Investor Relations & Capital Raise Associate
Investment banker job in Las Vegas, NV
Full-time Description
Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nation's most prolific real estate asset management firms.
We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firm's current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors.
**This is not a remote position. This is an in-person role in our Summerlin, NV office**
INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS:
Starting Salary of $60,000-$75,000
Full-Time
Generous Monthly Bonus Opportunities
Medical benefits in the amount of $500 per month
Dental, Vision and other supplementary benefits available
Holiday Pay
Paid Time Off (PTO)
Exposure to senior and executive leadership
Collaborative and supportive team environment
Work/Home Life Balance
INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES:
Support the firm's investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking.
Identify and engage potential investors including family offices, RIAs, and accredited investors.
Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral.
Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems.
Coordinate quarterly updates, reports, tax documents, and investor communications.
Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups.
Collaborate with senior management, finance, and marketing teams to align messaging and support the firm's capital-raising goals.
Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy.
Contribute to continuous improvement of investor experience and communication workflows.
INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE
3-5 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate
Strong understanding of financial concepts, investment principles, and fund structures.
Preference for working knowledge of the real assets sector
Ability to balance administrative precision with proactive outreach and follow-through.
Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.).
Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and Monday.com a plus
Professional and friendly demeanor, with excellent communication skills, both written and verbal
Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment
Strong attention to detail and follow up skills
Robust problem solving skills
Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management
Private Client Banker - Spring Mountain and Red Rock, Las Vegas, Nevada Bilingual (Mandarin Preferred)
Investment banker job in Las Vegas, NV
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
+ Bilingual English / Mandarin Preferred
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Las Vegas,NV $20.00 - $27.88 / hour
Emerging Talent INVEST Program - Guidance Associate (Auto Property Damage Claims Trainee)
Investment banker job in Las Vegas, NV
Introduction Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.
Overview
About the Program
Are you ready to take the first step into a meaningful, long-term career where every day offers the chance to learn, grow, and help others? The Emerging Talent INVEST Program - Guidance Pathway is designed for individuals with a passion for people, a sharp eye for detail, and a drive to build a rewarding career in the insurance industry.
Through this immersive 3-month program, you'll gain hands-on experience handling auto liability property damage claims while developing the foundational knowledge and professional skills needed to thrive in the world of liability claims. Whether you're coming from retail, customer service, or another industry entirely, this pathway offers a structured, supportive, and exciting entry point into one of the fastest-growing and most stable professions in the country.
Key Details:
Starting salary: $45,000 USD
Start date: January 5, 2026
PTO black out: Due to the structured nature of the training program we will likely not be able to support any PTO requests for the first 8 weeks of the program.
How you'll make an impact
As part of the INVEST Program - which stands for Industry Navigation, Values, Education, Skills, and Training - colleagues will:
* Navigate foundational claims functions through hands-on practice and guided mentorship.
* Embrace professional Values such as integrity, service, and respect.
* Gain introductory Education in liability principles, claims systems, and regulatory practices.
* Build essential Skills in customer communication, documentation, investigation, and resolution.
* Complete structured Training sessions designed to launch a successful and sustainable career.
The Guidance Pathway is perfect for motivated individuals with strong people skills, curiosity, and a desire to grow. It's more than a job - it's a guided journey into the heart of the insurance industry, designed to turn potential into performance.
About the Role
The Emerging Talent INVEST Program - Guidance Pathway is an essential entry-level opportunity, specifically designed for individuals with some college, an associate degree, or 2+ years of work experience who are eager to launch a career in liability.
This 3-month pathway focuses on training individuals to evaluate and resolve third-party auto claims involving damage to vehicles and other property, with an emphasis on clear communication, accuracy, and customer service.
Key Responsibilities
* Foundational Learning: Participate in structured training that includes classroom instruction, digital coursework, and live sessions focused on liability claim fundamentals, customer service, and systems navigation.
* Practice in the "Sandbox": Build hands-on skills in a simulated environment that mirrors real claim situations-reviewing incident reports, writing contact notes, assessing liability, and evaluating damage in a controlled setting.
* Shadow Seasoned Examiners: Observe experienced liability adjusters handling simple claims such as auto property damage, slip-and-fall incidents, or low-severity third-party property damage to see best practices in action.
* Complete Core Milestones: Progress through development checkpoints to ensure understanding of core competencies, including liability determination, policy interpretation, and claims communication.
* Grow Through Collaboration: Engage in team meetings, mentorship check-ins, and peer discussions to gain exposure to different perspectives and support your professional development.
* Begin Claims Handling: Start processing a small number of automobile liability property damage claims -around Week 3 of the program. Caseload will gradually increase in volume as you build skill and confidence.
* Investigation and Liability Evaluation: Learn to conduct basic investigations by reviewing statements, photos, and police reports to determine fault and evaluate exposure under the policy.
* Customer Communication: Provide professional, courteous, and timely updates to claimants, clients, and service providers. Begin practicing effective communication that supports trust and transparency.
* Vendor Coordination: Coordinate with repair shops, rental providers, and appraisers to ensure timely resolution of automobile property damage claims.
* Coverage Review
* Documentation and Systems Use: Maintain organized and compliant claim files, accurately documenting all interactions and decisions in the claims management system.
* Compliance and Best Practices: Follow company protocols, policy guidelines, and claim best practices while applying what you've learned from training and coaching to real claim scenarios.
* Subrogation Identification: Learn to recognize potential subrogation opportunities and properly route files to the appropriate team for further handling.
About You
Education: High school diploma or GED equivalent is required. Some college, an associate's degree or 2+ years relevant work experience preferred.
Attributes:
* Positive, customer-focused mindset with a willingness to learn.
* Detail-oriented and dependable.
* Comfortable working independently and as part of a collaborative team.
* Commitment to personal growth and development within the claims profession.
#GBTopJob #INVEST #remote #WestCoast
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
* Medical/dental/vision plans, which start from day one!
* Life and accident insurance
* 401(K) and Roth options
* Tax-advantaged accounts (HSA, FSA)
* Educational expense reimbursement
* Paid parental leave
Other benefits include:
* Digital mental health services (Talkspace)
* Flexible work hours (availability varies by office and job function)
* Training programs
* Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
* Charitable matching gift program
* And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Part-Time Trader
Investment banker job in Las Vegas, NV
About Us We are BetMGM. We are revolutionizing sports betting and online gaming in the United States. We are a partnership between two powerhouse organizations-MGM Resorts International and Entain Group. You know our name through our exciting portfolio of brands including BetMGM Sportsbook, Borgata online, Party Casino and Party Poker. We aim to bring our ideas into action and find ways to deliver the best quality in gaming platforms.
We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our goals as a company. We strive to create a culture of empathy where our employees feel valued, heard, and comfortable bringing their authentic selves to work. We want to build a product and a workplace that reflect the communities we serve so we approach our work fearlessly, take responsibility when we get it wrong, and ante-up again. We play to win, and we are all-in together.
We were recognized as one of Glassdoor's “Best Places to Work”.
Location: Must be based in Las Vegas, Nevada ~ Onsite
About the Role:
As part of the trading team, the US Sports Part Time Trader trades US major league and college sports (American football, baseball, basketball and ice hockey). This also includes managing risk, market liabilities and supporting the product.
Responsibilities:
Day-to-day trading with market moves on games, player props and futures betting. Compile and trade prices on a variety of markets. Reacting quickly to market moves to keep in line with the wider market.
New market creation across all sports and settlement. Being aware of what markets need to be settled in a timely manner that may not be automated. Constantly coming up with new markets to improve customer experience.
Monitor market liabilities. Being aware of risk across all markets and reacting accordingly. Being on top of our stop loss system and regularly updating so markets are on site at their fullest.
Manage customer risk profiles. Identifying customers betting patterns on different levels through approvals function and betting scrollers.
Support all product initiatives. Delivering on a wide range of markets to suit all customers.
Working with content team on the delivery of an optimal site for a better customer experience by flagging any display issues.
Must be able to stand or sit and operate computers and other technological devices for extended periods of time
Until fully licensed as required by state regulations, this position will support trading by providing operational support to ensure the seamless execution of our Sports Trading lifecycle and enhance the overall customer experience. Responsibilities will include:
Assisting traders in day-to-day operations with market moves on games, player props and futures betting.
Trading training. Acquire knowledge about Sportsbook tools, platforms, and processes.
Support the team in the resolution of issues impacting the trading team with both online and retail Sportsbooks.
Provide operational support to Sports Trading team by creating betting sheets, configuration of new leagues and markets, and other tasks as assigned.
Qualifications:
High school or equivalent
2+ years of experience in Trading US Sports
Passion for US Sports
Expertise in sports statistics
Strong numerical and mathematical skills
Team player
Ability to focus
Ability to work shifts which include evenings, weekends and public holidays
Excellent knowledge of the rules of the game for all sports
Good knowledge of the betting industry
Sports betting experience is essential
Familiarity with College and Major League Players
High attention to detail
The hourly pay range for this position is $28.00 to $30.00. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is also eligible for participation in a performance-based bonus plan.
Gaming Compliance & Licensing Requirements
As an online gaming company, BetMGM is required to comply with state gaming regulations which includes licensing obligations. Applicable employees must be licensed by at least one jurisdictional agency, although certain positions require licensing by multiple agencies. Failure to become licensed or maintain licensure with each agency as required for the role may result in termination of employment. Please note that the licensing process includes comprehensive background checks which may include a review of criminal records, financial history, and personal background verification.
In addition, candidates must comply with and support the company's responsible gambling policies, procedures and initiatives.
About Our Culture
Building BetMGM from the ground up takes effort, energy, and teamwork, but that's what will make leading this industry all the more satisfying. We stay focused on our main goal with the help of these four company pillars:
Believe in Your Game - Take your shot! There's a freedom to explore ideas usually only start-ups are lucky enough to experience.
Backed by the Best - With our expertise-merged with that of our world-class investors-we have the opportunity to take this business, and ourselves, farther than anyone has ever imagined.
Do What's Right - We operate with clarity and simplicity, always doing the right thing by our customers and each other, standing shoulder to shoulder every day.
Hustle Hard - Our combined commitment and ambition is what drives us to create some of the most innovative products in the industry.
What We Offer
As a valued employee, we're committed to giving you the resources and support you need. We offer Medical, Dental, Vision, Life Insurance, Commuter Benefits, Paid Time Off, Holidays, Employee Resource Groups and more!
Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for an annual bonus.
BetMGM LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified individuals, regardless of race, religion, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. As an organization, we are unwavering in our commitment to maintaining a discrimination-free work environment, and fostering a culture of inclusivity, belonging and equal opportunity for all employees and applicants.
We understand that each card in the deck plays a unique role in any given hand, just as our employees each play a unique role in accomplishing our company goals. So, we are committed to an inclusive culture for all and empowering our employees to thrive in meaningful careers. At BetMGM, we play to win, and we are “all in” together. If your experience looks a little different from what we've identified and you think you've got what it takes, we'd love to learn more about you.
If you need assistance or accommodation with your application due to a disability, you may contact us at **********************.
This job description is not an exclusive or exhaustive list of duties a person in this position may be asked to perform from time to time.
#LI-ONSITE
#LI-JM2
Auto-ApplyRetail Relationship Banker
Investment banker job in Las Vegas, NV
Application Deadline: 11/16/2025 Address: 2980 W. Sahara Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
* Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
* Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
* Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
* Supports customer transactions needs based on customer traffic.
* Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
* Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
* Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
* Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
* Acts as a key member of a collaborative and versatile branch and market team.
* Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
* Organizes work information to ensure accuracy and completeness.
* Takes the initiative to find creative approaches that make each customer's experience feel personal.
* Looks for ways to contribute to the ongoing improvement of the overall customer experience.
* Contributes to business results and the overall experience delivered.
* May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
* Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
* Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
* Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
* Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
* Complies with legal and regulatory requirements for the jurisdiction.
* Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
* Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
* Analyzes issues and determines next steps.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
* Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
* Appropriate lending qualifications and designations.
* Working knowledge of personal and small business customer needs and solutions.
* Working knowledge of retail investments and lending products.
* Experience in financial services is an asset.
* Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
* Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
* Passionate commitment to helping our customers.
* Drive to deliver a personal customer experience.
* A focus on results and the ability to thrive in a consultative sales and team-based environment.
* Resourceful self-starter with courage and confidence to approach customers.
* Readiness to collaborate and work in different capacities as part of a team.
* Strong interpersonal skills, including the ability to build rapport and connections with customers.
* An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
* Specialized knowledge.
* Verbal & written communication skills - Good.
* Organization skills - Good.
* Collaboration & team skills - Good.
* Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $65,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyPrivate Client Banker - Spring Mountain and Red Rock, Las Vegas, Nevada Bilingual (Mandarin Preferred)
Investment banker job in Las Vegas, NV
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Bilingual English / Mandarin Preferred
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Service Representative I
Investment banker job in Las Vegas, NV
reports on-site. Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner.
Duties and Responsibilities:
* Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
* Generate new business to assist in meeting established production and profitability goals of the branch
* Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our clients' financial needs
* Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
* Refer client opportunities to internal and external sales partners to meet client financial needs
* Provide ongoing relationship servicing with existing clients
* Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
* Respond to clients' inquiries and requests regarding accounts
* Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc.
* Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc.
* Notary Commission - serve as one of the branch team Notaries
* Regular and consistent attendance required
* Perform other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
* Las Vegas, NV: $42,200 - $57,400 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
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 essential functions.
Education and/or Experience:
* High school diploma or equivalent required; Associate/Bachelor's Degree preferred
* A minimum of 1 to 2 years of financial service industry experience is required
Skills:
* Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
* Working knowledge and understanding of all bank products and services required
* General Mathematics and Accounting
* Must be able to assess any given situation, make decisions, and bring to a successful resolution
* Must be experienced in the effective use of one or more core banking deposit and new account software
* Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc.
Approximate Time Allocation:
25% = Risk Management, Operations, Compliance, Training, Meetings, etc.
75% = Sales/Client Service, Lobby Management
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Financial Services Representative- Start Date January 5, 2026
Investment banker job in Las Vegas, NV
Leverage your best in class customer service skills as first point of contact for our clients, advisors, and business partners in a fast-paced customer focused environment. Receive business training to serve as the first point of contact for advisors and their clients, relationship partners, or directly for clients, regarding service issues, requests, policies, procedures, account information, and self service issues. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve minor problems over the phone. Educate clients and advisors on the company's systems, processes, and policies.
Additionally, we'll support your professional development through a company sponsored training program to attain FINRA SIE, FINRA Series 7 & Series 63 licenses.
This position has a start date of January 5, 2026.
Key Responsibilities
* Actively engaged to excel in an online preparation for the FINRA SIE, Series 7 and Series 63 licensing exams. This includes having the discipline to maintain the appropriate study schedule and understand the course content.
* Interact directly with customers, predominately via a high-volume, in-bound phone queue, to provide accurate and timely resolution for money movement, trade, and service requests while utilizing appropriate internal computer applications to meet or exceed service goals. May enter trade or money movement requests on behalf of the customer.
* Develop an understanding of systems and procedures to educate clients and advisors directly on services as they arise to facilitate efficient self-service. Serve as a resource for customers on company or product policies and systems and troubleshoot usability issues raised by customers as well as provide education to customers.
* Effectively leverage available resources to aid in making good decisions for different courses of action, act with a clear sense of ownership, follow through on commitments, escalate to avoid missing a deadline, learn quickly when facing new situations to positively impact customer effort and overall service experience.
* Translate feedback into accountable results to improve processes, efficiency targets, and caller experience based on guidance from peers, coaches, and/or leaders.
* Respond directly to information requests initiated by customers using a variety of systems. Provide information to clients, advisors, or relationship partners, and work with internal partners to resolve any outstanding question(s). Process routine service transactions, or resolve account service casework, which have been initiated by web-based or paper forms using computer applications in a timely manner in order to meet or exceed service goals.
Required Qualifications
* Education: High school or GED
* 0 to 1 year relevant experience required
* Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for
education and experience.
* Excellent customer service skills.
* Ability to explain policies or concepts in a straightforward, easy-to-understand manner.
* Strong written and verbal communication skills.
* Demonstrated ability managing multiple priorities in a fast-paced environment.
* Demonstrated skill troubleshooting and identifying and resolving root cause issues.
* Willingness to obtain FINRA SIE, Series 7 and Series 63 registrations through our company-paid training.
* Ability to pass a pre-employment background verification and U-4 FINRA verification.
* Willingness to focus on the licensing study expectations.
Preferred Qualifications
* Previous customer service experience.
* Product-specific or financial services industry experience.
The estimated hourly rate for this role is $20.25/ hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Client Service
Line of Business
SERVD Service Delivery
Auto-ApplyFinancial Representative
Investment banker job in Las Vegas, NV
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc., in a timely manner.
Operate an automobile during both day and night hours.
Qualifications
High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
Obtain and hold State Life and Health license prior to hire.
Position Demands
Access to an automobile and ability to maintain a valid driver's license.
Auto-ApplySmall Business Banker
Investment banker job in Henderson, NV
Job Title:
Small Business Banker
What you'll do:
As a Small Business Banker you'll build on existing and establish new strong advisory relationships with small business clients, typically those with annual revenues less than $10MM, and work to uncover, understand and solve the clients known and unknown needs. You'll meet service and sales goals by driving deposit growth within your portfolio, recommending additional treasury management solutions when appropriate, and executing tasks accurately and within service level standards. You'll be based in a branch office and will primarily support an existing portfolio of clients, connecting primarily via telephone or email and occasionally through in-person visits while working to develop new business.
Be the primary point of contact for a portfolio of small business clients within a defined geographic coverage area. Routinely contact, primarily via telephone, existing, prospective or newly assigned clients, and develop relationships and new business opportunities.
Assess customers financial needs and recommend the most appropriate products and/or service to assist in developing new business opportunities and expand on existing customer base. Support the growth of a designated branch market area and provide leadership by actively supporting assigned branches.
Maintain a strong knowledge of Western Alliance Bank deposit, lending and treasury management products and services. Collaborate with other departments across the organization to execute the sales, relationship building, and credit strategies to achieve optimal results.
Stay abreast of changing business trends that impact small business clients and translate those trends into business opportunities. Assist in mitigating risk, verifying audit compliance, and procedural quality control through a branch operations review. Ensure compliance with established Bank policies, procedures and state and federal regulations.
What you'll need:
5+ years of related experience in Branch Banking Operations, Lending and/or Deposit Sales, Customer Service or similar field.
High school diploma required; Bachelor's degree or equivalent experience preferred.
Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
Intermediate project management and organizational skills.
Ability to create momentum, foster organizational change, and work with other members of senior management.
Experience advising business owners on complex credit / lending solutions.
Ability to interpret client financial statements and recommend specific solutions to achieve goals.
Advanced speaking and writing communication skills.
Occasional travel required.
Compensation: Salary range for new hires is generally $80,390.00 - $99,000.00 for Henderson, NV. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.
Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
© Western Alliance Bancorporation
Auto-ApplyFinancial Services Representative
Investment banker job in Las Vegas, NV
Job Description
Financial Aid Representative
Euphoria Institute of Beauty Arts and Sciences, Las Vegas, NV
Full-Time
The Financial Aid Representative is responsible for assisting students throughout the financial aid process, ensuring the accurate updating of student files, and managing associated records.
Essential Duties:
Meet with new and prospective students to provide educational cost estimates and discuss payment methods and options.
Follow up with new and prospective students to ensure all necessary paperwork is completed.
Assist parents and/or students with FAFSA filing paperwork to determine financial aid eligibility.
Determine student eligibility for Federal Student Aid (FSA) funds based on the Institutional Student Information Report (ISIR), resolve any issues, and complete all necessary paperwork.
Complete all established financial aid processes (e.g., verification, award letters, loan originations) to ensure the accurate and timely payment of Federal Student Aid funds.
Manage the yearly refinancing process with students to ensure the timely receipt of second-year funding.
Establish student work-study eligibility and collaborate with the HR liaison to complete new hire paperwork.
Meet with students prior to graduation for exit counseling and review student loan repayment information.
Develop and maintain a current working knowledge of all applicable financial aid regulations.
Demonstrate effective teamwork with all members of the enrollment team to meet student needs, assisting students as necessary.
Secondary Duties:
Present at new student orientations and attend Financial Aid Lead/Manager meetings when needed.
Other duties as assigned.
Working Hours: The schedule may vary between the hours of 8:00 AM - 7:30 PM (Monday-Thursday) and 8:00 AM - 5:00 PM (Friday) to meet departmental and student needs. The employee will be scheduled for 40 hours weekly.
Minimum Qualifications:
Education: Associate's degree in Finance, Accounting, Business Administration, or a related field. Two (2) years of additional experience may be substituted in lieu of a formal degree.
Experience: 1+ year(s) of experience in Finance, Accounting, Education, Customer Service, or a related field.
License(s)/Certification(s): Must be able to obtain and maintain access to secure government systems.
Financial Services Representative State Farm Agent Team Member
Investment banker job in Las Vegas, NV
Job DescriptionBenefits:
Bonus based on performance
Company parties
Competitive salary
Free food & snacks
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
ROLE DESCRIPTION:
As a Financial Services Representative, you will have the opportunity to work in our agency and build on a winning culture, make a lot of money while having a lot of fun, traveling and celebrating wins with coworkers. We are a very high performing office in a competitive city so if you are a goal driven, want to thrive and want more out of life. This is the place for you. If you expect to be a 9-5 and only do what you are asked for, this IS NOT the place for you. You will have opportunities to grow within the organization and even have your own office in the future. IF YOU CAN BE ON TIME, TAKE CARE OF OUR CUSTOMERS AND LOOK PROFESSIONAL WHILE BEING COACHED AND GROW. THIS IS THE PLACE FOR YOU, IF NOT, IT IS NOT.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain and grow the culture in the office.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses (Not required to already be licensed)
Must be willing to learn, grow, be coached and want more (No settling mindset)
Proficiency in Microsoft Office applications.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus unlimited commission/bonus
Annual & Quarter Office Trips.
Great Culture of Winners within TOP AGENCY IN TOWN.
Continuous Training
Competitive Environment
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office and even to own YOUR OWN AGENCY!!!
Personal Banker
Investment banker job in Henderson, NV
Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker.
WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference!
The role of the Personal Banker is to assist clients with both personal and business banking solutions that improve their financial health and to reach their goals. A Personal Banker is creative and can “think outside the box” to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values.
A successful Personal Banker must:
Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions.
Open new accounts, discuss and refer or originate loans, and onboard new clients.
Introduce and demonstrate digital and self-service options to clients.
Communicate clearly with staff and clients verbally, over the phone, and via video chat.
Comfortable functioning as a concierge or greeter.
Make out-of-office calls to businesses, community organizations, and referral sources.
Develop competencies and certifications/registration necessary to support branch performance goals.
Proactively accepts initiatives and assignments.
Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
Reflect the core values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Qualifications
Education/Skills/Training:
High school diploma or approved equivalent.
Good math skills, 10-key and keyboarding.
Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.
Well-developed smart phone and digital channel skills.
Must have excellent organizational and analytical skills and superior written and oral communication skills.
Ability to demonstrate how to use automated technology to teach clients self-service skills.
Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.
Experience:
Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation
Benefits
At WaFd Bank you get all of these great benefits!
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 7% 401(k) employer matching*
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
Pay Transparency Nondiscrimination Provision - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date 8/28/2025
Auto-ApplyPersonal Banker
Investment banker job in Henderson, NV
Who we are
We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we build and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.
Our mission
Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.
Our values
Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
Community: We're proud to support each other and our local communities. We win when our customers win.
To learn more about us, visit ***************************
About the role
The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses.
This position is located in Henderson, NV, and is not a remote position.
What you will do
Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name.
Participates and shows initiative towards sales and promotion of bank products and services.
Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs.
Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations.
Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Demonstrates leadership in bringing bank staff together to meet strategic goals.
Other duties as assigned.
What you will need
Bachelor's degree in Accounting, Finance, Business Administration, or related field of study preferred.
2+ years Banking experience preferred.
Understanding of banking regulations required, training provided.
Experience with electronic banking desired.
What we offer
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation, Sick, and Holiday time
A competitive 6% 401k match
And more!
Candidate must pass a pre-employment screening including credit history and criminal record check.
Our company provides equal employment opportunities (EEO) 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.
Personal Banker
Investment banker job in Henderson, NV
Job Description
Who we are
We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we build and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.
Our mission
Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.
Our values
Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
Community: We're proud to support each other and our local communities. We win when our customers win.
To learn more about us, visit ***************************
About the role
The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses.
This position is located in Henderson, NV, and is not a remote position.
What you will do
Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name.
Participates and shows initiative towards sales and promotion of bank products and services.
Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs.
Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations.
Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Demonstrates leadership in bringing bank staff together to meet strategic goals.
Other duties as assigned.
What you will need
Bachelor's degree in Accounting, Finance, Business Administration, or related field of study preferred.
2+ years Banking experience preferred.
Understanding of banking regulations required, training provided.
Experience with electronic banking desired.
What we offer
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation, Sick, and Holiday time
A competitive 6% 401k match
And more!
Candidate must pass a pre-employment screening including credit history and criminal record check.
Our company provides equal employment opportunities (EEO) 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.
Finance Representative (Collector)
Investment banker job in Las Vegas, NV
At Veritext, we focus on the details - so legal teams can focus on the case. About the role: As a Finance Representative, it is your duty to ensure that our clients pay timely for the services they receive. You'll be tasked with contacting delinquent accounts to request payment and preparing related reports on daily reconciliation activities.
What you'll get to do:
* Monitor accounts to identify outstanding debts and follow-up for collections via telephone and email
* Generate monthly aging reports for assigned accounts to identify firms with invoices aged in excess of 45+ days and take action
* Resolve invoice discrepancies by collaborating with applicable colleagues to ensure prompt and accurate resolution/payment
* Prepare reports on a daily basis to ensure accurate account balances and proper application of cash
* Document all actions and steps taken on assigned accounts during call or within 15 minutes of call ending
* Achieve daily/weekly/monthly collection call quotas for assigned accounts
The kind of teammate we're looking for:
* Assertive, proactive and efficient with excellent problem solving and follow up skills
* Customer service oriented with strong interpersonal skills and the ability to respond to requests promptly and accurately
* Excellent attention to detail, highly organized and able to multi-task
* Must possess excellent written and verbal communication skills
What's in it for you:
* Competitive compensation and total rewards package
* Comprehensive medical, dental and vision insurance
* Hybrid work structure (two days in the office, three days working remotely)
* Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time)
* Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists/therapists (app based, virtual counseling, daily emails, live and on-demand content, and more)
* Matched 401(k) to help you save for your future
* Pet insurance to help your pet(s) live a long and happy life
* Flexible Spending Accounts (healthcare, dependent care, transit & parking)
* Company-paid life insurance as well as short-term and long-term disability insurance
* Learning and development opportunities to advance both personally and professionally
* Veritext Summer Camp - a fun-filled culture building and learning experience
* Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more!
About Veritext:
Veritext is the global leader in technology-enabled court reporting services and litigation support solutions with a proven track record of industry excellence. For law firms, government agencies and enterprise corporations, we provide access to innovative technologies and remote solutions, the highest-quality network of reporters and legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service, and state-of-the-art conference spaces across North America.
Veritext is committed to delivering comprehensive, client-focused legal solutions that address the evolving needs of the legal industry. Our solutions utilize the latest easy-to-use technologies to streamline the deposition process and reliably handle the most complex cases. All of this combined with unsurpassed data security ensures that Veritext clients have the best tools available and the confidence of working with the market leader.
Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas - an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment.
About this posting:
Compensation ranges, when noted, represent the expected base pay compensation range for this role. Ultimately, a number of factors including, but not limited to, your prior job-related knowledge and experience, geographic location, and qualifications will be considered when determining your pay and we may pay more or less than the posted range.
If you need an accommodation for any part of the applicant process because of a medical condition or disability, please send an email to ******************* or call a member of our People Team to let us know the nature of your request.
Please be aware of fraudulent recruiting activities. Veritext will only contact candidates through official @veritext.com email addresses. We will never ask for sensitive personal information or payments during the hiring process. If you are ever unsure about the legitimacy of a communication or have been asked for any of the above, please contact us directly at *********************.
Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Easy ApplyRetail Relationship Banker
Investment banker job in Las Vegas, NV
Application Deadline:
11/16/2025
Address:
2980 W. Sahara Ave.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $65,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyRetail Relationship Banker
Investment banker job in Las Vegas, NV
Application Deadline:
11/16/2025
Address:
2980 W. Sahara Ave.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $65,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyRetail Banking Specialist
Investment banker job in Las Vegas, NV
Come join Beal Bank's thriving retail banking team and bring your passion for great customer service! Our Retail Banking Specialists are part of a small, vital, hands-on team who provide exceptional frontline service and support to Beal Bank's current and prospective customers. In this essential role, you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, Beal Bank is known for our competitive rates, secure growth and great service.
This position is based at the Beal Bank Las Vegas location with working hours from 8am to 5pm Monday through Friday.
Essential Job Duties & Responsibilities (Include but are not limited to):
Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
Perform opening, closing and other branch duties
Balance cash drawer and assist with cash vault balancing
Open and process incoming mail
Complete logs, reports and control checks while maintaining a neat and organized work area
Answer incoming phone calls, address customer questions and concerns and escalate any problems or disputes to appropriate internal resources for resolution
Image documents and performing quality control checks
Practice branch security procedures and protect customer confidentiality and privacy
Qualifications (Education, Experience, Computer Skills, Certifications, Etc.):
Prior experience as a teller or new account representative preferred
Minimum 2-4 years customer service experience
High School diploma or equivalent required
Professional appearance and demeanor
Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
Demonstrated good attendance and punctuality
Strong attention to detail with high concern for data accuracy
Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members
Outstanding listening and interpersonal communication skills, both written and verbal
Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
Critical thinking and decision-making skills
Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment
Self-motivated
Overnight and out of town travel is possible on occasion
Benefits options include:
Medical, dental and vision coverage
401K with company match
10 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
Applicant may be eligible for annual discretionary bonus
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.
Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at
****************************
for details.
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links:
FMLA EEO EPPA
Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
Auto-ApplyRelationship Banker - Paradise Valley - Spanish Required
Investment banker job in Las Vegas, NV
Las Vegas, Nevada **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
+ Bilingual English/Spanish Required
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.