Why BIFP: At Birmingham International Forest Products (BIFP), we're a fast-moving, relationship-first commodities trading firm specializing in wood and building materials. We connect supply with demand and create opportunities and generate profit through smart, timely trades. Our entrepreneurial desk model gives traders real autonomy and accountability, backed by the strength of long-standing industry relationships. We compete hard, support each other, and celebrate wins together. At BIFP, the work is challenging, the rewards are real, and the opportunities to grow are unlimited.What We're Looking For:
We're adding an experienced, competitive seller-someone who has built strong B2B relationships and is ready to take the next step onto a trading floor. This is a career path for individuals who thrive in a high-energy environment, love building relationships, and want to control their earning potential.Responsibilities:
Build and deepen relationships with mills, distributors, carriers, and end customers
Coordinate freight, track shipments, and resolve issues quickly with partners
Prospect intelligently-identify new supply sources and customer targets
Monitor market trends and opportunities within the forest products industry
Grow and own a personal book while collaborating with a high-output team
To Thrive in This Role, You'll Bring:
3-5 years of success in B2B sales or a related commercial role (industrial, building materials, freight brokerage, distribution, or adjacent)
Strong problem solving and negotiation skills and comfort making high-velocity calls daily
An entrepreneurial mindset and competitive spirit
A builder's mindset: proactive prospecting, consistent follow-through, and resilience
Familiarity with logistics or supply chain coordination (a plus, but not required)
How You'll Grow
Take on more volume, accounts, and product lines as you scale
Earn mentorship from seasoned traders and exposure to multiple markets
Travel to suppliers and customers to deepen relationships and source new opportunities
Unlock uncapped earning potential directly tied to your results
If you want a career where your hustle drives your upside and your results speak for themselves, BIFP is the place to build it!
Equal Opportunity Employer.
$50k-91k yearly est. Auto-Apply 60d+ ago
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Personal Banker III
Cadence Bank 4.7
Personal banker job in Birmingham, AL
As a senior-level PersonalBanker you will provide best-in-class service by developing deep customer relationships and understanding their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. PersonalBanker III/IV team members will be cross-functional in a universal banking model to assist clients with a myriad of financial needs.
Functions:
* Originate complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Originate consumer lending products including home equity loans and lines of credit (NMLS registration required).
* Engage in the Bank's Consultative Conversation Model (CCM) with customers and prospect to explore the customer's financial needs and recommend appropriate bank products. Refer opportunities to other departments when appropriate.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Identify business opportunities and make quality referrals to the proper business partners and internal teammates.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Cash handling and adherence to proper balancing procedures when handling transactions.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 2+ years of sales, service or marketing experience in a progressive environment required.
* 1+ years of lending experience preferred.
* 1+ years of cash-handling experience preferred.
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position requires S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
$23k-27k yearly est. 3d ago
Financial Services Representative (Overstaff)
Worldacceptance
Personal banker job in Selma, AL
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $15 - $19
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$15-19 hourly Auto-Apply 60d+ ago
Universal Banker
Firstbank 4.6
Personal banker job in Birmingham, AL
The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process.
Essential Duties & Responsibilities:
Identify customer needs and provide appropriate guidance and perspective when recommending and explaining bank products and services, using established guidelines, brand model and service standards; make referrals to the appropriate Bank partners as customer needs dictate.
Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic and advanced customer inquiries regarding account balances, transaction history, service charges, interest rates, etc. as appropriate.
Support Financial Center Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.
Build relationships with community businesses and consumer clients, achieving personal and branch targets and goals for new accounts and teller operations.
Model consistent, distinctive service to all customers when delivering the FirstBank service experience.
Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols.
Regular and reliable attendance.
Perform other duties as assigned.
Qualifications:
Education
High school diploma or the equivalent required
Experience
Minimum of one year, with specific bank experience preferred
Certifications and Licenses
Notary preferred
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
$30k-34k yearly est. Auto-Apply 60d+ ago
Patient Financial Services Representative
Addiction and Mental Health Services, LLC 3.8
Personal banker job in Warrior, AL
About Company:
We're officially a Great Place To Work ! We've always believed that supporting our team is just as important as supporting our patients. Now, we're proud to share that we've earned Great Place To Work Certification - based entirely on feedback from our own employees.
Read more here: *************************
This certification reflects the culture we've worked hard to build - one rooted in trust, inclusion, and purpose-driven leadership.
At Bradford Health Services, we are committed to providing exceptional care to our patients while fostering a supportive and rewarding workplace for our employees. We believe that taking care of our team allows them to take better care of others, which is why we offer a comprehensive benefits package designed to support their well-being.
Our benefits include:
Medical Coverage - Three new BCBSAL medical plans with better rates, improved co-pays, and enhanced prescription benefits.
Expanded Coverage - Options for domestic partners and a wider network of in-network providers.
Mental Health Support - Improved access to services and a new Employee Assistance Program (EAP) featuring digital wellness tools like Cognitive Behavioral Therapy (CBT) modules and wellness coaching.
Voluntary Coverages - Pet insurance, home and auto insurance, family legal services, and more.
Student Loan Repayment - Available for nurses and therapists.
Retirement Benefits - 401(k) plan through Voya to help employees plan for the future.
Generous PTO - A robust paid time off policy to support work-life balance.
Voluntary Benefits for Part-Time Employees - Dental, vision, life, accident insurance, and telehealth options for those working 20 hours or more per week.
At Bradford Health Services, we don't just invest in our patients-we invest in our people.
About the Role:
The Patient Financial Services Representative plays a critical role in ensuring a smooth financial experience for patients within healthcare facilities across the United States. This position is responsible for managing patient accounts, assisting with billing inquiries, and facilitating payment processes to support the financial health of the organization. The representative acts as a liaison between patients and the healthcare provider, helping to clarify insurance coverage, payment options, and financial assistance programs. By providing clear, compassionate, and accurate financial information, this role helps reduce patient stress and promotes timely payments. Ultimately, the Patient Financial Services Representative contributes to the overall patient satisfaction and operational efficiency of the healthcare facility.
Minimum Qualifications:
High school diploma or equivalent required; associate degree or higher preferred.
Experience in a healthcare or financial services environment, particularly in billing or customer service roles.
Basic knowledge of medical terminology, insurance processes, and healthcare billing practices.
Proficiency with computer systems and software used for billing and patient account management.
Strong communication and interpersonal skills to effectively interact with patients and team members.
Preferred Qualifications:
Certification in medical billing or coding (e.g., Certified Medical Reimbursement Specialist) is advantageous.
Experience working with electronic health record (EHR) systems and healthcare financial software.
Familiarity with federal and state healthcare regulations, including HIPAA compliance.
Demonstrated problem-solving skills and ability to handle sensitive financial discussions with empathy.
Responsibilities:
Communicate with patients to explain billing statements, insurance coverage, and payment options clearly and professionally.
Assist patients in setting up payment plans and resolving billing disputes or discrepancies.
Verify insurance information and coordinate with insurance companies to ensure accurate claim processing.
Maintain accurate and up-to-date patient financial records in compliance with healthcare regulations and privacy standards.
Collaborate with internal departments such as billing, collections, and clinical staff to resolve financial issues and improve patient service.
Skills:
The required skills enable the Patient Financial Services Representative to accurately interpret and communicate complex billing information to patients, ensuring clarity and understanding. Proficiency in healthcare billing software and electronic records systems allows for efficient management of patient accounts and timely resolution of financial issues. Strong interpersonal and communication skills are essential for building trust and providing compassionate support during potentially stressful financial conversations. Preferred skills such as bilingualism and knowledge of regulatory compliance enhance the representative's ability to serve a diverse patient base and maintain confidentiality. Together, these skills facilitate effective collaboration with internal teams and external insurance providers, contributing to the overall financial stability and patient satisfaction of the healthcare organization.
$25k-34k yearly est. Auto-Apply 44d ago
Part Time 30 Hour Associate Banker, New Build Taylor Rd Branch, Montgomery, AL
Jpmorganchase 4.8
Personal banker job in Montgomery, AL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$26k-31k yearly est. Auto-Apply 12d ago
Universal Banker - Tigertown, Opelika
South State Bank
Personal banker job in Opelika, AL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
Teller Duties:
* Processes transactions for savings, checking, and loan accounts.
* Maintains a neat and orderly work area.
* May assist in guiding and training new tellers.
* May allow customers access to safe deposit boxes.
* Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
* Sells certified checks.
* Balances transactions daily.
* May service/balance ATM.
* May utilize the branch capture system.
* Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility.
TRAVEL
Travel may be required.
Work Location: 2443 Enterprise Dr Opelika, Alabama 36801
Equal Opportunity Employer, including disabled/veterans.
$29k-39k yearly est. 5d ago
Personal Banker - Bilingual - Spanish/English - Enterprise, AL
W.F. Young 3.5
Personal banker job in Enterprise, AL
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual speaking and listening proficiency in Spanish/English
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Must take and pass required language assessment
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
Enterprise Branch - 619 Boll Weevil Cir - ENTERPRISE, AL - 36330
Posting End Date:
29 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$22k-26k yearly est. Auto-Apply 5d ago
Associate Relationship Banker - Taylor Rd Branch (New Build) - Montgomery, AL
JPMC
Personal banker job in Montgomery, AL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$22k-29k yearly est. Auto-Apply 4d ago
Personal Banker
Renasant Corp 4.3
Personal banker job in Orange Beach, AL
PersonalBankers are intentional about delivering a consistent best in class customer experience. A PersonalBanker is a customer service and proactive sales focused position tasked with engaging existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement model, you spend time executing and role modeling by serving as our customer's financial advisor of choice. PersonalBankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
An effective PersonalBanker is capable of driving a best in class branch experience in 3 primary areas of responsibility: Service execution, sales execution and operational excellence.
* Achieve consistent and balanced personal sales and service performance by developing new and existing relationships utilizing the customer engagement model
* Create a daily individual plan focused on deepening customer relationships and consistent execution of service standards, customer retention, etc.
* Partner with Branch Manager to ensure personal achievement of service, sales and operational goals are achieved
* Execute and role model the Renasant service standards in every customer and teammate interaction
* Resolve customer issues and concerns by owning the problem and acting as a liaison between the customer and bank
* Remain self-motivated to achieve optimal sales and service results weekly, monthly and yearly
* Use all customer interactions, in person or phone, to identify additional needs and make appropriate recommendations
* Maintain effective partnerships with other lines of businesses to help drive more effective and profitable customer relationships
* Participate in community activities as a representative of Renasant Bank;
* Serve as a back-up Teller or Head Teller, if needed
* Ensure that proper documentation is obtained and properly completed for all solutions to minimize documentation exceptions
* Properly complete all account maintenance activities
* Stay up-to-date and focused on all regulations, policies and procedures related to PersonalBanker and other branch operations
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent required, college education preferred
* Minimum of 1 year related customer experience and sales experience required
* Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
* Ability to produce individual and team sales and customer experience results
* Ability to remain focused on customer financial needs and acts with the customers priorities in mind
* Knowledgeable of the financial services industry and local community to better serve the customer
* Effective written and verbal communication skills
* Attention to detail with strong record of accuracy in handling of transactions
* Comfortable using a variety of technology software products to process transactions
* Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
* Aptitude to read, understand and apply all regulations, policies and procedures related to PersonalBanker responsibilities and other branch operations
* Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior PersonalBankers:
* Minimum of 2 years of successful personal sales experience
* Ability to handle complex transactions with limited supervision
* Operational strength with limited exceptions
* Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts
For all Licensed PersonalBankers:
* Current State insurance license
* Ability to meet licensing requirements as established by the Bank's broker/dealer, if applicable
* Maintain current knowledge of some non-FDIC insured solutions, including annuities and life insurance
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$22k-27k yearly est. Auto-Apply 60d+ ago
Personal Banker - Bilingual - Spanish/English - Enterprise, AL
Wells Fargo Bank 4.6
Personal banker job in Enterprise, AL
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate PersonalBanker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual speaking and listening proficiency in Spanish/English
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Must take and pass required language assessment
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
Enterprise Branch - 619 Boll Weevil Cir - ENTERPRISE, AL - 36330
Posting End Date:
29 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$22k-27k yearly est. 3d ago
Relationship Banker I
Marion Community Bank 4.1
Personal banker job in Montgomery, AL
RELATIONSHIP BANKER
About us:
Through unmatched service and innovative solutions, Marion Community Bank helps make financial success achievable for all customers. For over 90 years, we have been a cornerstone of financial trust and service in the communities we serve.
The bank is currently seeking a Relationship Banker to join our team!
This is a full-time, in-office position based at our Montgomery branch location. The position generally follows a standard schedule of Monday through Thursday, 8:00 AM to 4:30 PM and Friday, 8:00 AM to 5:00 PM; hours may vary based on business needs.
The Relationship Banker position is focused on building strong customer relationships, providing exceptional service, and supporting our clients with their financial needs through personalized solutions and product knowledge. Key responsibilities include:
Leadership:
Proactively seek personal and professional growth opportunities; maintain a growth mindset.
Promote and support bank-wide initiatives with enthusiasm and a team-first attitude.
Foster positive, supportive relationships with both branch staff and inter-departmental teams.
Sales & Service
Deliver exceptional customer service by consistently demonstrating the Marion Community Bank Promise.
Answer incoming calls using MCB's phone protocol; provide warm and professional call transfers.
Build and maintain deep knowledge of all bank products and services; take initiative in staying informed.
Job Functions:
Open new customer accounts in compliance with bank policies, ensuring accuracy and minimal errors.
Enter customer and account information into the Navigator/BPM system.
Answer incoming telephone calls and monitor after-hours voicemail; respond to or redirect messages as appropriate.
Open and log mail transactions daily.
Balance money orders and maintain records.
Open and close the safe deposit vault on a daily basis.
Process customer account maintenance requests, including changes and updates.
Audit signature cards, debit card requests, and account change forms from other Relationship Bankers.
Scan, file, and organize documents in accordance with bank procedures
Order checks and debit cards for customers as needed.
Assist customers with issues such as stop payments, debit card concerns, account inquiries, and disputes.
Provide support for digital banking services, including setup, unlock/reset for online/mobile banking, bill pay, VRU password resets, statement requests, and automatic transfers.
Handle required minimum distributions (RMDs) for IRA account holders.
Monitor and follow up on CDs past maturity that are not set to auto-renew.
Perform account maintenance: address/phone changes, signer updates, account/debit card closures, stop payments, and fraud cases.
Support Teller operations as needed.
Complete all assigned training by the stated deadlines.
Perform other duties as assigned.
Qualifications:
1-2 years' experience in the Banking Industry with a customer-facing role.
Strong understanding of banking products, services and regulatory requirements.
Excellent relationship management, organization, and communication with a customer-first mindset.
Detail-oriented with strong organizational and time management abilities.
Proficient in using banking systems and standard office software (e.g., Navigator/BPM, Microsoft Office).
Ability to manage multiple tasks efficiently and work well under pressure.
Demonstrated initiative, problem-solving skills, and commitment to service excellence.
Must be able to work at the Montgomery branch during standard business hours and adapt to scheduling needs.
Qualifications
Benefits:
Marion Community Bank offers a competitive benefits package, including health, dental, vision and life insurance, a flexible spending account (FSA), and a 401(k)-retirement plan with company match. We are committed to supporting the well-being and financial security of our team members.
Marion Community Bank is an Equal Opportunity Employer. We are committed to building a diverse and inclusive team and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other legally protected status in accordance with applicable laws.
Employment offers may be contingent upon successful completion of a background check.
Marion Community Bank participates in E-Verify to confirm the employment eligibility of all newly hired employees.
If you require assistance or accommodation during the application or interview process due to a disability, please contact us directly, and we will make every effort to accommodate your needs.
$22k-27k yearly est. 15d ago
Personal Banker I
First Us Bank 4.6
Personal banker job in Thomasville, AL
PersonalBanker I Job Summary: Responsible for providing exceptional customer service to First US Bank customers while opening new consumer deposit accounts and efficiently handling various types of financial transactions. Performs additional duties as assigned. Primary Responsibilities / Job Duties:
Establish a strong banking relationship with individual customers by building rapport and providing high quality personalized service.
Maintain a thorough knowledge of all First US Bank offerings to effectively assist customers in their selection of products, services, and digital solutions that fit their financial needs.
Actively demonstrate digital expertise by using First US Bank's digital platforms and educating clients about online banking, bill pay, mobile banking app, ATM/ITMs, and online chat features.
Open personal deposit accounts, including checking, savings, money market, and certificate of deposit.
Handle customer inquiries and account maintenance requests.
Assist customers in accessing safe deposit boxes.
Process customer transactions, including deposits, withdrawals, official checks, account transfers, loan payments, check and debit card orders, stop payments, and other types of requests.
Perform daily branch operation tasks, including balancing cash drawer, vault, and ATM/ITMs, processing night deposits, ordering currency and coin shipments, completing currency transaction reports, scanning documentation, and other types of activities.
Adhere to established policies and procedures; Maintain security and confidentiality of customer information; Demonstrate sound judgment within established limits.
Participate in and complete all required compliance training, including BSA/AML, as well as other internal and external training programs.
Participates in training new teammates as needed.
Perform additional duties as assigned.
Position Requirements:
High school diploma or equivalent required
Bachelor's degree preferred
At least one year of previous Teller or PersonalBanker experience required
Strong mathematical skills; ability to accurately balance transactions
Ability to operate bank software programs and standard office equipment; proficient typing skills
Ability to maintain focus and attention to detail
Effective communication skills, both written and oral
Friendly and courteous demeanor; interpersonal skills necessary to professionally interact with customers and coworkers
Ability to work cooperatively in a team environment
Working Environment / Physical Demands: Work is performed in a professional office environment and requires the ability to operate standard office equipment and keyboards. Prolonged periods sitting at a desk and working on a computer. May require the ability to lift files, bend, reach, walk or maneuver around the bank. Must be able to lift up to 25 pounds at times. Disclaimer: This position description is not intended, and should not be construed, to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job; it is intended to be an accurate reflection of those principal job elements essential to the job. Federal Contractor - Equal Opportunity Employer M/F/Disabled/Vets
$25k-31k yearly est. 3d ago
Community Banker
First Horizon Corp 3.9
Personal banker job in Mobile, AL
Provides full-service banking to business clients, providing them with tailored financial solutions like loans, lines of credit, cash management services, and deposit accounts. Key Responsibilities Include
* Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
* Cross-sells retail, investment, financial, and estate planning services.
* Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
* Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
* Builds and maintains a portfolio mix of targeted high value and high potential clients.
* Performs all other duties as assigned
Qualifications Include
* Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of
education and experience
* Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
* Ability to work effectively with individuals and groups across the company to manage customer relationships.
* Excellent presentation, verbal and written communication skills.
* Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
* Microsoft Office suite
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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$24k-28k yearly est. 60d+ ago
Member Contact Center Financial Services Representative
ASE Credit Union 3.1
Personal banker job in Montgomery, AL
Role
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities 35%
Works loan queues and conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Assists with answering the loan line and provides backup and support to the call center and processor as needed. Answers incoming department calls and emails and helps maintain a high level of service.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and Skills Experience
Two years of financial industry experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Excellent written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office.
ADA Requirements Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
$21k-24k yearly est. 60d+ ago
Financial Services Representative State Farm Agent Team Member
Danny Cox-State Farm Agent
Personal banker job in Montgomery, AL
Job DescriptionBenefits:
Bonus based on performance
Opportunity for advancement
Training & development
State Farm Insurance Agent located in Montgomery, AL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Danny Cox, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People oriented
Self motivated
Proactive in problem solving
Ability to effectively relate to a customer
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$20k-30k yearly est. 14d ago
Senior Bank Teller- Senior Financial Services Representative
Smartbank Careers
Personal banker job in Montgomery, AL
At SmartBank, our benefits package is designed to enhance your life. You'll enjoy medical, dental, vision, life, and disability insurance, as well as a 401(k) plan with a 4% employer match. Our generous paid time off (PTO), SmartFlex Days, and 11 Paid Company Holidays promote work-life balance. Engage in paid community involvement, enjoy company apparel, and access tuition reimbursement for your growth.
About Us
SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way.
Your Role as a Financial Services Representative
As a Financial Services Representative (FSR), you'll play a vital role in our mission. Your responsibilities will include:
Embodying SmartBank's Core Values and Core Purpose.
Follow and embrace the SmartBank Way
Serve as the primary point of contact for our clients, providing exceptional service, and directing inquiries to the appropriate channels.
Engage in daily Lobby Management tasks, including warmly greeting clients, offering hospitality, making introductions, and ensuring refreshments are available.
Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information.
Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
Provides special services as needed; including, redeeming US Savings Bonds, issuing Official Checks, coin deposits and coin orders.
Processes payments for SmartBank credit cards, local utilities, and other services. Ensures that payment information is transmitted to appropriate agencies by daily cut-off.
Qualifications for the Ideal Candidate
To excel in this role, you should possess the following qualifications:
High School Diploma or equivalent.
Prior experience in cash handling.
Exceptional customer service skills.
Work Schedule
The Financial Services Representative typically works during standard business hours from 8:30 a.m. to 5:00 p.m. Monday through Friday.
SmartBank Associate Benefits
SmartBank can offer you a comprehensive benefits package, including:
Medical, dental, vision, life, and disability insurance.
A 401(k) plan with an employer match of up to 4%.
Generous paid time off (PTO), including a minimum of 3 weeks.
SmartFlex Days.
Up to 11 Paid Company Holidays.
Mental health benefits, include 8 free sessions with a coach or certified professional.
Paid community involvement opportunities.
Company-provided apparel at no cost.
Learning and development opportunities, including professional and career development and tuition reimbursement.
Are you ready to be a part of the SmartBank team and experience all these incredible benefits? We look forward to welcoming you to our exceptional team!
$20k-30k yearly est. 2d ago
Financial Services Representative State Farm Agent Team Member
Jud Bennett-State Farm Agent
Personal banker job in Birmingham, AL
Job DescriptionBenefits:
Life/disability insurance
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Ability to make presentations to potential customers
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$20k-30k yearly est. 5d ago
Relationship Banker I
Trustmark 4.6
Personal banker job in Athens, AL
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities
* Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
* Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
* Deliver exceptional customer experience that follows Trustmark's service standards.
* Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
* Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
* Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
* Making outreach calls to customers and/or prospects.
* Comply with the bank's guidelines, policies, procedures, and standards of performance.
* Perform additional duties as assigned.
Qualifications
* High school diploma or GED
* One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
* Able to use basic math concepts and can handle routine transactions and close out the cash drawer
* Exceptional customer service skills with the ability to learn and communicate Trustmark products
* Pass appropriate assessment tests related to customer service and math skills
* Able to meet sales goals in a retail environment
* Basic computer skills and the ability to learn internal technology systems to perform work tasks
* Strong interpersonal and communication skills both verbal and written
* Time management skills
* Detail-oriented with a focus on quality and accuracy
* Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Preferred:
* Experience in maintaining and balancing a cash drawer
Physical Requirements/Working Conditions:
Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment
$22k-25k yearly est. Auto-Apply 11d ago
Personal Banker I
Cadence Bank 4.7
Personal banker job in Opelika, AL
As a PersonalBanker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. PersonalBanker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
Functions:
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.