Entry Level Banking Training Opportunity - Career Growth!
Personal Banker Job 12 miles from Addison
"Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend.
The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area.
Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U.S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelorʼs degree
- You may be required to answer additional screening questions when applying
What will you gain?
Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
In-depth classes include:
- Application Development & Support
- Business Fundamentals
- Banking & Customer Success
- Helpdesk/Desktop Support
- Data Analytics
- Quality Assurance
- Investment Operations
- Project Management Support
Get the skills and opportunity you need to launch your professional career.
75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year."
PandoLogic. Category:General, Location:Dallas, TX-75201
Personal Banker
Personal Banker Job 33 miles from Addison
Education
High school diploma or equivalent required
Bachelor's degree preferred
Work Experience
Minimum 3-5 years bank contact center experience and/or bank operations in a highly complex environment preferred
3+ years' experience working with digital products, including mobile, online and e-commerce preferred
2+ years' experience working with Jack Henry Silverlake core preferred
Certifications
Required Knowledge, Skills, and Abilities
Must possess discernment in being able to apply bank policy and regulations in all situations
Must demonstrate a history of:
Effective communication
Critical thinking o Problem solving o Emotional intelligence o Intellectual curiosity
Interpersonal skills
3+ years of experience using Microsoft Office Suite, Word, and Outlook and must be able to learn other software specific to First Command Bank and Channel Management
Passion for serving the military
Private Credit Associate - Fund Finance
Personal Banker Job 12 miles from Addison
Selby Jennings currently represents a highly reputable global Asset Management firm. This position would be on a new business unit within the larger platform that focuses on secondary transactions, and is a great opportunity for candidates with an entrepreneurial mindset as you will be on a lean deal team, gain a ton of exposure, and help continue to grow the team.
Responsibilities include:
Support the investment process from start to finish
Conduct detailed due diligence, and quantitative analysis to support investment underwriting
Managing the investment portfolio, including quarterly and annual reporting
Qualifications:
2+ years of transaction-oriented experience from an investment bank or buy-side firm
Experience in NAV lending or GP/LP led secondaries preferred but not required
Undergraduate degree and in good academic standing
Extensive financial modeling skills (three statement models, LBO, etc)
Written and communication skills
Living in Dallas or willing to relocate to Dallas
Financial Representative
Personal Banker Job 23 miles from Addison
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among
Fortune
500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Banking and Finance Associate
Personal Banker Job 12 miles from Addison
Our client is seeking a talented and motivated Banking & Finance Associate (Class of 2019 - 2021) to join their esteemed team in Dallas. Their Banking & Finance practice is globally recognized for its market-leading expertise, providing comprehensive legal solutions across leveraged finance, institutional finance, private equity finance, and investment-grade finance.
Responsibilities:
Advise corporate borrowers, private equity sponsors, and financial institutions on a wide range of financing transactions.
Work on complex leveraged acquisition and recapitalization transactions, investment-grade lending, and syndicated lending.
Assist in structuring and negotiating cash flow lending, asset-based lending, loan restructurings, and debtor-in-possession financings.
Collaborate with our global M&A, Private Equity, and Restructuring teams to provide integrated solutions to clients.
Conduct due diligence, draft documentation, and support deal execution across various finance structures.
Qualifications:
J.D. from a top-tier law school with strong academic credentials.
Admission to the Texas Bar or eligibility to waive in.
3-5 years of experience at a major law firm working on sophisticated finance transactions.
Strong analytical, drafting, and negotiation skills with the ability to manage multiple transactions.
Experience representing lenders, borrowers, and private equity sponsors in financing matters.
Ability to work collaboratively in a fast-paced, high-stakes environment.
Benefits:
Competitive compensation and performance-based bonus structure.
Comprehensive health, dental, and vision insurance.
401(k) retirement plan with firm contributions.
Professional development and mentorship opportunities.
A collaborative and inclusive firm culture that values diversity and innovation.
The opportunity to work on some of the most significant deals in the market with top-tier clients and colleagues.
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (******************************) or you can hit apply now.
Small Business Banker
Personal Banker Job 12 miles from Addison
The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships. This role will support multiple banking centers in a defined geographic territory by focusing on their portfolio and business customers. This includes calling on small business customers with up to approximately $3 million in annual revenues with lending needs up to 100K (future will be up to $250K)
The trusted advisor will be committed to new business development, conducting quality conversations to build rapport and discover unmet needs of customers, providing relationship servicing, and consistently enhance the partner referral processes by following best practices.
Position Responsibilities
Customer Relationship Activities
Service, execute and impact the customer relationship activities for the attraction, expansion, and retention of business customers.
Provide effective customer onboarding and engagement by routinely strengthening new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions.
Responsible for the acquisition and retention of business customers through partnership activities.
Lead portfolio management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in the banking center.
Lead and/or participate in community involvement to increase bank outreach with the community and COIs to foster new business customer relationships at the banking center.
Proactively sets appointments and regular meetings with portfolio customers to build trust and identify needs.
Comply with company policies and procedures, regulations, and security procedures to serve customers and optimize customer satisfaction.
Customer Experience and Partnership Activities
Proactively seeks to learn about new products, services, technologies, and customer service tactics.
Enhance the customer experience by aligning customer needs with Comerica's values and practices that create tailored customer solutions.
Manage servicing requests from customers in the assigned portfolio.
Resolve complex customer complaints.
Partner with defined Banking Centers to grow revenue and customer experience.
Proactively identify opportunities to introduce customers to our small business, business banking, merchant services, and treasury management partners.
Qualifications:
Bachelor's Degree from an Accredited University OR 4 years of relevant experience
3 Years in Consumer/Business financial services sales experience
1 Year experience with utilizing Microsoft Office products including Word, Excel, and PowerPoint
Work Best Category:
Category B - 3-4 days in office on designated days/1-2 days remote
Hours:
8:00am - 5:00pm Monday - Friday
Salary:
To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.
Proprietary Equity Traders Wanted
Personal Banker Job 12 miles from Addison
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 ***************************
Congestion Trader
Personal Banker Job 11 miles from Addison
Tenaska is one of the largest privately held companies in the United States, an organization that's adept in natural gas and power marketing, power management, development and acquisition of generation assets, operation of power plants and more.
Position Summary:
Identify opportunities in congestion trading through fundamental analysis and engagement in regional stakeholder planning processes. Develop and conduct computer modeling and analytics for energy markets with a focus on identifying opportunities in congestion trading. Maintenance of analytical data and software for conducting necessary analysis.
Applicants must be authorized to work for any employer in the U.S. The Company is not able to take over sponsorship of an employment visa at this time for this position or commit to doing so in the future for individuals with current authorization to work via, for example, CPT or OPT, and would need sponsorship in the future.
Essential Job Functions:
Analyze congestion-trading opportunities utilizing available market data and network models.
Application of optimal power flow modeling software to identify congestion opportunities and risks.
Development of strategic opportunities based on analysis of available market data (trend analysis, competitor analysis, pattern recognition).
Identification of new data and analyses to assist decision making. Aid in the development of databases and systems to house and analyze relevant market data.
Maintain and grow understanding of energy market rules, system planning and expansion studies, and power system operations in PJM and MISO for the purpose of identifying opportunities in congestion markets.
Interaction with trading group to answer questions on prospective transactions in a team-oriented and collaborative environment.
Dependable, reliable, and predictable attendance is required.
Preform other duties as assigned
Education/Experience/Skills:
M.S. in Engineering is preferred, or comparable employment experience is required. Undergraduate and graduate studies should include electrical engineering combined with supporting study such as economics and statistics.
Five years' experience at a congestion trading firm with experience analyzing and trading in either PJM/MISO, with deep experience using optimal power flow models such as Power World, ProMod, GE Maps, PSS/E, or similar experience transacting congestion instruments
Familiarity with available data sets from ISOs is strongly desired
Knowledge of statistics strongly desired
Excellent written and verbal communication skills
Solid ability to work in a fast-paced, multi-tasked environment
Detail-oriented, analytical mindset, and questioning attitude
Proactive approach toward identifying and solving problems and seeking challenging experiences in a collaborative environment
Strong work ethic, team attitude, and willingness to work extended hours as workload requires
Benefits:
At Tenaska we care about the wellbeing of our employees and their families. That's why we offer our employees a comprehensive benefit package. Benefits included below:
Health, dental, vison, disability, and life insurance
Excellent 401(k) plan
Incentive-based, competitive salary packages
Health/dependent care flex accounts
Tuition assistance
Long-term disability coverage
Adoption benefits
Employee assistance program
Paid vacations and holidays
Generous sick leave
Charitable giving program
Paid maternity/paternity leave
Wellness programs
#midsenior
#LI-EH1
Tenaska is an equal opportunity employer.
Investment Banker - Mergers & Acquisitions (Middle Market) - Vice President
Personal Banker Job 12 miles from Addison
JobID: 210565129 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00; Chicago,IL $200,000.00-$275,000.00; New York,NY $200,000.00-$275,000.00 We are seeking an experienced Vice President to join our industry-leading M&A team.
As a Vice President in M&A, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Bachelors degree in Finance, Accounting, Business, or a related discipline
* Prior work experience in an investment banking front office role
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
General Application, Investment Banking
Personal Banker Job 22 miles from Addison
B. Riley Securities provides a full suite of investment banking, corporate finance, advisory, research, and sales and trading services. Investment banking services include initial, secondary and follow-on offerings, institutional private placements, merger and acquisition (M&A) advisory, SPACs, corporate restructuring and recapitalization. B. Riley is nationally recognized and highly ranked for its proprietary small-cap equity research. B. Riley Securities formerly operated as B. Riley FBR following the merger of B. Riley & Co. and FBR & Co.
General Qualifications
Excellent written and verbal communication
Exceptional organizational skills and detail-orientated
Works independently, proactively identifies next steps or areas of improvement
Sense of urgency and responsiveness
Communicates professionally
Bachelor's degree required
U.S. work authorization required. B Riley will not sponsor applicants for work visas at application or in the future.
Communications Skills
Exceptional writing and verbal communication skills, able to prepare high impact materials
Participates effectively in both internal and external meetings
Maturity and poise to work directly with client's and executives
Team Player
Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan
Collaborative across teams and levels, both internally and externally
Understands coaching for long term development of self and others
Frisco Dodge - Future Positions
Personal Banker Job 13 miles from Addison
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.
Personal Banker- NA
Personal Banker Job 21 miles from Addison
We are currently searching for the right person to join our team as a Personal Banker- NA. The Personal Banker-NA position combines both traditional Personal Banker and Teller duties for a more wholistic experience for our customers. Our Company's culture supports customers in achieving their financial goals and dreams. The Personal Banker is able to help contribute to this by:
Job Duties:
This position will train in new account duties first and then train in teller duties. Below are the duties of each position.
Personal Banker
* Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
* Taking ownership of the customer experience including on-boarding and resolving service issues
* Conducting some outbound sales activities such as meeting with local businesses and attending community events to establish visibility in the community and drive business to the bank
* Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs
* Contacting new customers by phone to follow up to ensure customer satisfaction, resolve issues, and address any additional financial needs based on the customer's financial priorities
Teller
* Handle cash transactions and make appropriate decisions regarding negotiable instrument transactions, including verify cash and endorsements, receive proper identification and ensure validity, and identify counterfeit currency.
* Balance ATMs and all cash on hand, drawer activities and totals on a daily basis. Ensure all cash and coin is secured in accordance with bank policy when not in use.
* Consolidate and balance daily transactions.
* Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier's checks
Combined
* Engaging customers in the lobby and the phone to assist, educate, and train them on how to conduct transactions through self-service technologies
* Complying with privacy policies and procedures to maintain customer confidentiality and information protection
* Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
* Completing and passing all required regulatory compliance training as assigned
* Perform any additional duties and tasks assigned by management
Qualifications & Skills:
* Displays passion, commitment and drive to deliver an experience that improves our customer's financial lives
* Excellent communication skills that build customer relationships based on trust
* Strong critical thinking and problem-solving skills to meet our customer's needs
* Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change
* Ability to collaborate with others to achieve shared goals
* Proficient in Microsoft Office
* Ability to work location hours, including some weekends and evenings
Education, Experience & Licenses:
* High school degree or higher- preferred
* Minimum of six months' previous banking or customer service experience
* Minimum of six months' cash handling experience.
Private Banker - Dallas
Personal Banker Job 12 miles from Addison
Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.
Candidates for this position must possess a minimum of 5 years experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. A Bachelor's degree is also required for consideration.
Universal Banker
Personal Banker Job 12 miles from Addison
Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more!
The Universal Banker serves both the individuals and small businesses of our branch and community. This individual maintains an in-depth knowledge of products and available services and enjoys offering advice to clients to best suit their needs and assists with any and all service related interactions, including cash handling. The Universal Banker has a passion for meeting and building rapport with new people and a desire to provide the one-on-one attention our customers expect. Engages in conversations to better fulfill the needs of the clients and provides great follow-up in order to build and maintain relationships. The Universal Banker is a versatile, team-player on our retail branch team who is able to work with minimal direct supervision in order to perform the necessary duties to serve our clients needs while ensuring a positive customer experience.
Responsibilities
Practices excellent customer service which includes prompt acknowledgment of customers, friendly and courteous disposition, customer satisfaction on transaction requests, and consistently maintaining a professional and pleasant image and communications whether in-person, via phone, or via e-mail.
Establishes new client relationships through the new account process while uncovering potential multi-product opportunities through a customer-needs based approach.
Explain various account options and services based on uncovering the client's particular needs.
Maintain a conversational approach to uncover pertinent financial needs for relationship growth.
Maintains a proactive approach with customer follow-up.
Review and explain required account documentation with customer and complete customer onboarding process.
Maintains a thorough knowledge of the Bank's product suite.
Completes customer transactions which may include, but are not limited to: cashing checks, receiving deposits, distributing withdrawals, processing transfers, accepting loan payments, redeeming assorted savings bonds, performing cash advances, selling money orders, and adding stop payments to accounts.
Actively participates in huddles by engaging in discussions, assisting in leading huddles, or leading huddles, as assigned. Must also attend branch meetings and be available to work assigned hours.
Maintains a thorough knowledge of and adheres to all applicable policies, procedures, and regulatory practices.
Follow and excel at Bank's relationship management and customer service excellence programs.
Responsive to both internal and external clients on inquiries regarding bank products, services, and operations. Inquiries may be conducted in person, via the telephone or by mail.
Perform routine maintenance requests or fulfillment needs for clients.
Complete all assigned training requirements on time.
Actively participate in one-on-one coaching and feedback on performance for personal and career growth on a regular basis.
Other duties and responsibilities as required.
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.
Qualifications
High School diploma, general education degree (GED), or equivalent required; Bachelor's degree or some college a plus.
Two or more years of relevant customer sales or service or banking experience.
Previous Cash Handling experience a plus.
Must be able to maintain an in-depth knowledge of the Bank's products and services
Must demonstrate excellent verbal, written and interpersonal communication skills
Strong computer skills including proficiency with Microsoft Office suite of products (specifically Word, Excel and PowerPoint) and the ability to learn and utilize custom banking systems and applications in a rapidly changing business and technology environment.
Good analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong initiative, accountability, and attention to detail.
Ability to cooperate and work within a team and across the organization.
Universal Banker - Dallas
Personal Banker Job 12 miles from Addison
Job Details Dallas Branch - Dallas, TX BankingDescription
Under general supervision, but in line with established bank policies and procedures, assist the Dallas office in providing a variety of service functions for customers. Answer customers' questions and explain available products and services to best meet the needs of the customer. Perform all duties of a New Account Representative, Customer Service Representative, and a Teller in a professional and helpful manner.
Principal Responsibilities and Duties
Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
Perform Teller functions, including customer verification, deposits, withdrawals, loan payments, cash checks, balance cash drawer, and balance vault.
Responsible for opening and processing consumer and business deposit accounts.
Prepare daily reports.
Maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business products.
Process customers through CIP program.
Resolve customer concerns or questions regarding their online banking and bill pay.
Assist in community awareness events to increase bank outreach.
Maintain regular and punctual attendance.
Work cooperatively with others.
Work overtime as needed.
Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.
Qualifications
Skills and Abilities Required
Must present a professional appearance
Must be highly organized and a self- starter
Must be customer oriented
Ability to multi-task
Maintain confidentiality
Ability to work independently and in a team environment
Ability to communicate and receive direction from any level of management
Working Conditions
Common office environment.
Exposed to potentially hazardous conditions, i.e., robbery. Receives detailed instructions concerning procedures to be followed for minimal exposure.
Considerable effort and eyestrain from continuous computer use.
Perform a variety of duties, often changing from one task to another of a different nature.
Physical Requirements
Occasionally move office equipment, and files weighing 10+ pounds
Must be able to remain in a stationary position for long periods of time to process work and assist customers.
Utility Universal Banker
Personal Banker Job 13 miles from Addison
Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. The position includes working at multiple locations as needed.
Specific Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Acts as the customers' first point of contact with the Bank, by serving the customers' total financial service needs by recognizing and uncovering opportunities and contributing directly to the success of the banking center.
Responsible for a broad range of basic to moderate activities in the banking center including:
transaction processing
new account sales
customer servicing
referral generation.
Supports the Banks' sales objectives and campaigns by selling and cross-selling Bank products in order to expand and maintain existing relations while processing transactions.
Assists the banking center management with day-to-day transactions, including but not limited to:
approving transactions
preparing reports
researching and resolving issues as well as responding to all customer inquiries
Complies with Bank policy and follows procedures to include state and federal banking regulations.
Maintains knowledge of all internal security policies and procedures.
Maintains client confidentiality and ensures top level client service in handling all transactions professionally.
Job Requirements
High School Diploma or GED
Years of functional/professional experience: Must have a minimum of two years of prior personal banking or teller experience with major emphasis on customer service.
Understands basic knowledge of bank deposits, lending products, credit products, and services to open accounts or refer customer to specialists in other departments
Excellent customer service skills that include above average verbal and written communication
Relationship building, collaboration and teamwork
Problem solving skills
Teller and systems training and new account opening
Equal Opportunity Employer/Veterans/Disabled
Senior Universal Banker
Personal Banker Job 13 miles from Addison
A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the clients overall financial needs. This activity may be in the financial center, out-bound calling, visiting businesses or conducting educational seminars.
Proactively educates clients on alternate delivery methods and channels that make clients lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
Processes a variety of routine and complex transactions for Financial Center clients, including deposits, withdrawals, and loan payment processing.
Engages in client and/or prospect management activities.
Drives proactive sales conversations, through outside interactions with a consultative sales process and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
Leverages ecosystem partnerships as well as community centers of influence to acquire, expand and retain relationships.
Assists in the responsibility of managing the lobby by actively engaging, greeting and directing client lobby traffic.
Will be asked to perform the duties of the role based upon the needs of the financial center.
Supports the Bank's strong risk management culture through awareness, knowledge and sound decision making.
Ensures operational and financial safety and soundness. Maintain awareness of the environment, the situation, and the client. Leverages Lobby Management as a tool for managing client interactions and risk.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
High School Diploma or general education degree (GED) is required
Bachelors degree preferred
1 year sales and client service experience in a professional environment; prior banking experience highly preferred or Bachelors degree and cash handling and customer service experience in retail or financial institution
Proven ability to form and expand client relationships
Ability to learn and navigate multiple banking systems and applications, and utilize search tools to find information
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008
Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products/services to clients with differing needs.
Ability to learn products, services, and procedures quickly and accurately.
Comfortable educating others on technology.
Professional, thorough, and organized with strong follow-up skills.
Performs well in a team environment and proactively collaborates with others to serve clients.
Ability to understand and follow policies, procedures, and regulatory requirements.
Ability to work Financial Center hours, including weekends, and some evenings.
Ability to travel if required to perform the essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment to perform the essential job functions.
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an undue hardship then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Universal Banker/Vault Teller
Personal Banker Job 23 miles from Addison
JOB SUMMARY: The Universal Banker-Vault Teller is responsible for processing teller-based transactions while maintaining appropriate currency levels as needed. This position is also responsible for providing all new account functions as well as cross-selling bank products/services to new and existing customers. Responsible for balancing cash vault and ensuring it is compliant with branch cash levels. Buys and sells money to other universal bankers and sells to Federal Reserve as needed. Must maintain and acquire knowledge of complete line of products/services offered at the bank. Provides prompt, efficient, and friendly service to customers and follows the established policies and procedures for this area, in accordance with the Bank and the supervisor's direction.
ESSENTIAL FUNCTIONS:
Processes transactions within established policies and procedures to ensure operational excellence.
Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations.
Explain various services available and assist customers in selecting these services.
Open new accounts including checking, savings, Certificate of Deposits, and IRAs; verify and process changes to existing accounts; order debit cards; process customer check orders; and prepare letters to customers as needed.
Performs servicing duties: greets and direct customers as they enter bank, researches customer inquiries, orders checks and/or debit cards, returns phone calls, helps customer's balance their accounts, accepts and forwards wires, and maintains working knowledge of products/services for cross-selling.
Receives checks and cash for deposit; verifies amounts; and checks accuracy of deposit slips.
Cashes checks and pays out money after verifying signatures are correct, written and numerical amounts agree, and accounts have sufficient funds. Uses good judgment to determine when an Officer should approve a transaction.
Examines checks for endorsements and to verify other information such as dates, bank names, identification of person(s) receiving payment and the legality of the item.
Enters customer's transactions into computer to record transactions and issue computer-generated receipts.
Perform a variety of other tasks, such as filing, copying, and opening and distributing mail.
Open or close safety deposit boxes; assist with inventory of deceased customers' boxes.
Fills orders for currency and coins for other tellers.
Buys currency and coin from other tellers.
Counts and records cash deposits in vault.
Prepares and records excess currency for shipment to Federal Reserve.
Orders and records appropriate currency from Federal Reserve as needed.
Monitors the cash in the ATM and supplies cash as needed.
Observes suspicious behavior and reports any such activity to management as appropriate. In the event of a robbery, remains calm and follows bank procedures to safeguard customers and staff.
Provide notary public service (if needed).
Maintain confidentiality of customer accounts and information.
Performs other tasks as requested by management as they relate to the bank and its functions.
Promote Texana products and services
Meet given sales goals
Requirements
QUALIFICATIONS:
High school diploma or equivalency.
At least 1 year customer service and cross-selling experience;
At least 1 year teller experience;
Ability to enter numerical data on computer with speed and accuracy.
Good mathematical aptitude to facilitate daily balancing.
Must have strong interpersonal skills and work well with others.
Ability to work under pressure.
Ability to prioritize and organize
1-3 years banking experience preferred
-EOE M/F/Disability/Veteran Employer
-Applicants and employees notice of EEO rights are available in our office and online here: *****************************************************************
-And the supplement: ************************************************************************************************
-If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact Human Resources at ************.
Universal Banker II
Personal Banker Job 12 miles from Addison
The Universal Banker in our Dallas banking center is responsible for providing teller based transactions and handling maintenance and service requests for consumer and business products/services for new and existing customers while delivering an exceptional customer experience. Universal Bankers process deposits, transfers, withdrawals, and other transactions in accordance with established policies and procedures.
Responsibilities
Primary role to perform maintenance and service duties for customers: greet customers/prospects in the lobby, on the teller line, or on the phone. Research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities.
Use needs-based assessment tools to analyze and determine customer needs. Recommend and offer appropriate solutions (consumer and business) both in person and on the telephone. Use the conversation model to uncover customer needs using open-ended questions.
Secondary resource in the center for new accounts, accurately opens, closes and maintains customer's accounts according to established policies and procedures. Ensure that new accounts are properly boarded and cross-sell opportunities identified and pursued.
Assist and educate customers on the use of self service and remote channels.
Provide ongoing relationship servicing with current customers to maintain goodwill and gain additional business.
Qualifications
40 hours per week - Must be able to work during banking hours, which are 8:00 AM until 5:00 PM Monday through Friday, and some Saturdays from 8:00 AM until 12:00 PM (noon).
Minimum 2 years customer service experience as well as cash handling experience.
Minimum 2 years teller/banker experience within a regulated financial institution or retail banking required.
Strong listening skills, excellent customer service skills, comfortable asking questions and identifying needs to expand the customer relationship.
Location: Dallas, TX (Preston Road at LBJ/635)
Join the NDBTeam!
We have a great team of friendly, talented, and inspiring people at NDBT. We take pride in offering exciting opportunities for employees to grow and follow their passions, while providing a great work-life balance as well as job stability. Founded in 1961, NDBT has a long-standing reputation in the community and strives to provide excellent customer service to our customers and communities. NDBT leadership and employees foster and contribute to our environment of mutual respect, accountability, creativity, and teamwork; and at all times to act with integrity, dignity, honor, and fairness. If this sounds like something you would like to be a part of - consider applying today.
North Dallas Bank and Trust is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Not ready to apply? Connect with us for general consideration.
Relationship Banker
Personal Banker Job 12 miles from Addison
What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time)
Financial Coaching and Benefit Guidance
Floating Cultural Holiday
Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
Retirement Plan
Employee Stock Purchase Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
Complete assigned daily planning activities.
Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Act as a digital ambassador to transition customers to digital solutions.
Initiate quality financial wellness conversations to add value to customers relationships.
Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
Assist in community awareness events to increase bank outreach and foster new business relationships.
Effective utilization of converge for customer relationship management.
Operational Risk:
Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
Ensure compliance and completion of necessary compliance related training.
Impact the operational and risk activities and related results for the RB role within the Banking Center.
Adhere to all Banking Center Risk Assessment and Compliance Standards.
Control and mitigate losses by following policies and procedures.
Customer Experience Management:
Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
Lead and oversee banking center activities in the absence of Banking Manager.
Consistently assess needs and add value to customers and prospects.
Educate and fulfill customer requests, routine and complex.
Resolve customer complaints.
Maintain and add value to deepen existing relationships.
Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Must successfully complete Comerica Platform Training Program.
Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
Perform routine Teller transactions as needed.
Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
Consistently impact the efforts that improve Banking Center Collaboration.
Identify opportunities to add value to customers by introducing them to partners.
Qualifications:
Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience
1 Year of Customer Service experience
1 Year of Consumer Sales experience
1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category:
Category A - 100% in the office
Hours:
8:30 am to 5:30 pm Monday - Friday; 8:30 am to 12:30 pm Saturday; Working hours will be scheduled during the timeframe listed.
Salary:
To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.