Post job

First National Bank Texas jobs in Phoenix, AZ

- 26 jobs
  • Personal Banker

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Phoenix, AZ

    * 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.
    $26k-30k yearly est. 2d ago
  • Relationship Manager - Commercial Real Estate

    Midfirst Bank 4.8company rating

    Phoenix, AZ job

    The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will actively pursue business development opportunities to create a profitable loan portfolio. This will involve developing, managing and maintaining relationships with commercial real estate customers and prospects sourced by the Relationship Manager, ranging in individual loan sizes from $5M - $30M. •Candidates must possess 5+ years of experience in complex commercial real estate lending and account management experience in a financial institution. • Acquire qualified referrals from existing customers and investors. • Maintain thorough knowledge of the local real estate market to accurately underwrite lending opportunities. • Grow and maintain a portfolio that achieves the company's goals and profitability. • Document, close and administer all loans with excellence using best practices. Additional requirements include: • Deep connections to the Phoenix real estate community including a proven track record of building a portfolio. • Excellent verbal and written communication skills. • Thorough knowledge in review, analysis, and underwriting all product types related to commercial real estate loans and personal/corporate financial statements pertaining to Sponsors/Guarantors. • A Bachelor's degree in finance, economics or related field. Commensurate experience considered in lieu of degree. • Thorough understanding of commercial building construction procedures and practices.
    $56k-89k yearly est. 60d+ ago
  • AML Specialist

    Midfirst Bank 4.8company rating

    Scottsdale, AZ job

    The Financial Crimes AML Specialist will have a working knowledge of the basic principles of the Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) regulations with a focus on Suspicious Activity Reporting (SAR), Currency Transaction Reporting (CTR), Enhanced Due Diligence (EDD), Office of Foreign Assets Control (OFAC) Screening, and Customer Risk. The AML Specialist will be responsible for analyzing transactional activity, investigating red flags, performing customer due diligence, identifying and monitoring high risk customers, and reporting suspicious activity that may present increased risk for money laundering, terrorist financing, or other suspicious/illegal activity. Principal duties and responsibilities can include: Detect and Report suspicious activity through many different forms of transactional monitoring by reviewing CTRs, manual reports, or activity that is produced by the bank's transaction monitoring software Identify and Monitor High Risk Customers through the completion of Enhance Due Diligence Complete CTRs as well as identify, research, and report any suspicious activity within the CTRs as required by the Bank Secrecy Act Disposition OFAC alerts generated from customer and transactions screening. Other duties as assigned Position Requirements: Minimum of 1-3 years of retail banking experience required; in lieu of retail banking experience, commensurate work experience performing research, analysis, background checks, and reviewing financial documentation will be considered. Working knowledge of bank products, services and transaction types Working knowledge of Microsoft Office programs Proficient written and verbal communication skills A college degree in Criminal Justice or a Business related field is a plus, but is not required To be a successful candidate, you must have the following skills and demonstrated performance in these areas: Exceptional analytical and creative problem solving skills and the ability to work both independently and collaboratively High standards of courtesy, performance, and respect for confidentiality Ability to prioritize and perform specific tasks independently and collaboratively with accurate results Ability to adapt to change quickly and positively Ability to use standard computer software and quickly learn and navigate and operate job-specific software and web-based applications Ability to communicate efficiently, effectively, and professionally in person, on the phone, and through email to internal personnel and external business units
    $60k-95k yearly est. 11d ago
  • Full-Time Teller - 3030 E. Camelback Rd.

    Midfirst Bank 4.8company rating

    Phoenix, AZ job

    Tellers are responsible for efficiently processing a variety of customer transactions while providing the highest level of service and identifying bank products and services that would be beneficial to potential and existing customers. Tellers must be proactive, friendly and courteous. Duties will include, but are not limited to, the following: Greet customers and facilitate a welcoming and customer-focused environment Build and maintain relationships with customers to help identify financial products and services that meet their needs Build customer loyalty by developing relationships and always offering exceptional service Process customer transactions efficiently and accurately in a fast-paced environment; maintaining a balanced cash drawer and adhere to internal controls and procedures Respond to customer inquiries and concerns by researching and identifying positive solutions This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency. This position is required to participate in both informal and formal training (paid) and must successfully pass the Teller Certification test to operate a Teller drawer. Formal training consists of one full week of training/testing which is conducted within your first 3 weeks of employment and is scheduled Monday through Friday from 8:00 a.m. - 5:00 p.m. Required Skills: Minimum 6 months of cash handling, processing of transactional payments, and/or point of sale experience in a retail sales or service environment and/or previous banking experience Excellent customer-service skills, including oral and written communication Ability to effectively contribute to a positive team environment and work toward achieving goals Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations Strong work ethic and high integrity Strong computer and 10 key skills Outgoing, assertive, confident, and enthusiastic personality Preferred Skills: Knowledge of banking products and procedures Successful sales record in a retail sales or banking environment Bilingual (fluent verbal and written Spanish) skills Proficiency with all Microsoft applications (Word, Outlook, Excel etc.) Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operation: Standard Hours: Monday - Friday from 9:00 a.m. - 6:00 p.m. and Saturday from 9:00 a.m. to 1:00 p.m. Shift differential is available for certain hours - $5/hr for Monday through Friday from 5:00 p.m. - 6:00 p.m., Saturday's from 12:00 p.m. - 1:00 p.m. Candidates must be available to work weekend hours.
    $31k-35k yearly est. 23d ago
  • Senior Operations Associate, Emerging Middle Market

    BMO Harris Bank 4.1company rating

    Tempe, AZ job

    Application Deadline: 01/15/2026 Address: 1625 W. Fountainhead Parkway Job Family Group: Customer Shared Services BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. Ideal candidate will provide day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products. Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Organizes work information to ensure accuracy and completeness. Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements. Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information. May function as a problem-solving resource for more junior staff. Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures. Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests. Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines. Data enters, reviews and verifies loan information and documentation for processing and/or further handling. Manages documentation to ensure that records are maintained in a proper manner. Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained. Supports the development of tools and delivery of training focused on delivering business results. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge and experience using relevant systems and technology - Good. Knowledge and understanding of the business unit's key products and services, processes and controls - Good. Knowledge of the risk and regulatory requirements of the business - Good. Prioritization skills - Good. PC skills (MS Word, Excel, PowerPoint) - Good. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-65k yearly Auto-Apply 14d ago
  • Senior Account Executive - Healthcare Commercial Payments

    Commerce Bank 4.4company rating

    Phoenix, AZ job

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $70,500.00 - $139,000.00 (Amount based on relevant experience, skills, and competencies.) How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a "Super Community" bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs! Commerce Bank is seeking a motivated and customer focused individual for a Sr. Account Executive opportunity supporting our Healthcare sector. The Sr. Account Executive position serves as an ambassador of Commerce Bank to our customers. These positions are responsible for selling Automate Accounts Payable Solutions and Card Payment Services to targeted companies in designated sales territories. These targeted companies may, or may not, have an established relationship with Commerce Bank. Each Account Executive will develop and establish relationships with "C" level associates within the Healthcare sector. To achieve the objectives of these positions, each Account Executive will initiate the use of various prospecting methods including cold calling, leveraging internal and external referrals, as well as through industry available networking groups. In addition to prospecting, each Account Executive must employ effective listening, problem solving, presentation, sales, relationship management and negotiation skills, while leveraging effective closing techniques to meet and/or exceed assigned sales goals. Account Executives will also be tasked to assist with the transitioning of new account sales to the internal Account Management Team following the start of implementation processes. This opportunity will support growth across our in-market landscape, and candidates can be located anywhere within our in-market geography. Essential Functions * Identify, engage, and consult key decision makers around Commerce Bank Payment solutions specific to the healthcare sector * Conduct sales calls performing consultative business process reviews * Meet with assigned Commercial Officer (if applicable), and Commercial Card Senior Manager to discuss sales strategy * Identify client organizational goals and objectives for process improvement and efficiency goals, then effectively matching solution capabilities to address these requirements * Provide value-added services including but not limited to technical support, Product Development, Relationship Management, and other benefits of Commerce Bank's CommerceVantage Solution Suite * Negotiate contractual terms and pricing options while taking advantage of the best solutions that will yield pricing advantages for the customer and provide an acceptable return to Commerce Bank * Own account and monitor its activity for a defined period of time and transition it to the Account Management Team * Create customized proposals and present them to potential customers * Clearly understand prospect's current processes and future needs and identify strategies to improve efficiencies, reduce costs, or improve service to win business * Meet with assigned Commercial Officer (if applicable), and Commercial Card Senior Managers to discuss sales opportunities * Perform other duties as assigned Knowledge, Skills & Abilities Required * Strong knowledge of consultative sales process * Strong data analysis skills * Skilled at interacting with senior managers and able to develop a business case * Able to work independently but with some oversight from direct supervisor * Capable of managing relationships independently and in negotiating sales and contracts * Superior presentation skills * Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements * Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities * Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills * Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values * Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook Education & Experience * Bachelor's degree in Business Administration or equivalent combination of education and experience required * 7+ years new customer acquisition sales experience in Commercial Card, Banking, or Financial Services. * Proven track record within team selling and lead sharing environments required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education * For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive I, II, III, Senior - Commercial Card and Senior Account Executive - Healthcare job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $139,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. #LI-Remote The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: Remote, Phoenix, Arizona 85001 Time Type: Full time
    $70.5k-139k yearly Auto-Apply 1d ago
  • Client Service Advisor

    BMO Harris Bank 4.1company rating

    Tempe, AZ job

    Application Deadline: 12/30/2025 Address: 1625 W. Fountainhead Parkway Job Family Group: Commercial Sales & Service Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Handles transactional requests, escalations and investigation of all types of service needs for clients. Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions. Publishes regular and ad-hoc reports and dashboard Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs. Contributes to the development of new products or services based on insights gathered from client interactions and market analysis. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. Responds to and facilitates the resolution of client service requests. Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: 2 - 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred. Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. Specialized knowledge. Foundational level of proficiency: Regulatory Compliance Document Management Problem-Solving Collaboration Intermediate level of proficiency: Product Knowledge Data Analysis Reporting Microsoft Office Detail-Oriented Teamwork Salary: $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $50.1k-82.8k yearly Auto-Apply 13d ago
  • Private Banking Compliance Project Analyst

    Midfirst Bank 4.8company rating

    Scottsdale, AZ job

    This position will support the Private Banking business unit by assisting with responsibilities related to lending, deposits and office operations compliance, and various projects to support objectives. The individual will work closely with members of management, department personnel, and various compliance and operational groups to accomplish the goals. The responsibilities of this position include but are not limited to Compliance 1 st Line of Defense representative Assist with regulatory directive reviews and implementation Compliance projects related to policies and procedures Work with the various compliance, legal, and operations groups Support business unit efforts to comply with new and existing requirements related to deposits, and lending to ensure there are appropriate controls, communications, and documentation Assistance with various compliance requests such as control verifications, testing and audit questions, policies, and information gathering Create, review, and update policies, procedures, and job aids to mitigate potential gaps and compliance risks Communication of policy and procedure related changes and updates Work on various projects to assist the business unit with growth and process improvement Attend various compliance and project related meetings Conduct compliance and project related trainings Resource to offices who manage teller related work and office operations Conduct mock audits on offices with cash handling Conduct quality control on various processes Other duties as assigned Position Requirements: Minimum 5 years of banking or consumer lending experience Compliance experience with working knowledge of banking, mortgage, lending laws, and regulations Thorough understanding of PC based systems in the Windows environment Extensive knowledge of Adobe Acrobat, Microsoft Word, Excel, Outlook, and OneNote software Self-directed; able to work with limited to no supervision Self-motivated, results-oriented, and adaptable individual that responds well to change Ability to work well with people of varying technical abilities and varying communication styles Excellent verbal and written communications skills Strong analytical and problem-solving skills, very detail oriented Excellent time management skills Excellent organizational skills with the ability to manage multiple on-going projects Ability to adjust priorities to changing circumstances, and maintain quality in a high volume fast paced environment Maintaining confidentiality and exercising discretion in performing daily duties are required in a professional manner in a deadline-driven environment Position requires the ability to sit for long periods Bachelor's degree preferred Flexibility in availability Travel required
    $52k-74k yearly est. 60d+ ago
  • Trust Officer

    Midfirst Bank 4.8company rating

    Scottsdale, AZ job

    The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA's, etc.) and MidFirst Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and insurance agents. Duties will include, but are not limited to: Build multi-generational relationships with members to retain assets held in a trust; Maintain awareness of emerging products and services and new developments in the industry; Keep current on all laws and regulations related to the administration of trust accounts; Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.); Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations; Provide recommendations to management regarding changes to transaction processing and account maintenance; Act as educator and mentor to MidFirst employees regarding trusts, estate and related areas Requirements Bachelor's Degree, preferably in Finance or Business Administration Deep connections to the Scottsdale community including a proven track record of building relationships Intermediate/Advanced knowledge of trust and estate services and applicable laws 5+ years of working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired CTFA or other trust certification desirable Working knowledge of Microsoft Office and Windows operating environment Working knowledge of trust accounting and related systems Proven business development skills Advanced proficiency in verbal and written communication Excellent attention to detail Ability to be effective under pressure Advanced ability to prioritize and multi-task Ability to professionally interact with all levels of employees and clients Ability to respect and hold confidential information Effectively work independently as required Establish priorities and follow through to completion Dependable, cooperative, flexible
    $34k-61k yearly est. 47d ago
  • Commercial Product Manager - Commercial Payables Products

    Midfirst Bank 4.8company rating

    Phoenix, AZ job

    MidFirst Bank is seeking an experienced and strategic Product Manager to join the Commercial Product Management Department in growing the Bank's Commercial Payables product suite. This position is responsible for the overall product design, development and ongoing management of an assigned portfolio of products to include ACH, wire transfers, real-time payments and emerging payment technologies. This role plays a critical part in developing innovative, customer-centric payables solutions that drive revenue, improve operational efficiency, and strengthens MidFirst Bank's competitive position in the commercial banking market. Key Responsibilities: Product Development and Innovation: Evaluate potential products, recommend the development and design of new products and enhancements, and enhance existing solutions to meet short- and long-term Bank financial and strategic goals. Strategic Leadership: Define and execute Commercial Product Management's roadmap for commercial payables products based on market trends, customer needs, competitive landscape and regulatory changes and requirements. Sales Support: Subject-matter expert for day-to-day sales support with product-related questions and sales initiatives. Customer and Market Focus: Engage with Treasury Management Officers and Relationship Managers in a collaborative and innovative culture to gather insights, understand pain points, and translate feedback into product improvements. Lifecycle Management: Champion innovation and manage performance metrics for the payables portfolio and lead initiatives to optimize performance and customer satisfaction. Collaboration: Central point of contact between internal stakeholders, including Sales, Implementation, Operations, Risk and Legal. Interact with third party vendors to coordinate quality product delivery to customers as needed. Go-to-Market Execution: Support sales and operational execution, including the creation of product collateral, training materials, pricing strategies, and competitive positioning. Thought Leadership: Maintain awareness of industry trends and regulatory developments that impact product design and delivery to identify necessary actions, changes and opportunities. Communicate product information, changes and enhancements across all customer contact areas within the Bank. Requirements: Bachelor's degree or equivalent professional experience required AIPMM Certified Product Management Certification preferred Minimum 3-5 years' experience related to Treasury Management services Superior understanding of commercial payments industry to include ACH, wires, real time payments and additional industry-leading payment offerings Strong understanding of digital payment channels, ERP/API integrations, and client onboarding in payment space Experience in driving product strategy and executing complex treasury-related initiatives while delivering measurable business results Familiarity with ISO 20022, SWIFT standards, NACHA and in-depth industry trends in business-to-business payments Advanced organizational, analytical, and problem-solving skills Strong personal computing skills including proficiency with Microsoft Office, software applications (e.g. Word, Excel, PowerPoint, etc.) are necessary Superior verbal and written communication abilities and presentation skills are essential Detail oriented, ability to manage multiple priorities, meet deadlines, and ability to work independently without supervision required Ability to travel as necessary to perform essential job responsibilities
    $95k-124k yearly est. 60d+ ago
  • Financial Advisor

    BMO Harris Bank 4.1company rating

    Scottsdale, AZ job

    Application Deadline: 01/29/2026 Address: 9333 N 90th Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions though the sales of managed products and services. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides input into the planning and implementation of operational programs. Executes work to deliver timely, accurate, and efficient service. Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences. Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Supports the development and promotion of a business/group program. Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience. Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools. Implements a relationship management plan in collaboration with the lead relationship manager. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives. Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Identifies and recommends ways to enhance the client experience. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed Qualifications: Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. FINRA Series 6, 63 and 65 Licenses OR FINRA Series 7 and 66 licenses. Life and Health Insurance Producer's License. Completed LTC Continuing Education Requirements. Strong working knowledge of financial industry. In-depth experience working with managed products and providing fee-based advice. In-depth understanding of deposit and loan (including mortgage) products and banking services. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $51,800.00 - $95,900.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $51.8k-95.9k yearly Auto-Apply 22d ago
  • Mortgage Banker

    BMO Harris Bank 4.1company rating

    Tempe, AZ job

    Application Deadline: 01/29/2026 Address: 1625 W. Fountainhead Parkway Job Family Group: Retail Banking Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Mortgage Banker cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements. Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. Assists with the implementation of targeted marketing programs, promotions, and other initiatives. Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals. Supports the delivery of targeted marketing programs, promotions, and other initiatives. Seeks opportunities to expand network by obtaining referrals and originations from existing relationships. Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events. Serves a customer advocate during application and processing activities. Completes onboarding activities as required. Delivers exceptional customer service that builds trust through expertise, responsive service, and support. Guides customers throughout mortgage application and processing activities. Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner. Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners. Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services. Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business / group strategy. Conducts independent analysis and assessment to resolve strategic issues. Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application. Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports and dashboards. Provides input into the planning and implementation of operational programs. Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Organizes work information to ensure accuracy and completeness. Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions. Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. In-depth understanding of the mortgage lending process and applicable regulatory requirements. Strong interpersonal, sales, customer service, and negotiation skills. Expert knowledge of self-management and teamwork, personal lending, relationship sales and management. Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management. Strong knowledge of the broader real estate industry and mortgage market. Strong negotiation skills. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $77,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $27k-31k yearly est. Auto-Apply 7d ago
  • Bank Manager

    BMO Harris Bank 4.1company rating

    Scottsdale, AZ job

    Application Deadline: 01/04/2026 Address: 33703 N Scottsdale Road Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Conducts cold calls to prospective customers to develop new customer relationships. Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business. Supports the Bank's community involvement and participates in community activities. Maintains a high-touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Implements, reviews, and revises work plans. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Communicates goals, plans, and assignments to achieve financial and customer service goals. Leads the implementation of new programs, products and processes within the branch. Coordinates the implementation of national and regional sales and service initiatives. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Previous supervisory or management experience - preferred. In-depth knowledge of retail banking products and services. Advanced knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $51.8k-95.9k yearly Auto-Apply 13d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Phoenix, AZ job

    Application Deadline: 01/25/2026 Address: 9050 N 19th Avenue Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish preferred. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 1d ago
  • Retail Relationship Banker

    BMO Harris Bank 4.1company rating

    Phoenix, AZ job

    Application Deadline: 01/04/2026 Address: 51 E. Camelback Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-65k yearly Auto-Apply 19d ago
  • Bank Manager

    BMO Harris Bank 4.1company rating

    Mesa, AZ job

    Application Deadline: 01/04/2026 Address: 9953 E Baseline Road Job Family Group: Retail Banking Sales & Service Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer. Conducts cold calls to prospective customers to develop new customer relationships. Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business. Supports the Bank's community involvement and participates in community activities. Maintains a high-touch relationship with key branch customers and prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities for the customer in accordance with approved procedures. Builds the business plan for the branch. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Implements, reviews, and revises work plans. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Ensures alignment between stakeholders. Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures. Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Communicates goals, plans, and assignments to achieve financial and customer service goals. Leads the implementation of new programs, products and processes within the branch. Coordinates the implementation of national and regional sales and service initiatives. Monitors the service request and problem resolution processes for adherence to national standards. Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements. Plans and controls unit operating expenses in accordance with forecasts. Manages transactional outcomes for customer calls or defers to appropriate internal business groups. Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution. Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations. Builds effective relationships with internal/external stakeholders. Maintains the confidentiality of customer and Bank information. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with all legal and regulatory requirements for the jurisdiction. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Previous supervisory or management experience - preferred. In-depth knowledge of retail banking products and services. Advanced knowledge of competitive marketplace and trends in product offerings. Working knowledge of branch operational processes and policies. Working knowledge of branch technologies, processes, and performance metrics. Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $51.8k-95.9k yearly Auto-Apply 26d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Cave Creek, AZ job

    Application Deadline: 01/30/2026 Address: 28215 N Tatum Boulevard Job Family Group: Retail Banking Sales & Service This is a part-time 20 hours a week position. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 6d ago
  • Personal Banker

    First National Bank Texas 4.5company rating

    First National Bank Texas job in Phoenix, AZ

    * 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
    $26k-30k yearly est. 47d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Chandler, AZ job

    Application Deadline: 01/04/2026 Address: 1990 W Chandler Boulevard Job Family Group: Retail Banking Sales & Service This is a part time position scheduled for 30 hrs. per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50k yearly Auto-Apply 8d ago
  • Retail Relationship Banker

    BMO Harris Bank 4.1company rating

    Scottsdale, AZ job

    Application Deadline: 01/04/2026 Address: 33703 N Scottsdale Road Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-65k yearly Auto-Apply 21d ago

Learn more about First National Bank Texas jobs

Most common locations at First National Bank Texas