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Relationship Banker jobs at National Bank of Commerce

- 2335 jobs
  • Branch Relationship Banker (Personal Banker) - East Flagstaff (AZ)

    National Bank of Arizona 4.4company rating

    Relationship banker job at National Bank of Commerce

    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 East Flagstaff 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.
    $25k-29k yearly est. 23d ago
  • Personal Banker III - Simi Valley

    Premier America Credit Union 3.3company rating

    Simi Valley, CA jobs

    At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals. This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations. The Personal Banker III must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals. Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations. Performs a full range of senior teller, operational, and account management transactions accurately and efficiently. Balances daily transactions and verify that cash totals are correct. Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required. Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements What We Are Looking For: High School degree or equivalent A minimum of two (2) years of banking experience Track record of outstanding member service. Demonstrated track record of success meeting and/or exceeding established goals. Lending experience. Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $25 -$29 per hour Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
    $25-29 hourly 1d ago
  • Universal Banker

    Texas Security Bank 3.8company rating

    Southlake, TX jobs

    Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist I is required to have a full understanding of all policies and procedures relative to their responsibilities. They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing. Responsibilities: Opening and closing of designated branch locations. Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc. Balance cash drawer and branch vault daily. Processing of mobile and merchant electronic deposits daily. Process various Night-Drop and Mail transactions as needed. Assisting with client emails, phones, and chats in a designated time frame. Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development. Full understanding of all policies and procedures relative to responsibilities. Assist with reporting as needed. Additional responsibilities as assigned. Job Qualifications High School diploma, general education degree (GED), or equivalent required. Six months previous cash handling and customer service experience required preferably in banking. Strong verbal, written and interpersonal communication skills. High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability. Knowledge of state and federal banking compliance regulations and operational policies. Why join Texas Security Bank: We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions. Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas' fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal , the Dallas Morning News , and the Best Workplace Institute . The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated. We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn't just for our customers- it's for our employees as well. About Us: Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We're entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise' and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People's Choice Award for Best Bank in DFW, Dallas Business Journal's Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30. Texas Security Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a protected veteran.
    $30k-37k yearly est. 3d ago
  • Virtual Banker

    First National Bank Texas 4.5company rating

    Olmito, TX jobs

    Job Description* 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.
    $34k-39k yearly est. 3d ago
  • Virtual Banker

    First National Bank Texas 4.5company rating

    San Benito, TX jobs

    Job Description* 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.
    $34k-39k yearly est. 3d ago
  • Virtual Personal Banker (On-Site)

    First National Bank Texas 4.5company rating

    Harlingen, TX jobs

    Job Description* 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.
    $30k-34k yearly est. 1d ago
  • Bilingual Virtual Banker

    First National Bank Texas 4.5company rating

    Brownsville, TX jobs

    * 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.
    $34k-39k yearly est. 3d ago
  • Investment Banking- United States - 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $110k-200k yearly Auto-Apply 8d ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    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.
    $155k-236k yearly est. Auto-Apply 32d ago
  • 2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track

    Jpmorgan Chase & Co 4.8company rating

    Plano, TX jobs

    JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $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: New York, NY Plano, TX Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Risk Management Track The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include: * Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators. * Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. * Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders. Additional information about Risk Functions within JPMorganChase: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase. 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.
    $136k-223k yearly est. Auto-Apply 8d ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    Houston, TX jobs

    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.
    $134k-219k yearly est. Auto-Apply 32d ago
  • Investment Banking- United States - 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX jobs

    JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $110k-200k yearly Auto-Apply 8d ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    Los Angeles, CA jobs

    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.
    $148k-228k yearly est. Auto-Apply 32d ago
  • Banker

    Coasthills Credit Union 4.0company rating

    Santa Maria, CA jobs

    Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.
    $35k-56k yearly est. Auto-Apply 22d ago
  • Banker

    Coasthills Credit Union 4.0company rating

    San Luis Obispo, CA jobs

    Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.
    $35k-55k yearly est. Auto-Apply 53d ago
  • Banker

    Coasthills Federal Credit Union 4.0company rating

    San Luis Obispo, CA jobs

    Under the general supervision of the Branch Manager, the Member Services Officer 3 - Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services, and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes, and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member problems and/or complaints in a timely manner. Accurately operates a variety of office equipment and machines. Opens new membership and share accounts, and cross-sells products as appropriate. Thoroughly understands features and benefits of GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance) and Debit Cancellation (Life, Unemployment, Disability). Promotes, quotes, and sells to penetration levels set forth by Credit Union. Assists members in identifying loan and deposit products and follows appropriate procedures. Performs advanced problem resolution and account adjustments. Promotes, quotes, and sells GAP (Guaranteed Asset Protection), MBI (Mechanical Breakdown Insurance), and Debt Cancellation (Life, Unemployment, Disability) during the loan application and funding process to penetration levels set forth by Credit Union. Performs duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual. Maintains current job knowledge of Credit Union policies, procedures, and services. Makes outbound calls to initiate and process new loan and deposit products from new and existing members. Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products. Assists in coaching and development of other branch employees. Performs MSO 1, MSO 2, and MSO 3 - Operations Specialist duties as needed. Performs duties as assigned by management and may be assigned to work at any branch. QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience High school diploma or equivalent. Two years of progressive sales and cross-selling experience in a financial or retail environment. Certificates, Licenses and Registrations None. Knowledge Within six months of hire: Successful completion of core competencies certification. Successful completion of Member Services Officer 2 certification. Knowledge of consumer loans, including processing and funding. Successful completion of Member Services Officer 3 certification. Knowledge of Credit Union products and services. Proficiency in MS Office (especially Word) highly desirable. Other Skills and Abilities Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here . If you'd like more information on your EEO rights under the law, please click here .
    $35k-55k yearly est. Auto-Apply 60d+ ago
  • Investment Banking Vice President, Technology - San Francisco

    Moelis & Company 4.9company rating

    San Francisco, CA jobs

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Technology team in San Francisco. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $250k yearly Auto-Apply 47d ago
  • Investment Banking Vice President, Media - Los Angeles

    Moelis & Company 4.9company rating

    Los Angeles, CA jobs

    We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $250k yearly Auto-Apply 26d ago
  • Community Banker I

    American National Bank 4.4company rating

    Minneapolis, MN jobs

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
    $20.5-25 hourly 16d ago
  • Branch Relationship Banker (Personal Banker) - Carefree (AZ)

    National Bank of Arizona 4.4company rating

    Relationship banker job at National Bank of Commerce

    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 Carefree 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. 60d+ ago

Learn more about National Bank of Commerce jobs