Proprietary Equity Traders Wanted
Personal banker job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyInvestment Banking- United States - 2026 ReEntry Program
Personal banker job in Dallas, TX
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
Auto-ApplyBusiness Banker II
Personal banker job in Plano, TX
It's about helping small businesses achieve big goals.
Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Business Banker II, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success.
What you'll do:
Become familiar with your clients and their business to understand and act on their needs
Achieve monthly call and product sales goals set by the sales manager
Report weekly activity and marketing results to the sales manager of business banking
Manage and support loan commitments with accuracy and efficiency
You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence
Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services
Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened
Stay up to date on bank products and services by regularly attending training classes
What you'll need:
Have a background in banking and lending solutions
Have prior experience with cold-calling and analyzing credit reports and financial statements
Have knowledge of business loan center procedures
Excellent written and verbal communication skills
Strong organizational and time-management skills
Proficiency in Microsoft applications
Additional Preferred Skills:
Bachelor's degree
Previous banking experience and knowledge of bank products
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyInvestment Banker VP, Coverage
Personal banker job in Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to
The Dallas Morning News
' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at *************************
Competences
Extraordinary levels of motivation and initiative.
Effective team player with ability to work in a fast-paced, highly collaborative environment.
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.
Deep knowledge of the industry and products and has the ability to comfortably interact with clients in a professional and mature manner.
Thorough understanding of financial, legal and reputational risks facing investment banks in today's environment.
Responsibilities
Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions.
Ability to operate as project / deal team lead, driving the work product and transaction processes.
Perform financial valuation, discounted cash flow, leveraged buyout, pro forma merger, accretion / dilution, precedent transaction, and comparable companies' analyses.
Analyze detailed corporate and financial information, as well as conduct due diligence.
Build detailed financial operating models and valuation models.
Prepare and participate in the delivery of client presentations.
Supervise and direct junior bankers in the preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses.
Conduct industry and product research.
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Vice Presidents are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Corporate Banking, Private Wealth, and Sales and Trading teams, collaborating to develop and execute solutions to meet client needs.
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Auto-ApplyGold & Bullion Trader
Personal banker job in Dallas, TX
Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.
SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals.
LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane
BENEFITS:
Medical, Dental, Vision coverage
Paid time off
401k savings plans
COMPENSATION: Commensurate based on experience.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Monitoring market trends and making informed trading decisions based on market analysis.
Executing trades and managing risk by hedging against market volatility.
Maintaining relationships with existing accounts, and prospecting for new accounts.
Requirements
EDUCATION & EXPERIENCE:
Solid understanding of the global precious metals market
Excellent analytical and interpersonal skills
A proven track record of success in a similar role
Bachelor's degree in finance, economics, or a related field is often preferred.
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE
Frisco Dodge - Future Positions
Personal banker job in Frisco, TX
Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription
We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here!
Responsibilities Include:
Set an example of professionalism through daily actions and appearance
Attends all staff meetings, trainings, and educational classes as required
Follows all safety and security procedures
Is ethical and transparent in all leading operations
Maintains work area in a neat and organized manner
Performs other duties as assigned
Qualifications
Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership
Must have a steady work history and be committed to starting a new career
Strong business sense and industry expertise
Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.)
Must be able to read and comprehend written instructions and information
Are willing to submit to pre-employment background check and drug screen
Able to work independently with minimal supervision
Highly motivated and willing to learn new skills
Highly professional and dependable
Team player with excellent communication and interpersonal skills
Benefits
Competitive Pay
Employee Purchase and Service Discounts
Ongoing Training and Education
Paid Vacation
Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance
401(k) Retirement Savings Plan
State of the Art Facility with a Professional Working Environment
Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability.
Greenway Automotive Group is an Equal Opportunity Employer.
Junior Trader, TBA Desk
Personal banker job in Dallas, TX
Diversified. Resilient. Dynamic. Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.
With more than 35 offices around the globe, and over 2,300 dedicated people enabling access to exchanges and technology-powered services.
For more information visit *************
Purpose of Role:
Marex is seeking a Junior Trader for the TBA Desk (To-be-announced (TBA) securities). This individual will be an ambitious and proactive individual in a junior level position with the ability to work autonomously, and also as part of a team. Provide support to senior brokers with market color, orders, and post-trade analysis.
Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics.
Capital Markets is a division of Marex offering a range of products and services to clients as well as internal trading desks.
Responsibilities:
* Analyze financial data and market microstructure for patterns.
* Contribute to TBA product trading capability to support liquidity for clients.
* To-be-announced (TBA) securities.
* Assist Senior Traders in managing market risk for the TBA product.
* Perform post-trade analysis.
* Work with senior traders to acquire in-depth knowledge of financial markets, modeling, and risk management.
* Assist Senior Traders with order pricings and order management.
* Proactively review trade flow and middle/back-office processes to create efficiencies.
* Ensuring compliance with the company's regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges.
* Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
* Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
* At all times complying with Marex's Code of Conduct
* To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility
* To report any breaches of policy to Compliance and/ or your supervisor as required
* To escalate risk events immediately
* To provide input to risk management processes, as required.
The Company may require you to carry out other duties from time to time.
Competencies, Skills and Experience
Competencies
* Excellent verbal written and communication skills.
* A collaborative team player, who is approachable, self-sufficient and influences a positive work environment.
* Demonstrates curiosity.
* Excels at building relationships, networking and influencing others
* Resilient in a challenging, fast-paced environment
* Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience
* Bachelor's Degree strongly preferred.
* Proactive mindset in keeping up to date with market research and incorporating into role efficiently
* Analytical skills, identifying opportunities and risks in a quick and decisive manner
* Comprehensive knowledge of the financial service markets and relevant regulatory requirements
* Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this
* Experience on a trading desk, particularly in the TBA market
Salary Range: $65,000 to $90,000 per year base salary plus discretionary bonus
Marex Benefits for 2025
Company Values
Acting as a role model for the values of the Company:
Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly.
Integrity
- Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves.
Collaborative
- We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do.
Developing our People
- Our people are the basis of our competitive advantage. We look to "grow our own" and make Marex the place ambitious, hardworking, talented people choose to build their careers.
Adaptable and Nimble
- Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company.
We are 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, protected veteran status, or any other characteristic protected by the law.
#LI-PP1
Junior Trader, TBA Desk
Personal banker job in Dallas, TX
Diversified. Resilient. Dynamic.
Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets.
The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world's major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.
With more than 35 offices around the globe, and over 2,300 dedicated people enabling access to exchanges and technology-powered services.
For more information visit *************
Purpose of Role:
Marex is seeking a Junior Trader for the TBA Desk (To-be-announced (TBA) securities). This individual will be an ambitious and proactive individual in a junior level position with the ability to work autonomously, and also as part of a team. Provide support to senior brokers with market color, orders, and post-trade analysis.
Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights and analytics.
Capital Markets is a division of Marex offering a range of products and services to clients as well as internal trading desks.
Responsibilities:
Analyze financial data and market microstructure for patterns.
Contribute to TBA product trading capability to support liquidity for clients.
To-be-announced (TBA) securities.
Assist Senior Traders in managing market risk for the TBA product.
Perform post-trade analysis.
Work with senior traders to acquire in-depth knowledge of financial markets, modeling, and risk management.
Assist Senior Traders with order pricings and order management.
Proactively review trade flow and middle/back-office processes to create efficiencies.
Ensuring compliance with the company's regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges.
Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
At all times complying with Marex's Code of Conduct
To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility
To report any breaches of policy to Compliance and/ or your supervisor as required
To escalate risk events immediately
To provide input to risk management processes, as required.
The Company may require you to carry out other duties from time to time.
Competencies, Skills and Experience
Competencies
Excellent verbal written and communication skills.
A collaborative team player, who is approachable, self-sufficient and influences a positive work environment.
Demonstrates curiosity.
Excels at building relationships, networking and influencing others
Resilient in a challenging, fast-paced environment
Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness
Skills and Experience
Bachelor's Degree strongly preferred.
Proactive mindset in keeping up to date with market research and incorporating into role efficiently
Analytical skills, identifying opportunities and risks in a quick and decisive manner
Comprehensive knowledge of the financial service markets and relevant regulatory requirements
Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this
Experience on a trading desk, particularly in the TBA market
Salary Range: $65,000 to $90,000 per year base salary plus discretionary bonus
Marex Benefits for 2025
Company Values
Acting as a role model for the values of the Company:
Respect - Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always treat them fairly.
Integrity
- Doing business the right way is the only way. We hold ourselves to a high ethical standard in everything we do - our clients expect this and we demand it of ourselves.
Collaborative
- We work in teams - open and direct communication and the willingness to work hard and collaboratively are the basis for effective teamwork. Working well with others is necessary for us to succeed at what we do.
Developing our People
- Our people are the basis of our competitive advantage. We look to “grow our own” and make Marex the place ambitious, hardworking, talented people choose to build their careers.
Adaptable and Nimble
- Our size and flexibility is an advantage. We are big enough to support our client's various needs, and adaptable and nimble enough to respond quickly to changing conditions or requirements. A non-bureaucratic, but well controlled environment fosters initiative as well as employee satisfaction.
Marex is fully committed to the elimination of unlawful or unfair discrimination and values the differences that a diverse workforce brings to the company.
We are 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, protected veteran status, or any other characteristic protected by the law.
#LI-PP1
Private Banker IV - Dallas
Personal banker job in Dallas, TX
Private Banker IV - Dallas | Division: Private Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Position Overview:
The Private Banker IV operates with a high degree of independence and serves as the client relationship manager for a significant portfolio, focusing on business development and securing new full relationships, including wealth management. This role represents the bank and projects a positive image as a stable, profitable, and expanding financial institution. The Private Banker IV actively grows the existing deposit base and addresses lending needs, including consumer, mortgage, and commercial real estate, primarily for professionals and executives such as medical doctors, dentists, accountants, attorneys, engineers, architects, and corporate executives. This role emphasizes bringing top-tier clientele with high margins and profit potential into the bank. This position strongly emphasizes collaboration with other Broadway Bank lines of business, serving as the primary point of contact and key relationship manager for all private bank clients within their respective portfolio. Additionally, this role assists with transformation efforts across the network, ensuring alignment with Broadway Bank's annual budget and strategic message.
Essential Functions:
* Collaborates with Private Bank Relationship Managers, the Sales and Service network, and business lines to create a superior customer service experience, thereby strengthening customer relationships with Broadway Bank and increasing acquisition, utilization, and retention across targeted demographics and markets.
* Adheres to all policies, procedures, and applicable laws.
* Initiates and cultivates new loan relationships through active marketing efforts, including calls, visits, community involvement, and entertainment, establishing a strong ongoing marketing effort with assigned branch locations.
* Analyzes and provides recommendations on business loans by interviewing applicants, assessing financial strength, defining banking needs, evaluating management abilities, and determining associated risks.
* Ensures complete analysis of all financial, industry, and management information, and prepares and reviews proper loan documentation.
* Sustains existing customer relationships by maintaining regular contact, assessing banking needs, financial trends, and changes in the organization or industry, and cross-selling new and existing products and services.
* Assists other commercial lending officers in analyzing credits, cross-selling products and services, and engaging in marketing activities.
* Actively participates in the bank's marketing program, community involvement projects, and banking organizations.
* Attends Officers' Loan Committee Meetings as a non-voting member and participates in Directors' Loan Committee and other necessary meetings.
* Engages in collection efforts for problem loans to reduce the bank's loss.
* Acts as a relationship manager, establishing and maintaining primary contact relationships with targeted customers to maximize the lifetime value of these key relationships, providing a full range of financial/banking services with the assistance of appropriate specialists, and building loyalty and driving profitable revenue growth.
* Resolves immediate customer concerns and account issues, manages a portfolio of targeted/high-value customers, develops and executes client retention and expansion activities, and ensures a coordinated and consistent message reaches targeted customers across all delivery/servicing channels.
* Participates in special projects as requested.
* Performs other duties as assigned.
* This position may require travel within the Bank's geographic area.
Experience & Education:
* Minimum of seven years of private banking experience.
* Four-year college degree in Finance, Accounting, Business Administration, or a related field.
Skills & Qualifications:
* Proficiency in credit underwriting.
* Demonstrated sales and relationship management skills.
* Promotes a culture of collaboration and teamwork across organizational boundaries, breaking down functional silos to optimize business results and encourage overall growth.
* Ability to work enthusiastically with people outside of their immediate team to drive consensus and results.
* Strong influence and negotiation skills.
* Experience with Fiserv and EnAct preferred.
* Proficiency in financial/statistical analysis and document processing.
Other Requirements:
* Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
* Meet and maintain financial responsibility, character, and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z.
* Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
* Occasional overtime or extended hours may be required.
We're a culture that offers resources to benefit your overall health and well-being:
* Career Development and Mentorship Programs
* Generous paid time off, minimum 4 weeks
* Employee recognition, awards, and events
* Free vision insurance
* Retirement matching
* Tuition reimbursement
This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Member FDIC
Retail Business Banker
Personal banker job in Dallas, TX
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Retail Business Banker
SUMMARY
Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
* Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions.
* Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts.
* Consult small business customers on business life and cash flow cycle.
* Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process.
* Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed.
* Serve as a trainer, mentor, and coach for the small business delivery process.
* Serve as customers' single point of contact on all First United Bank products and services.
* Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.).
* Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Follow proper procedures accurately and efficiently for all customer-servicing activities performed.
* Consistently exceed performance goals and actively participate in all sales campaigns.
* Coordinate team meetings and huddles related to small business strategy and execution.
* Deepen and enhance existing customers relationships and develop new customer relationships.
* Participate in outbound calling efforts to increase bank relationships and business opportunities.
* Complete small business reviews and networking commitments as assigned.
* Leads by example and serves as a role model for Tellers, Relationship Banker I and II
* positions.
ADDITIONAL DUTIES AND RESONSIBILITIES
* Completes all required compliance exams on a yearly basis.
* Adherence to all First United Policies and Procedures.
* Dresses professionally.
* Other duties as assigned by manager.
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
Education and Work Experience
* High School Diploma is required. Some college is strongly preferred.
* Required 3 years of banking experience or relatable business acumen.
* Cash handling experience is required.
Technical/Functional Competencies
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization
All Locations:
Dallas-Preston Center
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyCommunity Banker
Personal banker job in Dallas, TX
The Community Banker creates and develops long lasting relationships with business owners and centers of influence within the ANBTX communities by understanding the client's needs, industry and by providing meaningful and personalized service and recommendations. The role requires being a local brand ambassador and investment of the time within the communities served, while educating and providing tailored solutions t meet the client's needs.
Calls the clients (existing and new) to develop new business and/or enhance current relationships
Deepens relationships by cross selling additional products and services across all lines of business
Develops partnerships internally within other lines of businesses as well as externally; creating strong centers of influence
Invest in the communities served; both in time and knowledge
Requires work on physical bank premises
Requirements:
Bachelor's degree in business or banking preferred
4+ years of formal credit training experience and/or Commercial lending experience, strong analytical skills; excellent verbal and written communication
Understanding of depository, lending and treasury management solutions
Skills:
Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities
Travel to a variety of locations to perform work and/or attend meetings as required
Work occasionally requires more than 40 hours per week to perform the essential functions of the position
Must be able to travel regularly from location to location
Lifting in an office setting may be required up to 30 lbs
Resume Bank: Future Opportunities
Personal banker job in Dallas, TX
Job Description
We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ - Bilingual English and Spanish Required
Personal banker job in Plano, TX
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 a Virtual Banker III within Consumer Banking, 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 act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
• Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
• Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
• Partner with One Chase Partners to connect customers to experts for specialized financial needs.
• Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
• Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
• Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
• Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
• Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
• Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
• Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
• 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
• Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
• Strong relationship-building skills, showing genuine care and concern during client interactions.
• Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
• Proficiency in quickly and accurately learning products, services, and procedures.
• Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
• Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
• Proven client service experience or comparable experience.
• High school diploma, GED, or equivalent.
Preferred Qualifications, Capabilities, and Skills
• Strong desire and ability to influence, educate, and connect customers to technology solutions.
• Experience adhering to banking policies, procedures, and regulatory requirements.
• Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
• College degree or military equivalent.
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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan
Chase. 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: *********************************************************************
Auto-ApplyBanker, Business
Personal banker job in Allen, TX
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector's most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We're passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
Job Description
Stanbic IBTC is positioned to continue to build capacity and create a sustainable talent pipeline within the organization. The organization is running a recruitment exercise for Relationship Managers to manage its existing portfolio of clients, while onboarding new clients/businesses.
The key responsibilities listed below, show the required knowledge for sales and relationship management roles. Please send in your application if you have any knowledge of or interests in managing relationships and if you meet all the criteria required for this role.
Qualifications
* First degree in any field.
* Minimum of 3 - 6 years' experience
* Cognate experience in sales and relationship management of customers to be able to drive profitability and build relationships
* Experience within the financial industry with experience in managing small businesses.
Additional Information
Behavioural Competencies
* Generating Ideas
* Developing Strategies
* Interpreting Data
* Convincing People
* Team Working
Technical Competencies
* Customer Understanding
* Product Knowledge
* Application and Submission Verification
* Account opening and maintenance
* Product Related Systems
Financial Services Representative
Personal banker job in Frisco, TX
Job Description
Join our team as a Financial Services Representative and become part of a respected organization with a strong reputation in the insurance and financial industry. At NYL - DFW, your professional growth is our priority. We equip you with the training, resources, and ongoing support you need to thrive.
In this role, you'll build trusted relationships with clients, helping them make confident decisions that support a secure financial future. We are dedicated to delivering outstanding customer service, ensuring you can provide exceptional guidance and solutions every step of the way.
We offer a competitive compensation structure along with clear opportunities for career advancement-giving you the ability to grow personally and professionally. Be part of a team that values your success and empowers you to make a meaningful impact in the lives of others through financial services. Let's build something great together.
Compensation:
$75,000 - $90,000+ yearly
Responsibilities:
Create and execute sales strategies to grow and manage customer portfolios effectively
Provide personalized advice by evaluating clients' financial needs and priorities, presenting tailored plan options that fit their goals
Participate in required training sessions-both online and in person-to obtain and maintain necessary licenses
Deliver exceptional customer service at every stage of the client relationship
Qualifications:
Strong communication skills are essential for success in this role
Must already hold, or be willing to obtain, a Life/Health insurance license
Passion for helping others and making a positive impact
Prior experience in sales or business is highly valued
Comfort using CRM tools, especially Salesforce, is a plus
Bilingual candidates are strongly encouraged to apply
About Company
We are among the strongest and most respected financial companies in America today, ranking #69 on the 2025 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the major rating agencies, such as Standard and Poor's (AA+), A.M. Best (A++), Moody's (Aaa), and Fitch (AAA). Source: Independent Third Party Ratings Reports as of 8/19/2025. For over 80 consecutive years, we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
A promise to work with you to build a strong financial future for both you and your clients.
Financial Services Representative - State Farm Agent Team Member
Personal banker job in Arlington, TX
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Mark Leal - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Use your knowledge of life insurance products to recommend policies to both cold and warm leads.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Life/Health insurance license (must obtain).
Financial Services Representative State Farm Agent Team Member
Personal banker job in Arlington, TX
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Ray Givens - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary of 40K plus commission/bonus
Paid time off (vacation and personal/sick days)
Group Health Plan with Vision & Dental
Growth potential/Opportunity for advancement within my office
Utility Universal Banker
Personal banker job in Dallas, TX
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
Auto-ApplyUniversal Banker
Personal banker job in Dallas, TX
The Universal Banker with PlainsCapital Bank 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.
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.
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.
Auto-ApplyFinancial Service Representative Floater
Personal banker job in Dallas, TX
Job Description
Financial Service Representative Floater
Department: Retail Operations
Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.
Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability.
The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customers' accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations. This position requires travel to provide coverage to assigned branch locations as requested.
The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Performs all other duties as assigned.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
Travel from branch to branch is expected for this position as requested
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.