Financial Representative Trainee (Sales) - Austin, TX
Investment banker job in Austin, TX
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Investor Relations Associate
Investment banker job in Sugar Land, TX
Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships.
Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations.
Requirements:- Bachelor's degree in finance, business administration, or a related field.
- Proven experience in investor relations, sales, or financial services.
- Strong knowledge of investment management principles and practices.
- Proficiency in basic accounting, financial reporting and banking operations.
- Familiarity with SEC regulations and compliance requirements.
- Ability to build and maintain relationships with investors, analysts, and other stakeholders.
- Detail-oriented with strong organizational skills.
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Supplemental pay types:
Bonus opportunities
Ability to commute/relocate:
Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required)
Experience:
Microsoft Office: 4 years (Preferred)
Sales: 4 years (Preferred)
Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding)
Supplemental Pay:
Bonus opportunities
Job Type: Full-time
Schedule:
8 hour shift
Work Location: In person
Finance Associate - Acquisitions & Planning
Investment banker job in Houston, TX
The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources.
Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future.
Role Description
The Associate - Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm's financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio.
Responsibilities
Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation
Monitor and analyze the financial performance of existing and newly acquired business units
Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking
Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance
Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives
Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights
Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects
Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses
Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations
Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs
Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio
Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed
Qualifications
Previous experience with investment bank, private equity, consulting or public accounting firm preferred
Must have intermediate to advanced proficiency in Microsoft Excel
Demonstrate excellent analytical, communication, research and writing skills
Demonstrate leadership skills to direct a project and/or team
Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes
4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics
Consumer Finance Associate
Investment banker job in Houston, TX
Consumer Finance Associate - Hybrid Our client, an Am 100 law firm, has an immediate opening in their Austin, Dallas, or Houston offices for a Consumer Finance Associate with a minimum of three years of experience. Candidates should have experience navigating litigation and arbitration proceedings on behalf of financial institutions at the state, federal, and appellate levels, as well as familiarity with mortgage servicing litigation, the Fair Debt Collections Practices Act (FDCPA), the Fair Credit Reporting Act (FCRA), and state consumer protection acts. The candidate will work primarily with attorneys in our Financial Services & Capital Markets business unit.
The ideal candidate will have excellent academic credentials, a commitment to the community, superior interpersonal skills, and a demonstrated record of working well under pressure. The candidate should demonstrate exceptional judgment, the ability to effectively handle multiple projects, and the ability to articulate legal strategies and courses of action.
Candidates should have an active Texas bar license.
Salary
190,000.00
-
250,000.00
(USD)
Package Details
We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401(k) and much more.
Bilingual Virtual Banker
Investment banker job in Brownsville, TX
* Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency * Must display ability to toggle between multiple applications while assisting customers in the various channels
* Handle customer service issues via direct interface with the customer in order to expedite solutions. Solicit higher level approval for all situations exceeding experience/training, department scope or assigned level of authority.
* Ensure accuracy and provide correct information to customers to resolve issues and exceed customer expectations at first point of contact
* Cross-sell bank services and products
* Responsible for researching and preparing the proper response to customer complaints and inquiries by interacting with team members, employees and managers in the branches/ lending and support departments as needed to complete assigned task
* Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels
* Responsible for resolving operational and/or technical issues in accordance with established operating policies and procedures
* Knowledgeable of all FCBI systems and procedures and must adhere to policies and procedures
* Establish and maintain solid working relationships with all levels, departments, and locations within FCBI
* Consistently meets critical deadlines and other performance targets or requirements
* Must be available to work all weekdays and holidays, within Bank operating hours
* Perform other tasks requested by supervisors as they relate to the bank and its functions
Physical Requirements:
* Must be able to remain in a sitting stationary position for extended periods of time
* Constantly operate a computer and other office machinery
* Ability to lift up to 25 pounds
FNBT is an equal opportunity employer.
Proprietary Equity Traders Wanted
Investment banker job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy Apply2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Investment banker job in Houston, TX
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyInvestment & Corporate Banking - Energy - Oil & Gas and Energy Infrastructure, Experienced Investment Banking Analyst (Houston, TX)
Investment banker job in Houston, TX
Banking Americas Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.
Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.
About the Role:
The Energy Group is seeking a Houston-based, qualified, motivated investment banking Analyst. Prior investment banking or similar professional experience within the upstream, midstream, downstream and/or energy infrastructure industry is required; some technical upstream or midstream and LNG experience is preferred.
As a cross-product industry team, Analysts in the Oil & Gas and Energy Infrastructure Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Analysts typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Financial Analyst, plus technical professionals.
Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:
* Conduct extensive quantitative economic, industry and company research and analysis
* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
* Evaluate risk/return parameters of financing transactions
* Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
* Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
* Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources
* Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
* Assist in the development and continued cultivation of client relationships
Qualifications:
* Bachelors degree in Finance, Accounting or Economics
* At least one year of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred
* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
* Must have experience in the general Energy sector
* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
* Ability to manage multiple projects simultaneously
* Ability to work under pressure and adhere to tight deadlines
* Strong written and oral communication skills and ability to convey ideas
* Creativity and intellectual curiosity
* Ability to work independently and must be able to work effectively in a team environment
* Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
* Series 79 & 63
The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
#LI-onsite
Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
Auto-ApplyInvestment - Summer Internship 2026
Investment banker job in McKinney, TX
Primary Duties & Responsibilities Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026!
The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation.
This is an onsite position located in McKinney, TX.
What You Will Do:
* Analyze credit risk through research on corporate and municipal debt issuers.
* Report ongoing company-specific and industry-wide developments and trends (verbal/written).
* Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc.
* Present industry/sector outlooks and provide investment recommendations.
What You Can Bring:
* Junior/Senior
* Minimum 3.0 GPA.
* Interest/participation in the CFA Program.
* Ability and willingness to perform clerical functions as needed.
* Willingness to learn different areas within the organization.
* Work on different projects within the department as well as team projects.
* Back up other team members during vacations and/or leaves of absence.
* Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.).
* Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance.
* Strong, detail-oriented, analytical/reasoning skills with ability to analyze large quantities of information efficiently and effectively.
* Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation.
* Proficiency in financial statement analysis and other relevant information.
* Self-starting, and exhibiting ownership of assigned sector coverage.
* Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus).
* Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week
Program Overview:
The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences:
* DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively.
* Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights.
* Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships.
* Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future.
* Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere.
* Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs.
* Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search.
The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer!
Location: 7677 Henneman Way, McKinney, Texas
Frisco Dodge - Future Positions
Investment banker job in Frisco, TX
Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription
We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here!
Responsibilities Include:
Set an example of professionalism through daily actions and appearance
Attends all staff meetings, trainings, and educational classes as required
Follows all safety and security procedures
Is ethical and transparent in all leading operations
Maintains work area in a neat and organized manner
Performs other duties as assigned
Qualifications
Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership
Must have a steady work history and be committed to starting a new career
Strong business sense and industry expertise
Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.)
Must be able to read and comprehend written instructions and information
Are willing to submit to pre-employment background check and drug screen
Able to work independently with minimal supervision
Highly motivated and willing to learn new skills
Highly professional and dependable
Team player with excellent communication and interpersonal skills
Benefits
Competitive Pay
Employee Purchase and Service Discounts
Ongoing Training and Education
Paid Vacation
Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance
401(k) Retirement Savings Plan
State of the Art Facility with a Professional Working Environment
Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability.
Greenway Automotive Group is an Equal Opportunity Employer.
I'm Outstanding! Consider Me for Future Roles!
Investment banker job in Tulsa, OK
Thank you for exploring opportunities at Spherexx! Didn't spot your dream role because it's currently occupied? Or perhaps you're a student looking for an assessment of your resume to identify any skills gaps? Whatever your situation, we want to know about it.
At Spherexx, we're continually growing and scouting for fresh talent. If you'd like a chance to be notified of exciting roles
before
they go public, this is your gateway. Submit your resume here, and our dedicated hiring team will ensure your details are aligned with upcoming positions that match your skills and aspirations.
To help us get a better sense of your fit for potential roles, we might ask you to complete some job-specific questionnaires. This step will not only give you a head start but will also make our hiring process more seamless and efficient.
Stay Connected! Follow us on LinkedIn and Facebook to be in the loop with all things Spherexx:
Facebook: Spherexx Careers
LinkedIn: Spherexx LinkedIn
One Last Tip: During your job hunt, remember to check your spam folder regularly. Recruitment emails often end up there, and we wouldn't want you to miss out on a golden opportunity!
Investment Strategist Intern, application via RippleMatch
Investment banker job in Dallas, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
Basic understanding of investment concepts, financial markets, and asset management strategies.
Familiarity with financial modeling, quantitative analysis, and investment research techniques.
Ability to assist in the analysis of market trends, economic data, and investment opportunities.
Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models.
Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, for working with investment teams and presenting findings.
Eagerness to learn and stay updated with advancements in investment strategies and market conditions.
Hands-on experience in creating and interpreting financial reports and investment portfolios.
Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
Auto-Apply2026 Summer Internship - Investor Reporting
Investment banker job in Coppell, TX
Who we are
Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or “service”) their loan portfolios, which means that we collect homeowners' mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.
Primary Function:
FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented.
The Investor Reporting Intern will fully immerse in the day-to-day activities of our Servicing team who are responsible for the financial aspects of mortgage banking, including but not limited to cash posting and cash movement.
Primary Responsibilities
Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios.
Performs business analyses and provides recommendations to leadership for business and process changes
Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices
Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.
Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects.
Will be required to attend company sponsored training classes and attain certain certifications.
Performs related duties as assigned by supervisor.
Education and Experience Requirements
Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027.
Degree in Finance, Accounting or Mathematics preferred.
Knowledge, Skill, and Ability Requirements
Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
Excellent written and verbal communication skills
Proficiency in quantitative analysis
Ability to adapt
Willingness to learn
An entrepreneurial business mindset.
Strong business communication skills with an ability to work well in a collaborative environment.
Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
Experience with PowerPoint and Visio a plus.
Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career prorgram opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
Auto-ApplyIntern - Commercial Banking
Investment banker job in Austin, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
Auto-ApplyInvestments Intern
Investment banker job in Dallas, TX
Requirements
Key Skills and Abilities Needed to Succeed in This Role:
Currently pursuing a Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field.
Strong academic performance with a focus on subjects like financial analysis, real estate investment, or business strategy.
Proficiency in Microsoft Excel (financial modeling, data analysis) and PowerPoint (presentation creation).
A genuine interest in real estate investment and development, with a passion for learning about the industry.
Ability to work independently and take initiative in a fast-paced, dynamic environment.
Opportunities at Kairoi are Equally Seized
Kairoi is an equal opportunity employer, and we strongly encourage applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We provide an accessible candidate experience, but please let us know if you need any additional accommodations or adjustments throughout the interview process.
Please note that employment with Kairoi is contingent upon successful completion of a background check and drug screening, as well as your possession of a valid driver's license with no major infractions in the last 12 months. The multifamily industry is ever-changing and there could be other duties required as needed and assigned.
Salary Description $18-$21/Hour
Financial Services Representative
Investment banker job in Wichita Falls, TX
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPersonal Banker
Investment banker job in Lawton, OK
City National Bank and Trust
: Personal Banker
Department: Retail
Status: Full time
Equal Opportunity Employer
Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.
Responsibilities:
Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.
Develop and expand customer growth through daily prospecting and follow-up activities.
Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.
Effectively cross-sell and market bank products and services to customers and prospects.
Protect customer confidentiality and privacy while practicing branch security procedures.
Participate in daily branch operations, gaining proficiency in various areas of personal banking.
Actively log customer interactions and follow-ups into Synapsys with detailed notes.
Embody CNB's values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.
Qualifications:
Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.
Proficiency with Microsoft products, general computer skills, and basic math skills.
Ability to work flexible or extended hours with consistent attendance and punctuality.
Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.
Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.
Education and Experience:
High School diploma or equivalent
Demonstrate alignment with City National Bank's values and vision.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.
Ability to lift/carry no more than 20lbs.
Ability to stand for the majority of the assigned work schedule.
Clear verbal communication and close vision with the ability to adjust focus.
Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.
Auto-ApplyFinancial Service Representative
Investment banker job in Lawton, OK
Serves as a liaison between the member and the credit union. Responsible for providing account information and professionally handling members' daily credit union needs. Provides a variety of transaction services for members including deposits, withdrawals, cash advances, loan payments, redemption of US Saving Bonds, transfers and check cashing. Sells travel cards, money orders and official checks. Open and close accounts, provides member service duties including card services and account information updates.
Duties and Responsibilities:
1. Perform routine transactions, including processing deposits, withdrawals, loan payments, transfers, domestic wires, issuing and cashing checks, receiving credit card payments and processing cash advances.
2. Process mail payments and deposits. Process and log night drop transactions.
3. Receive payments for installment and share secured loans, ensuring that payments equal amount due and all late charges.
4. Perform Shared Branch transactions.
5. ATM, CDM and card balancing as needed.
6. Operate and balance the coin machine.
7. Balance to system generated proof to verify no cash on hand in drawer. Review, verify and consolidate checks within teller capture. Report any discrepancies to supervisor.
8. Sell travel cards, gift cards, and other “sale” items and maintain logs and inventories.
9. Answer telephone account inquiries from members and process their requests including; transfers between accounts, check reorders, order check copies, payroll allocations, stop payment orders, credit and debit card transactions and membership file updates.
10. Maintain a working knowledge of the many aspects of the credit union to better serve members including knowledge of all FSFCU products.
11. Proficient in check ordering, credit/debit card ordering, processing simple adjustments to members' accounts, researching member disputes and problem resolution.
12. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, negotiability and/or fraud, and enter deposits into computer records. Adhere to check hold policy. Process stop payments on checking accounts and on official checks.
13. Maintain equipment and files necessary to keep accurate records of member accounts, including membership forms and account change forms.
14. Respond promptly to members' requests and/or concerns. If necessary, direct member to proper person for information and assistance. Research and resolve member account problems.
15. Process IRA and CD account transfers, rollovers and withdrawals. Prepare and process direct deposit forms and payroll allocations.
16. Close accounts according to procedures.
17. Accurately open new member accounts in a timely manner while cross selling products and services.
18. New account duties include interviewing potential members to obtain information and explain available financial services. Verify potential members for field of membership qualifications, complete and obtain signature in workflow, prepare temporary checks, open accounts for members. Ability to accurately review credit report for OFAC/ID alerts when required and use AML.
19. Process requests for new membership accounts. Sending correspondence to obtain necessary documentation to open memberships/accounts.
20. Provide information on products, services or policies, including eligibility for membership, types of accounts, dividend and interest rates, office locations, hours, etc. Cross-sell credit union products, including ability to explain features and benefits of each. Answer basic loan questions including next due date, payment amount, frequency, payment method and final payment date.
21. May be required to open and/or close branch.
22. Maintain a working knowledge of procedures and may have the authority to provide overrides for other FSR's.
23. Ensure station is properly stocked with forms, supplies, etc.
24. Scan information into the computer system.
25. Basic understanding of back office procedures and daily routines.
26. Represent FSFCU in a courteous, efficient and professional manner at all times. Maintain positive attitude when dealing with members and co-workers. Work cooperatively in a team environment with other staff members.
27. Maintain professional appearance and good attendance.
28. Ensure highest level of accuracy and confidentiality in all credit union business.
29. Identify member needs through building rapport and asking open-ended questions and strive to meet those needs.
30. Present, promote, and recommend products and services to meet member needs and to contribute to overall branch performance goals.
31. Cross-sell CU products by answering inquires, informing members of new services and product promotions, determining member needs and recommending alternate channels when applicable
32. Perform outbound relationship calls according to guidelines set if applicable.
33. Acquire and retain member relationships through relationship building, financial goal planning and overcoming objections.
34. Educate members on how to use alternate channels/digital platforms to bank on the go.
35. Attend and participate in Morning Brews and complete action items as set.
36. Comply with BSA and Fair Lending regulations when performing all job requirements, and stay abreast of updates/requirements of BSA/OFAC/CIP through the completion of training courses assigned annually by trainer as well as meetings discussing BSA compliance activities. Complete all required training programs.
Qualifications
Skills:
This position requires the associate to work well with others and be extremely detail oriented. Basic math and money skills and the ability to apply common sense and to reason are expected. Good people skills as well as oral and written communication skills are essential. Ability to read, analyze, and interpret technical procedures and regulations are required. Excellent phone skills and manners are required. Typing and PC skills are required. 10 key by touch, Word and Excel experience preferred.
Education:
High school diploma, equivalent, or an equivalent combination of education and experience are required.
Physical Demands/Work Environment:
Duties of this job frequently require associate to talk, hear, stand, sit, write and type. Associate is occasionally required to walk or bend. Associate is frequently required to use hands and fingers, handle and feel objects, tools, or controls. Associate may be required to occasionally lift and/or move up to 50 pounds. Job requires close vision for computer work and ability to adjust focus from computer to member interface. The work environment is an office setting. Noise level is usually moderate. While safety precautions are in place, due to the nature of the industry, robbery is possible. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Remote Work:
Remote work is not available due to the nature of the job.
This job description is not a complete list of all the duties and responsibilities, nor does it constitute an employment contract. Duties and responsibilities may be added, deleted, or changed at any time at management's discretion.
Personal Banker
Investment banker job in Olney, TX
Job Status: Hourly, Non-exempt
Objective/Summary: The personal banker supports personal banking function by offering customers a variety of products and services. The personal banker opens and processes new deposit accounts and provides information on bank products and services. The personal banker meets the needs of customers by providing quality personalized service.
Essential Functions:
Greets customers and assesses their needs.
Processes customer transactions with professionalism and courtesy.
Meets with customers and effectively determines appropriate banking needs for each customer.
Open and close various customer accounts based on customer need.
Handles customer complaints and works through these sensitive issues to resolution.
Performs data entry to complete reporting requirements.
Knows the identity of the customer to reduce fraud and risk of loss to the Bank.
Maintain a valid notary commission.
Maintains strict confidentiality guidelines in accordance with Bank policy.
Maintain policy and procedures as defined by Management.
Cross-sell products and services.
Assist with customer phone calls in a timely and courteous manner.
Maintains a positive working relationship with customers and co-workers.
Maintain personal grooming and company dress and appearance standards.
Maintain company attendance standards.
Other tasks as assigned.
EDUCATION, EXPERIENCE AND REQUIREMENTS:
High school graduation or G.E.D. equivalent. Bachelor s degree preferred.
Two years of personal banking or bank customer service experience.
Satisfactory credit and criminal background check.
SKILLS AND PHYSICAL DEMANDS:
Skills:
Hard Skills: Proficient in basic personal computer operations. Proficient in 10-key. Able to type efficiently.
Soft Skills: Good verbal and written communication skills, attention to detail , organization skills, can-do attitude, problem solving skills, decision-making skills sense of urgency, and strong work ethic.
Typical Physical Demands:
Regularly required to talk and hear.
Requires standing and or sitting for an extending period with some walking, with some bending, kneeling, stooping, crouching, crawling, and climbing
Occasional light lifting not over 50lbs
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Training for this role will be conducted at our training center located in Graham, Texas, with attendance expected unless an approved accommodation is needed.
Nothing in this position description restricts management s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.
Affirmative Action/EEO Policy Statement
InterBank is committed to maintaining an environment of equal opportunity. Accordingly, it is InterBank s policy to provide equal opportunity for employment, advancement, and benefits to all qualified applicants and employees without regard to age, race, religion, sex, color, national origin, disability, citizenship status, uniform service membership/veteran status, or any other protected status as established by law.
Our commitment is to achieve and maintain excellence through full and equal opportunity, which is fundamental to the existence of InterBank. It is therefore the policy of InterBank not only to avoid direct discrimination but to go further. The company will act affirmatively to identify and eliminate barriers that may exclude or impede members of certain groups in their pursuit of excellence. Such affirmative action will address the treatment of persons who are already members of the company, as well as applicants for admission or employment.
Personal Banker (Full Time) - Henrietta
Investment banker job in Henrietta, TX
External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer.
POSITION PURPOSE
Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the effective and professional performance of financial service functions.
* Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
* Answers questions and solves problems for clients by listening, collecting data, and securing answers.
* Profiles clients to identify sales opportunities.
* Uses lead lists and other strategies to develop methods of generating additional business.
2. Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
* Resolves client requests and questions promptly, courteously, and professionally.
* Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested.
* Maintains privacy of customer account information.
* Maintains and projects the Bank's professional reputation.
3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
* Assists area personnel as required.
* Keeps Banking Center Manager informed of area activities and significant problems.
* Completes required reports and records accurately and promptly.
* Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
* Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
* Review new account and data entry, as needed, to ensure accuracy.
* Supporting Treasury Management with new accounts and services for clients.
* Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review.
4. Assumes responsibility for related duties as required or assigned.
* Actively and professionally sells Bank products and services. Responsible for meeting sales production goals.
* Performs related clerical duties as needed.
* Ensures that work areas are clean, secure, and well maintained.
PERFORMANCE MEASUREMENTS
1. Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
2. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved.
3. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities.
4. Required reports and records are accurate, complete, and timely.
5. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals.
6. The Bank's professional reputation is maintained and conveyed.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: Good understanding of financial services and products provided.
Experience Required:
General Customer Service experience required.
Personal Banker experience preferred.
Previous banking experience preferred
Skills/Abilities:
Excellent communication and public relations skills.
Professional appearance and attitude.
Ability to operate related computer applications and business equipment including 10-key and telephone.
Solid math and bookkeeping abilities.
Hours: Monday - Friday 8:00 AM - 5:00 PM.
40 hours per week.