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  • Overstaff Financial Services Representative

    Worldacceptance

    Investment banker job in Bryan, TX

    World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Pay Rate: $15-$19 What You'll Do: Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. Guide customers toward upward credit mobility through responsible financial choices. Deliver top-tier customer service by assisting with questions, concerns, and available products. Process and prepare loan applications, documents, and renewals accurately. Take and process customer payments. Prepare and execute loan closings on current and renewal loans. Balance assigned cash drawer daily and ensure all transactions are accurate. Complete daily branch bank deposits and, as needed, transport funds to and from the bank. Maintain strong customer relationships and represent the company's values in every branch supported. Collaborate with Branch Managers and team members to meet performance goals. Other duties include but are not limited to: Calling approved and unmade applications to close loans daily. Supporting tax services and helping build tax clientele. Sending complete and accurate credit denial letters within 30 days from the date of application. Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: Reliable transportation for daily travel to assigned branches and bank deposits. Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! Demonstrated self-confidence, organization, and adaptability. A history of kindness, compassion, and helping others succeed. A mindset focused on quality, problem-solving, and openness to new ideas. Team-oriented approach - willing to pitch in, learn, and lead by example. Basic computer proficiency and comfort learning new systems. Valid driver's license and access to a dependable vehicle. Why World? Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. Proven career paths: 75% of our Operations Executives began in similar roles. Community connection: Paid volunteer hours each year to give back. Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. Work-life balance: Paid holidays, vacation time, and 401(k) with company match. Belonging & purpose: Join a team built on respect, collaboration, and genuine care. Be home for dinner: Your life outside of work is a priority. Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: Frequently stationary with regular movement throughout office environments. Occasional climbing, kneeling, bending, twisting, and reaching. Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. Fast-paced, high-demand environment requiring professionalism and adaptability. Frequent travel to branch locations; may include extended hours, evenings, or weekends. Standard indoor office settings with typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 8d ago
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  • Personal Banker II

    Cadence Bank 4.7company rating

    Investment banker job in Bryan, TX

    What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II) * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. Cadence Bank #LI-EW1
    $31k-37k yearly est. 35d ago
  • Personal Banker

    First National Bank Texas 4.5company rating

    Investment banker job in Bryan, TX

    * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer. * At least 18 years of age * High school diploma, high school equivalency or currently attending high school * Six months of work experience in a retail or customer service environment preferred * Must be able to work a flexible schedule including evenings, weekends, and holidays * Must successfully pass background investigation according to company policy * Must be able to get along with co-workers and work effectively in a team environment
    $30k-34k yearly est. 5d ago
  • Overstaff Financial Services Representative

    World Finance 4.2company rating

    Investment banker job in Bryan, TX

    World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go. The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance. Pay Rate: $15-$19 What You'll Do: * Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions. * Guide customers toward upward credit mobility through responsible financial choices. * Deliver top-tier customer service by assisting with questions, concerns, and available products. * Process and prepare loan applications, documents, and renewals accurately. * Take and process customer payments. * Prepare and execute loan closings on current and renewal loans. * Balance assigned cash drawer daily and ensure all transactions are accurate. * Complete daily branch bank deposits and, as needed, transport funds to and from the bank. * Maintain strong customer relationships and represent the company's values in every branch supported. * Collaborate with Branch Managers and team members to meet performance goals. * Other duties include but are not limited to: * Calling approved and unmade applications to close loans daily. * Supporting tax services and helping build tax clientele. * Sending complete and accurate credit denial letters within 30 days from the date of application. * Paying branch expenses as instructed by the Branch Manager. Travel Requirements & Coverage Area: * Reliable transportation for daily travel to assigned branches and bank deposits. * Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager. * Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable. * Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting. Experience That Will WOW Us! * Demonstrated self-confidence, organization, and adaptability. * A history of kindness, compassion, and helping others succeed. * A mindset focused on quality, problem-solving, and openness to new ideas. * Team-oriented approach - willing to pitch in, learn, and lead by example. * Basic computer proficiency and comfort learning new systems. * Valid driver's license and access to a dependable vehicle. Why World? * Growth-minded culture: 80% of our Financial Services Representatives are promoted to management. * Proven career paths: 75% of our Operations Executives began in similar roles. * Community connection: Paid volunteer hours each year to give back. * Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days. * Work-life balance: Paid holidays, vacation time, and 401(k) with company match. * Belonging & purpose: Join a team built on respect, collaboration, and genuine care. * Be home for dinner: Your life outside of work is a priority. * Make an impact: Help customers build stronger financial futures every day. Who Is World? Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout office environments. * Occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force. * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment requiring professionalism and adaptability. * Frequent travel to branch locations; may include extended hours, evenings, or weekends. * Standard indoor office settings with typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly Auto-Apply 3d ago
  • Business Banker

    Texas First Bank 4.5company rating

    Investment banker job in Montgomery, TX

    Launch Your Career with Texas First! Enjoy a generous Sign-On Bonus and Retention Bonus as a thank-you for your commitment. Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and were dedicated to helping employees and communities thrive. Text BANKER to ************** to apply and submit your resume! Job Summary The Business Banker position sets the tone for each client experience since they are the first point of contact for our customers and their connection to many transactions that they can initiate while visiting the banking center. They must be able to adapt to customer needs, complete service transactions, open accounts, and refer customers to other bank employees for additional support when needed. They provide exceptional customer service while having conversations and building relationships. Our Business Banker communicate with all types of customers and work as part of a team to help customers succeed financially. In this role, you will: * Support customer engagement by processing teller transactions, consumer, and commercial new accounts, and making appropriate introductions to loan officers. * Complete operational activities while minimizing risks under established policies. * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures, products, and partners across the organization. * Receive direction from managers and exercises judgment within defined policies and procedures. * Escalate questions and issues to more professional roles. * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions. * Identify information and services to meet customers' financial needs Responsibilities and Duties * Ability to educate and connect customers to technology and share the value of mobile banking options * Interact with integrity and professionalism with customers and team members. * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Identify potential fraud/risky accounts and take appropriate action to prevent loss. * Well-organized, independent, and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Evaluates needs of potential clients and offers appropriate financial products and services. * Utilizes knowledge of required paperwork and systems to open new accounts; prepares documents accurately. * Assist customers with being able to access their safe deposit box. * Process and sort incoming mail, night depository, and mail transactions. * Responsible for following all opening and closing banking centers. * Support the overall banking center referral efforts. Management establishes goals for such items as Debit cards, direct deposit, online banking, or referrals for product and treasury management services bank products. * include the following and other duties assigned. Job Skills and Qualifications * High School diploma or equivalent. * This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. * Fluency in Spanish is a plus. * Excellent interpersonal and communication skills. * Ability to handle transactions accurately and quickly. * Strong math aptitude and attention to detail. * Ability to work effectively in a team environment. * Flexibility to work additional hours when requested and Saturdays. * The ability to lift up to 25 pounds and sit/stand for long periods of time Salary Grade 03 EOE/Disability/Veteran
    $55k-101k yearly est. 60d+ ago
  • Personal Banker Brenham TX

    Wells Fargo 4.6company rating

    Investment banker job in Brenham, TX

    **Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate 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:** + 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 + 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 work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + 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 + This position is not eligible for Visa sponsorship **Posting Location(s):** + 2450 Becker Dr Brenham, TX 77833 **Posting End Date:** 22 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-516084
    $30k-37k yearly est. 11d ago
  • 21R - Electronic Banking Specialist III

    The Adam Corporation Group 4.2company rating

    Investment banker job in College Station, TX

    Electronic Banking Specialist III Electronic services include Online Banking, Bill Payment Services, and Mobile Banking, Online Cash Management services for businesses, Remote Deposit Capture, Mobile Remote Deposit, E-statements and Electronic Branch operations & services (Wires). The Electronic Banking Specialist III is responsible to minimize any losses the bank or the customer may incur as a result of a security breach or failure to implemented proper security procedures within the E-Banking Department. This position will be required to perform tasks associated with each position within the Electronic Banking Department and resolve escalated/ complex issues in a professional manner. ESSENTIAL FUNCTIONS Oversees daily processing of activities within the E-Banking department to achieve accurate, timely and effective workflow to ensure all deadlines are met. Reassign staff as necessary to effectively distribute workload during peak processing periods and vacations. Responsible for Strategic Planning, Risk Management and fraud monitoring for the Electronic Banking Department Develops and implements training and procedural materials that increase awareness, educate users and staff, and promote use of the Bank's electronic services. Monitors and maintains security for all electronic products. Monitors all electronic services to insure they are in compliance with established policies, procedures, regulations and laws. To provide friendly, professional and accurate service and support to all customers and employees. Meet with customers, staff, and employees, other department leaders to ensure the Electronic Banking Support is effective and performing desirably. Monitors industry trends regarding electronic services including product design, delivery methods, pricing, and new technology. Assist department employees in job training and personal development. Coach employees to ensure expectations are clear and the department is working towards an established goal. Monitor and review daily maintenance reports Work and process Non-Post ACH, incoming and outgoing wire transfers, Debit Card support, mobile remote deposit, ACH processing, ACH Yellowhammer or other related functions within the Electronic Banking Department. Performs other job-related duties as assigned. EDUCATION & EXPERIENCE High school education or equivalent with vocational training in business and office operations. Experience in related field or equivalent to 3 - 5 years. QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. CERTIFICATIONS, LICENSES, COMPETENCIES, & SKILLS Ability to operate personal computer and have a thorough understanding of bank technology requirements. Ability to read, analyze and interpret professional, financial, and legal documents. Ability to communicate in a clear, concise manner. Organizational skills and ability to balance several ongoing projects simultaneously. Ability to collect and analyze data in order to define and solve problems. Ability to interpret technical instructions and deal with an assortment of variables. Professional oral and written communications skills for communicating and building relationships with contacts. Valid state issued driver's license is required. AAP or NACHA Certification preferred. Proficient in Microsoft Office (Excel, Word, PowerPoint) and other banking software applications. Must be insurable in the state of Florida or Texas. PHYSICAL & MENTAL DEMANDS Regularly required to use hands to finger, walking, standing, hearing, talking, reading, writing, and carrying up to 10 lbs. Position requires sitting at a desk for extended periods of time. Attention to detail and mental concentration are necessary for accurately performing tasks, working in a stressful and fast-paced environment, and handling frequent interruptions. Willingness to adapt to frequently changing environment is required. Must on occasion deal with emotional, hostile, or antagonistic behavior from customers and be able to respond calmly and professionally.
    $31k-41k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Bryan / College Station

    Extraco Banks, N.A 3.8company rating

    Investment banker job in College Station, TX

    Job Description: Relationship Banker Location: Bryan / College Station Description: As a Relationship Banker, you will hold a key position within our bank, responsible for establishing and nurturing customer relationships, opening and managing accounts, and driving business growth through referrals to various sales departments. This role is pivotal in delivering exceptional customer service and expanding the bank's client base.In this role, you will be the face of the bank, responsible for fostering strong customer relationships, meeting their financial needs, and driving business growth through referrals. Your ability to understand and respond to customer requirements will contribute to the bank's success and reputation within the community. Responsibilities that we would like for you to be excited about: Develop and maintain strong, trusting relationships with customers. Safely and accurately handle cash, coins, and negotiable instruments, following established cash-handling procedures, while simultaneously accurately processing a wide range of banking or teller transactions including deposits and withdrawals, adhering to established procedures and regulatory guidelines. Open and service various types of checking and savings accounts, utilizing tools and resources to document all services completed on our customers' accounts. Hold conversations with customers to understand their current and future financial needs to identify opportunities to make product recommendations. Provide exceptional service through our SWARM Banking approach, which involves greeting customers by name and greeting them as they walk into our lobbies. Help build the business by contributing toward monthly sales and service metrics. Refer customers to specialized departments such as mortgage, wealth management and insurance. Onboard our new customers through our follow-up routines to ensure the customer's successful use of our products. Utilize technology to educate customers on our full range of digital banking including but not limited to virtual tellers, our mobile app and safe online banking habits. Be a point of contact for customers facing technical issues/difficulties with our digital banking tools. Other Duties as assigned What we would expect you to bring to the team: Banking knowledge: Familiarity with banking operations, procedures and financial products. Understands banking regulations and compliance requirements. Adaptability: Adapt in fast paced environment with constant interruptions. Detail Oriented: Focus and pay close attention to details. Emotional Intelligence: Show empathy and appreciation for others. Excellent Communication: Listen first and demonstrate strong verbal and written skills. Exceptional Customer Service: Address inquiries, resolve issues and assist customers by going the extra mile. Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest. Interpersonal Skills: Demonstrate teamwork and motivate others around you. Stress Management: Focus on what you can control and seek out help when needed. Positive Attitude: Keep a positive attitude and communicate openly with your manager. Experience and Basic Qualifications: High School diploma required 4 year degree strongly preferred 3 years of cash handling experience strongly preferred 2 years retail banking experience strongly preferred 3-5 years of customer service or sales experience required Qualifications that would be a plus: Experience in opening accounts for Small Business customers Work Hours: Hours will vary depending on location assigned. Consistent weekend availability on Saturdays during the hours of 8:30am - 1:00pm. Extraco's Investment in You: Consumer Banking Training Academy that will provide you with the tools and knowledge to be successful. Complete career path opportunities for your growth. Ability to take your progress in your own hands with sophisticated software to document your personal development. Partnerships throughout our branch network that can assist in your success. Regular 1on1 meetings and coaching sessions with your leadership team. Active approach to identify ways to improve the employee experience alongside the customer experience. Annual Retail Awards and Recognition Event to celebrate employee successes. Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.
    $29k-35k yearly est. 60d+ ago
  • Personal Banker (Full Time) - Madisonville

    Prosperity Bank 4.4company rating

    Investment banker job in Madisonville, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional performance of financial service functions. · Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans. · Answers questions and solves problems for clients by listening, collecting data, and securing answers. · Profiles clients to identify sales opportunities. · Uses lead lists and other strategies to develop methods of generating additional business. 2. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. · Resolves client requests and questions promptly, courteously, and professionally. · Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. · Maintains privacy of customer account information. · Maintains and projects the Bank's professional reputation. 3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. · Assists area personnel as required. · Keeps Banking Center Manager informed of area activities and significant problems. · Completes required reports and records accurately and promptly. · Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays. · Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit. · Review new account and data entry, as needed, to ensure accuracy. · Supporting Treasury Management with new accounts and services for clients. · Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review. 4. Assumes responsibility for related duties as required or assigned. · Actively and professionally sells Bank products and services. Responsible for meeting sales production goals. · Performs related clerical duties as needed. · Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS 1. Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. 2. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. 3. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. 4. Required reports and records are accurate, complete, and timely. 5. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. 6. The Bank's professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: General Customer Service experience required. Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities.
    $31k-36k yearly est. Auto-Apply 60d+ ago
  • Banking Specialist

    Firstrand 4.1company rating

    Investment banker job in Bellville, TX

    The Banking Specialist in Private Banking is a dedicated expert in financial products and services, focused on delivering customized solutions to ultra- and high-net-worth clients. The role involves direct client engagement to understand and meet their unique financial goals. Success depends on managing multiple complex processes and building trusted, long-term relationships through meaningful client connections. Specialized Expertise * Providing in-depth knowledge in specific banking products (lending, deposits, cash management) * Developing customized banking solutions for complex and simple client needs * Staying current on regulatory changes affecting banking, lending, insurance and investment products * Staying current on product, process, benefits relating to banking, Iending, insurance, investment products * Ensuring a deep and thorough understanding of the FirstRand Group overall capability to ensure clients are optimally serviced, solutioned * Serving as the technical expert for sophisticated banking arrangements Banking Products and Services * Structuring sophisticated credit facilities (unsecured loans, lines of credit) * Arranging specialized mortgages for luxury properties or complex ownership structures * Creating custom deposit solutions with preferential rates * Implementing cash management strategies for non-trading entities * Facilitating foreign currency transactions and international banking needs * Short Term Insurance relating to Gap, Education, Home, Contents, Cars is applicable. Client Support * Working alongside other specialists during client meetings * Explaining technical aspects of banking solutions to clients * Helping resolve complex banking issues or service concerns * Providing quick response to time-sensitive client banking requests You will be an ideal candidate if you: * FSCA recognized Degree - NQF Level 7 * RE5 * 10 Years overall experience in the Financial Services Industry, of which 5 years of experience as a Private Banker or Private Advisor dealing with Wealthy HNW clients Technical Knowledge * Deep understanding of banking products, services, and regulations * Knowledge of credit analysis and underwriting standards * Familiarity with cash flow optimization strategies * Understanding of international banking considerations * Understanding SDA, FDA, FIA and Specialist application to SARB/SARS for clearance applications * Understanding the Wealth Management philosophy * Understanding the Banks Insurance capability across Short and Long Term products Analytical Skills * Ability to analyze complex financial situations * Skill in structuring creative banking solutions * Understanding risk management principles * Critical thinking to solve unusual client challenges Collaborative Abilities * Working seamlessly with relationship team * Coordinating with operations teams for execution * Communicating effectively with compliance departments * Building rapport quickly with sophisticated clients * Ability to network with external collaboration partners, clients to grow the Bank client base Additional Requirements In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. #Post #FNB #LI-AA1 Job Details Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 27/01/26 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
    $31k-41k yearly est. Auto-Apply 7d ago
  • Relationship Banker I

    Trustmark 4.6company rating

    Investment banker job in Hempstead, TX

    Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions. Responsibilities Identify customer needs and make the appropriate referrals through proactive sales/service efforts. Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. Deliver exceptional customer experience that follows Trustmark's service standards. Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts). Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed. Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales. Making outreach calls to customers and/or prospects. Comply with the bank's guidelines, policies, procedures, and standards of performance. Perform additional duties as assigned. Qualifications High school diploma or GED One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable). Able to use basic math concepts and can handle routine transactions and close out the cash drawer Exceptional customer service skills with the ability to learn and communicate Trustmark products Pass appropriate assessment tests related to customer service and math skills Able to meet sales goals in a retail environment Basic computer skills and the ability to learn internal technology systems to perform work tasks Strong interpersonal and communication skills both verbal and written Time management skills Detail-oriented with a focus on quality and accuracy Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis Preferred: Experience in maintaining and balancing a cash drawer Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment
    $30k-35k yearly est. Auto-Apply 55d ago
  • Bilingual Personal Banker

    First National Bank Texas 4.5company rating

    Investment banker job in Bryan, TX

    * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer. * At least 18 years of age * High school diploma, high school equivalency or currently attending high school * Ability to communicate clearly and professionally in both Spanish and English * Six months of work experience in a retail or customer service environment preferred * Must be able to work a flexible schedule including evenings, weekends, and holidays * Must successfully pass background investigation according to company policy * Must be able to get along with co-workers and work effectively in a team environment
    $30k-34k yearly est. 7d ago
  • Business Banker

    Texas First Bank . Insurance 4.5company rating

    Investment banker job in Montgomery, TX

    Job Description Launch Your Career with Texas First! Enjoy a generous Sign-On Bonus and Retention Bonus as a thank-you for your commitment. Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we're dedicated to helping employees and communities thrive. Text BANKER to ************** to apply and submit your resume! Job Summary The Business Banker position sets the tone for each client experience since they are the first point of contact for our customers and their connection to many transactions that they can initiate while visiting the banking center. They must be able to adapt to customer needs, complete service transactions, open accounts, and refer customers to other bank employees for additional support when needed. They provide exceptional customer service while having conversations and building relationships. Our Business Banker communicate with all types of customers and work as part of a team to help customers succeed financially. In this role, you will: Support customer engagement by processing teller transactions, consumer, and commercial new accounts, and making appropriate introductions to loan officers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures, products, and partners across the organization. Receive direction from managers and exercises judgment within defined policies and procedures. Escalate questions and issues to more professional roles. Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions. Identify information and services to meet customers' financial needs Responsibilities and Duties Ability to educate and connect customers to technology and share the value of mobile banking options Interact with integrity and professionalism with customers and team members. Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Identify potential fraud/risky accounts and take appropriate action to prevent loss. Well-organized, independent, and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Evaluates needs of potential clients and offers appropriate financial products and services. Utilizes knowledge of required paperwork and systems to open new accounts; prepares documents accurately. Assist customers with being able to access their safe deposit box. Process and sort incoming mail, night depository, and mail transactions. Responsible for following all opening and closing banking centers. Support the overall banking center referral efforts. Management establishes goals for such items as Debit cards, direct deposit, online banking, or referrals for product and treasury management services bank products. include the following and other duties assigned. Job Skills and Qualifications High School diploma or equivalent. This position requires working knowledge of Word and Excel; must be able to type and use a ten-key. Fluency in Spanish is a plus. Excellent interpersonal and communication skills. Ability to handle transactions accurately and quickly. Strong math aptitude and attention to detail. Ability to work effectively in a team environment. Flexibility to work additional hours when requested and Saturdays. The ability to lift up to 25 pounds and sit/stand for long periods of time Salary Grade 03 EOE/Disability/Veteran
    $55k-101k yearly est. 11d ago
  • Personal Banker II

    Cadence Bank 4.7company rating

    Investment banker job in Brenham, TX

    What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II) * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. Cadence Bank #LI-EW1
    $31k-37k yearly est. 53d ago
  • Personal Banker Brenham TX

    Wells Fargo 4.6company rating

    Investment banker job in Brenham, TX

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate 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: * 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 * 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 work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * 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 * This position is not eligible for Visa sponsorship Posting Location(s): * 2450 Becker Dr Brenham, TX 77833 Posting End Date: 22 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $30k-37k yearly est. 11d ago
  • Personal Banker (Full Time) - Madisonville

    Prosperity Bank 4.4company rating

    Investment banker job in Madisonville, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional performance of financial service functions. · Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans. · Answers questions and solves problems for clients by listening, collecting data, and securing answers. · Profiles clients to identify sales opportunities. · Uses lead lists and other strategies to develop methods of generating additional business. 2. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. · Resolves client requests and questions promptly, courteously, and professionally. · Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. · Maintains privacy of customer account information. · Maintains and projects the Bank's professional reputation. 3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. · Assists area personnel as required. · Keeps Banking Center Manager informed of area activities and significant problems. · Completes required reports and records accurately and promptly. · Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays. · Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit. · Review new account and data entry, as needed, to ensure accuracy. · Supporting Treasury Management with new accounts and services for clients. · Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review. 4. Assumes responsibility for related duties as required or assigned. · Actively and professionally sells Bank products and services. Responsible for meeting sales production goals. · Performs related clerical duties as needed. · Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS 1. Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. 2. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. 3. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. 4. Required reports and records are accurate, complete, and timely. 5. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. 6. The Bank's professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: General Customer Service experience required. Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. Hours: Monday - Thursday 7:30 AM - 5:30 PM. Friday 7:30 AM-6:00 PM 40 hours per week.
    $31k-36k yearly est. Auto-Apply 60d+ ago
  • Bilingual Personal Banker

    First National Bank Texas 4.5company rating

    Investment banker job in Bryan, TX

    * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that may require in-store aisle prospecting * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Schedules are prepared based on business need and subject to change at any time * Operate a computer and other office machinery * Ability to lift up to 50 lbs. FNBT is an equal opportunity employer.
    $30k-34k yearly est. 14h ago
  • Personal Banker II

    Cadence Bank 4.7company rating

    Investment banker job in Waller, TX

    What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II) * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. Cadence Bank #LI-EW1
    $31k-37k yearly est. 36d ago
  • Personal Banker (Full Time) - Madisonville

    Prosperity Bank 4.4company rating

    Investment banker job in Madisonville, TX

    External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional performance of financial service functions. * Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans. * Answers questions and solves problems for clients by listening, collecting data, and securing answers. * Profiles clients to identify sales opportunities. * Uses lead lists and other strategies to develop methods of generating additional business. 2. Assumes responsibility for establishing and maintaining effective, professional business relations with clients. * Resolves client requests and questions promptly, courteously, and professionally. * Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested. * Maintains privacy of customer account information. * Maintains and projects the Bank's professional reputation. 3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. * Assists area personnel as required. * Keeps Banking Center Manager informed of area activities and significant problems. * Completes required reports and records accurately and promptly. * Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays. * Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit. * Review new account and data entry, as needed, to ensure accuracy. * Supporting Treasury Management with new accounts and services for clients. * Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review. 4. Assumes responsibility for related duties as required or assigned. * Actively and professionally sells Bank products and services. Responsible for meeting sales production goals. * Performs related clerical duties as needed. * Ensures that work areas are clean, secure, and well maintained. PERFORMANCE MEASUREMENTS 1. Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures. 2. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved. 3. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities. 4. Required reports and records are accurate, complete, and timely. 5. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals. 6. The Bank's professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Good understanding of financial services and products provided. Experience Required: General Customer Service experience required. Personal Banker experience preferred. Previous banking experience preferred Skills/Abilities: Excellent communication and public relations skills. Professional appearance and attitude. Ability to operate related computer applications and business equipment including 10-key and telephone. Solid math and bookkeeping abilities. Hours: Monday - Thursday 7:30 AM - 5:30 PM. Friday 7:30 AM-6:00 PM 40 hours per week.
    $31k-36k yearly est. 60d+ ago
  • Personal Banker II

    Cadence Bank 4.7company rating

    Investment banker job in Industry, TX

    What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * High school diploma required; college coursework preferred. * Previous banking or demonstrated sales experience in business, retail or other industries. * 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II) * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. * This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. Cadence Bank #LI-EW1
    $31k-37k yearly est. 13d ago

Learn more about investment banker jobs

How much does an investment banker earn in College Station, TX?

The average investment banker in College Station, TX earns between $87,000 and $278,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in College Station, TX

$155,000
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