Community Banker I
Investment Banker Job 9 miles from Omaha
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
* Competitive compensation
* 401K with up to 4% employer match; immediate vesting
* Paid time off and paid holidays
* Medical/Dental/Vision/Life/Disability Insurance
* Tuition Reimbursement
* Volunteer time off
* Gym membership discount
* Employee Wellness Program
* Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry and Fiserv systems is preferred.
Schedule: Monday through Friday 7:45am - 4:45pm; Rotating Saturdays from 8:15am- 12:15pm. (The home branch for this position is located at Papillion. The assignment for rotating Saturdays will be located at the Bellevue branch.)
Essential Job Duties & Responsibilities
* Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
* Provides information and answers questions regarding deposit rates, fees, and bank policies.
* Serves on the Teller line as needed.
* Generates growth in deposit balances through sales, marketing, promotion and referral of products.
* Provides outstanding client service to all existing and prospective clients.
* Acquires, retains, deepens and manages the relationship of clients.
* Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
* Four to six month's client service experience is required.
* Four to six month's cash handling and/or banking experience is required.
* Proven history of attainment of sales goals including referrals.
* High school diploma or its equivalent is required.
Personal Financial Representative-AR
Investment Banker Job 35 miles from Omaha
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility, and access to new customers. We're looking for financial sales professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Personal Financial Representative (PFR), you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.
Your Support Team.
We support our Personal Financial Representatives across the nation with a variety of quality product offerings, marketing support and continued education that helps you succeed. Allstate agency owners can provide dedicated space to our PFRs to conduct client reviews.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earnings potential that's always connected to the growth of your business. Additional rewards may include competitive commission payouts and a sign on bonus to help get you started. Our exclusive trips for our top sales producers are an added bonus on your way to making the Million Dollar Round Table.
Your Work.
A typical agency office has one PFR who meets with new and existing customers to build deeper relationships through expanded product offerings. Your coordination with an agency's sales team enhances the ability to provide leads to you ensuring a strong foundation for your future.
Allstate provides ongoing support and expertise to help you build your business.
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 licenses preferred • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred.
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL.
Skills
Customer Centricity, Digital Literacy, Inclusive Leadership, Learning Agility, Results-Oriented
At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.
Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.
It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.
Allstate Careers
Learn more about Allstate United States.
Learn more about Allstate Northern Ireland.
Learn more about Allstate India Private Limited.
For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement
Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
Personal Banker - Gretna, NE
Investment Banker Job 2 miles from Omaha
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Our Modern, Flexible Workplace:
We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Summary of the Job:
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
About this Role:
ROLE DESCRIPTION
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
THE GREAT BIG SMALL BANK
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
PRIMARY RESPONSIBILITIES
Make every customer feel welcome in your FNBO branch
Help customers with transactions like deposits and withdrawals
Gain an understanding of your customer's unique financial needs
Make personalized recommendations to support them
Help guide your customers toward greater financial well-being
Deepen your relationship with customers through outreach
Comply with all bank policies, regulations and laws
BENEFITS AND PERKS
All full-time and part-time employees are eligible for the following benefits:
Competitive pay and an incentive plan for helping clients
401(k) match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development training and coaching
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
Check out a “day in the life” of a Personal Banker!
Day in the Life of a Personal Banker at FNBO - YouTube
The Ideal Candidate for This Role:
Outgoing and enjoys engaging with people
Friendly with a positive attitude
A solution-oriented critical thinker
Excited to learn and take on new challenges
A team player
Motivated to do what's right
Collaborative and supportive
QUALIFICATION REQUIREMENTS
High School Diploma or GED
Bachelor's degree or equivalent work experience preferred
Retail banking experience preferred
Bilingual in Spanish preferred
Make a Difference in Your Community! !Haga una diferencia en tu comunidad!
Watch this video to see how YOU can make an impact:
*******************************************
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Compensation:
Compensation range (base pay): $40,591.00-$66,974.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250280
Registration Requirement:
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Community Banker I
Investment Banker Job 9 miles from Omaha
With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.
Benefits & Perks
Benefit eligible employees will have access to the following:
Competitive compensation
401K with up to 4% employer match; immediate vesting
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability Insurance
Tuition Reimbursement
Volunteer time off
Gym membership discount
Employee Wellness Program
Employee banking benefits and discounts
Job Summary
American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry and Fiserv systems is preferred.
Schedule: Monday through Friday 7:45am - 4:45pm; Rotating Saturdays from 8:15am- 12:15pm. (The home branch for this position is located at Papillion. The assignment for rotating Saturdays will be located at the Bellevue branch.)
Essential Job Duties & Responsibilities
Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc.
Provides information and answers questions regarding deposit rates, fees, and bank policies.
Serves on the Teller line as needed.
Generates growth in deposit balances through sales, marketing, promotion and referral of products.
Provides outstanding client service to all existing and prospective clients.
Acquires, retains, deepens and manages the relationship of clients.
Handles customer requests through email and phone including password resets, ACH and other documentation.
Experience and Education
Four to six month's client service experience is required.
Four to six month's cash handling and/or banking experience is required.
Proven history of attainment of sales goals including referrals.
High school diploma or its equivalent is required.
Consumer Investments- Financial Service Representative I
Investment Banker Job 35 miles from Omaha
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST
The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
We'll help you
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
Get training and one-on-one coaching from academy managers who are invested in your success
Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
Develop techniques to confidently engage with clients by telephone
Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
Providing a world class client experience through point of call account servicing and resolution
Working in a well-compensated, highly collaborative environment
Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
You're the kind of person that (required skills)
Is client-focused with a passion for excellence and a positive team attitude
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Is an effective communicator with an aptitude for sales and relationship management
Has strong computer skills
Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Is ambitious, disciplined, hardworking, resilient and willing to learn
Must be flexible to work any schedule: Sunday to Friday 8am to 8pm EST
We're a culture that
Believes in responsible growth and is dedicated to supporting the communities we serve
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) 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.
Talent Bank
Investment Banker Job 35 miles from Omaha
Job Details Innovation Campus - Lincoln, NEDescription
Garner Industries Talent Bank
If you are interested in working for us, but do not see a position posted that is a fit, you can still fill out an application and/or submit your resume to our talent bank. This is the first place we will look for possible candidates when a new position is posted. If we think you may be a strong candidate for the position, we will then reach out to you and see if you are still interested in a position with Garner Industries.
ABOUT US
We love a challenge and work hard to meet the needs of our diverse customer base with our commitment to the production of high-quality US-based parts.
We are a growing company looking for ambitious people who want to grow with us.
Safety is one of our top priorities and we have the awards to prove it.
We were named Nebraska's 2017 mid-sized manufacturer of the year by the Nebraska Chamber of Commerce & Industry.
In 2019, we were named manufacturer of the year by the Lincoln Chamber of Commerce.
We encourage you to live a healthy, vibrant life and were awarded the Governor's Excellence in Wellness Award in 2019.
Giving back to the community is something we love to do. Whether it's the United Way or our local Food Bank, part of our mission is helping those in need.
WHAT WE BRING TO THE TABLE
Competitive wage based on education and experience.
Strong focus on celebrating success.
Employee focused environment.
401k with company profit sharing.
A great opportunity to advance your career in engineering.
Full range of benefits [for full-time only]
Garner Industries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Garner Industries utilizes EVerify.
F-720001
Main Banker (starting at $19)
Investment Banker Job 17 miles from Omaha
We are hiring for the following role in preparation for the opening of our new casino expansion coming in early 2025! Some roles may be hired sooner in preparation and others may have anticipated start dates closer to the grand opening. Apply today and don't miss your opportunity to be part of this exciting new property!
SUMMARY
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Financial Services Representative I
Investment Banker Job In Omaha, NE
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. is located at our Omaha, NE 180th & Q branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
* Generous Paid Time Off (PTO) in addition to paid federal holidays.
* Child Care Assistance Program for eligible dependent(s).
* Exercise reimbursement program for employees.
* The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
* Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
* Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
* Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
* Builds client relationships through outbound and proactive measures including First 15.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
* Attention to detail, including verbal and written instructions.
* Maintains confidentiality.
* Effective use of tact and diplomacy as it relates to clients and co-workers.
* Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills.
* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to write simple correspondence.
* Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to compute rate and percent and to draw and interpret bar graphs.
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
* Ability to deal with problems involving a few concrete variables in standardized situations.
* Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
* Delivers complete and accurate work and displays pride and professionalism in work.
* Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
* Takes personal initiative and is a positive example for other to emulate.
* This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
* High School Diploma or General Education Degree (GED) required
* 1-3 years banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
* Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
* Lifting - Occasionally (up to 10 lbs)
* Sitting - Frequently
* Overtime - Subject to business need
* Noise Level - Moderate
* Typical Work Hours - M-F (8-5)
* Regular and Predictable Attendance - Required
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Licensed Financial Services Representative
Investment Banker Job In Omaha, NE
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location ranges from $53,300- $61,800.00 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
#campus
What you have
Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
* Active FINRA Series 7 & 63 Licenses
* Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
Preferred Qualifications
* 1+ years of customer service experience
* 1+ years of client relationship experience
* Bachelor's degree or higher in Finance, Economics, or related field from accredited university
* Ability to adapt to changes in the market and business
* Robust communication, influencing and client engagement skills
* Desire to be part of a supportive and collaborative team
* Proficient in Client Relationship Management (CRM) platforms
* Strong candidates will also have previous experience in Financial Representative role
Personal Banker - Blair, NE
Investment Banker Job 26 miles from Omaha
At WCB, we strive to have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We're looking for someone who takes pride in helping people - no matter how big or small the task. As a Personal Banker at WCB, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations and support them on their financial journeys. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Duties and Responsibilities
Make every customer feel welcome in your WCB branch.
Help customers with transactions like account opening, CD's and consumer loans.
Gain an understanding of your customer's unique financial needs.
Make personalized recommendations to support them.
Help guide your customers toward greater financial well-being.
Deepen your relationship with customers through outreach.
Exhibit professional behavior and promote positive working relationships.
Perform all other duties as assigned.
Requirements
Minimum Requirements
High school education or GED
1 year banking experience
2 years in a customer service position
Proficient working knowledge of computer software, including Microsoft Office Suite
Ability to relate to customers in a courteous and professional manner
Demonstrate professional behavior and project a professional image in dress, manner, and communication
Ability to be coachable
Ability to work in a fast-paced environment
Detail oriented
Ability to read, interpret, and understand financial information
Ability to remain calm and diffuse conflict
Sales skills
Ability to organize, prioritize and manage multiple projects.
Desirable Requirement
Associate's and/or bachelor's degree in business, accounting or related area
2+ years banking experience
2+ years previous lending experience
2+ years opening new accounts.
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
EEO
Member FDIC
Roving Personal Banker Omaha District
Investment Banker Job In Omaha, NE
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 Locations:
* 1101 Galvin Road S- Bellevue, NE
* 10010 Regency Circle- Omaha, NE
* 13259 Millard Ave- Omaha, NE
* 14666 W. Center Rd- Omaha, NE
* 3536 Comstock Ave- Bellevue, NE
* 4425 Center St.- Omaha, NE
* 4650 S. 24th St.- Omaha, NE
* 4725 S 8th St- Ralston, NE
* 5180 Ames Ave- Omaha, NE
* 1919 Douglas St- Omaha, NE
* 18030 R Plz.- Omaha, NE
* 2587 So 171st Ct- Omaha, NE
* 8450 S 71st Plz- Papillon, NE
* 11150 Emmet St- Omaha, NE
* 3808 N 168th Ave- Omaha, NE
Pay Range:
* This job profile is eligible for a 10% pay differential.
Posting End Date:
19 Mar 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Personal Banker
Investment Banker Job 49 miles from Omaha
Job Title: Personal Banker
Department: Portsmouth - Retail
Reports To: Branch Manager
FLSA Status: Non-Exempt
Prepared By: Branch Manager
Develop and enhance banking relationships by prospecting new customers and calling on existing customers. Provide expertise in all deposit products and services which means attending internal and external training sessions as assigned by supervisor. Products and services include checking, savings, IRAs, safe deposit boxes, online banking, telephone banking and debit cards. Personal Bankers must also have a basic understanding of overdraft protection, home equity line of credits, credit cards and loans.
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
1) Conduct daily teller work duties including but not limited to: deposits, withdrawals, balancing of one's teller drawer, customer inquiries, transfers and safe deposit box entry and exit.
2) Perform proper and timely workflow that relates to opening new accounts and completing all necessary CIP and compliance paperwork to ensure legal and compliant accounts.
3) Create extraordinary customer service in every aspect of your duties at SCSB by strengthening loyalties, listening, caring, exuding empathy, and providing positive solutions when dealing with others.
4) Proactively participate in business development for SCSB. This includes prospecting for new customers and retaining our existing customers.
5) Answer customer questions and resolve customer problems expediently and empathetically.
6) Counsel new customers to choose appropriate products. Cross-sell products and services to customers appropriately - identify value for those customers who have a need for a particular product or service.
7) Duties within responsibilities may include, but not limited to:
- Assist in the maintenance and monitoring of the branch's cash position.
- Conduct branch specific daily transaction scanning, transmitting, and monitoring in an efficient and accurate manner.
- Act as support for the loan function of the branch including but not limited to: scanning of loan documents, acceptance of loan payments, applying of advances and payments, assisting in NSF review, and other tasks assigned.
- Greet all customers in person and on the phone in a warm and friendly manner.
- Create an atmosphere of teamwork by helping out coworkers to promote a positive and fun working environment.
- Complete required training within designated time frame.
- Report all compliance issues, violations of law or regulation in accordance with the steps defined in the SCSB Compliance Accountability Program.
8) Complies with regulatory rules and regulations, evidenced through successful completion of training and demonstrated ability. Topics include but are not limited to Bank Secrecy Act, Anti Money Laundering, Ethics, Office of Foreign Asset Control (OFAC), etc.
9)
Reflects a positive image for the Bank by exuding professional demeanor at all times and contributing to community involvement.
10) Keeps abreast of current industry trends, regulatory issues and overall economic environment. Integrates knowledge into strategic and operational business planning.
11) Performs other duties as assigned by management based on performance.
SUPERVISORY RESPONSIBILITIES
None
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Required:
· Excellent oral and written skills.
· Ability to multi-task and excellent organizational skills.
· Proficient with Microsoft Office suite of products.
· Excellent customer service skills.
· High School Diploma or equivalent, college degree is preferable; at least one year related experience and/or training. Excellent P.C. skills, ability to work well with others and attention to detail. Ability to reason, problem solve, analyze issues and use sound judgment. Strong team player and be able to work unsupervised. Regular and predictable attendance is a required essential function of the job.
Desired:
· 3+ years' experience in retail bank setting
· Associates or Bachelor's degree.
· Sales experience.
Computer and data processing literacy required, including adept experience with Microsoft Office programs. Experience with Business Objects is helpful, but not required. Bank regulation and compliance is required. Mathematical, organizational and verbal and written communication skills required. Must be highly motivated with good communication skills, autonomous, and capable executing tactical plans in line with strategic objectives.
LANGUAGE SKILLS
Ability to communicate professionally and distinctly to the general public and other coworkers. Ability to read and interpret general business periodicals.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, decimals, and basic algebra.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of situations. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver's license is preferred for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc. Ability to speak a foreign language helpful but not required.
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 the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception.
Must be willing to office out of the Portsmouth branch location. Must be willing to work a Saturday rotation and a pre-determined monthly schedule with hours assigned between 7:30 a.m. and 4:00 p.m. Monday thru Thursday and 7:30 a.m. and 4:30 p.m. on Friday. Flexibility is needed due to unforeseen circumstances.
WORK ENVIRONMENT
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 the essential functions.
While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions. The noise level in the work environment is usually moderate.
_____________________________________
The above statements are intended to describe the general nature and level of work being performed by the person assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Further, this job description is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of any employee under his/her supervision. I further understand that employment is at the will of the employer and either the employer or the employee may at any time terminate the employment with or without cause. I further understand that no representations, promises or commitments made by supervisors or other company representatives relating to this position or duration of employment are binding on the company.
Personal Financial Representative - IN
Investment Banker Job 35 miles from Omaha
At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers' evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility, and access to new customers. We're looking for financial sales professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Personal Financial Representative (PFR), you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.
Your Support Team.
We support our Personal Financial Representatives across the nation with a variety of quality product offerings, marketing support and continued education that helps you succeed. Allstate agency owners can provide dedicated space to our PFRs to conduct client reviews.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earnings potential that's always connected to the growth of your business. Additional rewards may include competitive commission payouts and a sign on bonus to help get you started. Our exclusive trips for our top sales producers are an added bonus on your way to making the Million Dollar Round Table.
Your Work.
A typical agency office has one PFR who meets with new and existing customers to build deeper relationships through expanded product offerings. Your coordination with an agency's sales team enhances the ability to provide leads to you ensuring a strong foundation for your future.
Allstate provides ongoing support and expertise to help you build your business.
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 licenses preferred • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL.
Skills
Digital Literacy, Financial Products, Financial Sales, Insurance Sales, Life Insurance, Life Insurance Products, Life Insurance Sales, Sales
Joining our team isn't just a job - it's an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. And one where you can impact the future for the greater good.
You'll do all this in a flexible environment that embraces connection and belonging. And with the recognition of several inclusivity and diversity awards, we've proven that Allstate empowers everyone to lead, drive change and give back where they work and live.
Good Hands. Greater Together.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Personal Banker - Shadow Lake (Papillion, NE)
Investment Banker Job 9 miles from Omaha
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Our Modern, Flexible Workplace:
We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Summary of the Job:
At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.
About this Role:
ROLE DESCRIPTION
At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.
We're looking for someone who takes pride in helping people - no matter how big or small the task.
THE GREAT BIG SMALL BANK
FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.
PRIMARY RESPONSIBILITIES
Make every customer feel welcome in your FNBO branch
Help customers with transactions like deposits and withdrawals
Gain an understanding of your customer's unique financial needs
Make personalized recommendations to support them
Help guide your customers toward greater financial well-being
Deepen your relationship with customers through outreach
Comply with all bank policies, regulations and laws
BENEFITS AND PERKS
All full-time and part-time employees are eligible for the following benefits:
Competitive pay and an incentive plan for helping clients
401(k) match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development training and coaching
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
Check out a “day in the life” of a Personal Banker!
Day in the Life of a Personal Banker at FNBO - YouTube
The Ideal Candidate for This Role:
Outgoing and enjoys engaging with people
Friendly with a positive attitude
A solution-oriented critical thinker
Excited to learn and take on new challenges
A team player
Motivated to do what's right
Collaborative and supportive
QUALIFICATION REQUIREMENTS
High School Diploma or GED
Bachelor's degree or equivalent work experience preferred
Retail banking experience preferred
Bilingual in Spanish preferred
Make a Difference in Your Community! !Haga una diferencia en tu comunidad!
Watch this video to see how YOU can make an impact:
*******************************************
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Compensation:
Compensation range (base pay): $40,591.00-$66,974.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250286
Registration Requirement:
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Life Services Financial Services Representative (LIN)
Investment Banker Job 35 miles from Omaha
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!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
• Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
We'll help you
• Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
• Get training and one-on-one coaching from academy managers who are invested in your success
• Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
• Develop techniques to confidently engage with clients by telephone
• Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
• Providing a world class client experience through point of call account servicing and resolution
• Working in a well-compensated, highly collaborative environment
• Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
Required Qualifications:
• Is client-focused with a passion for excellence and a positive team attitude
• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
• Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
• Is ambitious, disciplined, hardworking, resilient, and willing to learn
Additional Skills Used:
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) 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.
Main Banker (starting at $19)
Investment Banker Job 17 miles from Omaha
We are hiring for the following role in preparation for the opening of our new casino expansion coming in early 2025! Some roles may be hired sooner in preparation and others may have anticipated start dates closer to the grand opening. Apply today and don't miss your opportunity to be part of this exciting new property!
SUMMARY
The Main Banker position is responsible for guest service and cash transactions in the cashier cage. Assists the Cage Supervisor whenever necessary in ensuring accuracy and efficiency of all transactions and activities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Opens and maintains assigned cashier window. Redeems tickets for cash, processes checks and credit card advances. Redeems coupons.
Maintains a balanced cash drawer and/or vault. Makes exchanges between front windows and vault when necessary. Keeps and updates an accurate tracking of all funds received and distributed.
Assists Cage leadership with training new Team Members.
Provides change and breaks down bills. Stays aware of indications for counterfeit currency and checks for possible false bills during all transactions.
Provides excellent guest service to both external guests and internal team members.
Prepares, issues, collects, and reconciles department cash drawers.
Supervises, creates Player's Club accounts, issues, re-prints, and checks the issuance of Player Club cards.
Reviews Player's Club accounts, providing useful information to our valued guests.
Verifies guest's identification according to policy.
Operates computer, credit card processing equipment, coin sorting/currency counting, and other cashier equipment.
Held accountable, to a very high degree, for the accuracy and thoroughness of departmental records and reports.
Monitors, maintains, conducts fills, drops, and balances ATM/Kiosk.
Prepares currency for bank deposit, accepts and verifies currency transferred to the vault from armored car deliveries, and accepts and verifies currency transferred to the vault from the Count Room.
Resolves guest disputes regarding player club promotions and financials transactions with or without direction from supervisory staff.
Stays knowledgeable on current AML and Title 31 requirements and ensures all necessary information is obtained and tracked appropriately.
Maintains confidentiality and protects private and proprietary information.
Must be able to work the required work schedule, which may include nights, weekends, and holidays. Works physically onsite to manage business and interacts personally with Team Members and guests.
Follow all safety standards and report any safety hazards immediately to necessary people to correct issue.
Responsible for maintaining a consistent, regular attendance record.
Responsible for maintaining compliance with appearance standards.
Is a role model and champion of Prairie Flower Casino's Mission and Values.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES
One to two years of Cash Handling and Guest Service experience preferred.
Previous casino experience, specifically Cage cashiering, Main Banker, and/or vault is strongly preferred.
Demonstrates the ability to interact with the public and coworkers in a friendly, enthusiastic, and outgoing manner.
Requires the ability to speak, read and comprehend instructions, short correspondence, and policy documents.
Can work independently and make decisions while unsupervised.
Must be able to effectively use a computer including Microsoft Office and other job specific software.
Ability to read, analyze, and act upon documentation and reports as necessary.
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
Must maintain an appropriate Gaming License.
PHYSICAL, MENTAL, AND ENVIRONMENTAL DEMANDS
While performing the duties of this job, the Team Member is regularly required to talk and/or hear.
Occasionally lifts to a maximum of 40 pounds and frequently lift up to 25 pounds. Pushes up to 50 pounds daily.
Required to stand and walk for the majority of the shift.
Requires ability to push in addition to bending, twisting, kneeling, and stooping.
Requires the manual dexterity to handle/count currency, cash, coin and chips and operate a computer and calculator.
Must be able to work in areas with high noise levels, bright lights and dust.
Must be able to respond to touch, speech, aural and visual cues.
Occasionally required to reach with hands and arms, climb, balance, kneel, and crouch.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate, increasing to loud when on the casino floor.
This casino has an enclosed gaming area where smoking is allowed. Team members may be exposed to a smoking environment in or around this designated smoking area.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential job functions.
The above description is intended to describe the general nature and level of the role. This is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of the team member assigned to the position. Prairie Flower Casino reserves the right to make changes to the above job description, as necessary.
The Ponca Tribe of Nebraska exercises Indian preference in hiring to Ponca Tribal members and members of federally recognized tribes.
Financial Services Representative
Investment Banker Job In Omaha, NE
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer a competitive pay and bonus package. Starting compensation for this location begins at $50,300 during training, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $57,530 ($52,300 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases.
What you have
If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Charles Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
* Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule.
* Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability.
Preferred Qualifications
* Previous customer service experience
* Previous client relationship experience
* Bachelor's degree or higher in Finance, Economics, or related field from accredited university
* Ability to adapt to changes in the market and business
* Eagerness to learn about finance
* Passion for service to clients
* Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions
* Robust communication, influencing and client engagement skills
* Desire to be part of a supportive and collaborative team
* Shown success navigating multiple computer applications
#Campus
Roving Personal Banker Omaha District
Investment Banker Job In Omaha, NE
**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 Locations:**
+ 1101 Galvin Road S- Bellevue, NE
+ 10010 Regency Circle- Omaha, NE
+ 13259 Millard Ave- Omaha, NE
+ 14666 W. Center Rd- Omaha, NE
+ 3536 Comstock Ave- Bellevue, NE
+ 4425 Center St.- Omaha, NE
+ 4650 S. 24th St.- Omaha, NE
+ 4725 S 8th St- Ralston, NE
+ 5180 Ames Ave- Omaha, NE
+ 1919 Douglas St- Omaha, NE
+ 18030 R Plz.- Omaha, NE
+ 2587 So 171st Ct- Omaha, NE
+ 8450 S 71st Plz- Papillon, NE
+ 11150 Emmet St- Omaha, NE
+ 3808 N 168th Ave- Omaha, NE
**Pay Range:**
+ This job profile is eligible for a 10% pay differential.
**Posting End Date:**
19 Mar 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-429158
Financial Services Representative II
Investment Banker Job 19 miles from Omaha
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. is located at our Council Bluffs, IA Downtown branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
* Generous Paid Time Off (PTO) in addition to paid federal holidays.
* Child Care Assistance Program for eligible dependent(s).
* Exercise reimbursement program for employees.
* The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
* Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
* Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards.
* Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
* Identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals and other client activity.
* Builds client relationships through outbound and proactive measures including First 15.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
* Attention to detail, including verbal and written instructions.
* Maintains confidentiality.
* Effective use of tact and diplomacy as it relates to clients and co-workers.
* Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key skills.
* Ability to read and comprehend simple instructions, short correspondence and memos.
* Ability to write simple correspondence.
* Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
* Ability to compute rate and percent and to draw and interpret bar graphs.
* Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
* Ability to deal with problems involving a few concrete variables in standardized situations.
* Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
* Delivers complete and accurate work and displays pride and professionalism in work.
* Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
* Takes personal initiative and is a positive example for other to emulate.
* Adept at conversing with client about their needs and is able to originate all types of personal loans.
* This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
* High School Diploma or General Education Degree (GED) required
* 1-3 years Banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
* Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
* Lifting - Occasionally (up to 10 lbs)
* Sitting - Frequently
* Overtime - Subject to business need
* Noise Level - Moderate
* Typical Work Hours - M-F (8-5)
* Regular and Predictable Attendance - Required
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Roving Personal Banker Omaha District
Investment Banker Job 14 miles from Omaha
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 Locations:
1101 Galvin Road S- Bellevue, NE
10010 Regency Circle- Omaha, NE
13259 Millard Ave- Omaha, NE
14666 W. Center Rd- Omaha, NE
3536 Comstock Ave- Bellevue, NE
4425 Center St.- Omaha, NE
4650 S. 24th St.- Omaha, NE
4725 S 8th St- Ralston, NE
5180 Ames Ave- Omaha, NE
1919 Douglas St- Omaha, NE
18030 R Plz.- Omaha, NE
2587 So 171st Ct- Omaha, NE
8450 S 71st Plz- Papillon, NE
11150 Emmet St- Omaha, NE
3808 N 168th Ave- Omaha, NE
Pay Range:
This job profile is eligible for a 10% pay differential.
Posting End Date:
19 Mar 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.