Business Banker jobs at Frost Bank - 154 jobs

It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions Manage risk while actively practicing loss prevention Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies Develop relationships with clients. Desire to be their point of contact - they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday-Friday, 7:45am-6:15pm with Rotating Saturdays, 8:45am-1:15pm Exceptional customer service skills Proficiency in Microsoft applications Excellent written and verbal communication skills Additional Preferred Skills: Cash-handling experience College hours Experience in dealing with fraud, protecting customers' money, and build trust so clients feel comfortable and safe Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization All Locations: Dallas-Preston Center If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Business Banker I, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success. What you'll do: Become familiar with your clients and their business to understand and act on their needs Achieve monthly call and product sales goals set by the sales manager Report weekly activity and marketing results to the sales manager of business banking Manage and support loan commitments with accuracy and efficiency You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened Stay up to date on bank products and services by regularly attending training classes Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Have a background in banking and lending solutions Have prior experience with cold-calling and analyzing credit reports and financial statements Have knowledge of business loan center procedures Excellent written and verbal communication skills Strong organizational and time-management skills Proficiency in Microsoft applications Additional Preferred Skills: Bachelor's degree Previous banking experience and knowledge of bank products Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

LOCATION: Dallas, TX or Atlanta, GA SUMMARY: The Commercial Private Banker is a relationship-focused role responsible for building and managing a portfolio of commercial, corporate, and commercial real estate (CRE) clients. This role focuses on delivering a full range of banking solutions including commercial lending, deposit services, and treasury management, tailored to meet the unique financial needs of business clients across various industries. The ideal candidate will demonstrate a strong ability to build lasting client relationships, drive revenue growth, and collaborate effectively across internal teams to deliver an exceptional client experience. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Develop and manage a portfolio of business clients, including commercial, middle-market, and CRE borrowers / non-borrowers. Deliver customized deposit solutions and treasury management products to optimize client cash flow and liquidity. Proactively identify and pursue new business opportunities through networking, referrals and direct prospecting. Serve as the primary point of contact for assigned clients, offering high-touch service and strategic financial advice. Identify cross-sell opportunities and work closely with product partners (e.g., treasury management, merchant services, commercial card) to deliver comprehensive financial solutions. Collaborate with support, credit, underwriting, product specialists, and internal partners to provide seamless onboarding and servicing. Authorizes or rejects overdrafts in depository account within established authorities. Advises customers, where possible, concerning business management and financial matters and builds consistent and long-term financial advisory relationships with clients. Maintain deep knowledge of market trends, competitor offerings, and regulatory changes. Uphold the bank's risk management standards and ensure all activities comply with the policies and regulations. Prepares and delivers clear, effective and professional presentations. Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division's activities. Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development. Supports Regional Market Executive in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department's annual budget plan. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree Business, Finance, Economics, or related field required EXPERIENCE 10+ Years of direct experience in commercial and/or private banking, preferably in client facing role required 10+ Years Proven track record of business development and portfolio management within the commercial segment Experience in Commercial Real Estate preferred ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference.

Areas of Interest: Commercial Banking, Business Banking; Business Banking Credit; Business Development; Relationship Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary BOK Financial seeks exceptional talent to build and maintain long-term client relationships. As part of a dynamic team, you'll assess client needs, offer financial solutions, and uphold high standards. This role involves working in a fast-paced environment, collaborating with colleagues, and maximizing client value. If you're passionate about innovation, growth, and teamwork, BOK Financial is the right place for you. Job Description The Senior Business Banker is primarily responsible to facilitate a consistent experience providing Cash Flow Management advice to clients that originate from banking centers and other channels throughout the bank, including the contact center, email and other sources. The Senior Business Banker will be responsible for driving Business Sales and Revenue growth in all branches within the BOKF Footprint during branch originated interactions. This will be accomplished by working to grow business deposits, loans and revenue through the retention and cross sell of business products and services to existing and prospective business customers through phone, video and online interactions. The Senior Business Banker is both a producer and expert resource for the Branch Delivery Channel as well as serving as a mentor to other Virtual Business Experts as it pertains to business credit and addressing complex transactions. Team Culture At BOK Financial, the culture is characterized by ambition, collaboration, and client-focused inspiration. Employees work together tenaciously, aiming to get things done right while imagining and achieving their clients' best possible futures. The company emphasizes engagement, empowerment, and inclusivity, creating a winning environment for long-term success. How You'll Spend Your Time * You will create and implement cash flow management plans for clients, meet with them to identify needs, and recommend banking solutions, including deposits, credit, treasury, merchant services, and partner products like consumer and wealth management referrals. * You will collaborate with banking center staff to boost business production and revenue, provide coaching and support for virtual business product referrals, and identify large business opportunities for referral to specialized managers. * You will assist branches with business development calls through phone or video. * You will build and maintain relationships with your assigned clients. * You will support the Team Lead in enhancing Branch Business Banking results by coaching the sales process, assisting with complex accounts, guiding less experienced team members, leading projects, and serving as a resource in marketing, business development, loan analysis, and servicing. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field and at least 8-10 years of Small Business Banking experience. A minimum of 8-10 years Financial Services experience with business banking sales or outside consultative business to business sales experience; OR 15+ years of equivalent work related experience. * Strong knowledge and understanding of Small Business Banking lending practices * Working knowledge of accounting principles and practices * Strong knowledge of Small Business Banking products, process and policies * Broad working knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services * Demonstrated capacity to sell business products/services within the financial services industry to business clients * Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations * Excellent problem solving skills * Proficient PC skills including knowledge of word processing and spreadsheet applications * Proficient phone skills including knowledge of Cisco phone systems * Ability to partner and influence with advanced leadership skills * Strong organizational and time management skills Working Conditions & Physical Requirements Office - Occasional Travel BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Fluent in Spanish 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position is not eligible for Visa sponsorship. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 222 W Southlake Blvd SOUTHLAKE, TX 76092 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 28 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. Job Description The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. How You'll Spend Your Time * You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business. * You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action. * You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. * You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues. * You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3-5 years of directly related experience in credit/banking and/or 6-8 years of equivalent combination of education and experience. * Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements * Good knowledge of accounting principles and practices * Demonstrated capacity to sell products/services within the financial services industry * Good understanding of credit underwriting, documentation, loan policy, and regulations * Good knowledge of financial analysis including ratio and trend analysis and projections * Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services. * Strong communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations * Good PC skills including knowledge of word processing and spreadsheet applications Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

Commercial Middle Market Bankers at First Horizon target companies with revenues generally from $50 Million to $1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled with your business acumen and marketing skills, equips you to seek new clients, nurture existing relationships, and structure financial solutions that achieve mutually beneficial goals and strengthen our communities. If you are interested in a market-centric organization with an incredible support team and the ability to approve and close deals quickly, let's connect to see whether we're a fit! **Key Responsibilities Include** + Daily marketing to clients, prospects and centers of influence + Develop new clients and expand existing relationships + Generate lending, deposit and cash management opportunities + Analyze client financial needs and craft creative solutions + Recommend pricing options + Structure complex loans + Negotiate independently with clients + Provide mentoring and training to other bank associates **Qualifications Include** + Four year college degree, preferably in Finance or Accounting; An MBA is a plus + At least 4 years of related banking experience; Formal credit training or the equivalent preferred + Experience with Microsoft Outlook, Word, and Excel **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Commercial Middle Market Bankers at First Horizon target companies with revenues generally from $50 Million to $1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled with your business acumen and marketing skills, equips you to seek new clients, nurture existing relationships, and structure financial solutions that achieve mutually beneficial goals and strengthen our communities. If you are interested in a market-centric organization with an incredible support team and the ability to approve and close deals quickly, let's connect to see whether we're a fit! Key Responsibilities Include * Daily marketing to clients, prospects and centers of influence * Develop new clients and expand existing relationships * Generate lending, deposit and cash management opportunities * Analyze client financial needs and craft creative solutions * Recommend pricing options * Structure complex loans * Negotiate independently with clients * Provide mentoring and training to other bank associates Qualifications Include * Four year college degree, preferably in Finance or Accounting; An MBA is a plus * At least 4 years of related banking experience; Formal credit training or the equivalent preferred * Experience with Microsoft Outlook, Word, and Excel About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Commercial Middle Market Bankers at First Horizon target companies with revenues generally from $50 Million to $1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled with your business acumen and marketing skills, equips you to seek new clients, nurture existing relationships, and structure financial solutions that achieve mutually beneficial goals and strengthen our communities. If you are interested in a market-centric organization with an incredible support team and the ability to approve and close deals quickly, let's connect to see whether we're a fit! Key Responsibilities Include Daily marketing to clients, prospects and centers of influence Develop new clients and expand existing relationships Generate lending, deposit and cash management opportunities Analyze client financial needs and craft creative solutions Recommend pricing options Structure complex loans Negotiate independently with clients Provide mentoring and training to other bank associates Qualifications Include Four year college degree, preferably in Finance or Accounting; An MBA is a plus At least 4 years of related banking experience; Formal credit training or the equivalent preferred Experience with Microsoft Outlook, Word, and Excel About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Relationship Banker II Job Description * Do you approach serving every customer like they are your family member? * Are you intuitively aware of the overall picture and able to discern top priorities? * Do you seem to forge positive and trusting relationships with everyone? * Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? * Do you effortlessly handle challenging situations? * Are you relentless about constant improvement? Do you have a learning mindset? * Do you revel at the opportunity to provide personalized service that creates customer loyalty? * Are you addicted to a positive attitude? * Do you commit to meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role. We Offer: * An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ * An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference * Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career * Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way * The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us * Educational assistance and reimbursements At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties: * Maintains a thorough knowledge of all First United Bank products, services, procedures, policies and pertinent regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. * Master the Primary Purpose and Essential Duties of the Relationship Banker I position. * Follows proper procedures and policies accurately and efficiently for all customer-servicing activities performed. * Leads by example and serves as a role model for Tellers and Relationship Banker I positions. * Retains existing customers and develop new customer relationships. * Serves as customers' single point of contact on all First United Bank consumer and small business products and services. * Exceeds performance goals and actively participates in all sales campaigns; promotes new products and services and educates customers and peers within the bank. * Continually exceed customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty. * Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Opens new accounts, certificates of deposit, safe deposit boxes, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. * Assists customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy. * Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. * Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. * Maintains branch cash supply and appropriate drawer limits, perform cash verifications and vault duties. * Proactively resolve customer complaints, problems, or other issues. * Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans. * Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. * Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor. * Masters the Primary Purpose and Essential duties of the Relationship Banker II position. Employee Specifications: * High School Diploma strongly preferred. Some college is strongly preferred. * Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required. * Cash handling experience is preferred. * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload. #LI-KG1 All Locations: Sherman-Taylor Street If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach and working on strategic alliance leads (LegalZoom, IncFile, etc.) to earn new business relationships. Responsibilities: Provides Small Business products, services, and strategies to clients through telephone channel Listens and understands client needs to acquire and deliver financial solutions Focuses on client delight and relationship retention Delivers sales and support and partners across the enterprise Delivers accounts for Small Business clients Manages a portfolio of clients for a 30-90 day sales cycle Manages through change Skills: Oral Communications Pipeline Management Client Experience Branding Client Management Customer and Client Focus Referral Management Client Solutions Advisory Coaching Interpret Relevant Laws, Rules, and Regulations Risk Management Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing Small Business products, services, and strategies to clients over the phone. Key responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. Job expectations include collaborating with sales and support partners across the enterprise to deliver a seamless one-team approach. Responsibilities: Provides Small Business products, services, and strategies to clients through telephone channel Listens and understands client needs to acquire and deliver financial solutions Focuses on client delight and relationship retention Delivers sales and support and partners across the enterprise Delivers meaningful relationships and partnership Manages through change Skills: Client Solutions Advisory Oral Communications Client Experience Branding Client Management Customer and Client Focus Pipeline Management Referral Management Coaching Interpret Relevant Laws, Rules, and Regulations Risk Management Written Communications Required Qualifications: Can work effectively and efficiently in a high call volume environment Excellent verbal and written communication skills Strong customer service skills Desired Qualifications: Ability to learn and adapt to ongoing changes and new technology platforms Experience in receiving and implementing performance feedback and coaching Able work in a call center schedule environment Minimum of 2 years Financial/Banking or call center experience Strong decision-making and problem-solving skills Proficient knowledge in Microsoft Office and can navigate these and other systems while on the phone with a client Self-motivated and results-oriented with excellent organizational skills Experience deepening relationships over the phone with clients Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Account Management Client Solutions Advisory Customer and Client Focus Influence Relationship Building Advisory Client Experience Branding Executive Presence Networking Sales Performance Management Attention to Detail Pipeline Management Presentation Skills Prioritization Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered. Responsibilities: Create opportunities to onboard new Bank of America clients by understanding needs through client discovery and recommending best fit solutions from our full suite of products, digital platform, and rewards. Educate on benefits of banking solutions to Financial Advisors (FAs) and their teams to drive banking adoption into day-to-day FA practices and operations. Partners with Financial Advisor teams to find right fit solutions for client banking needs and help navigate complex client situations. Provide proactive guidance and resources to help advisor meet goals - driving growth, solving client needs and identifying new opportunities. Deliver on team strategic and financial objectives with a bottom-line focus on business metrics and results. Deliver a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt. Ensures exceptional client experience by supporting the efficient and professional operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs. Leverage of a wide range of data and systems, including Salesforce, to drive consistent client engagement and proactive advisor follow-up. Required skills: Demonstrates proven results exceeding goals in a client-centric, results-driven environment. Prior banking experience in demand deposit, savings, transactional accounts. Working knowledge of investing products and services along with the latest online and digital capabilities Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrate a commitment to providing personalized service. Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals, Exhibits proven client engagement skills and the ability to engage partners to resolve problems and escalate as needed to promote client satisfaction. Is able to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow your career. Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Is able to learn and understand technology to assist clients with the latest in Digital and Digital banking Desired skills: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives. Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: Bachelor's degree preferred; High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. This job is responsible for proactively partnering with Merrill Financial Advisors (FAs) to identify client's that can benefit from enterprise banking and borrowing solutions. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing engagement to assist clients in fully utilizing those solutions. Serve as a trusted business development partner to Merrill Financial Advisors in deepening banking relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong sales acumen with a proactive and consistent approach to engage Advisors and identify tangible reasons why clients can benefit from enterprise banking solutions. Identifying client deepening opportunities, providing comprehensive banking solutions to clients, serving as a digital product expert, and working with the Advisor to identify client referrals to other Merrill and Bank of America specialists. Ability to provide tenacious and professional follow-up with Advisors and Clients to ensure value is delivered and clients gain full value from the services delivered. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Account Management Client Solutions Advisory Customer and Client Focus Influence Relationship Building Advisory Client Experience Branding Executive Presence Networking Sales Performance Management Attention to Detail Pipeline Management Presentation Skills Prioritization Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Chandler, Arizona;Fort Worth, Texas; Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. **Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.** **You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.** The Licensing Program provides you with the coaching and guidance that you'll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders + Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service + Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access + Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk **Required Qualifications:** + Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence + Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections + Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills + Ability to handle confidential matters and sensitive information in a responsible manner + Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives + Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule + Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays + Applies strong critical thinking and problem-solving skills to meet clients' needs + Ability to work under pressure + Can learn and understand technology to assist clients with the latest in Digital and Digital banking + Comfortable receiving ongoing performance feedback and coaching + Ability to learn and adapt to new information and technology platforms + **Must be flexible to work various shifts which may include a weekend day** ** 1st and 2nd shifts available ** **Desired Qualifications:** + Bilingual Spanish **Skills:** + Account Management + Customer and Client Focus + Issue Management + Oral Communications + Regulatory Compliance + Active Listening + Adaptability + Problem Solving + Risk Management + Attention to Detail + Business Acumen + Trading + Valuation Ethics and Practice Standards **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent + **For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.** **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. Job Description: This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines. Responsibilities: •Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner•Triages client requests and makes referrals to appropriate internal specialists•Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities We'll help you: •Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy•Get training and one-on-one coaching from academy managers who are invested in your success•Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide•Develop techniques to confidently engage with clients by telephone•Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to: •Providing a world class client experience through point of call account servicing and resolution •Working in a well-compensated, highly collaborative environment•Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You're the kind of person that (required skills): •Must currently be in the Investment Specialist Trainee role (BQ230) •Is client-focused with a passion for excellence and a positive team attitude•Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment•Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams•Is an effective communicator with an aptitude for sales and relationship management•Has strong computer skills•Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication•Is ambitious, disciplined, hardworking, resilient and willing to learn•Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST• We're a culture that: •Believes in responsible growth and is dedicated to supporting the communities we serve•Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience•Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world•Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs• Skills: •Active Listening•Attention to Detail•Critical Thinking•Customer and Client Focus•Oral Communications•Account Management•Client Experience Branding•Decision Making•Emotional Intelligence•Result Orientation•Adaptability•Coaching•Prioritization•Referral Identification•Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter. You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support. The Licensing Program provides you with the coaching and guidance that you'll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill. Responsibilities: * Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders * Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service * Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access * Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk Required Qualifications: * Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence * Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections * Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills * Ability to handle confidential matters and sensitive information in a responsible manner * Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives * Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule * Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays * Applies strong critical thinking and problem-solving skills to meet clients' needs * Ability to work under pressure * Can learn and understand technology to assist clients with the latest in Digital and Digital banking * Comfortable receiving ongoing performance feedback and coaching * Ability to learn and adapt to new information and technology platforms * Must be flexible to work various shifts which may include a weekend day 1st and 2nd shifts available Desired Qualifications: * Bilingual Spanish Skills: * Account Management * Customer and Client Focus * Issue Management * Oral Communications * Regulatory Compliance * Active Listening * Adaptability * Problem Solving * Risk Management * Attention to Detail * Business Acumen * Trading * Valuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent * For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40