Financial Services Representative I - Revenue Management Division
Pima County, Az 3.5
Investment banker job in Tucson, AZ
OPEN UNTIL FILLED Job Type: Classified Salary Grade: 4 Pay Range Hiring Range: $19.16 - $22.51 Per Hour Pay Range: $19.16 - $25.86 Per Hour Range Explanation: * Hiring Range is an estimate of where you can receive an offer. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, education, licenses, training, and internal equity.
* Pay Range is the entire compensation range for the position.
The first review of applications will be on 1/23/2026.
The Pima County Department of Finance & Risk Management is seeking a motivated and team-oriented individual to join its Revenue Management Division in the Customer Service section. This position is responsible for administrative support, answering phone calls, ensuring work unit policies, procedures, and activities comply with applicable County policies, maintaining databases using automated information systems to monitor and track information, and producing special reports. Other responsibilities include calculating debits and credits, posting accurately to customer accounts, and preparing paperwork for delinquent accounts for court processing. The ideal candidate would have experience utilizing utility billing systems. If you enjoy working collaboratively within a team of dedicated individuals and have a passion for learning, growing, and serving others, in a fast-paced business environment, then this may be the perfect opportunity for you to join our team.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's needs and will be communicated to the applicant or incumbent by the supervisor.
* Utilizes utility billing systems to respond, handle, and assist customer inquiries, both over the telephone and in person, in a utility billing call center environment; provides information or resolves problems that require explanation or application of County, departmental, or program rules and policies; refers questions to appropriate staff;
* Coordinates unit activity with other departmental sections, divisions, other County departments, or outside agencies directly or through assigned staff; acts as an internal departmental coordinator for support activities such as financial, court, or program-specific functions;
* Reviews and verifies specialized documentation and initiates action;
* Creates and maintains, or directs the maintenance of, specialized databases, including inputting and retrieving data and producing complex computer-based reports; monitors and tracks information in a database;
* Calculates debits and credits, accurately posts to customer accounts, and prepares legal paperwork for delinquent accounts for court processing;
* Researches, compiles, and performs initial, minor analysis of information; prepares routine, recurring, and special reports, correspondence, memoranda, operations manuals, and other documents for supervisory review and approval;
* Compiles and summarizes statistical and operational data; prepares periodic and special reports;
* Conducts and documents confidential or sensitive inquiries for management, and maintains appropriate security and confidentiality of information encountered or created;
* Establishes and maintains specialized reference files and materials;
* May train other department staff;
* May receive money and prepare receipt documentation.
Minimum Qualifications:
Two years of experience performing financial or administrative tasks, providing support and coordination for a division or program. (An associate's degree from an accredited college or university in public or business administration, finance, accounting, or a closely related field, as determined by human resources at the time of recruitment, may substitute for two years of required experience)
(Relevant experience and/or education from an accredited college or university may be substituted.)
OR:
Three years of experience with Pima County as an Administrative Assistant I or II or similar administrative classification within Pima County.
Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application, or write "see resume" on your application.
Preferred Qualifications: (Be specific in describing your experience in your application. Ensure the descriptions provided illustrate your competencies, specifically addressing the required and preferred qualifications.):
* Minimum two (2) years of customer service experience, in-person and on the phone.
* Experience in database maintenance and reports.
* Experience in utility service and billing.
* Experience with Microsoft Excel.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Some positions require a valid Arizona Class D driver license at the time of application. Failure to maintain the required licensure shall be grounds for termination.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. A prior criminal conviction will not automatically disqualify a candidate from employment with the County.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by the position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law.
$19.2-25.9 hourly Auto-Apply 19d ago
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Hourly Trader
Alliance for Cooperativ
Investment banker job in Benson, AZ
Benson, AZ
This position will be responsible for the management of generation and native load requirements of any participating member or client. Candidate will be working a rotating shift to provide 24-hour coverage.
What We're Looking For
Bachelor's or Associate's degree in a related field. 5+ years of professional work experience may be substituted for a degree.
Demonstrated proficiency in computers, specifically Microsoft Excel.
Competence with mathematics and technical concepts.
High degree of analytical, attention to detail and organization skills.
Excellent written and oral communication skills
Application and use of critical thinking skills.
Duties and Responsibilities
Candidate will be required to work rotating shift to provide 24-hour coverage of the business as well as participation in daily trading floor operations.
Gain understanding of industry practices and entities, as well as Market Structure of ISO/RTO's, as applicable.
Responsible for filling native load requirements for participating members.
Handle market and/or reliability communications between Reliability Entities and Generation Plants or Member Operators.
Accurately input data into ACES' software systems.
Optimize basic generation by utilizing economic decision-making abilities.
Interface and manage requests and projects involving ACES Members and Clients and various ACES departments, including Traders, Portfolio Strategy, Portfolio Modeling, Information Technology, Settlements, Regulatory and other departments.
Monitor market conditions and manages optimization opportunities of client portfolios.
What You'll Love
Working in a casual, fun, and supportive team environment
Rotating schedule with a period of time off each month
Earning a competitive salary with Medical, Dental, Vision, Life Insurance, and 401k Benefits with Company Contribution and Matching
Eligibility for performance-based incentives
Paid sick time and vacation
Parental Leave
Tuition reimbursement
Discount programs
Opportunities for career development…we love to grow and promote from within!
$57k-95k yearly est. Auto-Apply 60d+ ago
Bilingual Personal Banker
First National Bank Texas 4.5
Investment banker job in Tucson, AZ
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
* At least 18 years of age
* High school diploma, high school equivalency or currently attending high school
* Ability to communicate clearly and professionally in both Spanish and English
* Six months of work experience in a retail or customer service environment preferred
* Must be able to work a flexible schedule including evenings, weekends, and holidays
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment
$26k-30k yearly est. 18d ago
Personal Banker
WaFd Bank 4.5
Investment banker job in Tucson, AZ
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 4% 401(k) matching plus a generous 3% annual contribution, 7% total employer contribution
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 Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date 12/22/2025
$29k-35k yearly est. Auto-Apply 36d ago
Personal Banker
PNC 4.1
Investment banker job in Tucson, AZ
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Tucson, AZ. Bilingual Spanish Preferred.
Location: 2500 N Silverbell Rd Ste 170
Tucson, AZ 85745-7066PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$29k-37k yearly est. Auto-Apply 7d ago
Retail Relationship Banker
Bank of Montreal
Investment banker job in Tucson, AZ
Application Deadline:
02/01/2026
Address:
3775 W. Orange Grove Rd.
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.
$41.7k-65k yearly Auto-Apply 24d ago
Senior Relationship Banker - Wilmot
Vantage West Credit Union 3.8
Investment banker job in Tucson, AZ
Responsible for providing accurate, professional and prompt member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Takes on leadership role in the branch, providing reliable assistance to management including training, mentoring, and coaching. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.
This role is eligible for a language stipend of $200/monthly after 90 days of employment.
Salary range: $18.74 - $24.60/hour. Job Grade NE-9. Salary dependent on candidate's experience and qualifications.
QUALIFICATIONS:
Minimum Education & Experience Requirements:
* High School diploma or equivalent
* Two (2) years of similar retail banking experience
Minimum Knowledge & Skill Requirements:
* Excellent attention to detail and sound judgement
* Strong leadership skill, leads by example
* Ability to work in a fast-paced, goal-oriented environment
* Must be an effective team player, cooperative, flexible and dependable
* Ability to communicate clearly and effectively
* Knowledge of credit union products and services
* Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs
* Strong mathematical, problem-solving, and negotiation skills
COMPETENCIES:
* Directing Others
* Customer Focus
* Approachability
* Drive for Results
* Decision Quality
* Perseverance
* Self-Development
* Composure
WORKING CONDITIONS/ENVIRONMENT:
This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
OTHER REQUIREMENTS:
Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).
MAJOR ACCOUNTABILITIES AND TASKS:
* Assist in overseeing the day-to-day work of others including scheduling, training, mentoring, and coaching. Approves various types of transactions and assists with difficult transactions, resolves member escalations, out-of-balance issues, etc.
* Acts as point of contact for members and delivers personalized member service with enthusiasm and positivity.
* Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
* Proactively builds, develops and maintains relationships with members to ensure a positive member experience.
* Determines members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
* Handles routine to complex member inquires. Resolves members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
* Performs branch closing and /or opening duties in absence of management.
* Keeps up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
* Open business accounts and refer to other lines of business.
* Review and approves fiduciary documents for compliance.
* Performs other duties as assigned.
About Us:
At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.
Benefits And Perks:
* Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).
* Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.
* Retirement Savings - Generous 401k Plan.
* Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.
* Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.
Equal Opportunity Employer Veterans Disabled
$18.7-24.6 hourly 12d ago
Senior Relationship Banker - Wilmot
VWCU Re-Brand
Investment banker job in Tucson, AZ
Responsible for providing accurate, professional and prompt member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Takes on leadership role in the branch, providing reliable assistance to management including training, mentoring, and coaching. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.
This role is eligible for a language stipend of $200/monthly after 90 days of employment.
Salary range: $18.74 - $24.60/hour. Job Grade NE-9. Salary dependent on candidate's experience and qualifications.
QUALIFICATIONS:
Minimum Education & Experience Requirements:
High School diploma or equivalent
Two (2) years of similar retail banking experience
Minimum Knowledge & Skill Requirements:
Excellent attention to detail and sound judgement
Strong leadership skill, leads by example
Ability to work in a fast-paced, goal-oriented environment
Must be an effective team player, cooperative, flexible and dependable
Ability to communicate clearly and effectively
Knowledge of credit union products and services
Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs
Strong mathematical, problem-solving, and negotiation skills
COMPETENCIES:
Directing Others
Customer Focus
Approachability
Drive for Results
Decision Quality
Perseverance
Self-Development
Composure
WORKING CONDITIONS/ENVIRONMENT:
This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
OTHER REQUIREMENTS:
Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).
MAJOR ACCOUNTABILITIES AND TASKS:
Assist in overseeing the day-to-day work of others including scheduling, training, mentoring, and coaching. Approves various types of transactions and assists with difficult transactions, resolves member escalations, out-of-balance issues, etc.
Acts as point of contact for members and delivers personalized member service with enthusiasm and positivity.
Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
Proactively builds, develops and maintains relationships with members to ensure a positive member experience.
Determines members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
Handles routine to complex member inquires. Resolves members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
Performs branch closing and /or opening duties in absence of management.
Keeps up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
Open business accounts and refer to other lines of business.
Review and approves fiduciary documents for compliance.
Performs other duties as assigned.
About Us:
At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.
Benefits And Perks:
· Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).
· Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.
· Retirement Savings - Generous 401k Plan.
· Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.
· Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.
Equal Opportunity Employer Veterans Disabled
$18.7-24.6 hourly 12d ago
Retail Relationship Banker
BMO Harris Bank 4.1
Investment banker job in Tucson, AZ
Application Deadline:
02/01/2026
Address:
10655 N Oracle Road
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.
$41.7k-65k yearly Auto-Apply 24d ago
Personal Banker
PNC Financial Services Group, Inc. 4.4
Investment banker job in Tucson, AZ
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Tucson, AZ. Bilingual Spanish Preferred.
Location: 2500 N Silverbell Rd Ste 170
Tucson, AZ 85745-7066
PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
Competencies
Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$26k-32k yearly est. 6d ago
Branch Relationship Banker (Personal Banker) - River & Campbell/Tucson (AZ)
Zions Bancorporation 4.5
Investment banker job in Tucson, AZ
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
NBAZ is looking for an experienced **Branch Relationship Banker** to join Arizona's #1 Community Bank in our **River & Campbell/Tucson** branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
**Essential Functions:**
+ Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
+ Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource.
+ Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
+ Follows up with clients as needed.
+ May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
+ Responsible for resolving customer service issues.
+ Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
+ May be responsible for processing cash transactions and other customer service duties within the branch.
+ Other duties as assigned.
**Qualifications:**
+ High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
+ Previous experience in a financial sales representative-oriented role preferred.
+ Working knowledge of mathematical calculations and standard banking products, services and transactions.
+ Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
+ Proven customer service, interpersonal and communication skills, both verbal and written.
+ Effective selling, cross-selling and referral skills.
+ Solid mathematical, problem-solving and negotiation skills.
+ Solid interpersonal & relationship building skills.
+ Strong attention to detail and time management.
+ Proficient in basic computer skills.
+ Bilingual proficiency in English and Spanish languages, is preferred.
+ This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Schedule: Monday - Friday: 8:15 AM - 5:15 PM; 40 hours/week
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
**Req ID:** 069371
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
$25k-29k yearly est. 8d ago
Branch Relationship Banker (Personal Banker) - River & Campbell/Tucson (AZ)
National Bank of Arizona 4.4
Investment banker job in Tucson, AZ
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our River & Campbell/Tucson branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible for resolving customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
* Bilingual proficiency in English and Spanish languages, is preferred.
* This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Schedule: Monday - Friday: 8:15 AM - 5:15 PM; 40 hours/week
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
* Mental health benefits include coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
* Employee Ambassador preferred banking products.
$26k-30k yearly est. 9d ago
Relationship Banker - Spanish Required
Bank of America 4.7
Investment banker job in Tucson, AZ
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
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
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
$26k-31k yearly est. Auto-Apply 15d ago
Financial Services Representative I - Revenue Management Division
Pima County 3.5
Investment banker job in Tucson, AZ
SummaryDepartment - Finance and Risk ManagementJob Description
OPEN UNTIL FILLED
Job Type: Classified
Salary Grade: 4
Pay Range
Hiring Range: $19.16 - $22.51 Per Hour
Pay Range: $19.16 - $25.86 Per Hour
Range Explanation:
Hiring Range is an estimate of where you can receive an offer. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, education, licenses, training, and internal equity.
Pay Range is the entire compensation range for the position.
The first review of applications will be on 1/23/2026
.
The Pima County Department of Finance & Risk Management is seeking a motivated and team-oriented individual to join its Revenue Management Division in the Customer Service section. This position is responsible for administrative support, answering phone calls, ensuring work unit policies, procedures, and activities comply with applicable County policies, maintaining databases using automated information systems to monitor and track information, and producing special reports. Other responsibilities include calculating debits and credits, posting accurately to customer accounts, and preparing paperwork for delinquent accounts for court processing. The ideal candidate would have experience utilizing utility billing systems. If you enjoy working collaboratively within a team of dedicated individuals and have a passion for learning, growing, and serving others, in a fast-paced business environment, then this may be the perfect opportunity for you to join our team.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's needs and will be communicated to the applicant or incumbent by the supervisor.
Utilizes utility billing systems to respond, handle, and assist customer inquiries, both over the telephone and in person, in a utility billing call center environment; provides information or resolves problems that require explanation or application of County, departmental, or program rules and policies; refers questions to appropriate staff;
Coordinates unit activity with other departmental sections, divisions, other County departments, or outside agencies directly or through assigned staff; acts as an internal departmental coordinator for support activities such as financial, court, or program-specific functions;
Reviews and verifies specialized documentation and initiates action;
Creates and maintains, or directs the maintenance of, specialized databases, including inputting and retrieving data and producing complex computer-based reports; monitors and tracks information in a database;
Calculates debits and credits, accurately posts to customer accounts, and prepares legal paperwork for delinquent accounts for court processing;
Researches, compiles, and performs initial, minor analysis of information; prepares routine, recurring, and special reports, correspondence, memoranda, operations manuals, and other documents for supervisory review and approval;
Compiles and summarizes statistical and operational data; prepares periodic and special reports;
Conducts and documents confidential or sensitive inquiries for management, and maintains appropriate security and confidentiality of information encountered or created;
Establishes and maintains specialized reference files and materials;
May train other department staff;
May receive money and prepare receipt documentation.
Minimum Qualifications:
Two years of experience performing financial or administrative tasks, providing support and coordination for a division or program. (An associate's degree from an accredited college or university in public or business administration, finance, accounting, or a closely related field, as determined by human resources at the time of recruitment, may substitute for two years of required experience)
(Relevant experience and/or education from an accredited college or university may be substituted.)
OR:
Three years of experience with Pima County as an Administrative Assistant I or II or similar administrative classification within Pima County.
Qualifying education and experience must be clearly documented in the "Education" and “Work Experience" sections of the application. Do not substitute a resume for your application, or write "see resume" on your application.
Preferred Qualifications: (Be specific in describing your experience in your application. Ensure the descriptions provided illustrate your competencies, specifically addressing the required and preferred qualifications.):
Minimum two (2) years of customer service experience, in-person and on the phone.
Experience in database maintenance and reports.
Experience in utility service and billing.
Experience with Microsoft Excel.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Some positions require a valid Arizona Class D driver license at the time of application. Failure to maintain the required licensure shall be grounds for termination.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. A prior criminal conviction will not automatically disqualify a candidate from employment with the County.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by the position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law.
$19.2-22.5 hourly Auto-Apply 19d ago
Bilingual Personal Banker
First National Bank Texas 4.5
Investment banker job in Tucson, AZ
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
$26k-30k yearly est. 3h ago
Part-Time Relationship Banker I - 1st Avenue
Vantage West Credit Union 3.8
Investment banker job in Tucson, AZ
Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.
Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate's experience and qualifications.
QUALIFICATIONS:
Minimum Education & Experience Requirements:
* High School diploma or equivalent
* 2 years customer service, sales and/or retail banking experience
* Availability: Monday, Tuesday, Thursday and Friday 11:00am- 3:00pm, and Saturday 9:00am-1:00pm
Minimum Knowledge and Skill Requirements:
* Excellent attention to detail and sound judgement
* Ability to work in a fast-paced, goal-oriented environment
* Must be an effective team player, cooperative, flexible and dependable
* Ability to communicate clearly and effectively
* Knowledge of credit union products and services
* Must be customer service oriented with the ability to identify and meet member needs
* Must possess basic math and computer skills
COMPETENCIES:
* Customer Focus
* Composure
* Approachability
* Drive for Results
* Decision Quality
* Self-Development
* Perseverance
WORKING CONDITIONS/ENVIRONMENT:
This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
OTHER REQUIREMENTS:
Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).
MAJOR ACCOUNTABILITIES AND TASKS:
* Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
* Manage lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time.
* Builds, develops and maintains relationships with members to ensure a positive member experience.
* Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
* Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
* Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
* Maintains cash drawer and meets balancing requirements.
* Performs other duties as assigned.
About Us:
At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.
Benefits And Perks:
* Health Coverage - We offer medical, dental and vision coverage for Full-Time employees and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).
* Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.
* Retirement Savings - Generous 401k Plan.
* Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.
* Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.
Equal Opportunity Employer Veterans Disabled
$18-20.1 hourly 14d ago
Part-Time Relationship Banker I - Wilmot
VWCU Re-Brand
Investment banker job in Tucson, AZ
Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.
Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate's experience and qualifications.
QUALIFICATIONS:
Minimum Education & Experience Requirements:
High School diploma or equivalent
2 years customer service, sales and/or retail banking experience
Availability: Monday, Wednesday and Friday 10:30am- 3:30pm, and Saturday 8:30am-1:30pm
Minimum Knowledge and Skill Requirements:
Excellent attention to detail and sound judgement
Ability to work in a fast-paced, goal-oriented environment
Must be an effective team player, cooperative, flexible and dependable
Ability to communicate clearly and effectively
Knowledge of credit union products and services
Must be customer service oriented with the ability to identify and meet member needs
Must possess basic math and computer skills
COMPETENCIES:
Customer Focus
Composure
Approachability
Drive for Results
Decision Quality
Self-Development
Perseverance
WORKING CONDITIONS/ENVIRONMENT:
This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
OTHER REQUIREMENTS:
Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).
MAJOR ACCOUNTABILITIES AND TASKS:
Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
Manage lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time.
Builds, develops and maintains relationships with members to ensure a positive member experience.
Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
Maintains cash drawer and meets balancing requirements.
Performs other duties as assigned.
About Us:
At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.
Benefits And Perks:
· Health Coverage - We offer medical, dental and vision coverage for Full-Time employees and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).
· Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.
· Retirement Savings - Generous 401k Plan.
· Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.
· Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.
Equal Opportunity Employer Veterans Disabled
$18-20.1 hourly 14d ago
Personal Banker
Washington Federal 4.5
Investment banker job in Oro Valley, AZ
Min USD $19.71/Hr. Max USD $26.68/Hr. 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 Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date
11/25/2025
$19.7-26.7 hourly 8d ago
Relationship Banker - Spanish Required
Bank of America 4.7
Investment banker job in Tucson, AZ
Tucson, Arizona;Tucson, Arizona **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
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
+ 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.
View your **"Know your Rights (************************************************************************************** "** poster.
**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.
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our Benson branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible for resolving customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
* Bilingual proficiency in English and Spanish languages, is preferred.
* This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Schedule: Monday - Friday: 8:15 AM - 5:15 PM; 40 hours/week
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
* Mental health benefits include coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
* Employee Ambassador preferred banking products.
How much does an investment banker earn in Tucson, AZ?
The average investment banker in Tucson, AZ earns between $85,000 and $276,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.