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Investment Banker Jobs in Fresno, CA

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  • J.P. Morgan Wealth Management - Private Client Investment Associate - Encino, CA

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 14 miles from Fresno

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management. This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines. Join us and contribute to fostering our team culture. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $99k-174k yearly est. 37d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate - Encino, CA

    Jpmorganchase 4.8company rating

    Investment Banker Job 14 miles from Fresno

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to provide exceptional client service, operational marketing, and administrative support. You will play a key role in supporting Advisors' business operations, from account opening to investment trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk management. This role offers the chance to work in a dynamic environment where you will prioritize daily work, track progress, and consistently meet deadlines. Join us and contribute to fostering our team culture. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $110k-160k yearly est. 60d+ ago
  • Retail Relationship Banker

    BMO (Bank of Montreal 4.7company rating

    Investment Banker Job In Fresno, CA

    Application Deadline: 02/28/2025 Address: 2110 W. Shaw Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. * Contributes to business results and the overall experience delivered in the branch. * May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,715.00 - $67,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-67k yearly 17d ago
  • Financial Services Rep I or II, Mobile Branch

    Educational Employees Credit Union

    Investment Banker Job In Fresno, CA

    Full-Time Make a difference in Fresno's outlying communities by joining the new Mobile Branch team as they bring financial opportunities to the underserved. We are seeking a highly motivated Mobile Banking representative to provide unrivaled member service. The ideal candidate should have a strong understanding of branch operations, excellent communication skills and the drive to enhance member engagement. If you are ready to hit the road and experience a whole new way of delivering member service, this may be the position you've been waiting for! Responsibilities of the position include: Accurately process teller transactions (loan payments, transfer of funds) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members' concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions Become familiar with underbanked and underserved communities and have a strategic mindset to tailor marketing strategies accordingly. Work collaboratively with community and company partners to coordinate and set up mobile branch visits, providing convenient access to financial services for their staff and/or clients. Drive the mobile branch or the mobile branch support vehicle to various organizations. Maintain proper inventory and supplies within the branch. Set up, take down, and fuel the mobile branch and/or mobile branch support vehicle. Provide support at other branch locations as needed. The ideal candidate will have the desire to provide outstanding member service and enthusiastically meet sales and service expectations. They will be highly motivated and dependable and desire to work as a team. Membership and lending experience are preferred. This position requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. A clean driving record is required. Spanish or Hmong speaking is a plus. Other details Pay Type Hourly Min Hiring Rate $19.07 Max Hiring Rate $34.34 Required Education High School
    $19.1 hourly 15d ago
  • Branch Relationship Banker - Fresno, CA

    California Bank & Trust 4.4company rating

    Investment Banker Job In Fresno, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Branch in Fresno, CA. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: * Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. * Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. * Responsible for making appropriate referrals for other bank products and services, including commercial lending products. * Follows up with clients as needed. * May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. * Responsible to resolve customer service issues. * Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. * May be responsible for processing cash transactions and other customer service duties within the branch. * Other duties as assigned. Qualifications: * High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Previous experience in a financial sales representative-oriented role preferred. * Working knowledge of mathematical calculations and standard banking products, services and transactions. * Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. * Proven customer service, interpersonal and communication skills, both verbal and written. * Effective selling, cross-selling and referral skills. * Solid mathematical, problem-solving and negotiation skills. * Solid interpersonal & relationship building skills. * Strong attention to detail and time management. * Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
    $22-28 hourly 23d ago
  • Personal Banker Fresno Fashion Fair

    Wells Fargo 4.6company rating

    Investment Banker Job In Fresno, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate 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): * 710 East shaw Ave Fresno, CA,937310 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $25.14 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 13 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $32k-39k yearly est. 5d ago
  • Branch Relationship Banker - Fresno, CA

    Zions Bancorporation 4.5company rating

    Investment Banker Job In Fresno, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Branch in Fresno, CA . If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: + Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. + Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource. + Responsible for making appropriate referrals for other bank products and services, including commercial lending products. + Follows up with clients as needed. + May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. + Responsible to resolve customer service issues. + Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. + May be responsible for processing cash transactions and other customer service duties within the branch. + Other duties as assigned. Qualifications: + High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. + Previous experience in a financial sales representative-oriented role preferred. + Working knowledge of mathematical calculations and standard banking products, services and transactions. + Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. + Proven customer service, interpersonal and communication skills, both verbal and written. + Effective selling, cross-selling and referral skills. + Solid mathematical, problem-solving and negotiation skills. + Solid interpersonal & relationship building skills. + Strong attention to detail and time management. + Proficient in basic computer skills. Schedule: Monday - Friday, 8:30am - 5:30pm Benefits: + Medical, Dental and Vision Insurance - START DAY ONE! + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience + Mental health benefits including coaching and therapy sessions + Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire + Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience. Req ID: 066233 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $22-28 hourly 42d ago
  • Personal Banker SAFE Act - Fresno VanNess Branch

    Citigroup Inc. 4.6company rating

    Investment Banker Job In Fresno, CA

    The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: * Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products * Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program * Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers * Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience * Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals * Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions * Understand and comply with Citibank policies, standards and procedures * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 0-2 years of relevant experience * Previous banking, retail, or sales experience preferred * Knowledge of Smart Banking tools and technologies * NMLS registration; Safe Act compliant * Consistently demonstrates clear and concise written and verbal communication skills Education: * Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Fresno California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $54,100.00 - $75,500.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Feb 10, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $54.1k-75.5k yearly 11d ago
  • Retail Relationship Banker

    BMO Harris Bank 4.1company rating

    Investment Banker Job In Fresno, CA

    Application Deadline: 02/28/2025 Address: 2110 W. Shaw Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. Contributes to business results and the overall experience delivered in the branch. May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,715.00 - $67,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-67k yearly 15d ago
  • Relationship Banker - Central Valley area

    Bank of America 4.7company rating

    Investment Banker Job In Fresno, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Fresno - 1111 W Shields Ave - SHIELDS-WEST BC (CA1145), US - CA - Fresno - 2513 Fresno St - FRESNO CITY CENTER BC (CA1103), US - CA - Fresno - 2611 S Cedar Ave - CALWA BC (CA1144), US - CA - Fresno - 3411 W Shaw Ave - SHAW-WESTGATE BC (CA1169), US - CA - Fresno - 3435 N Cedar Ave - CEDAR-SHIELDS BC (CA1177), US - CA - Fresno - 4445 E Tulare St - EAST FRESNO BC (CA1119), US - CA - Fresno - 5292 N Palm Ave - FIG GARDEN FINANCIAL CENTER (CA1141), US - CA - Fresno - 5708 E Kings Canyon Rd - SUNNYSIDE BC (CA1164), US - CA - Fresno - 590 E Shaw Ave - FASHION FAIR BC (CA1163), US - CA - Fresno - 7837 N BLACKSTONE AVE - N Blackstone Avenue (CA1180), US - CA - Fresno - 8971 N Cedar Ave - WOODWARD PLAZA BC (CA1179), US - CA - Selma - 2100 Arrants St - SELMA BC (CA1115) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $24-26 hourly 9d ago
  • Financial Service Representative (FSR) - Visalia Mooney

    Sierra Bancorp 4.2company rating

    Investment Banker Job 45 miles from Fresno

    RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: * Greet new customers * Interview customers to obtain information and explain available financial and deposit services, consumer services, and online banking services * Discuss any limits, requirements, or fees associated with an account * Refers prospects and customers to other areas of the bank for additional services * Promote strong customer and client interactions, build relationships, participate in cross-selling, and offer new products and services * Collect initial account deposit and process for customer * Rents safe deposit boxes and assists customers with safe deposit boxes * Maintains customer branch legal files, including MSB accounts * Ensure that all client information is confidential * Order checks and/or debit cards * Comply and stay up to date with applicable laws and regulations through compliance online training * Close CDs, IRAs, and Safe Deposit Boxes * Assist customers to complete consumer loan applications and forwarding applications to the appropriate department * Complete Chex Systems verification on new accounts * Answers questions in person or on the telephone and refers customers to other bank services as necessary * Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery * May need to travel to another branch location to assist with coverage * Participates in qualifying CRA activities * Collect and review required documentation based on account ownership * Other duties as assigned REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: * Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees * Advanced written and verbal communication skills for maintaining good relationships with customers and addressing concerns promptly to increase customer satisfaction * Problem-solving skills for identifying and addressing customer concerns * Detail-oriented, high degree of accuracy * Multitasking skills for handling multiple clients and their accounts. * Excellent computer skills to enable the use of online programs account and record management EDUCATION AND EXPERIENCE: * A high school diploma or GED equivalent is required. * Plus, two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions. * Banking industry knowledge including, Credit Cards, Debit Cards, Deposit and Loan Products for Consumers, Small Business, and Commercial Clients. WORK ENVIRONMENT: * This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
    $29k-37k yearly est. 60d+ ago
  • Relationship Banker

    Beneficial State Bank 3.2company rating

    Investment Banker Job In Fresno, CA

    The position of Relationship Banker reports to the Branch Manager. You will develop new and existing business and consumer banking relationships by actively sourcing new business from prospective clients and by contacting existing clients to retain and expand banking relationships, to meet or exceed assigned goals. This position is a unionized position through the Communication Workers of America. ESSENTIAL DUTIES Sales and Networking * You will grow new business by sourcing and researching prospects, organizations, and centers of influence; expand existing business by identifying clients to contact, planning and executing business development activities consisting of calling on existing and potential clients, both in person and by phone. * You will actively assess clients' financial information by completing a Needs Assessment to determine their current and future financial needs. Summarize and discuss the opportunities uncovered, recommend, present and offer appropriate bank products and services. * Coach and collaborate with Customer Service Representatives to identify referral opportunities on products, programs, and service * Deliver an extraordinary clients experience based on the process and protocols established by the Branch and Retail Banking * Reviews new and existing customer-related daily reports such as the closed account report, new account report, CD maturity report, and the CD projected maturity report monthly * Proactively assess customers financial information by completing a Needs Assessment to determine total current and future financial needs * Recommends, present and sell appropriate products and services identified through the Needs Assessment process * Refers customer as necessary to the Senior Relationship Banker, Branch Manager, or appropriate department to cross-sell corresponding services or products Operations * If it becomes necessary to conduct Teller transactions, ensure operational procedures are being followed, maintain the cash drawer within prescribed limits, and meet cash balancing requirements. Leverage transactions to identify Cross sell, new customer acquisition, and Referral opportunities. * If it becomes necessary, provide back-up or coverage for critical operational tasks and activities * Opens new safe deposit boxes for customer (if applicable) * Exemplify and deliver the Bank's mission, vision, values, goals, and culture through your personal behavior, decision making, and value provided to customers. * Responsible for adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality * Ensure customer information meets all bank and regulatory documentation * Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities * Completes all online compliance training as assigned within specified due dates. Basic Qualifications * High School diploma or equivalent work-related experience * Three (3) or more years of experience or commensurate training in retail activities, including sales and cash handling * Must possess positive and professional customer service and sales skills * Strong computer skills, specifically in Microsoft Windows environment * Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees * Good organizational and time management skills * Ability to work with general supervision while performing duties Preferred Skills/Experience * Experience and knowledge in management and branch operations * Knowledge of related state and federal banking compliance regulations and other Bank operational policies * Ability to deal with routine problem involving multiple facets and variables in standardized situations * Must exercise accuracy, alertness, good judgment, initiative, courtesy, tact and patience in dealing with customers, both internal and external, as well as vendors/suppliers used by the Bank * Thorough knowledge of all retails products and services * Proven customer services, interpersonal, and relationship building skills * Effective selling, cross-selling and referral skills * Strong mathematical, problem-solving and negotiation skills * Ability to analyze customer credit data and other related financial information * Previous experience in a financial sales representative-oriented role * Current Driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities
    $32k-37k yearly est. 29d ago
  • Financial Service Representative (FSR) - Visalia Mooney

    Bank of The Sierra 4.0company rating

    Investment Banker Job 45 miles from Fresno

    RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: • Greet new customers • Interview customers to obtain information and explain available financial and deposit services, consumer services, and online banking services • Discuss any limits, requirements, or fees associated with an account • Refers prospects and customers to other areas of the bank for additional services • Promote strong customer and client interactions, build relationships, participate in cross-selling, and offer new products and services • Collect initial account deposit and process for customer • Rents safe deposit boxes and assists customers with safe deposit boxes • Maintains customer branch legal files, including MSB accounts • Ensure that all client information is confidential • Order checks and/or debit cards • Comply and stay up to date with applicable laws and regulations through compliance online training • Close CDs, IRAs, and Safe Deposit Boxes • Assist customers to complete consumer loan applications and forwarding applications to the appropriate department • Complete Chex Systems verification on new accounts • Answers questions in person or on the telephone and refers customers to other bank services as necessary • Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery • May need to travel to another branch location to assist with coverage • Participates in qualifying CRA activities • Collect and review required documentation based on account ownership • Other duties as assigned REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: • Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees • Advanced written and verbal communication skills for maintaining good relationships with customers and addressing concerns promptly to increase customer satisfaction • Problem-solving skills for identifying and addressing customer concerns • Detail-oriented, high degree of accuracy • Multitasking skills for handling multiple clients and their accounts. • Excellent computer skills to enable the use of online programs account and record management EDUCATION AND EXPERIENCE: • A high school diploma or GED equivalent is required. • Plus, two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions. • Banking industry knowledge including, Credit Cards, Debit Cards, Deposit and Loan Products for Consumers, Small Business, and Commercial Clients. WORK ENVIRONMENT: • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
    $32k-37k yearly est. 60d+ ago
  • Retail Relationship Banker

    BMO Financial Group 4.7company rating

    Investment Banker Job In Fresno, CA

    Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions needs based on customer traffic. + Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. + Contributes to business results and the overall experience delivered in the branch. + May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,715.00 - $67,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-67k yearly 17d ago
  • Financial Services Rep I, Sunnyside Branch

    Educational Employees Credit Union

    Investment Banker Job In Fresno, CA

    Full-time Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. EECU promotes a positive work environment while providing outstanding member service. EECU offers a competitive benefits package, including 6% employer contribution to 401k. No evenings or weekends! The ideal candidate for this position will have a positive attitude, great member service/sales skills and previous experience in the financial industry. Responsibilities of the position include: Accurately process teller transactions (loan payments, transfer of funds) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members' concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions Requirements of the position include: Previous cash handling and/or customer service experience Desire to provide outstanding member service Ability to cross-sell Self-motivated Good communication skills Dependable (arrive to work on time as scheduled) Membership/vault or lending experience a plus! Spanish or Hmong speaking a plus! Other details Pay Type Hourly Min Hiring Rate $19.07 Max Hiring Rate $29.59 Required Education High School
    $19.1 hourly 15d ago
  • Roving Personal Banker Fresno District

    Wells Fargo 4.6company rating

    Investment Banker Job In Fresno, CA

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies * Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to travel 100% of the time within the district * Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided) * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position is not eligible for Visa sponsorship * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): * Blackstone & Clinton 2425 N Blackstone Avenue, Fresno, CA 93710 * Cedar Pointe 7014 N Cedar Avenue, Fresno, CA 93720 * Clinton & Brawley 2450 N Brawley Ave. Suite 101, Fresno, CA 93722 * Fashion Fair 710 E. Shaw Avenue, Fresno, CA 93710 * Fresno Main 1206 Van Ness Avenue, Fresno, CA 93721 * Sunnyside Plaza 5642 E Kings Canyon, Fresno, CA 93727 * West Shaw 2508 W Shaw Avenue, Fresno, CA 93711 * Woodward Park 8420 N Friant Road, Fresno, CA 93720 Pay Range: * This job profile is eligible for a 10% pay differential. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $25.14 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 13 Feb 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $32k-39k yearly est. 5d ago
  • Personal Banker SAFE Act - Fresno VanNess Branch

    Citigroup 4.6company rating

    Investment Banker Job In Fresno, CA

    The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience + Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals + Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions + Understand and comply with Citibank policies, standards and procedures + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 0-2 years of relevant experience + Previous banking, retail, or sales experience preferred + Knowledge of Smart Banking tools and technologies + NMLS registration; Safe Act compliant + Consistently demonstrates clear and concise written and verbal communication skills **Education:** + Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Branch Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Fresno California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $54,100.00 - $75,500.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** Feb 10, 2025 ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** . View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** . View the EEO Policy Statement (************************************************************** . View the Pay Transparency Posting (*********************************************************************************************** Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $54.1k-75.5k yearly 10d ago
  • Retail Relationship Banker

    BMO Harris 4.1company rating

    Investment Banker Job In Fresno, CA

    Application Deadline: 02/28/2025 Address: 2110 W. Shaw Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall branch customer experience. * Contributes to business results and the overall experience delivered in the branch. * May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,715.00 - $67,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-67k yearly 17d ago
  • Relationship Banker - Central Valley area

    Bank of America Corporation 4.7company rating

    Investment Banker Job In Fresno, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Grows business knowledge and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. * Collaborates effectively to get things done, building and nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in identifying solutions for new and existing clients based on their needs. * Communicates effectively and confidently, and is comfortable engaging all clients. * Has the ability to learn and adapt to new information and technology platforms. * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). * Applies strong critical thinking and problem-solving skills to meet clients' needs. * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. * Efficiently manages time and capacity. * Focuses on results, while acting in the best interest of the client. * Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services industry, products and solutions. * One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. * Six months of cash handling experience. * Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-38k yearly est. 9d ago
  • Financial Service Representative (FSR) - Tulare Prosperity

    Sierra Bancorp 4.2company rating

    Investment Banker Job 50 miles from Fresno

    RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: * Greet new customers * Interview customers to obtain information and explain available financial and deposit services, consumer services, and online banking services * Discuss any limits, requirements, or fees associated with an account * Refers prospects and customers to other areas of the bank for additional services * Promote strong customer and client interactions, build relationships, participate in cross-selling, and offer new products and services * Collect initial account deposit and process for customer * Rents safe deposit boxes and assists customers with safe deposit boxes * Maintains customer branch legal files, including MSB accounts * Ensure that all client information is confidential * Order checks and/or debit cards * Comply and stay up to date with applicable laws and regulations through compliance online training * Close CDs, IRAs, and Safe Deposit Boxes * Assist customers to complete consumer loan applications and forwarding applications to the appropriate department * Complete Chex Systems verification on new accounts * Answers questions in person or on the telephone and refers customers to other bank services as necessary * Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery * May need to travel to another branch location to assist with coverage * Participates in qualifying CRA activities * Collect and review required documentation based on account ownership * Other duties as assigned REQUIRED KNOWLEDGE SKILL AND ABILITY: To perform the job successfully, an individual should demonstrate the following competencies: * Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees * Advanced written and verbal communication skills for maintaining good relationships with customers and addressing concerns promptly to increase customer satisfaction * Problem-solving skills for identifying and addressing customer concerns * Detail-oriented, high degree of accuracy * Multitasking skills for handling multiple clients and their accounts. * Excellent computer skills to enable the use of online programs account and record management EDUCATION AND EXPERIENCE: * A high school diploma or GED equivalent is required. * Plus, two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions. * Banking industry knowledge including, Credit Cards, Debit Cards, Deposit and Loan Products for Consumers, Small Business, and Commercial Clients. WORK ENVIRONMENT: * This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
    $29k-37k yearly est. 60d+ ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Fresno, CA?

The average investment banker in Fresno, CA earns between $90,000 and $286,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Fresno, CA

$160,000
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