Financial Representative
Investment Banker Job 10 miles from Carmichael
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Representative (Entry-Level)
Investment Banker Job 10 miles from Carmichael
Our Financial Representatives come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, and more. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Role Functions:
Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses
Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success.
Communicate with clients on Northwestern Mutual financial products and financial market trends with the support of our firm's network of financial specialists, training and educational programs, and mentoring opportunities.
Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
Our Ideal Candidate:
Has a Bachelor's Degree
Has experience with professional networking, sales, and/or lead generation
Is business-minded and entrepreneurial
Is a skilled relationship-builder
Compensation and Benefits:
Commissions and Renewal Revenues
Weekly Activity Stipends
New Client and Client Retention Bonuses
Comprehensive Medical Coverage
Retirement Package; Pension Plan
Group Life Insurance and Disability Income Insurance
Sponsorship of Licensing
Average and Top Performer Income:
Average - Top 25%
Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Some of our Accolades Include:
Fortune 500 Company
Industry-leading financial strength ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor's: AA+, Moody's Investors Service: Aaa)
Number one "World's Most Admired" company by Fortune magazine for over 25 years
Named one of the “50 Best Companies to Sell For” by Selling Power magazine
Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
Top 10 independent broker-dealer
Intern - Sacramento Commercial Banking
Investment Banker Job 10 miles from Carmichael
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
California Bank & Trust has a Commercial Banking Summer internship available for current College/University students. The internship is a paid, full-time position located in Sacramento and is part of a 9 to 12-week program.
The Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Commercial Banking Internship Responsibilities
* Financial statement spreads in Moody's Risk Analyst
* Tax return and personal financial statement spreads in Buker's
* Attending customer and internal Bank meetings
* Industry analysis and business description underwriting for pre-screens or credit presentations
* Various processing such as advances, paydowns, and system maintenance.
Qualifications:
* Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
* Interests in business and banking/finance.
* Broad application of general business practices.
* Ability to meet deadlines, possess creative thinking and solve problems.
* Self-confidence and willingness to make recommendations.
* Intermediate knowledge of Windows and the Microsoft Office Suite products.
* Effective customer service and communication skills.
This position is eligible to earn a base rate of $20/hr.
This position does not offer relocation assistance - local candidates preferred.
California Bank & Trust's Internship positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment to maintain employment eligibility.
Intern - Sacramento Commercial Banking
Investment Banker Job 10 miles from Carmichael
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
California Bank & Trust has a Commercial Banking Summer internship available for current College/University students. The internship is a paid, full-time position located in Sacramento and is part of a 9 to 12-week program.
The Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Commercial Banking Internship Responsibilities
+ Financial statement spreads in Moody's Risk Analyst
+ Tax return and personal financial statement spreads in Buker's
+ Attending customer and internal Bank meetings
+ Industry analysis and business description underwriting for pre-screens or credit presentations
+ Various processing such as advances, paydowns, and system maintenance.
Qualifications:
+ Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
+ Interests in business and banking/finance.
+ Broad application of general business practices.
+ Ability to meet deadlines, possess creative thinking and solve problems.
+ Self-confidence and willingness to make recommendations.
+ Intermediate knowledge of Windows and the Microsoft Office Suite products.
+ Effective customer service and communication skills.
This position is eligible to earn a base rate of $20/hr.
This position does not offer relocation assistance - local candidates preferred.
California Bank & Trust's Internship positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment to maintain employment eligibility.
Req ID: 066417
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Personal Banker (Member Service Representative III)
Investment Banker Job 10 miles from Carmichael
We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$25.40 - $36.83
Scheduled Weekly Hours:
40
This posting is for our Sacramento Natomas Branch located at 2051 Natomas Crossing Dr
Sacramento, CA 95834
What You'll Be Doing
Provides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services.
* Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
* Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member. Performs advanced research on accounts, identifies and corrects Member account problems Completes documentation for accounts and loans according to credit union procedures.
* Has specific knowledge of credit union savings and loan products and services. Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans).
* Maintains cash and negotiable items. May act as branch liaison to support departments. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
* Completes documentation for accounts and loans according to credit union procedures. Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. May take on vault custodian duties as assigned.
* Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Additional Job Functions
* Performs other duties as assigned
* Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
* High School Diploma or GED required
* 3-5 years of previous related experience required
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Banker Positions
Investment Banker Job 10 miles from Carmichael
Full-time Description
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II:
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III:
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
Prior supervisory experience is preferred
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III:
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II:
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
In conjunction with the Manager, makes monthly business development calls as assigned
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR II:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Open and support consumer and business checking, savings, CDs & IRAs
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III:
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Handles difficult client situations in the absence of the Branch Manager or his/her backup
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
Poppy Bank Notice to Applicants CCPA & CPRA
Salary Description $20.00-$28.60/hour DOE
Personal Banker
Investment Banker Job 10 miles from Carmichael
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker in a Universal Branch, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Roseville, CA at the Roseville branch.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $45,760.00 - $59,800.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 11/01/2024, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Financial Service Specialist III (Banker)
Investment Banker Job 10 miles from Carmichael
TITLE: FINANCIAL SERVICE SPECIALIST III (BANKER) STATUS: NON-EXEMPT DEPARTMENT: ARDEN BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $22.00 - $29.00 PER HOUR We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our Arden branch. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment.
Our FSS III work a fixed schedule, which allows you the work/life balance you need. The selected individual will be scheduled to work 37/40-hours a week as follows:
Monday 8:30 am - 5:30 pm
Tuesday 8:30 am - 5:30 pm
Wednesday 8:30 am - 5:30 pm
Thursday 8:30 am - 5:30 pm (Alternating OFF for Saturday)
Friday 8:45 am - 5:45 pm
Saturday 9:30 am - 2:30 pm (Alternating OFF for Thursday)
Sunday OFF
RESPONSIBILITIES INCLUDE:
+ Assessing members' financial needs and advising members on the products and services of benefit to them
+ Obtain and evaluate credit reports, calculate debt-to-income ratios on consumer loan applicants, calculate how much of loan applicant's debt is secured/unsecured
+ Determine collateral needs and payment plans for consumer loan applicants
+ Meet credit union consumer lending criteria for loan funding limits
MINIMUM QUALIFICATIONS:
+ High School Diploma or G.E.D.
+ One year experience in a financial institution in a customer service position.
+ Working knowledge of financial services products and basic lending practices is desired.
+ Demonstrated sales ability in either a financial institution or retail store is highly desirable.
+ Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink, and others.
+ Demonstrated inter-personal communication and member contact skills.
+ Maintains good attendance record.
Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.
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Consumer And Business Banking, Senior Relationship Banker, Ridley, Folsom, PA
Investment Banker Job 9 miles from Carmichael
Country: United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends and potential projects. Works pre-developed lead lists to generate business and identify new customer prospects.
USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets.
Essential Functions/Responsibility Statements:
* Put the customer at the center of everything you do, deepen relationships and make connections during every interaction.
* Engage customers through proactive, outbound calling for both service and relationship deepening opportunities.
* Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.
* Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need.
* Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $3MM.
* Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate.
* Participates in joint calling with Product partners to generate and deepen relationships with business customers.
* Build trust and deliver solutions by setting expectations and meeting commitments.
* Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.
* Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate.
* Ensure compliance with all bank policies, procedures and regulatory requirements.
*
* Qualifications: 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:
* Bachelor's Degree: Business Management, Finance, or equivalent field.
Work Experience:
* 5+ Years Experience in a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships.
Skills and Abilities:
* Strong financial acumen; general knowledge of consumer and small business products, and small business lending.
* Motivated to help people achieve financial goals.
* Exceptional listening and communication skills in person and over the phone
* Ability to work effectively in a team environment, building strong relationships with colleagues and business partners.
* Ability to use critical thinking to solve problems and provide solutions to customer issues.
* Demonstrated proficiency using the phone to engage with customers
* Basic computer skills.
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$52,500.00 USD
Maximum:
$87,500.00 USD
Personal Banker
Investment Banker Job 47 miles from Carmichael
We re looking for a Personal Banker to join our Fairfield team! As a Personal Banker, you ll be responsible for delivering the highest quality of service to our customers by assessing their needs. You ll have the chance to put
People First
, show
Absolute Integrity
, all with a
Zest for Excellence
!
Responsibilities Include
Offer superior service to our customers through prompt, efficient, courteous, and professional interactions. Refers customers to appropriate person or department as needed
Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
Supports branch cash responsibilities such as shipment, balancing and reconciliation
Resolves customer complaints and concerns. Properly escalates concerns to supervisor and reports complaints as needed
Process debit card requests, complete stop payments and check holds for new and existing customers.
Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer s overdraft option request and document information on our core system
Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank s policies and procedures
Partner with branch leadership to maintain operational integrity while mitigating risk for the Bank and customers, per the standards of the Bank
Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
Be a resource to train new and existing employees as needed
Open and service Retail, Business, trusts, CD and IRA accounts for new and existing customers.
Answers business account inquiries without assistance
Assists with approvals within assigned limits
Meets established sales goals / referrals
What You ll Need to be Successful
Accuracy and Thoroughness strong attention to detail
Communication excellent verbal, written and interpersonal communication skills
Customer Service manage difficult or emotional customer situations; respond promptly to customer needs
Initiative eagerness to learn and a drive for continuous improvement
Professionalism ability to be professional and empathetic in all interactions
Teamwork maintain a positive working relationship with your team members
Adaptability willing and able to be flexible and adapt to changing job requirements
Qualifications
High School Diploma/GED
Minimum 1 year of prior experience in financial services with experience in cross-sales/new accounts required
Proficient in all Microsoft Office suite of products
Eagerness to learn and a drive for continuous improvement.
Excellent verbal, written and interpersonal communication skills
Ability to be professional and empathetic in all interactions.
Willing and able to be flexible and adapt to changing job requirements.
Technically savvy with PCs and email systems.
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $20.00-$22.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
MAIN BANKER
Investment Banker Job 10 miles from Carmichael
The incumbent in this position is responsible for the controlling and accounting transactions for the main bank and other duties as assigned by management. Main Bankers provide excellent customer service to team members and vendors in all situations.
Responsibilities
ESSENTIAL FUNCTIONS: (These functions are intended as a general illustration of the work performed in this job classification and are not all inclusive for this position) - Creates an atmosphere that induces guests to make Hard Rock Hotel & Casino Sacramento at Fire Mountain their choice for gaming entertainment; responsible for actively building and retaining guest relations and acts as a mentor to team members in order to provide superior guest service. - Opens check-cashing cards (requires making credit inquiries). - Cashes checks, cashier checks, coins, and vouchers for guests and team members. - Handles large amounts of money, accounting for total funds received throughout the day and at the end of each day. - Exchanges foreign currency, cash coin, exchanges coin or tokens for customers. - Maintains accountability over a cashier drawer. - Performs all duties in a confidential manner. - Responsible for the impress bank issued. Perform guest and in-house monetary transactions. - Balance and issue impress bank to Floor Attendants, F&B, and team members. - Enter guest transactions into the computer system accurately. - Prepare paperwork, balance sheets and documents in accordance with Company policy and procedures, and within the guidelines of the Finance Dept. Signs all documents legibly. - Transfer cash, coins and checks between cages and/or departments in an accurate and efficient manner. - Strictly adhere to department policies and procedures in order to maintain integrity of the Cage operation. Apply accurate transaction and balancing practices. - Participate in the daily cage reconciliation process. - Comply with Federal Title 31 procedures. - Demonstrate a commitment to ensuring responsible gaming and responsible alcohol service by discreetly notifying appropriate managers of concerns and observations. - Ensure prompt and discreet notification to supervisors and/or the Ethics Hotline of any observation of illegal acts or internal ethics violations. - Other duties as assigned. - Attend and participate in meetings, completing follow-up as assigned; - Perform work regularly and predictably. - Perform other duties as assigned. - Attend seminars when needed.
Qualifications
EDUCATION AND /OR EXPERIENCE REQUIREMENTS: (Related education and experience may be interchangeable on a year for year basis) - High school diploma or equivalent required, along with a minimum of one (1) year of related experience or an equivalent combination of education and/or experience. - Must have one (1) year of cage, banking and/or cashiering experience. ADDITIONAL REQUIREMENTS: (Licenses, Certifications, Testing, etc): - Must obtain and maintain valid licenses / certifications per Federal, State and ERGC Gaming regulations. - Must successfully pass background check. - Must successfully pass drug screening. - Must be at least twenty-one (21) years of age. - Must be able to work holidays and weekends, as well as flexible shifts and/or unusual hours. - Prior experience in the Gaming industry strongly preferred. KNOWLEDGE OF: - Procedures, methods, and equipment including computers and applicable software applications such as word processing, email, spreadsheets, and databases to include excellent working knowledge of Microsoft Word, Excel, Outlook and PowerPoint. - Basic math skills. - 10-Key calculator ABILITY TO: - Be flexible to work varying shifts and time schedules as needed. - Communicate effectively with outside contacts and all levels of team members. - Review, comprehend, analyze and assimilate reports, information generated on and by the computer and other necessary documentation. - Accountable for the daily reconciliation of the assigned area.
Additional Details
Closing:
The Tribal Council gives first preference in all of its employment practices to members of the Enterprise Rancheria Tribe who meet the job requirements.
Banker, Main
Investment Banker Job 36 miles from Carmichael
The Main Banker records transactions in the casino computer program and processes all disbursements and receipts of monies to or from the Casino Cage and/or Vault. The Main Banker issues operating banks and processes return banks from all cash handling outlets as well as issue Slot Jackpot payouts and Table Games chip fills. Will also work as a Cage Cashier as needed.
Responsibilities
• Ensure that each guest receives outstanding service by creating a friendly environment and following Jackson Rancheria Guest Service Guidelines.
• Responsible for balancing an assigned bank.
• Responsible for preparing and maintaining custody of daily bank deposits for pickup by the armored transport.
• Assures that Cage inventory is counted and balanced for assigned shift.
• Performs transfers with employees working in the vault and cashier cage.
• Provides proper security and accountability of Cage funds.
• Assures that all paperwork received during the shift is properly accounted for in casino computer program and is sent to auditors and accounting.
• Secures and maintains Casino Checkbook and register and assures proper documentation is received prior to issuing checks.
• Receive and verify all drops from soft count and reconcile paperwork.
• Issues Slot Jackpot payouts.
• Issues cash banks to various departments and processes returned banks, verifies cash, chips, etc. and compares to count sheet.
• Assures that proper documentation accompanies all transactions.
• Processes deposits from various revenue departments.
• Sorts and counts currency, checks, vouchers, refunds, gift certificates and other negotiable instruments.
• Enters all Slot tickets into computer database, which generates summaries of gaming machine payouts.
• Balances assigned chip inventory.
• Processes all chip fills and credits from Table Games.
• Perform coin and currency fills and/or drops from the Ticket Redemption Machines.
Processes the shift roll function in the casino computer gaming system.
• Updates guest accounts in casino computer system, and processes credit, safekeeping and front money transactions for casino guests.
• Makes change, redeems coupons, and cashes coin, checks, tickets and casino chips.
• Follows current guest, credit card, tribal and team member check policies.
• Ensures security of assigned funds by verifying that all payouts are performed accurately.
• Performs verification of funds for other Cashiers when requested.
• Assures that all items of value are secured prior to leaving work area.
• Calls for assistance when any transaction is suspicious.
• Tracks reportable transactions on the Cage MTLs and NILs in accordance with Title 31 requirements.
• Performs training or retraining of department employees as assigned.
• Complies with Cage policies and procedures.
• Responsible for reviewing postings daily for any procedural changes.
• Responsible for reviewing posted schedules daily to ensure proper attendance.
• Responsible for attending all mandatory training classes and department meetings.
• Will perform the job functions of Cage Cashier when assigned.
Qualifications
KNOWLEDGE SKILLS AND ABILITIES
• Basic to intermediate computer knowledge.
• Strong general mathematical knowledge.
• Proficient use of 10-key calculator.
EDUCATION and/or EXPERIENCE
• Minimum High School level education and typically a minimum of 6 months cash handling experience.
Pay range: $20.00 - $26.00 per hour
*Shift Differential: Non-Exempt employees will receive a $1.00 per hour shift differential for any hours worked between 10:00pm and 6:00am.
This is not a smoke free workplace. Although we employ state-of-the-art air filtration systems, cigarette smoke is in the work environment.
Roving Personal Banker San Andreas, Jackso and Sonora
Investment Banker Job 46 miles from Carmichael
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the
Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Provide support across a variety of branch locations within a specific geography where a banker or teller is out of
the office or to temporarily cover vacancies
* Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as
well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and
submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* 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:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of
the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
Bilingual speaking and listening proficiency in Spanish/English
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations,
officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel
orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and
colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to travel 100% of the time within the district
* Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
* Ability to work a schedule that may include most Saturdays
* Must take and pass required language assessment (remove if not needed)
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* 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
Posting Location(s):
* 13761 B Mono Way, Sonora, CA 95370
11 Main Street, Jackson, CA 95642
169 E St. Charles Street, San Andreas, CA 95249
808 East Mono Way, Sonora, CA 95370
This job profile is eligible for a 10% pay differential
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$18.00 - $27.69
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
5 Feb 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
Financial Representative
Investment Banker Job 45 miles from Carmichael
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Intern - Sacramento Commercial Banking
Investment Banker Job 10 miles from Carmichael
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
California Bank & Trust has a Commercial Banking Summer internship available for current College/University students. The internship is a paid, full-time position located in Sacramento and is part of a 9 to 12-week program.
The Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Commercial Banking Internship Responsibilities
Financial statement spreads in Moody's Risk Analyst
Tax return and personal financial statement spreads in Buker's
Attending customer and internal Bank meetings
Industry analysis and business description underwriting for pre-screens or credit presentations
Various processing such as advances, paydowns, and system maintenance.
Qualifications:
Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
Interests in business and banking/finance.
Broad application of general business practices.
Ability to meet deadlines, possess creative thinking and solve problems.
Self-confidence and willingness to make recommendations.
Intermediate knowledge of Windows and the Microsoft Office Suite products.
Effective customer service and communication skills.
This position is eligible to earn a base rate of $20/hr.
This position does not offer relocation assistance - local candidates preferred.
Ca
lifornia Bank & Trust's Internship positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment to maintain employment eligibility.
Hiring Event - Personal Banker (Member Service Representative II)
Investment Banker Job 10 miles from Carmichael
We're always looking for diverse, talented, service-oriented people to join our exceptional team. Hiring Event - Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$22.68 - $32.88
Scheduled Weekly Hours:
30
Attention: Calling all future teammembers! Your career starts here.
We are excited to share that SchoolsFirst FCU is hosting a HIRING EVENT for Part-time(20-30 hours) positions in various California locations. If you or someone you know is ready to take that next step and join a culture of excellence, then we invite you to apply below.
If selected, you can connect with our recruiters by phone and be considered to join our Dream Team! Please remember to have your most up-to-date resume ready.
Date of Event:
Wednesday, February 5
Thursday, February 6
Friday, February 7
What You'll Be Doing
Provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
* Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
* Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
* Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
* Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
* All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
* Performs other related duties as assigned or requested.
Additional Job Functions
* Performs other duties as assigned
* Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
* High School Diploma or GED required
* 1-3 years of previous related experience required
* License/Certifications -
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Banker Positions
Investment Banker Job 10 miles from Carmichael
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II:
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III:
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
Prior supervisory experience is preferred
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III:
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II:
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
In conjunction with the Manager, makes monthly business development calls as assigned
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR II:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Open and support consumer and business checking, savings, CDs & IRAs
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III:
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Handles difficult client situations in the absence of the Branch Manager or his/her backup
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
Poppy Bank Notice to Applicants CCPA & CPRA
Salary Description $20.00-$28.60/hour DOE
Financial Service Specialist III (Banker)
Investment Banker Job 10 miles from Carmichael
TITLE: FINANCIAL SERVICE SPECIALIST III (BANKER)
STATUS: NON-EXEMPT
DEPARTMENT: ARDEN BRANCH
REPORTS TO: BRANCH MANAGER
PAY SCALE: $22.00 - $29.00 PER HOUR
We are seeking a candidate who enjoys being of service to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our Arden branch. An individual who derives satisfaction and accomplishment from assisting others with their financial needs would be successful in our environment.
Our FSS III work a fixed schedule, which allows you the work/life balance you need. The selected individual will be scheduled to work 37/40-hours a week as follows:
Monday 8:30 am - 5:30 pm
Tuesday 8:30 am - 5:30 pm
Wednesday 8:30 am - 5:30 pm
Thursday 8:30 am - 5:30 pm (Alternating OFF for Saturday)
Friday 8:45 am - 5:45 pm
Saturday 9:30 am - 2:30 pm (Alternating OFF for Thursday)
Sunday OFF
RESPONSIBILITIES INCLUDE:
Assessing members' financial needs and advising members on the products and services of benefit to them
Obtain and evaluate credit reports, calculate debt-to-income ratios on consumer loan applicants, calculate how much of loan applicant's debt is secured/unsecured
Determine collateral needs and payment plans for consumer loan applicants
Meet credit union consumer lending criteria for loan funding limits
MINIMUM QUALIFICATIONS:
High School Diploma or G.E.D.
One year experience in a financial institution in a customer service position.
Working knowledge of financial services products and basic lending practices is desired.
Demonstrated sales ability in either a financial institution or retail store is highly desirable.
Demonstrated computer skills and familiarity with software programs such as Word, Excel, MeridianLink, and others.
Demonstrated inter-personal communication and member contact skills.
Maintains good attendance record.
Our excellent benefits package includes medical, dental, vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), and more for full-time employees.
Personal Banker
Investment Banker Job 39 miles from Carmichael
We re looking for a Personal Banker to join our Vacaville team! As a Personal Banker, you ll be responsible for delivering the highest quality of service to our customers by assessing their needs. You ll have the chance to put
People First
, show
Absolute Integrity
, all with a
Zest for Excellence
!
Responsibilities Include
Offer superior service to our customers through prompt, efficient, courteous, and professional interactions. Refers customers to appropriate person or department as needed
Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc.
Supports branch cash responsibilities such as shipment, balancing and reconciliation
Resolves customer complaints and concerns. Properly escalates concerns to supervisor and reports complaints as needed
Process debit card requests, complete stop payments and check holds for new and existing customers.
Perform other account services for customers such as wire transfers, assess or waive fees, close accounts, comply with customer s overdraft option request and document information on our core system
Understand and comply with all applicable federal and state laws and banking regulations (including those related to the Community Reinvestment Act, OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and First Northern Bank s policies and procedures
Partner with branch leadership to maintain operational integrity while mitigating risk for the Bank and customers, per the standards of the Bank
Work cross-functionally within the Bank to assess, handle, and follow through with complex account inquiries, transactions, or customer concerns
Be a resource to train new and existing employees as needed
Open and service Retail, Business, trusts, CD and IRA accounts for new and existing customers.
Answers business account inquiries without assistance
Assists with approvals within assigned limits
Meets established sales goals / referrals
What You ll Need to be Successful
Accuracy and Thoroughness strong attention to detail
Communication excellent verbal, written and interpersonal communication skills
Customer Service manage difficult or emotional customer situations; respond promptly to customer needs
Initiative eagerness to learn and a drive for continuous improvement
Professionalism ability to be professional and empathetic in all interactions
Teamwork maintain a positive working relationship with your team members
Adaptability willing and able to be flexible and adapt to changing job requirements
Qualifications
High School Diploma/GED
Minimum 1 year of prior experience in financial services with experience in cross-sales/new accounts required
Proficient in all Microsoft Office suite of products
Eagerness to learn and a drive for continuous improvement.
Excellent verbal, written and interpersonal communication skills
Ability to be professional and empathetic in all interactions.
Willing and able to be flexible and adapt to changing job requirements.
Technically savvy with PCs and email systems.
Why You Should Apply
Full-time position with excellent compensation and benefits package
Generous time off programs
Bonus program
Profit-sharing
Discounted stock purchase program
Excellent growth and development opportunities
And much more!
Pay Range (Hourly): $20.00-$22.00/hour
The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.
First Northern Bank does not discriminate based on race, color, religions, sex, gender identity, age, national origin, marital status, pregnancy, disability, or any other protected status.
The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.
Roving Personal Banker San Andreas, Jackso and Sonora
Investment Banker Job 36 miles from Carmichael
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.
About this role:
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the
Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Provide support across a variety of branch locations within a specific geography where a banker or teller is out of
the office or to temporarily cover vacancies
* Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as
well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and
submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* 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:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of
the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
Bilingual speaking and listening proficiency in Spanish/English
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations,
officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel
orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and
colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to travel 100% of the time within the district
* Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
* Ability to work a schedule that may include most Saturdays
* Must take and pass required language assessment (remove if not needed)
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* 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
Posting Location(s):
* 13761 B Mono Way, Sonora, CA 95370
11 Main Street, Jackson, CA 95642
169 E St. Charles Street, San Andreas, CA 95249
808 East Mono Way, Sonora, CA 95370
This job profile is eligible for a 10% pay differential
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$18.00 - $27.69
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
5 Feb 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.