate: Word Processing/Typing Basic: Accounting WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities 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 and expectations. Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making. While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus. ADDITIONAL INFORMATION -Must satisfy background check that includes satisfactory NASD record The candidate for this role must have the following interpersonal traits: -Character: Must display traits such as honesty, strong work ethic and be team-oriented -Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.
    $65k-77k yearly est. 60d+ ago
  • Personal Banker

    First National Bank Texas 4.5company rating

    Finance associate job in Lubbock, TX

    * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $30k-34k yearly est. 2d ago
  • Internet Banking Specialist (Full Time) - Lubbock, Ave. Q

    Prosperity Bank 4.4company rating

    Finance associate job in Lubbock, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying trough any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. This role is responsible for all operations associated with Internet Banking, and ACH (Automated Clearing House) origination and receiving. Duties are associated with internet banking setup and maintenance for customers, data input, related activities/efforts in mitigating account takeover and internet banking fraud, fulfill daily work/functions while adhering to bank policies and procedures and complying with all governmental rules/regulations, process and balance transaction entries, and associated posting and reconciliation duties. This individual will monitor the Department's support email box and assist banking centers via telephone support, assist with ACH-related issues, internet banking requests, and other electronic banking needs, cross-train with other department associates for other various duties as assigned, resolve more complex issues presented to the department, perform as department lead on projects at times, be able to complete given projects with minimal supervision, and serve as backup for the day-to-day supervisory processes when necessary. Required Skills: Must perform well in a service-centric environment. Have a positive, professional, and courteous interaction with customers and associates. Have an intellectual curiosity, desire to pursue answers/solutions, independent problem solving. Must be a self-starter that can manage multiple projects/duties with minimal supervision. Required Experience: High School Diploma or equivalent Preferred 4 years of bank operations or related experience. Fluent in Microsoft Office Suite; Excel, Outlook, Word, etc. Ability to wear headsets Hours: Monday - Friday 8:00 AM - 5:00 PM. 40 hours per week.
    $31k-37k yearly est. Auto-Apply 23d ago
  • Relationship Banker II - SB- University and 8th - Lubbock, TX

    JPMC

    Finance associate job in Lubbock, TX

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $31k-40k yearly est. Auto-Apply 6d ago
  • Personal Banker

    First Convenience Bank

    Finance associate job in Lubbock, TX

    Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $31k-41k yearly est. 2d ago
  • Financial Analyst

    Madera Residential 3.3company rating

    Finance associate job in Lubbock, TX

    The Financial Analyst will support key financial functions within a dynamic PropTech organization. This role is intended for professionals with a strong analytical mindset, excellent technical skills, and the ability to operate effectively with general guidance. The position requires strong attention to detail, sound judgment, and the ability to work independently while maintaining a high standard of accuracy. Duties/Responsibilities: * Conduct financial and operational trend analysis across business segments and product lines. * Prepare ad hoc analyses, models, and reports to support strategic and operational decision-making. * Support Accounting with billing activities, collections follow-up, reconciliations, and general accounting cleanup tasks. * Track sales performance, project-level profitability, and contribution margins; prepare related reporting packages. * Assist in the preparation of annual budgets and periodic forecasts, including model development and data consolidation. * Monitor variances between actual results and approved budgets; investigate and clearly document key drivers. * Maintain and enhance internal reporting tools, including Excel models and dashboard formats. * Collaborate with Accounting, Sales, Operations, and other departments to ensure timely and accurate financial data. * Contribute to process improvement initiatives aimed at increasing reporting efficiency and data integrity. Qualifications/Education/Experience: * Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. * 1-3 years of experience in financial analysis, accounting, FP&A, or related disciplines. * Proficiency in Excel, including pivot tables, lookup functions, and logic-based formulas. * Solid analytical and problem-solving skills with the ability to interpret and synthesize quantitative data. * Demonstrated work ethic, organizational skills, and attention to detail. * Ability to manage tasks with general supervision and operate effectively in a fast-paced environment. * Familiarity with core accounting principles and financial statements preferred. Success Indicators: * Delivers accurate and well-organized analyses and reports. * Identifies data issues, trends, or discrepancies proactively. * Strengthens the quality, consistency, and reliability of internal financial reporting. * Builds effective working relationships across the organization. * Demonstrates continuous learning and growing independence in handling assignments. * Madera Residential, LLC is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, national origin, disability, age, veteran status, or any other characteristic protected by federal, state, or local law.
    $52k-84k yearly est. 8d ago
  • Relationship Banker II - SB- University and 8th - Lubbock, TX

    Jpmorgan Chase & Co 4.8company rating

    Finance associate job in Lubbock, TX

    JobID: 210698713 JobSchedule: Full time JobShift: Day : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. * Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills * 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $30k-39k yearly est. Auto-Apply 6d ago
  • Personal Banker I

    Umb 4.6company rating

    Finance associate job in Lubbock, TX

    Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. How you will spend your time: • Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs • Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks • Achieving your daily key performance metrics while balancing competing priorities • Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards • Other job duties as assigned We're excited to talk to you if: • You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes • You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives • You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes • You demonstrate attention to detail whether completing documents or explaining features and benefits • You have a HS Diploma or equivalent • You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience • You have reliable transportation and ability to work branch hours, including weekends and some evenings • You have the ability to obtain NMLS registration within 90 days Compensation Range: $32,640.00 - $62,640.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
    $32.6k-62.6k yearly Auto-Apply 11d ago
  • Manager of Finance- Lubbock, TX

    Atmos Energy 4.7company rating

    Finance associate job in Lubbock, TX

    THIS JOB DESCRIPTION DOES NOT ATTEMPT TO LIST ALL OF THE DUTIES THAT ARE OR MAY BE PERFORMED IN THIS POSITION 1. Provides guidance and support for financial team members, including prioritization of financial tasks and oversight of team output. 2. Plans, directs and conducts complex and strategic financial analyses and research in such areas as revenue and expense performance, capital spending, depreciation, net investment, peer company performance and other special projects. Knows and uses advanced financial analysis concepts, practices and procedures. Responsible for recommending and implementing change in analysis methods and procedures. 3. Oversees and reviews financial statements, ensures conformance with regulatory requirements and accounting principles, prepares interpretation of financial results, and works with management to achieve financial targets. 4. Retrieves data from company databases and reporting systems. Compiles complex data and prepares clear, transparent reports, graphs and presentations for management. Develops financial or economic models. Recommends and implements changes to accounts, reports and administrative or data processing systems. 5. Manages revenue and expense forecasts, and projections of capital spending and rate base. Provides forecasting scenarios to support and recommend business decisions. Forecasts long term financial results and development opportunities for the Company. 6. Primary contact with internal partners such as Operations, Engineering, Marketing, Rates & Regulatory, Corporate Accounting and other Divisions when gathering financial information for budgets and forecasts. May represent the department on enterprise teams or lead an internal team. 7. Provides guidance to regions / departments in the formulation of their annual expense and capital budgets. Provides input on annual revenue budget. Oversees annual budget input into reporting system and reconciles output to budget targets. 8. Identifies and recommends financial options or strategies when evaluating business opportunities. 9. Conducts audit of financial records. Recognizes missing or incomplete information and inconsistencies or anomalies in financial research. Identifies business process problems, makes decisions and finds solutions based on interpretation of policies and procedures. 10. Maintains adequate staffing levels. Selects, develops, motivates and evaluates the performance of assigned employees. MINIMUM REQUIREMENTS Educational/Experience: Requires a Bachelor's degree in Finance, Accounting, and/or Economics and a minimum of seven years' experience in financial analysis or accounting, or equivalent. Public Accounting experience, Master's degree, and / or CPA preferred. Communication Skills: Requires the ability to communicate, persuade and/or influence internal and external partners at a high level such as senior management on matters of a technical and/or complex nature. Requires excellent verbal and written communication and interpersonal skills Numeric Skills: Requires the ability to perform analyses using complex statistical, financial and accounting methods. Computer Skills: Requires ability to utilize the Company's database systems and available resources for data entry, reference and/or retrieval tasks. Requires advanced knowledge of various software applications such as MS Word, Excel, Access and Power Point to create complex financial documents, reports, graphs and presentations. Work Skills: Works in an office environment. May require travel to other offices, including possible overnight travel. Physical Demands: Requires performing activities including, but not limited to, sitting, standing, using office equipment, bending, stooping, grasping, reaching, twisting, turning, and/or lifting. Atmos Energy Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status. At Atmos Energy, we enjoy an employee-focused culture with rewarding work, competitive pay, work-life balance, inclusion and diversity, and excellent benefits. Atmos Energy offers benefit eligibility on the first day of employment and they include: Company-Provided Benefits Holidays and Paid Time Off Parental Leave Retirement Savings Plan (Matching and Fixed Annual Company Contribution) Annual Bonus Opportunity Employee Assistance Program Short-Term and Long-Term Disability Plans Basic Life Insurance Health Savings Account (HSA) Company Contribution with HDHP Employee Assistance Program Wellness Programs LifeLock Identity Theft Protection Paid Training Linked-In Learning Voluntary Benefits Retirement Savings Plan Medical Insurance and Prescription Drug Coverage Dental Insurance Vision Insurance Employee/Dependent Life Insurance Employee/Dependent Accidental Death & Dismemberment Insurance Healthcare, Dependent Care and Limited Purpose Flexible Spending Accounts Top Employer Recognitions America's Best Employers - Forbes Magazine The 100 Most Trustworthy Companies in America - Forbes Magazine Top Places to Work - Dallas Morning News Best Places to Work - Mississippi Business Journal Best Place to Learn - Dallas Chapter of the American Society for Training and Development (ASTD) Job Family: Finance
    $103k-125k yearly est. Auto-Apply 9d ago
  • Personal Banker

    First National Bank Texas 4.5company rating

    Finance associate job in Lubbock, TX

    * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer. * At least 18 years of age * High school diploma, high school equivalency or currently attending high school * Six months of work experience in a retail or customer service environment preferred * Must be able to work a flexible schedule including evenings, weekends, and holidays * Must successfully pass background investigation according to company policy * Must be able to get along with co-workers and work effectively in a team environment
    $30k-34k yearly est. 2d ago
  • Internet Banking Specialist (Full Time) - Lubbock, Ave. Q

    Prosperity Bank 4.4company rating

    Finance associate job in Lubbock, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying trough any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for all operations associated with Internet Banking, and ACH (Automated Clearing House) origination and receiving. ESSENTIAL FUNCTIONS AND BASIC DUTIES Duties are associated with internet banking setup and maintenance for customers Data input, related activities/efforts in mitigating account takeover and internet banking fraud Fulfill daily work/functions while adhering to bank policies and procedures complying with all governmental rules/regulations Process balance transaction entries, and associated posting and reconciliation duties. Monitor the Department's support email box and assist banking centers via telephone support Assist with ACH-related issues, internet banking requests, and other electronic banking needs Cross-train with other department associates for other various duties as assigned Resolve more complex issues presented to the department Perform as department lead on projects at times, be able to complete given projects with minimal supervision Serve as backup for the day-to-day supervisory processes when necessary. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES: Lead and manage team through training, developing, and coaching associates on a consistent basis Encourage others to set challenging goals and high standards of performance Inspire associates to define new opportunities and continuously improve the organization Celebrate and reward significant achievements of associates Present logical and persuasive case for proposals and positions Assist team in addressing their individual strengths and development needs QUALIFICATIONS Education/Certification: High School Diploma or equivalent Experience Required: Preferred 4 years of bank operations or related experience. Fluent in Microsoft Office Suite; Excel, Outlook, Word, etc. Skills/Abilities: Ability to wear headsets Must perform well in a service-centric environment. Have a positive, professional, and courteous interaction with customers and associates. Have an intellectual curiosity, desire to pursue answers/solutions, independent problem solving. Must be a self-starter that can manage multiple projects/duties with minimal supervision. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations. Hours: Monday - Friday 8:00 AM - 5:00 PM. 40 hours per week.
    $31k-37k yearly est. 24d ago
  • Relationship Banker II - SB- University and 8th - Lubbock, TX

    Jpmorganchase 4.8company rating

    Finance associate job in Lubbock, TX

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $30k-39k yearly est. Auto-Apply 6d ago
  • Personal Banker

    First National Bank Texas 4.5company rating

    Finance associate job in Plainview, TX

    * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $30k-34k yearly est. 2d ago
  • Internet Banking Specialist (Full Time) - Lubbock, Ave. Q

    Prosperity Bank 4.4company rating

    Finance associate job in Lubbock, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying trough any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for all operations associated with Internet Banking, and ACH (Automated Clearing House) origination and receiving. ESSENTIAL FUNCTIONS AND BASIC DUTIES Duties are associated with internet banking setup and maintenance for customers Data input, related activities/efforts in mitigating account takeover and internet banking fraud Fulfill daily work/functions while adhering to bank policies and procedures complying with all governmental rules/regulations Process balance transaction entries, and associated posting and reconciliation duties. Monitor the Department's support email box and assist banking centers via telephone support Assist with ACH-related issues, internet banking requests, and other electronic banking needs Cross-train with other department associates for other various duties as assigned Resolve more complex issues presented to the department Perform as department lead on projects at times, be able to complete given projects with minimal supervision Serve as backup for the day-to-day supervisory processes when necessary. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES: Lead and manage team through training, developing, and coaching associates on a consistent basis Encourage others to set challenging goals and high standards of performance Inspire associates to define new opportunities and continuously improve the organization Celebrate and reward significant achievements of associates Present logical and persuasive case for proposals and positions Assist team in addressing their individual strengths and development needs QUALIFICATIONS Education/Certification: High School Diploma or equivalent Experience Required: Preferred 4 years of bank operations or related experience. Fluent in Microsoft Office Suite; Excel, Outlook, Word, etc. Skills/Abilities: Ability to wear headsets Must perform well in a service-centric environment. Have a positive, professional, and courteous interaction with customers and associates. Have an intellectual curiosity, desire to pursue answers/solutions, independent problem solving. Must be a self-starter that can manage multiple projects/duties with minimal supervision. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations. Hours: Monday - Friday 8:00 AM - 5:00 PM. 40 hours per week.
    $31k-37k yearly est. Auto-Apply 23d ago
  • Personal Banker (Full Time) - Lubbock, N University

    Prosperity Bank 4.4company rating

    Finance associate job in Lubbock, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of financial service functions. Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans. Answers questions and solves problems for clients by listening, collecting data, and securing answers. Profiles clients to identify sales opportunities. Uses lead lists and other strategies to develop methods of generating additional business. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. Resolves client requests and questions promptly, courteously, and professionally. Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. Maintains privacy of customer account information. Maintains and projects the Bank's professional reputation. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel as required. Keeps Banking Center Manager informed of area activities and significant problems. Completes required reports and records accurately and promptly. Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays. Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit. Review new account and data entry, as needed, to ensure accuracy. Supporting Treasury Management with new accounts and services for clients. Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review. Assumes responsibility for related duties as required or assigned. Actively and professionally sells Bank products and services. Responsible for meeting sales production goals. Performs related clerical duties as needed. Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. The Bank's professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code - training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign - Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions - clear timely Input debit card disputes Offer bank products to customers - cross sell Credit Cards Check orders - Harland check order training Wire transfers domestic - introduction to wires and domestic wire training Denial exceptions - clear timely Missing signature cards - clear timely Identify fraud situations - Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers - needing approval - weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). ____________________________________________________________________________________________ MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate. And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Monday - Friday: 8:00 AM - 5:00 PM. 40 HOURS
    $31k-36k yearly est. Auto-Apply 10d ago
  • Personal Banker (Full Time) - Lubbock, N University

    Prosperity Bank 4.4company rating

    Finance associate job in Lubbock, TX

    Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of financial service functions. Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans. Answers questions and solves problems for clients by listening, collecting data, and securing answers. Profiles clients to identify sales opportunities. Uses lead lists and other strategies to develop methods of generating additional business. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. Resolves client requests and questions promptly, courteously, and professionally. Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. Maintains privacy of customer account information. Maintains and projects the Bank's professional reputation. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel as required. Keeps Banking Center Manager informed of area activities and significant problems. Completes required reports and records accurately and promptly. Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays. Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit. Review new account and data entry, as needed, to ensure accuracy. Supporting Treasury Management with new accounts and services for clients. Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review. Assumes responsibility for related duties as required or assigned. Actively and professionally sells Bank products and services. Responsible for meeting sales production goals. Performs related clerical duties as needed. Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. The Bank's professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code - training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign - Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions - clear timely Input debit card disputes Offer bank products to customers - cross sell Credit Cards Check orders - Harland check order training Wire transfers domestic - introduction to wires and domestic wire training Denial exceptions - clear timely Missing signature cards - clear timely Identify fraud situations - Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers - needing approval - weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). ____________________________________________________________________________________________ MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate. And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Monday - Friday: 8:00 AM - 5:00 PM. 40 HOURS
    $31k-36k yearly est. 10d ago
  • Personal Banker (Full Time) - Slaton

    Prosperity Bank 4.4company rating

    Finance associate job in Slaton, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of financial service functions. Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans. Answers questions and solves problems for clients by listening, collecting data, and securing answers. Profiles clients to identify sales opportunities. Uses lead lists and other strategies to develop methods of generating additional business. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. Resolves client requests and questions promptly, courteously, and professionally. Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. Maintains privacy of customer account information. Maintains and projects the Bank's professional reputation. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel as required. Keeps Banking Center Manager informed of area activities and significant problems. Completes required reports and records accurately and promptly. Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays. Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit. Review new account and data entry, as needed, to ensure accuracy. Supporting Treasury Management with new accounts and services for clients. Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review. Assumes responsibility for related duties as required or assigned. Actively and professionally sells Bank products and services. Responsible for meeting sales production goals. Performs related clerical duties as needed. Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. The Bank's professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code - training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign - Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions - clear timely Input debit card disputes Offer bank products to customers - cross sell Credit Cards Check orders - Harland check order training Wire transfers domestic - introduction to wires and domestic wire training Denial exceptions - clear timely Missing signature cards - clear timely Identify fraud situations - Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers - needing approval - weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). ____________________________________________________________________________________________ MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate. And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Monday - Friday: 8:00 AM - 5:00 PM. 40 HOURS
    $31k-36k yearly est. Auto-Apply 8d ago
  • Personal Banker (Full Time) - Slaton

    Prosperity Bank 4.4company rating

    Finance associate job in Slaton, TX

    Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of financial service functions. Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans. Answers questions and solves problems for clients by listening, collecting data, and securing answers. Profiles clients to identify sales opportunities. Uses lead lists and other strategies to develop methods of generating additional business. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. Resolves client requests and questions promptly, courteously, and professionally. Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. Maintains privacy of customer account information. Maintains and projects the Bank's professional reputation. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. Assists area personnel as required. Keeps Banking Center Manager informed of area activities and significant problems. Completes required reports and records accurately and promptly. Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays. Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit. Review new account and data entry, as needed, to ensure accuracy. Supporting Treasury Management with new accounts and services for clients. Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review. Assumes responsibility for related duties as required or assigned. Actively and professionally sells Bank products and services. Responsible for meeting sales production goals. Performs related clerical duties as needed. Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. Required reports and records are accurate, complete, and timely. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. The Bank's professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: Zero up to 3 years of New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller Learning Plan, if applicable Understanding the Caller Identification Process and Secure code - training offered by Training Department BPM Training, I, II, III and IV Understanding when to use DocuSign - Training DocuSign forms and templates Open Consumer Checking and Savings Accounts Open Commercial Checking and Saving Accounts Issue Debit Cards Complete requested customer file maintenance Clear DDA exceptions - clear timely Input debit card disputes Offer bank products to customers - cross sell Credit Cards Check orders - Harland check order training Wire transfers domestic - introduction to wires and domestic wire training Denial exceptions - clear timely Missing signature cards - clear timely Identify fraud situations - Risk Management I, II and III Assist on teller line, if applicable Close accounts Service charge waivers - needing approval - weekly report Additional duties as assigned by Banking Center Manager Online banking Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects or pinching fingers together. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. No hazardous or significantly unpleasant conditions (such as in a typical office). ____________________________________________________________________________________________ MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, percentages, and to draw and interpret graphs. Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate. And define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Monday - Friday: 8:00 AM - 5:00 PM. 40 HOURS
    $31k-36k yearly est. 9d ago

Learn more about finance associate jobs

How much does a finance associate earn in Lubbock, TX?

The average finance associate in Lubbock, TX earns between $30,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Lubbock, TX

$54,000
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