Investment Associate
Investment Banker Job In Jefferson City, MO
The Investment Associate will be a key member of Central Investment Solutions (CIS). This role affords the successful applicant an opportunity to advance within the organization.
Work with members of CIS to:
Facilitate order flow and ensure best execution on securities transactions.
Resolve outstanding trading issues.
Research individual bond pricing and features while coordinating with portfolio managers and brokers.
Convert mutual fund holdings to their appropriate share classes.
Utilize various programs to:
detect and communicate financial risk issues,
identify and correct data incongruence.
Rebalance centrally managed accounts according to assigned models.
Contribute to the development of various centralized investment processes.
Investment Intern
Investment Banker Job 29 miles from Jefferson City
Investment Intern page is loaded **Investment Intern** **Investment Intern** locations Columbia, MO - Corporate Office time type Part time posted on Posted 30+ Days Ago time left to apply End Date: January 1, 2025 (17 days left to apply) job requisition id R0007068 **A company built to serve you. It's your career, Shelter it!**
**Investment Intern**
**$17.70 minimum / hour**
**Job Level: Individual Contributor**
**What You Will Be Doing:**
Work across multiple asset classes, including fixed income, alternatives and public equity, to support all Investment department functions. Provide critical research and evaluation of existing and new investment opportunities. Prepare and update various reports summarizing portfolio performance and economic trends impacting insurance and corporate pension portfolios. Conduct other ad hoc investment projects in accordance with department needs.
**What We're Looking For:**
* Pursuit of finance, business or other analytical degree desired.
* Exposure to finance and investment principles and an understanding of core financial analysis, including familiarity with CFA level 1 curriculum. Basic working knowledge of income statements, balance sheets, and cash flow statements. Introductory/beginner knowledge of equity and/or fixed income markets.
* Intellectually curious, high-aspiring student with interest in institutional asset management. Individual initiative; attention to detail; high personal accountability.
* Excellent verbal communication skills.
* Experience with Microsoft Office, especially Excel, and other financial software applications, including databases.
* Demonstrated skills in Excel (non-beginner), business writing and calculating and interpreting basic financial and performance metrics.
* Typically requires commitment to a minimum of 12-month work experience, including full-time in the summer and flexible, part-time schedule during the school year.
* Strong organizational skills.
* Proficiency in working both independently and in team settings, with the ability to establish positive relationships with department staff and external partners.
* Successfully completed core finance/accounting courses with minimum B passing grade.
* Letter of recommendation from professor/advisor/previous employer.
* Ability to perform the essential functions of the position, with or without a reasonable accommodation.
If interested, please apply by:
12/31/2024 The Shelter Insurance group of companies is a leader in the insurance industry, providing customers with exceptional insurance and financial products and services. Since opening our doors in 1946, we have become one of the most successful and financially-sound, super-regional insurance groups in the country. We provide a variety of insurance options for our customers including auto, home, life and business insurance.
**We exist to be a leader in our communities by providing daily value while we SHELTER what matters most.**
At Shelter Insurance you feel like part of a family. Our leaders know employees personally and support a work/life balance. We're a financially stable company with the desire to innovate and we enjoy a unique benefits plan you won't find many places these days. We believe in doing the right thing and having a little fun along the way, supporting the communities where we live and work.
**Shelter has a purpose driven culture that centers on:**
This is your opportunity to be a part of an incredible company with people who encourage you and will help you grow personally and professionally. We champion diversity and strive to provide opportunities. Our family-oriented culture is one that promotes inclusion and positivity. Together we have achieved the winner of the Award for Best Places to Work since 2017!
Shelter Insurance is proud to be Equal Opportunity Employers committed to creating a diverse and inclusive workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected classifications.
If you have a disability and require reasonable accommodations for any part of the selection process, we're here to help you out. Please email ******************************** .
Community Banker I (50011)
Investment Banker Job 29 miles from Jefferson City
Community Banker I Make a Positive Impact First State Community Bank is seeking a quick learning, positive and energetic individual with a strong work ethic for a Community Banker position. Sure, you'll be helping customers complete transactions, but you'll also be helping them manage their day-to-day finances. For many FSCB customers, you're the helpful, friendly face of the bank. People will turn to you for deposits and check cashing - but they'll also turn to you for answers. Our best Community Bankers know their customers, understand their financial needs, and point them in the right direction.
Responsibilities in Accordance with Our Corporate Values
Professionalism
* Build trust with customers by accurately and efficiently processing transactions
Initiative
* Constantly seek to improve the financial health of customers through the recommendation and education of FSCB products that meet their needs
Adaptability
* Use of logic and reasoning to find solutions and alternative approaches to problems
Accountability
* Work as part of a team to create exceptional customer experiences
* To be a consistent advocate and ambassador of FSCB corporate values both inside and outside the bank
What You Can Expect
* Competitive pay and benefits package - with variable compensation program based on team performance
* 401(k) with generous employer match benefit
* Helpful, qualified, and available leadership
* A caring, stable working environment
Qualifications
* High School Diploma or equivalent
* Prior cash handling experience preferred
* Prior sales experience a plus
* Exceptional customer services skills
* Strong communication skills
* General clerical and office technology skills
Qualifications
Additional Information
Being a First Stater . . .
Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.
Do you have what it takes to be a First Stater?
Make a Difference - Apply Now!
First State Bancshares Inc. is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
Digital Banker
Investment Banker Job 23 miles from Jefferson City
* Posted 03-Dec-2024 (CST) * Fulton, MO, USA * per hour * Hourly * Full Time Email Me This Job If you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking for a Full-Time Assistant Digital Banker/Digital Banker for our Customer Care Team located in Fulton, MO. Salary commensurate with experience.
The Digital Banker displays a genuine desire to assist our clients and has the ability to decipher the client's needs, offering them the bet solution in conjunction with providing friendly, high-touch quality service while tailoring to our client's individual needs including but not limited to maintaining relationships.
The Digital Banker handles client and bank personnel inquiries by telephone, email, chat and video chat. Inquiries include but are not limited to the status of accounts, statements, disputes, charges, interest, bill payments, debit cards, payroll cards, troubleshooting mobile and online banking issues, etc.
Having 1-2 years' banking or other financial services experience and/or education is helpful, but we are willing and prepared to train the right person.
**Qualifications**
* Associate degree with coursework in basic accounting or financial services is helpful, but not required.
* 2 - 4 years of customer service related and sales oriented, banking, and/or financial experience is helpful, but we are ready and willing to train the right person!
*The Callaway Bank is an Affirmative Action / Equal Opportunity Employer. M/F/Vet/Disabled. The Callaway Bank recommends the National Career Readiness Certificate.*
You must select a location. You must select an education status answer. You must select a seeking status answer.
Financial Services Representative
Investment Banker Job 27 miles from Jefferson City
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time Team Members.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Financial Services Representative
Investment Banker Job 43 miles from Jefferson City
Financial Services Representative page is loaded **Financial Services Representative** **Financial Services Representative** locations Boonville, MO, United States time type Full time posted on Posted 23 Days Ago job requisition id R15039 World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.****
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
**What you'll do:**
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
+ Call approved and unmade applications to close loans daily.
+ Help build tax clientele and provide tax services.
+ Send complete and accurate credit denial letters within 30 days from the date of application.
+ Pay branch expenses as instructed by Branch Manager.
**Experience (and Requirements) that will WOW us!**
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
***The pay range for this position is $16-$18 an hour, based on experience.***
* We hire from within: we want to see you grow and climb in this company.
+ Each year, we promote 80% of Financial Services Reps to management.
+ 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time Team Members.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
For over 60 years, World Finance has been helping customers focus less on the unexpected expenses of life, and more on what makes life so sweet. In doing so, we offer personal installment loans that suit the specific needs of our customers while simultaneously delivering outstanding customer service. We are always looking for great people to join our team. Located in 16 states, our network of branches work to provide good to the communities around them. World Finance has been recognized as a Top Workplace in the USA, and we are looking forward to having new team members to join us and be a part of our continuous growth!
Financial Services Representative
Investment Banker Job 43 miles from Jefferson City
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
What you'll do:
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
* Call approved and unmade applications to close loans daily.
* Help build tax clientele and provide tax services.
* Send complete and accurate credit denial letters within 30 days from the date of application.
* Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
The pay range for this position is $16-$18 an hour, based on experience.
Why World?
* We hire from within: we want to see you grow and climb in this company.
* Each year, we promote 80% of Financial Services Reps to management.
* 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time Team Members.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Personal Banker
Investment Banker Job 29 miles from Jefferson City
Assists Consumer Banking Manager in branch operations. Ensures compliance with established policies and procedures. Ensures customer services are provided, including all transactions process in the teller area, opening accounts, providing customers with information, resolving banking problems for customers, cross selling banking products and services, and other projects, tasks, and responsibilities. Acts as a resource for operation and customer issues exercising discretion and good judgment. Assists in sales development activities including training of staff. Conducts relationships and activities consistent with established bank policies, procedures, and systems. Must have knowledge and understanding of compliance and fraud issues for protection of customer and bank. Performs entry level supervision of team, including assistance with transactions, risk assessment, coaching, motivating, and setting an example in sales, service, and operations. Provides legendary service to meet needs and expectations of customer. Must work to meet goals by promoting and cross selling a combination of financial products and services. Contributes to a team environment by accomplishing bank and branch results.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Assists customers/employees, assists with staff motivation and achieving branch and individual sales goals. Opens/closes branch. Performs teller duties: receives checks and cash for deposit and payment to accounts, verifies amounts, and examines checks for proper endorsement, ownership and fraud risk. Cashes checks and processes withdrawals, pays out money after verification of signatures and customer balances. Accurately counts, checks, and reconciles coins, currency, and transactions. Performs customer service duties: opens/closes accounts, customer problem resolution, cross sells and answers customer inquiries of financial products and service offerings. Assists in day to day operations including customer service and teller duties and responsibilities on a regular rotation. Ensures operating procedures are being followed. Consistently demonstrates proficiency providing legendary service to customers and coworkers. Resolves difficult situations with tact and diplomacy. Maintains thorough knowledge of bank products and services and ensures other branch personnel have knowledge. Actively pursues sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products and services meet customer needs. Takes a proactive approach to knowledge of the banking industry and leadership. Works with Manager to set goals and makes efforts to reach goals. Makes referrals to other business departments for traditional and non-traditional products and services. Participates in sales programs to generate new customers. Arranges daily work plans to handle customer flow and bank processing requirements, provides customer service and meets bank record keeping requirements. Responsible for following branch control and cash handling procedures. Responsible for cross selling bank products and services to meet individual and branch goals. The environment may be fast paced. It is important to act in a professional manner. Understands role in case of robbery and knows proper post-robbery procedures. Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives. Accountable for other tasks as directed.
SUPERVISORY RESPONSIBILITIES:
Reports to Branch Manager and indirectly to Assistant Manager. Work is reviewed by Branch Manager and Assistant Manager. Tellers report indirectly to Financial Associate with questions and/or problems when management is not present.
Personal Banker I
Investment Banker Job 29 miles from Jefferson City
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today!
General Description
Responsible for attaining sales goals, providing customer support and service, and developing customer relationships. Meet or exceed all production goals, Banking Center Associate Standards, and regulatory requirements.
Essential Duties and Responsibilities
Implements and administers procedures to attain established performance goals set forth by Management. Meets or exceeds all production goals. This duty is performed about 35% of the time.
Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services. Expands existing relationships and attracts new business by seeking referrals from all customers and soliciting products and services by phone. Consistently and accurately uses CRM program in various capacities, including customer profiling. This duty is performed about 25% of the time.
Provides professional, courteous service to all customers including opening new accounts and processing loan requests. Meets or exceeds Secret Shop score expectations. This duty is performed about 20% of the time.
Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. Performs new account opening with minimal errors. This duty is performed about 20% of the time.
Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
Performs any other related duties as required or assigned.
Education and Experience Requirements
High school diploma or GED
1 to 2 years of related experience and/or training
At least one year of sales/customer service experience preferred
Prior banking experience is preferred
Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing
Ability to add, subtract, multiply and divide
License, Certification, and Registration Requirements
A valid motor vehicle operator's license and/or ability to travel to training sites and other banking center
locations is required.
Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
State Life Insurance License or ability to pass Life License Exam preferred.
Notary license preferred.
Senior Financial Services Representative
Investment Banker Job 45 miles from Jefferson City
**With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a** *Best Bank to Work For* **by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.** ****Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.****
****Together, there's no stopping you!****
****Job Title:****
Senior Financial Services Representative****
****Job Description:****
**Summary:**
The Senior Financial Services Representative serves as the senior branch customer service associate and usually works closely with the relationship managers, treasury management representative, and their own client relationships. As a front-line customer service representative they are responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination as well as responding to customer inquiries by telephone and in person.
**Essential Duties and Responsibilities:**
* Ensures lobby coverage for walk-in clients and incoming phone calls, may assist branch management team in supervising branch activity to assure clients are serviced.
* Serves customers in opening new accounts for commercial and consumer clients. Must have extensive knowledge of bank products and treasury services in order to make recommendations for commercial clients.
* Contact new clients for onboarding activities and follow up to obtain necessary signatures and documentation.
* Process consumer loan applications and closings and NMLS license for consumer real estate loans in applicable markets.
* Serves as a team member to accomplish company objectives and lobby and personal goals. Work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships, to provide coaching for lobby associates on sales, and assist the manager in sales reports.
* Provide customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participate in training programs to maintain and acquire additional job knowledge and skills.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Assists in opening and closing the branch, following procedures set by corporate security. Awareness of location and operation of surveillance equipment.
* Cross selling to deepen relationships with existing clients, prepare annual reviews for existing clients, and participating in proactive partner visits with assigned partner
* Could serve back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Other duties as required.
**Qualifications:**
* Excellent interpersonal, customer service, and sales skills.
* Present professional appearance and demeanor including excellent phone etiquette
* Strong work ethic and the ability to make sound decisions. This may include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the bank exposure to loss or fraud and the ability to think through and rationalize decisions
* Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment.
* Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.
* Strong organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently.
* Self-motivated and goal-oriented. Ability to meet established lobby goals.
* Thorough understanding of banking operations, bank products/services, and new business development.
* Familiar with a variety of account ownerships, both personal and business, to effectively assist customers' needs in opening accounts and obtaining required documentation.
* Familiar with consumer loan applications, products, and process.
**Supervisory Responsibilities:**
* None
**Education and/or Experience:**
* Bachelor's degree in business related field or equivalent experience: or equivalent combination of education and experience
* Minimum of two years banking experience required
* Customer service experience required
* Experience working in an environment with individual and team goals preferred
**Computer and Software Skills:**
* Google Suite - Gmail, Google Docs and Sheets
* Ability to operate standard office equipment, such as, computer work stations, calculators, and copier
* Knowledge of Bankway, Image Now, Salesforce preferred
**Certificates, Licenses and Registrations:**
* Notary License as needed by the branch
***Equal Opportunity Statement:***
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ********************* .
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster .
Personal Financial Representative I
Investment Banker Job 47 miles from Jefferson City
Part-time Description
The Personal Financial Representative I performs limited transactional duties to serve members by receiving or paying out funds with a high degree of accuracy. A PFR I maintains accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.
Duties and Responsibilities:
Build relationships and enhance member experience, and respond to member requests in a friendly, helpful, and positive manner.
Process transactions in a prompt, efficient, confidential, and accurate manner.
Maintain up-to-date comprehensive knowledge of all credit union products and services handled or promoted by tellers. Maintain up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller area, including robbery procedures.
Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, online banking, traveler's checks, and money orders.
Balance cash drawer at the end of the shift and compare totaled amounts to a computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. Count, check, and package coins and currency.
Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.
Report malfunctions of teller computers and other equipment used at the teller station.
Check night depository bags and record proper information according to credit union procedures.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Requirements
Education and Experience:
Education
High school or GED required.
Experience
Six months to two years of similar or related experience is preferred.
Cash handling experience required.
Skills
Interpersonal skills, including verbal communication.
Clerical skills, including navigating a computer system/typing (code input, knowledge of screens, and terminology).
Ability to perform detailed work functions with minimal errors.
Maintain a professional image and remain calm in stressful situations.
ADA Requirements:
Individuals must bend, sit, and stand to perform primarily sedentary work with limited physical exertion and occasional lifting up to 50 lbs. Must be capable of climbing / descending stairs in an emergency. Must operate standard office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must work extended hours or travel off-site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
Acknowledgement:
This job description is not a contract and should not be presumed to guarantee employment. Infuze Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, gender, national origin, disability, age, or any other category protected by law.
Salary Description $12.94-$19.24
Relationship Banker I (Jefferson City Branch)
Investment Banker Job In Jefferson City, MO
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility.
Regions' mission is to make life better for our customers and communities. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service.
Primary Responsibilities
Provides a consistent optimal customer experience on the cash line while handling customers' transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions
Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new / replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution
Develops relationships with customers, remaining well-informed about the customer's relationship with the bank
Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
Assists branch and fellow team members with basic tasks to aid in customer problem resolution
May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs
Refers customers to an internal team of experts when more complex financial goals and needs are recognized
Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
Requirements
High School Diploma or GED
Ability to work Saturdays as needed
Ability to handle cash and process cash transactions
Ability to communicate in person, on the phone, and through electronic channels
Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
Ability to walk and stand for extended periods of time
Ability to lift up to twenty (20) pounds
Preferences
One (1) year of banking, cash-handling, and/or customer service experience
Skills and Competencies
Ability to adhere to policies, procedures, and guidelines
Ability to assist customers with digital banking offerings
Ability to handle multiple priorities simultaneously
Ability to oversee large sums of cash
Strong customer focus and relationship-building skills
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$32,922.00 USD
Median:
$39,042.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
***********************************************
Location DetailsJefferson City MoLocation:Jefferson City, Missouri
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Assistant Personal Banker
Investment Banker Job 23 miles from Jefferson City
* Posted 03-Dec-2024 (CST) * Fulton, MO, USA * per hour * Hourly * Full Time Email Me This Job If you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking for a Full-Time Assistant Personal Banker/Personal Banker/Senior Personal Banker at our facility location in Fulton, MO. Salary commensurate with experience.
This position actively engages customers in order to create a welcoming environment for new and established customers while providing friendly, efficient, quality service tailored to the customer's financial needs including but not limited to maintaining deposit relationships and establishing accounts.
Having 1-2 years' bank teller or other financial services experience and/or education is helpful, but we are willing and prepared to train the right person.
**Qualifications**
* Customer service experience
* 1-2 years teller/financial services experience is helpful, but not required. We will train the right fit!
*The Callaway Bank is an Affirmative Action / Equal Opportunity Employer. M/F/Vet/Disabled. The Callaway Bank recommends the National Career Readiness Certificate.*
You must select a location. You must select an education status answer. You must select a seeking status answer.
Financial Services Representative
Investment Banker Job 43 miles from Jefferson City
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
The pay range for this position is $16-$18 an hour, based on experience.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time Team Members.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Personal Banker I
Investment Banker Job 29 miles from Jefferson City
Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today!
General Description
Responsible for attaining sales goals, providing customer support and service, and developing customer relationships. Meet or exceed all production goals, Banking Center Associate Standards, and regulatory requirements.
Essential Duties and Responsibilities
* Implements and administers procedures to attain established performance goals set forth by Management. Meets or exceeds all production goals. This duty is performed about 35% of the time.
* Develops customer relationships by identifying needs and making appropriate recommendations for products and/or services. Expands existing relationships and attracts new business by seeking referrals from all customers and soliciting products and services by phone. Consistently and accurately uses CRM program in various capacities, including customer profiling. This duty is performed about 25% of the time.
* Provides professional, courteous service to all customers including opening new accounts and processing loan requests. Meets or exceeds Secret Shop score expectations. This duty is performed about 20% of the time.
* Maintains a strong working knowledge of and ensures full compliance with all applicable banking regulations. Maintains confidentiality of customer account information, security alarm codes and general codes used within the facility. Ensures effective implementation of bank security policies and procedures, and attends annual BSA and Security training. Performs new account opening with minimal errors. This duty is performed about 20% of the time.
* Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
* Performs any other related duties as required or assigned.
Education and Experience Requirements
* High school diploma or GED
* 1 to 2 years of related experience and/or training
* At least one year of sales/customer service experience preferred
* Prior banking experience is preferred
* Regular use of desktop/laptop computer, basic operating systems, and specialized software systems.
* Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing
* Ability to add, subtract, multiply and divide
License, Certification, and Registration Requirements
* A valid motor vehicle operator's license and/or ability to travel to training sites and other banking center
* locations is required.
* Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
* State Life Insurance License or ability to pass Life License Exam preferred.
* Notary license preferred.
At Great Southern Bank, we are willing to accommodate for those with reasonable requests. If you need assistance at any point during the application process (completing applications, interview prep, etc…), please contact Human Resources at ************.
Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, gender, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation or any other basis prohibited by law.
Monday - Friday 8:15 AM - 5:45 PM; Rotating Saturday 8:30 AM - 12:30 PM
Total Hours: 40
5339
BCGSB
Financial Services Representative
Investment Banker Job 46 miles from Jefferson City
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $20
What you'll do:
* Guide customers toward upward credit mobility through good financial choices.
* Provide top-tier customer service, assisting customers with questions, concerns, and products.
* Process and prepare loan applications.
* Take and process payments.
* Prepare loan documents and execute loan closing on current renewal loans.
* Balance assigned cash drawer daily.
* Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
* Maintain strong customer relationships and build community within your branch.
* Other duties include but are not limited to:
* Call approved and unmade applications to close loans daily.
* Help build tax clientele and provide tax services.
* Send complete and accurate credit denial letters within 30 days from the date of application.
* Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
* Must be able to demonstrate self-confidence and organizational skills.
* A history of choosing kindness, showing compassion, and helping others.
* The willingness to seek quality-driven solutions and embrace new ideas.
* Absolute team player - pitching in when needed and accepting help, too.
* To perform this job successfully, an employee must have basic computer skills.
* A valid driver's license & access to a dependable vehicle.
Why World?
* We hire from within: we want to see you grow and climb in this company.
* Each year, we promote 80% of Financial Services Reps to management.
* 75% of World's Operations Executives moved up from a similar role.
* We pay you to give back: employees get paid volunteer hours each year.
* Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
* Paid holidays, vacation time, and a 401(k) plan (including company match).
* Be part of a team with clear values, strong community, and a sense of belonging.
* We'll get you home for dinner: your life outside of work is priority #1
* You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Relationship Banker I (Jefferson City Branch)
Investment Banker Job In Jefferson City, MO
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility.
Regions' mission is to make life better for our customers and communities. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service.
**Primary Responsibilities**
+ Provides a consistent optimal customer experience on the cash line while handling customers' transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions
+ Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new / replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution
+ Develops relationships with customers, remaining well-informed about the customer's relationship with the bank
+ Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
+ Assists branch and fellow team members with basic tasks to aid in customer problem resolution
+ May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs
+ Refers customers to an internal team of experts when more complex financial goals and needs are recognized
+ Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks
+ Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act.
This position is incentive eligible.
**Requirements**
+ High School Diploma or GED
+ Ability to work Saturdays as needed
+ Ability to handle cash and process cash transactions
+ Ability to communicate in person, on the phone, and through electronic channels
+ Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
+ Ability to walk and stand for extended periods of time
+ Ability to lift up to twenty (20) pounds
**Preferences**
+ One (1) year of banking, cash-handling, and/or customer service experience
**Skills and Competencies**
+ Ability to adhere to policies, procedures, and guidelines
+ Ability to assist customers with digital banking offerings
+ Ability to handle multiple priorities simultaneously
+ Ability to oversee large sums of cash
+ Strong customer focus and relationship-building skills
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$32,922.00 USD
**_Median:_**
$39,042.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. (******************************************************************** Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
***********************************************
**Location Details**
Jefferson City Mo
**Location:**
Jefferson City, Missouri
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Financial Services Representative
Investment Banker Job 45 miles from Jefferson City
**With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a** *Best Bank to Work For* **by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.** ****Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.****
****Together, there's no stopping you!****
****Job Title:****
Financial Services Representative****
****Job Description:****
****Summary:****
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
****Essential Duties and Responsibilities:****
* Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
* Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Serves as a team member to accomplish company objectives and lobby and personal goals.
* Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participates in training programs to maintain and acquire additional job knowledge and skills
* Assists in opening and closing the branch, following procedures set by corporate security.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Perform other miscellaneous duties as assigned.
****Qualifications:****
* Strong math and problem solving skills.
* Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
* Must maintain confidentiality of client transactions and bank records.
* Team-oriented, possess a positive attitude and work well with others.
* Strong oral and written communication skills.
* Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
* Ability to prioritize; handle multiple tasks; and work independently.
* Strong organizational skills and detail-oriented with a high degree of accuracy.
* Thorough knowledge of bank operations, products, and services offered at the bank.
* Knowledge of banking laws and regulations including the Bank Secrecy Act.
****Supervisory Responsibilities:****
* None
****Education and/or Experience:****
* High School diploma or equivalent
* Associates degree in business related field or two years related experience or a combination of education and experience
* Experience working in an environment with individual and team goals preferred
* Customer service experience required
****Computer and Software Skills:****
* Skilled in operation of a personal computer, including Microsoft Word and Excel.
* Google Suite
* IBS
* Salesforce
****Certificates, Licenses, and Registrations:****
* Notary License as needed by the branch
***Equal Opportunity Statement:***
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ********************* .
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster .
****Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision.** **We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank.****
****By remaining steadfast in our mission, we now have over $12.9 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)****
Financial Services Representative
Investment Banker Job 46 miles from Jefferson City
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $20
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Financial Services Representative II
Investment Banker Job 45 miles from Jefferson City
**With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a** *Best Bank to Work For* **by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.** ****Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.****
****Together, there's no stopping you!****
****Job Title:****
Financial Services Representative II****
****Job Description:****
**Summary:**
Financial Services Representative II serves as the bank's more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.
**Essential Duties and Responsibilities:**
* Greeting clients as they enter the lobby, serving as first person to answer incoming phone calls.
* Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans. Work with treasury management and commercial lenders to service commercial clients.
* As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
* Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships.
* Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with client to assure resolution. Develop and maintain long-term relationships with clients.
* Actively participates in training programs to maintain and acquire additional job knowledge and skills.
* Complies with all department and company policies, procedures, audit guidelines, and regulations.
* Assists in opening and closing the branch, following procedures set by corporate security.
* Proactive calling for prospects and prepare annual reviews for deposit only clients.
* Other duties as required.
**Qualifications:**
* Excellent interpersonal, customer service, and sales skills
* Present professional appearance and demeanor including excellent phone etiquette
* Strong work ethic with the ability to think through and rationalize decisions
* Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment.
* This position requires a perceptive person who is capable of relating to individuals at all levels. Situations that present themselves may require sensitivity to both customer and bank needs and goodwill.
* Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.
* Strong organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently.
* Must be able to count cash quickly and accurately, have the ability to work in a fast paced environment and under pressure as needed.
* Self-motivated and goal-oriented. Have the ability to meet established lobby goals.
* Familiar with a variety of account ownerships, both personal and business, to effectively assist customers' needs in opening accounts and obtaining required documentation.
* Familiar with consumer loan applications, products, and process.
* Licensed NMLS
**Supervisory Responsibilities:**
* None
**Education and/or Experience:**
* High school diploma or equivalent , plus a minimum of two years banking experience
**Computer and Software Skills:**
* Skilled in operation of a personal computer, including Microsoft Word, PowerPoint and Excel
* Gmail
* Data entry and 40 WPM typing
* Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier
* Knowledge of Bankway, Image Now, Salesforce (preferred)
**Certificates, Licenses and Registrations:**
* Notary License
* NMLS - Nationwide Mortgage Licensing System
***Equal Opportunity Statement:***
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ********************* .
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster .
****Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision.** **We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank.****
****By remaining steadfast in our mission, we now have over $12.9 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)****