Consumer Banking Intern
Investment banker job in Columbia, MO
To help and learn about the Consumer Banking Department.
Assist with projects related to Consumer Banking and consultative selling environment. Work closely with those in department to promote and motivate employees in consultative sales and referrals, identify areas of improvement and efficiency for the department, other projects as arises. Daily direction on work will come from various supervisory and department staff. Will report to the Retail Sales Managers.
Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Reports to the Consumer Banking Regional Sales Managers.
Consumer Banking Intern
Investment banker job in Columbia, MO
To help and learn about the Consumer Banking Department. Assist with projects related to Consumer Banking and consultative selling environment. Work closely with those in department to promote and motivate employees in consultative sales and referrals, identify areas of improvement and efficiency for the department, other projects as arises. Daily direction on work will come from various supervisory and department staff. Will report to the Retail Sales Managers.
Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Reports to the Consumer Banking Regional Sales Managers.
Develops and expands sales, technical, communication, and time management skills
Attention to detail and accuracy in reports and documentation is required
Strong sales skills are necessary
Basic clerical skills needed (Word, Excel, printer, fax copy)
Excellent customer service skills needed
Community Banker (56169)
Investment banker job in Boonville, MO
Community Banker Make a Positive Impact First State Community Bank is seeking a quick learning, positive and energetic individual with a strong work ethic for a Community Banker position. You're the starting point. So many of the folks that bank with FSCB started at a work station just like yours. From a brand new business venture to a young child saving their allowance, you'll be an important financial resource to customers. They'll also turn to you for answers. Our best Community Bankers know their customers, ask the right questions to uncover financial needs, and guide them to the right solution. Responsibilities in Accordance with Our Corporate Values Build trust with customers by accurately and efficiently processing transactions Constantly seek to improve the financial health of customers through the recommendation and education of FSCB products that meet their needs Works as part of a team to create exceptional customer experiences Is a consistent advocate and ambassador of FSCB corporate values both inside and outside the bank Develop and maintain accounts for new and existing customer relationships What You Can Expect Competitive pay and benefits package - including an annual bonus program 401(k) with generous employer match benefit Helpful, qualified, and available leadership A caring, stable working environment Qualifications High School Diploma or Equivalent Prior cash handling experience preferred Exceptional customer service skills Strong communication skills General clerical and office technology skills
Additional Information
Being a First Stater....
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.
Do you have what it takes to be a First Stater?
Make a Difference - Apply Now!
First State Bancshares, Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
Investment Internship 2026-2027
Investment banker job in Jefferson City, MO
As one of the largest institutional investors in the Unted States, The Missouri Local Government Employees Retirement System (LAGERS) is responsible for strategically managing a $11 billion portfolio that helps support the retirement security of Missouri's local government workers. Leveraging a multi-asset investment strategy, including public and private equity, public fixed income, private credit, real estate, infrastructure, natural resources and hedge funds, LAGERS strives to deliver steady, long-tern returns that help Missouri's local government employers provide secure, financially sustainable retirement benefit for their employees.
The LAGERS paid investment internship program is an immersive, hands-on experience for intellectually curious and analytically driven students interested in financial investment, risk, and strategy. You will gain deep exposure to market research, financial modeling, and quantitative analysis, supporting real-world investment decisions and due diligence. Working directly with LAGERS investment team, you will sharpen your problem-solving skills and develop a strong awareness of market trends across various asset classes. Motivated individuals who are detail-oriented, adaptable, and demonstrate strong communication and teamwork skills apply now.
What you will do:
Research and Analysis: Conducts analysis of investment strategies and vehicles across equities, fixed income, real estate, private equity, and alternative investments.
Due Diligence: Supports the IMR team in conducting qualitative and quantitative due diligence on potential investment opportunities.
Portfolio Management Support: Assists in monitoring the performance of existing investments, updating and maintaining databases, and ensuring data accuracy and integrity for effective decision-making.
Financial Modeling: Updates existing financial models and communicates with the investment team the results.
Reporting: Prepares reports and presentations for both internal and external stakeholders, summarizing research findings, investment strategies, and performance metrics.
Market Monitoring: Stays updated on market trends and economic developments that could impact the fund's investments.
Collaboration: Works closely with the investment team to support the implementation of investment strategies.
What makes you a great fit:
You are a motivated university student motivated university student with a keen interest in institutional investing who anticipates graduating by the spring of 2027. (UPDATED)
You thrive in an in-person, team orientated environment and are eager to contribute.
You are available at least 15 hours per week, with flexibility around your classes.
You are driven to grow, eager to sharpen your skills, and ready to dive deep into the world of investment management.
Pursuing a CFA or CAIA certification or a career in business, finance, or analytics and this internship is ideal for you!
Location: LAGERS office is in Jefferson City, MO, a convenient 30-minute drive from Columbia or 20-minute drive from Fulton. Salary: $25.00 per hour
Recruitment Schedule:
Interviews with best fit candidates will be conducted throughout the recruitment schedule.
Tentative application deadline is October 31, 2025.
As part of our application process, it is required that each applicant must complete a Culture Index Survey. The survey is a 2-question survey which will take 5-8 minutes to complete. For full consideration, both your application and survey must be submitted. After you apply, the link will be emailed to you or after you apply click the link. ****************************************
Financial Aid Representative
Investment banker job in Marshall, MO
Missouri Valley College seeks a Financial Aid Representative to serve as a member of the financial aid team, assisting students throughout the financial aid process. This position involves managing communications, documenting requirements, and administering work-study timesheets and assignments, among other duties as assigned.
Key Responsibilities:
* Serve as the primary point of contact for students, parents, and staff regarding
financial aid inquiries and policies.
* Assist in the processing of financial aid applications, ensuring timely and accurate
evaluation of documents.
* Maintain comprehensive knowledge of federal, state, and institutional financial aid
regulations and policies.
* Coordinate work-study placements, including recruiting, hiring, and overseeing
timesheets.
* Collaborate with the financial aid team to develop and implement strategies for effective communication and outreach to students.
* Evaluate and review financial aid applications, making determinations based on eligibility criteria.
* Provide guidance to students on financial literacy and budgeting skills.
* Assist with the preparation and dissemination of financial aid materials, including brochures and presentations.
* Participate in financial aid workshops and information sessions.
* Perform additional duties as assigned by the Director or Assistant Director of Financial Aid.
Qualifications:
* Bachelor's degree in finance, education, business, or a related field preferred.
* Previous experience in financial aid, customer service, or higher education is a plus.
* Strong organizational skills and attention to detail.
* Excellent communication and interpersonal skills.
* Ability to work independently and as part of a team.
* Proficiency in Microsoft Office Suite and financial aid software preferred.
To Apply:
Interested candidates should submit a resume and cover letter outlining their qualifications and experience to *******************
Additional Information
As a pre-condition of employment, the applicant must be authorized to work in the United States. Employment at MVC is contingent upon satisfactory completion of background check.
Equal Opportunity Employer
Missouri Valley College is an Equal Opportunity Employer and committed to a diverse and inclusive environment. Missouri Valley College does not discriminate on the grounds of color, race, sex, religion, marital status, disability, national origin, veteran's status, age, or sexual orientation. Employment decisions are based on qualifications, merit, and business needs. All eligible candidates are encouraged to apply.
About Missouri Valley College
Founded in 1889, Missouri Valley College is a private, four-year liberal arts college located in Marshall, Missouri. Known for its dynamic, richly diverse, and friendly educational environment, Missouri Valley College offers many opportunities to grow in mind, body, and spirit. Faculty are personally and professionally engaged in preparing thoughtful citizens for meaningful lives and careers. Grounded in the liberal arts, undergraduate and graduate studies empower students to master interdisciplinary skills needed to succeed in a knowledge-based global society. Stewardship of resources will sustain innovative teaching to stimulate critical thinking, creativity, aesthetic appreciation, and the joys of lifelong learning.
Easy ApplyFinancial Services Representative
Investment banker job in Eldon, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• 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.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
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.
Auto-ApplyRelationship Banker II
Investment banker job in Columbia, MO
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.
As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work' events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client's expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
Essential Duties and Responsibilities
Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s)
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
Coach and lead the branch team according to process and protocol in the absence of an AFCM
Education and/or Experience
HS Diploma/GED
Two years customer-facing and goal-oriented experience
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information
Computer Skills
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
Other Qualifications (including physical requirements)
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
Ability to provide support and guidance at other banking institutions within the market
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Auto-ApplyFinancial Services Representative
Investment banker job in Eldon, MO
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16 - $19
What you'll do:
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
* Call approved and unmade applications to close loans daily.
* Help build tax clientele and provide tax services.
* Send complete and accurate credit denial letters within 30 days from the date of application.
* Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
* Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
* We hire from within: we want to see you grow and climb in this company.
* Each year, we promote 80% of Financial Services Reps to management.
* 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
* Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
* Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
* Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
* Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
* Occasional local travel; may include extended hours, evenings, or weekends.
* Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
* Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
* 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.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
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.
Auto-ApplyPersonal Banker
Investment banker job in Columbia, MO
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Bernadette location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
Actively listen to our customers so you can make appropriate recommendations that match their needs.
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
Monday - Friday 7:45 AM - 5:45 PM, Saturday 8:45 - 12:15
Essential Functions
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
Identify complex financial needs and refer customers to bank specialists when appropriate.
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
Ability to meet personal and branch sales and customer services expectations
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
Proficient with Microsoft Word, Excel and Outlook
Education & Experience
High School diploma or equivalent combination of education and experience required
1+ years sales or customer service experience required
Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
*** For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 2000 Bernadette Dr, Columbia, Missouri 65203
Time Type:
Full time
Auto-ApplyPersonal Banker
Investment banker job in Moberly, MO
Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals.
**Responsibilities**
+ Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly manner that makes them feel welcome to Academy Bank, and taking ownership in all situations ensuring follow through and a timely resolution.
+ Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
+ Achieves specific sales goals on a daily, monthly, quarterly and annual basis.
+ Develops and maintains relationships with business partners to maximize opportunities and to achieve sales standards. Provides a broad base of financial services with the goal of earning 100% of the client's business.
+ Opens checking and savings accounts, processes client transactions, and recommends other bank products, including credit cards and loans.
+ Actively demonstrates digital expertise by using our digital platforms and educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all other self-service channels.
+ Works closely with clients and business partners to refer products and services to other business lines.
+ Educates and provides clients with other banking services; resolves client concerns and issues efficiently and effectively.
+ Ethically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation.
+ Protects all client information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors, and associates.
+ When delegated by Banking Center Manager, implements all banking center operations procedures, including accurate maintenance of cash supplies, timely auditing, accurate documentation of banking transactions, compliance requirements, and acts with overall operational integrity.
+ Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training.
+ Protect all client and bank information confidentially and follow all company policies.
+ Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
+ Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
+ Working at the worksite during regular business hours and/or assigned hours.
+ Other specified duties as assigned.
**Compensation & Benefits**
The Personal Banker position pays a minimum of $16.50. This position is eligible for additional incentive compensation monthly, based on achievement of established incentive goals.
Full‐time associates are eligible for our benefits package:
+ Medical
+ Dental
+ Vision
+ 401(k) plan
+ Company paid life insurance
+ Short and Long-term disability insurance
+ Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
**Skills**
+ Strong written and verbal communication skills required.
+ Strong attention to detail and ability to complete work accurately.
+ Ability to organize work.
+ Strong sales skills.
+ Basic math skills including the ability to calculate figures and amounts such as cash back and percentages.
+ Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products.
+ Ability to be NMLS licensed and registered.
**Education & Experience**
+ High school diploma, GED, or equivalent, required, Associate degree or higher preferred.
+ Previous banking experience preferred.
+ 6 months in a client service experience role preferred.
+ 6 months sales experience preferred.
+ Minimum 6 months cash handling experience preferred.
+ Ability to be NMLS licensed and registered and obtain a state notary license.
**Physical Requirements**
The work environment is typical of a standard office or retail banking setting. The position involves standing most of the workday. The position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
Business Banking Specialist
Investment banker job in Columbia, MO
If you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking to add a Full-Time Business Banking Specialist to our Columbia team! Salary commensurate with experience.
The Business Banking Specialist actively engages customers and potential customers in order to create a welcoming environment for new and established customers while providing friendly, efficient and quality service tailored to the customer's financial needs. The Business Banking Specialist will be expected to maintain working knowledge of business banking products and services, and be able to communicate these benefits to customers. The Business Banking Specialist will also be expected to actively participate in community and client related activities and events, as well as performing client and prospective client visits. The ability to manage projects concurrently is essential in order to provide the best service possible to our clients.
Qualifications
High school diploma or GED required; higher education is preferred
Proven sales experience is preferred
3-4 years of work experience with sales-oriented customer service required
Strong interpersonal skills
Well-developed communication skills
Coachable with the ability to learn
Strong computer skills, including Excel
Ability to manage concurrent projects while delivering accurate and quality work in a fast-paced environment
Routine decision making and reasoning skills
The Callaway Bank is an Affirmative Action / Equal Opportunity Employer. M/F/Vet/Disabled. The Callaway Bank recommends the National Career Readiness Certificate.
Personal Banker I
Investment banker job in Jefferson City, MO
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
How you will spend your time:
* Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
* Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
* Achieving your daily key performance metrics while balancing competing priorities
* Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
* Other job duties as assigned
We're excited to talk to you if:
* You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
* You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
* You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
* You demonstrate attention to detail whether completing documents or explaining features and benefits
* You have a HS Diploma or equivalent
* You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
* You have reliable transportation and ability to work branch hours, including weekends and some evenings
* You have the ability to obtain NMLS registration within 90 days
Target pay: $20-21/hr
Compensation Range:
$29,530.00 - $65,380.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyRelationship Banker II (Jefferson City Branch)
Investment banker job in Jefferson City, MO
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development, and upward mobility.
Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills.
Primary Responsibilities
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Owns and resolves customer issues
Refers customers to an internal team of experts when complex financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to ************************************************* for more information.
Requirements
High School Diploma or GED
Ability to work Saturdays as needed
Ability to handle cash and process cash transactions
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Preferences
Bachelor's degree
Life Insurance License
One (1) year of cash-handling, banking, and/or customer service experience
Skills and Competencies
Ability to adhere to policies, procedures, and guidelines
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Ability to oversee large sums of cash
Excellent relationship-building skills
Strong communication and customer focus
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$40,159.60 USD
Median:
$47,727.00 USD
Incentive Pay Plans:
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
*************************************************************
Location DetailsJefferson City MissouriLocation:Jefferson City, Missouri
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Auto-ApplyPrivate Banker
Investment banker job in Columbia, MO
The Private Banker serves as a trusted financial partner to high-net-worth clients. This role acts as a key liaison between the bank and its most valued relationships, delivers an exceptional client experience, and drives results through strategic business development efforts. Demonstrate a keen understanding and anticipating the clients' needs is essential to fostering long-term relationships and ensuring satisfaction.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Serve as the primary contact for designated commercial and retail relationships, delivering tailored financial solutions to meet client needs. Build, maintain, and expand relationships with signature clients through exceptional service, proactive advice, and ongoing education on products and services. Act as a liaison by connecting clients with wealth management, commercial lending, treasury management services, and retail banking.
Identify, develop, and convert new business opportunities across commercial, retail, and wealth management segments to drive measurable growth. Develop and implement strategies to attract and retain clients while expanding the bank's market presence. Collaborate with product specialists to present banking solutions and leverage community networks to generate new client acquisition opportunities.
Deliver tailored, concierge-level experience with the highest standards of professionalism, organization, and communication to build trust and foster long-term client loyalty. Proactively manage complex client needs with clear communication and organized processes, ensuring timely and effective resolution. Provide responsive, client focused service that exceeds expectations, enhances satisfaction, and drives relationship growth.
Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Bachelor's degree. Preferred experience in private banking, financial advisory services, wealth management, or business development with a proven track record of managing high-net-worth clients, driving relationship growth, and delivering personalized financial solutions. Strong knowledge of financial products and services designed for high-net-worth clients. Excellent analytical, problem-solving, and judgment abilities. Proven ability to build and maintain client relationships. Energetic, self-motivated, and highly results driven. Exceptional communication, interpersonal, and relationship management skills. Passion for serving others and building lasting client relationships. High level of integrity, professionalism, and discretion. Creative, innovative, and forward-thinking with the ability to collaborate and influence effectively. Proficiency in Microsoft Office and CRM systems; familiarity with financial platforms is beneficial.
Private Banker
Investment banker job in Columbia, MO
The Private Banker serves as a trusted financial partner to high-net-worth clients. This role acts as a key liaison between the bank and its most valued relationships, delivers an exceptional client experience, and drives results through strategic business development efforts. Demonstrate a keen understanding and anticipating the clients' needs is essential to fostering long-term relationships and ensuring satisfaction.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Serve as the primary contact for designated commercial and retail relationships, delivering tailored financial solutions to meet client needs. Build, maintain, and expand relationships with signature clients through exceptional service, proactive advice, and ongoing education on products and services. Act as a liaison by connecting clients with wealth management, commercial lending, treasury management services, and retail banking.
Identify, develop, and convert new business opportunities across commercial, retail, and wealth management segments to drive measurable growth. Develop and implement strategies to attract and retain clients while expanding the bank's market presence. Collaborate with product specialists to present banking solutions and leverage community networks to generate new client acquisition opportunities.
Deliver tailored, concierge-level experience with the highest standards of professionalism, organization, and communication to build trust and foster long-term client loyalty. Proactively manage complex client needs with clear communication and organized processes, ensuring timely and effective resolution. Provide responsive, client focused service that exceeds expectations, enhances satisfaction, and drives relationship growth.
Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Personal Banker
Investment banker job in Columbia, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Bernadette location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
* Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
* Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
* Actively listen to our customers so you can make appropriate recommendations that match their needs.
* Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
* Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
* Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
* Monday - Friday 7:45 AM - 5:45 PM, Saturday 8:45 AM - 12:15 PM
Essential Functions
* Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
* Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
* Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
* Identify complex financial needs and refer customers to bank specialists when appropriate.
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
* Ability to meet personal and branch sales and customer services expectations
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
* Proficient with Microsoft Word, Excel and Outlook
Education & Experience
* High School diploma or equivalent combination of education and experience required
* 1+ years sales or customer service experience required
* Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 2000 Bernadette Dr, Columbia, Missouri 65203
Time Type:
Full time
Auto-ApplyPersonal Banker I
Investment banker job in Jefferson City, MO
**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
**How you will spend your time:**
- Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
- Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
- Achieving your daily key performance metrics while balancing competing priorities
- Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
- Other job duties as assigned
**We're excited to talk to you if:**
- You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
- You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
- You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
- You demonstrate attention to detail whether completing documents or explaining features and benefits
- You have a HS Diploma or equivalent
- You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- You have reliable transportation and ability to work branch hours, including weekends and some evenings
- You have the ability to obtain NMLS registration within 90 days
Target pay: $20-21/hr
**Compensation Range:**
$29,530.00 - $65,380.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Personal Banker
Investment banker job in Columbia, MO
Assists Consumer Banking Manager in branch operations. Ensures compliance with established policies and procedures. Ensures customer services are provided, including all transactions process in the teller area, opening accounts, providing customers with information, resolving banking problems for customers, cross selling banking products and services, and other projects, tasks, and responsibilities. Acts as a resource for operation and customer issues exercising discretion and good judgment. Assists in sales development activities including training of staff. Conducts relationships and activities consistent with established bank policies, procedures, and systems. Must have knowledge and understanding of compliance and fraud issues for protection of customer and bank. Performs entry level supervision of team, including assistance with transactions, risk assessment, coaching, motivating, and setting an example in sales, service, and operations. Provides legendary service to meet needs and expectations of customer. Must work to meet goals by promoting and cross selling a combination of financial products and services. Contributes to a team environment by accomplishing bank and branch results.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Assists customers/employees, assists with staff motivation and achieving branch and individual sales goals. Opens/closes branch. Performs teller duties: receives checks and cash for deposit and payment to accounts, verifies amounts, and examines checks for proper endorsement, ownership and fraud risk. Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances. Accurately counts, checks, and reconciles coins, currency, and transactions. Performs customer service duties: opens/closes accounts, customer problem resolution, cross sells and answers customer inquiries of financial products and service offerings. Assists in day to day operations including customer service and teller duties and responsibilities on a regular rotation. Ensures operating procedures are being followed. Consistently demonstrates proficiency providing legendary service to customers and coworkers. Resolves difficult situations with tact and diplomacy. Maintains thorough knowledge of bank products and services and ensures other branch personnel have knowledge. Actively pursues sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet customer needs. Takes a proactive approach to knowledge of the banking industry and leadership. Works with Manager to set goals and makes efforts to reach goals. Makes referrals to other business departments for traditional and non-traditional products and services. Participates in sales programs to generate new customers. Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank record keeping requirements. Responsible for following branch control and cash handling procedures. Responsible for cross selling bank products and services to meet individual and branch goals. The environment may be fast paced. It is important to act in a professional manner. Understands role in case of robbery and knows proper post-robbery procedures. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Accountable for other tasks as directed.
SUPERVISORY RESPONSIBILITIES:
Reports to Branch Manager and indirectly to Assistant Manager. Work is reviewed by Branch Manager and Assistant Manager. Tellers report indirectly to Personal Banker with questions and/or problems when management is not present.
Bachelor's degree or equivalent combination of education, training and experience providing required knowledge, skills and abilities. Thorough knowledge of all teller and new account functions, bank regulations, bank policies and procedures and bank products and services. Strong attention to detail with the ability to work with accuracy. Excellent oral and written communication skills and strong customer relations skills. Must work with employees and customers in a cooperative, positive, professional manner. Good judgment and ability to handle confidential information and work quickly and accurately to analyze information and make decisions. Willingness to assume additional responsibilities, duties and projects. Successful completion of in-house training programs. Computer skills (email, printer, copy, Microsoft Office), Image Scanner, Cash Counting Machine, Cash Dispensing Machine, Coin Counter
Personal Banker
Investment banker job in Columbia, MO
Assists Consumer Banking Manager in branch operations. Ensures compliance with established policies and procedures. Ensures customer services are provided, including all transactions process in the teller area, opening accounts, providing customers with information, resolving banking problems for customers, cross selling banking products and services, and other projects, tasks, and responsibilities. Acts as a resource for operation and customer issues exercising discretion and good judgment. Assists in sales development activities including training of staff. Conducts relationships and activities consistent with established bank policies, procedures, and systems. Must have knowledge and understanding of compliance and fraud issues for protection of customer and bank. Performs entry level supervision of team, including assistance with transactions, risk assessment, coaching, motivating, and setting an example in sales, service, and operations. Provides legendary service to meet needs and expectations of customer. Must work to meet goals by promoting and cross selling a combination of financial products and services. Contributes to a team environment by accomplishing bank and branch results.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Assists customers/employees, assists with staff motivation and achieving branch and individual sales goals. Opens/closes branch. Performs teller duties: receives checks and cash for deposit and payment to accounts, verifies amounts, and examines checks for proper endorsement, ownership and fraud risk. Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances. Accurately counts, checks, and reconciles coins, currency, and transactions. Performs customer service duties: opens/closes accounts, customer problem resolution, cross sells and answers customer inquiries of financial products and service offerings. Assists in day to day operations including customer service and teller duties and responsibilities on a regular rotation. Ensures operating procedures are being followed. Consistently demonstrates proficiency providing legendary service to customers and coworkers. Resolves difficult situations with tact and diplomacy. Maintains thorough knowledge of bank products and services and ensures other branch personnel have knowledge. Actively pursues sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet customer needs. Takes a proactive approach to knowledge of the banking industry and leadership. Works with Manager to set goals and makes efforts to reach goals. Makes referrals to other business departments for traditional and non-traditional products and services. Participates in sales programs to generate new customers. Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank record keeping requirements. Responsible for following branch control and cash handling procedures. Responsible for cross selling bank products and services to meet individual and branch goals. The environment may be fast paced. It is important to act in a professional manner. Understands role in case of robbery and knows proper post-robbery procedures. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Accountable for other tasks as directed.
SUPERVISORY RESPONSIBILITIES:
Reports to Branch Manager and indirectly to Assistant Manager. Work is reviewed by Branch Manager and Assistant Manager. Tellers report indirectly to Personal Banker with questions and/or problems when management is not present.
Personal Banker
Investment banker job in Mexico, MO
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to deliver an excellent customer experience, through building relationships with customers, understanding the financial needs and providing the right solutions. You will develop and maintain long lasting relationships with customers, co-workers, and other lines of business within Commerce to ensure that you are able to uncover the financial needs of each customer.
Additional Job Description
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Mexico location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
* Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
* Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
* Actively listen to our customers so you can make appropriate recommendations that match their needs.
* Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
* Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
* Be able to earn more than your base pay through our quarterly incentive program.
Work Schedule
* Monday - Friday 7:45 AM - 5:15 PM, Saturday 8:45 AM - 12:15 PM
Essential Functions
* Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
* Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
* Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
* Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
* Identify complex financial needs and refer customers to bank specialists when appropriate.
* Perform other duties as assigned
Knowledge, Skills & Abilities Required
* Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
* Ability to meet personal and branch sales and customer services expectations
* Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
* Team player with excellent written, verbal and interpersonal communication skills
* Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
* Proficient with Microsoft Word, Excel and Outlook
Education & Experience
* High School diploma or equivalent combination of education and experience required
* 1+ years sales or customer service experience required
* Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
* For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 2946 S Clark St, Mexico, Missouri 65265
Time Type:
Full time
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