Proprietary Equity Traders Wanted
Personal banker job in Arlington, VA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ādark' and ālit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyPrivate Banker
Personal banker job in Washington, DC
Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services.
We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s).
Job Description/Position Responsibilities
* Partner with FAs to provide advice and potential cash management and lending solutions to clients
* Build product awareness and understanding among Financial Advisors
* Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
* Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
* Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients
* Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
* Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
* Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services
* Understand competitive environment and develop strategies to retain and win new business
* Develop and implement product marketing strategies with Branch Management and FA team
* Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
Qualifications:
* Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank
* Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities
* Experience in understanding the financial needs of all types of clients
* Proven new business development / origination experience with Lending products is required
* Completion of formal credit training strongly preferred
* Bachelor's degree preferred or relevant experience
Skills/Abilities:
* Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
* Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
* Ability to understand the financial needs of the retail brokerage clientele.
* Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
* Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
* Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
* Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
* Detail orientation with strong organizational and analytical skills
* Ability to train Financial Advisors on product suite
* Possess excellent oral and written communication skills
* Exceptional presentation skills
* Ability to meet deadlines and manage Financial Advisor and client expectations
* Good collaboration skills in a team-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $110,000 - $190,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyVideo Banker I/II
Personal banker job in Laurel, MD
$1000 Signing Bonus effective 1/20/2023
Note: All full-time positions include exceptionally low medical premiums in addition to a whole host of other benefits.
Hours: Monday rotating 8:15am-5:15pm or 9:45am-6:15pm, Tuesday through Thursday 8:15am-5:15pm, Friday rotating 8:15am-5:15pm or 8:45am-6:15pm, Saturday Rotating schedule of 8:30am-1:30pm
Hiring Range - $19.38 /hr - $24.22 /hr
THIS IS AN ON-SITE ROLE AT TOWER
Please complete the link in a separate window for the assessment: - Video Banker
****************************************************************************************************
SUMMARY OF POSITION:
This position is responsible for providing efficient and accurate processing of teller transactions using video technology, Interactive Teller Machines (ITM), in compliance with State and Federal regulations and Tower Federal Credit Union (TFCU) policies and procedures. The Video Banker professionally represents the credit union to members using the ITM, projects a positive knowledgeable image to members and delivers exceptional service while doing so in a remote working environment.
_____________________________________________________________________________
PRINCIPAL ACCOUNTABILITIES AND FUNCTIONS:
1. Provides engaging member-centric service to members virtually via video and chat functionality using the ITM technology.
2. Facilitates ITM processing for members by providing step-by-step guidance through the ITM process.
3. Processes customary teller transactions with the ITM using video technology to assist members with a high degree of accuracy.
4. Educates and assists members about how to use the new technology of ITMs to complete their transactions.
5. Projects good customer relations while conveying a positive member service experience using ITM video technology.
6. Pursues opportunities to establish new relationships and to expand existing member relationships.
7. Initiates conversations to uncover member's needs and promote TFCU products and services, and effectively refer members to appropriate team members when needed.
8. Maintains, and is able to present, an up-to-date and comprehensive knowledge on all credit union products and services that are promoted by Tellers (e.g., Home Banking, Mobile Deposit, Direct Deposit).
9. Attends training courses (classroom, online, ambassadorships) to continuously build knowledge of the financial industry and learn more about the credit union's products, policies and procedures.
10. Processes transactions (cash withdrawals, check cashing, and transfers) after identifying the member or non-member; verifies account ownership, signature and account details
11. Verifies and processes loan payments, transfers and other monetary and non-monetary transactions (e.g., official checks,, ).
12. Maintains a thorough working knowledge of the credit union's teller platform and the various applications (e.g. Check Balance site, ITM management console etc.) and is able to use resources from multiple platforms when processing transactions.
13. Maintains an awareness of security risks in the areas of member identification and confidentiality. Attends required branch quarterly security training.
14. Completes annual regulatory training such as US Patriot Act, Bank Secrecy Act and Office of Foreign Asset Control training, and is subsequently able to complete Currency Transaction Referrals and Suspicious Activity Referrals.
15. Guides members to the appropriate staff for specific information and assistance.
16. Perform related duties as assigned.
______________________________________________________________________________
REQUIRED QUALIFICATIONS:
⢠Possession of a high school diploma or equivalent certificate.
⢠Minimum of one to three years' experience in a credit union or related financial institution.
⢠Demonstrated successful customer service experience.
⢠Or, an equivalent combination of education and experience.
⢠Refer to career path for level 1 to level 2 progression.
COMPETENCIES:
⢠Ability to effectively service members using video technology and create a personalized experience
⢠Ability to effectively communicate verbally, and to explain ITM operations clearly and succinctly.
⢠Excellent customer service skills and a sincere desire to help members.
⢠Ability to maintain a professional appearance and behavior, and is comfortable, friendly and confident in the ITM video environment.
⢠Knowledge of various personal computer programs and various delivery channels such as online banking and mobile banking.
⢠Ability to provide explanation and instruction in one-on-one situations with members in the ITM environment.
⢠Ability to troubleshoot, with guidance, routine computer and ITM malfunctions.
⢠Ability to sit for long periods of time.
⢠Ability to work in a fast paced environment.
⢠Ability to add, subtract, multiply and divide.
⢠Ability to reconcile and balance transaction records.
⢠Ability to read and interpret procedure manuals.
⢠Ability to follow detailed written and oral instructions.
⢠Ability to solve problems with many variables in a variety of situations.
⢠Ability to take and follow instructions.
⢠Ability to prioritize tasks and complete daily job assignments
⢠Ability to work to deadlines.
⢠Ability to arrive at work routinely and promptly.
⢠Ability to respond to common inquiries and complaints.
⢠Ability to get along with colleagues and supervisors.
⢠Must be able to manage and prioritize multiple tasks.
⢠Must be a team player, flexible, and lead by example.
______________________________________________________________________________
WORKING CONDITIONS:
⢠Ability to sit, stand and walk for extended periods and demonstrate sufficient dexterity and vision to operate a variety of office equipment.
⢠Ability to lift up to 15 lbs. with or without assistance.
⢠Ability to work the hours needed which may extend beyond the defined work schedule when operating conditions dictate
Full Time, Branch Schedule and /or flexible as required by Branch Administration.
Private Client Banker - Maryland West Market
Personal banker job in Bethesda, MD
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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-ApplyPremier Banker Full Time - Greater Fredericksburg District, Woodbridge VA
Personal banker job in Woodbridge, VA
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 āto grow your careerā in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
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 SAFE. 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:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. 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
Locations:
Smoketown Plaza: 13716 Smoketown Rd Woodbridge, VA 22191
Salisbury Road: 131 Garrisonville Rd Stafford, VA 22554-1523
County Center: 12711 Marblestone Dr Woodbridge, VA 22191
Woodbridge Branch: 13891 Richmond Hwy Woodbridge, VA 22191
Dale City: 2876 Dale Blvd Woodbridge, VA 22193
Port Potomac: 16300 Navigation Dr Woodbridge, VA 22191
Tacketts Mill: 12771 Harbor Dr Woodbridge, VA 22192
*Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.
Posting End Date:
30 Dec 2025
*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.
Resume Bank
Personal banker job in Washington, DC
Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Digital Resume Bank
Personal banker job in Washington, DC
AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact.
The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation.
If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply.
American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability.
We offer a competitive salary and a strong benefits package.
American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
In-Person Licensed Therapist To Join DC Practice
Personal banker job in Washington, DC
THE OPPORTUNITY:
Develop rewarding, long-term therapeutic relationships with motivated, psychologically aware patients.
Focus time and energy on your real passion for providing therapy and developing your skills as a clinician.
Provide psychotherapy in a fee-for-service practice mainly to couples, but have opportunities to work with individuals.
EMPLOYMENT TYPE:
Full-time (30 direct clinical hours per week).
ABOUT THE THERAPY GROUP OF DC
Therapy Nerds Work Here. We recognize strengths and potential in our psychologists who we know make a profound difference and bring about lasting change.
We love what we do. We get geekily excited to invest in and develop the infrastructure, technology, and outreach that is key to building and maintaining a thriving group practice.
Psychotherapy transforms lives. We are an established practice in downtown DC celebrating over 20 years of serving our community. Consider joining us if you're seeking a long-term home in a group practice.
Requirements
SUCCESSFUL CANDIDATES SHOULD HAVE THE FOLLOWING:
Excellent therapeutic rapport-building and interpersonal skills.
Strong orientation for collegiality.
Licensed (or licensed-eligible) in the District of Columbia.
Committed to multiculturally competent practice.
Interested in and experience working with gay, lesbian, bisexual, and gender-diverse clients.
Commitment to working in a group practice.
Benefits
COMPENSATION AND FINANCIAL PERKS:
Annual income starts at approximately $100,000.
Dental, Vision, and Health Insurance
401k Match (after one year of employment)
INTENTIONAL PRACTICE & PROFESSIONAL DEVELOPMENT PERKS:
Ongoing case conference supervision group to continuously sharpen your clinical expertise.
Opportunity to give back to our community and train tomorrow's leading practitioners by becoming involved with the Capital Therapy Project, our innovative low-fee psychodynamic therapy training institute.
Auto-ApplyCloud Services Financial Specialist
Personal banker job in McLean, VA
We are seeking a detail-oriented Cloud Services Financial Specialist to support our FinOps strategy and implement scalable chargeback/showback models for cloud usage across the organization. The ideal candidate will work closely with Cloud Operations, Finance, and Business Unit stakeholders to ensure cloud spend transparency, cost optimization, and accurate financial reporting.
Contributions
Key Responsibilities:
Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Providers (CSPs), and internal departments.
Support monthly, quarterly, and annual cloud budget forecasting and variance analysis.
Partner with finance to integrate chargeback data into financial systems or billing processes.
Assist with vendor management and contract analysis for cloud services.
Track and report on key performance indicators (KPIs) related to cloud usage and financial impact.
Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources.
Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts.
Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes.
Monitor cloud spending and usage, and provide regular reporting and analysis.
Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders.
Stay current on policy updates, cost allocation rules, and credit usage guidelines.
Support audit requests, internal reviews, and data calls related to cloud financial management.
Contribute to continuous process improvement and financial compliance efforts.
Qualifications
Bachelor's degree.
5+ years of experience in financial analysis, billing, cost accounting, or grants management.
Must have prior government contracting experience.
Understanding of federal grant funding mechanisms and internal funding processes.
Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes.
Experience with FinOps principles and tools (e.g., CloudHealth, Cloudability, AWS Cost Explorer).
Proficiency in Microsoft Excel and financial reporting tools.
Familiarity with federal research administration or academic research environments.
Knowledge of cloud billing systems (AWS, Google Cloud, Azure).
Experience with acquisitions and contracts management.
Strong attention to detail, analytical, and organizational skills.
Excellent written and verbal communication abilities.
Ability to obtain and maintain a Public Trust clearance.
Preferred:
Previous federal government experience.
FinOps Certified Practitioner or equivalent certification.
Experience with scripting or automation tools (e.g., Python, SQL, or cloud-native solutions).
Familiarity with ITIL or project management frameworks (e.g., Agile, Scrum).
Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms.
About steampunk
Steampunk relies on several factors to determine salary, including but not limited to geographic location, contractual requirements, education, knowledge, skills, competencies, and experience. The projected compensation range for this position is $90,000 to $120,000. The estimate displayed represents a typical annual salary range for this position. Annual salary is just one aspect of Steampunk's total compensation package for employees. Learn more about additional Steampunk benefits here.
Identity Statement
As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud.
Steampunk is a Change Agent in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our Human-Centered delivery methodology, we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an employee owned company, we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit *************************
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Auto-ApplyUniversal Banker
Personal banker job in Vienna, VA
The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service.
RESPONSIBILITIES:
Service Area Responsibilities:
* Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly:
* With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions.
Financial Sales Responsibilities
* Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients.
* Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products
* Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
* Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources.
* Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service.
* Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services
Operational/Regulatory/Security Responsibilities:
* Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area.
* Comply with all department and company policies, procedures and overall security
* Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior.
* Work closely with other departments as necessary to troubleshoot and resolve customer situations.
* Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans
* Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations
* May be responsible for branch opening/closing procedures
* Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow
Qualifications
* High school diploma or equivalent required, Bachelor's degree a plus
* Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required
* Prior experience in handling and being accountable for money is required
* Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required
* Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor
* Excellent verbal and written communications skills in Spanish or additional language a plus.
* Ability to perform basic math calculations is required
* Demonstrates ability to interact confidently with clients is essential
* Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered.
* Excellent written and verbal communication skills
* Proficiency in Microsoft Office Products (Word, Excel) required
* Understanding and working knowledge of appropriate core banking system is beneficial
* Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
* Demonstrated professionalism is required
* Ability to travel within branch region of up to 15%
KEY COMPETENCIES:
* Relationship and account management
* Business Development
* Accountability
* Organization and Time Management
* Collaboration
Essential Functions:
* Sitting and standing for extended periods of time.
* Ability to reach over teller counter or desk area to receive customer transaction documents
* Ability to lift and carry up to 20 lbs
* Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components.
* Ability to converse and exchange information with all levels of staff within organization.
* Ability to observe, perceive, identify, and translate data
* Ability to travel via automobile or public transportation
Company Profile
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Nearest Major Market: Washington DC
Job Segment: Bank, Banking, Banker, Financial Sales, Law, Finance, Sales, Legal
2026 Cycle Talent Bank
Personal banker job in Washington, DC
Department: Various
The Democratic Congressional Campaign Committee (DCCC) is the official national Democratic campaign committee charged with electing Democrats to the U. S. House of Representatives. The DCCC recruits Democratic candidates and supports Democratic campaigns - both challengers and Democratic incumbent Members - with a variety of services including field operations, fundraising support, communications assistance, digital strategy, research support and management consulting. The DCCC is supported by the contributions of individuals and organizations, along with Democratic Members, from throughout the country. We look for talented and hard-working professionals who are committed to electing Democrats and winning the House majority.
Due to the cyclic nature of our organization, all positions are subject to separation at the end of the election cycle.
Position Summary:
Are you interested in working at the DCCC for the 2026 election cycle but you don't see a job posting or department talent bank that matches your background or interest?
Submit an application here and we'll have your information on hand for future openings!
Requirements
Commitment to the election of Democrats in the U.S. House of Representatives;
Desire to work in a fast-paced environment and ability to practice discretion;
Strong political judgment and problem-solving abilities;
Familiarity with Democratic political actors and landscape a plus;
Draws from team members' strengths, empowering them to maximize their talents; contributes where needed to achieve and exceed goals; mentors and guides colleagues with regular feedback and recognition; clearly lays out vision and expectations to the team;
Proactively fosters an inclusive atmosphere and commitment to diversity, equity and inclusion;
Ability to demonstrate multicultural competence - the awareness, knowledge and skills needed to work with others who are culturally different from self in meaningful, relevant and productive ways;
Personal and professional commitment to promoting and investing in cross-cultural skills and awareness related to individuals from broad backgrounds, races, ethnicities, religions, gender, sexual orientation, gender identity and disability;
Proven interpersonal, communication, and collaboration skills with the ability to build relationships with staff at all levels
Why You Should Work Here:
We recognize and reward hard work
Learn, develop, and hone professional skills related to running and operating multi-dimensional political campaigns and the operating systems that support the campaigns.
Experience working with the largest Democratic battlefield, containing numerous highly competitive campaigns in diverse districts across the nation.
Opportunities to expand your network and engage with policy makers, political candidates, Democratic Party leaders and a diverse team of professionals and colleagues.
Gain experience in cross-team interaction and exposure to other functions and departments within the DCCC.
Equity and inclusion are actively integrated into decisions made at Senior Team and Department levels regarding hiring, contracting, and political strategy
Benefits:
Medical, dental, and vision plans with premiums fully paid for by DCCC
Accidental Death and Dismemberment (AD&D) and Life Insurance fully paid for by DCCC
More than 25 days of paid time off (which includes federal holidays, time off around the holidays, vacation, and sick days)
Paid parental leave
Fertility and growing family support with $10,000 subsidiary paid by DCCC
Pet Insurance Discount
Up to 6% retirement employer match contribution
Long-term Disability fully paid for by DCCC
Monthly mobile phone stipend
Monthly metro benefits (for employees located in the DC metro area only)
Gym Access (for employees located in the DC metro area only)
Capital Bikeshare Discount (for employees located in the DC metro area only)
Employee Assistance Program
Employee Resource Groups
Diversity Mission Statement:
The diversity mission of DCCC is for DCCC to reflect the diversity of the country, which strengthens the core mission of electing House Democrats. To that end, DCCC strives to create an inclusive environment that cultivates and supports diversity at every organizational level, including its staff, candidates, vendors, and contractors.
Equal Opportunity/Diversity Policy:
DCCC prohibits discrimination of employment, promotion, compensation, terms, conditions, or privileges of employment on the basis of race, color, ancestry, national origin, gender, sexual orientation, sex (including marital and parental status), religion, age, disability, actual or perceived gender identity or expression, weight, personal appearance, family responsibilities, genetic information, economic status, genetic information, veteran's status, or any other basis prohibited by applicable law. DCCC is an equal opportunity employer and will comply with all applicable laws prohibiting discrimination in employment.
Universal Banker ( Leisureworld Branch)
Personal banker job in Silver Spring, MD
The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch's overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
Perform teller functions and cash transactions
Balance cash each day
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Perform complex branch operational duties as assigned
Ensure that all required training is successfully completed
Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
Possess or be able to obtain an NMLS registration
High school diploma or equivalent required, associate's degree preferred
Minimum of 1 year experience in banking or financial services preferred
Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
Previous cash handling experience preferred
Teller experience strongly preferred
Customer service experience required
Lending experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Branch Small Business Banker (SAFE)
Personal banker job in McLean, VA
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 āto grow your careerā in the U.S. Join us!
About this role:
Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
Service business customers with their business needs in a branch environment
Carry out business banking focused functions over the phone
Present recommendations for resolving more complex situations
Provide information to colleagues, internal partners, and stakeholders, including customers
Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
Participate in community organizations and build relationships with centers of influence
Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
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:
2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
1+ year of experience managing a dedicated book of small business customers across assigned territory
Knowledge and understanding of book of business
Experience using strong business acumen to provide financial services consultation to small business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Customer service focus with experience handling complex transactions across multiple systems
Experience building and maintaining effective relationships with customers and internal partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Fluent in Spanish a plus
Job Expectations:
This position is not eligible for Visa sponsorship.
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.
Location: 6840-6844 Old Dominion Dr., MCLEAN, VA 22101
Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies.
Posting End Date:
14 Dec 2025
*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.
Auto-ApplyUniversal Banker
Personal banker job in McLean, VA
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank s target market area. Rapid consolidation in the Bank s target market has created an opportunity for a community-based commercial bank.
At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.
A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank s strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:
Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.
Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank.
Summary of Job Duties:
While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch.
Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures.
Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services.
Professionally provide timely and accurate responses to client inquiries.
Perform account opening and servicing with confidence and precision.
Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.
Support the Branch in all sales, service and community related initiatives.
Candidate will assist with other duties as assigned.
Requirements:
High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred.
Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally.
Skills/Knowledge:
A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person.
Working Conditions:
Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. May also work in our Bethesda, Great Falls, and Reston locations.
Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.
Universal Banker
Personal banker job in McLean, VA
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Banks target market area. Rapid consolidation in the Banks target market has created an opportunity for a community-based commercial bank.
At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.
A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Banks strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Banks primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:
Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.
Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank.
Summary of Job Duties:
* While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch.
* Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures.
* Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services.
* Professionally provide timely and accurate responses to client inquiries.
* Perform account opening and servicing with confidence and precision.
* Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.
* Support the Branch in all sales, service and community related initiatives.
* Candidate will assist with other duties as assigned.
Requirements:
High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred.
Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally.
Skills/Knowledge:
A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person.
Working Conditions:
Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. May also work in our Bethesda, Great Falls, and Reston locations.
Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.
Financial Services Representative - State Farm Agent Team Member
Personal banker job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
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.
Work with the agent to establish and meet marketing goals.
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
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
Financial Services Representative State Farm Agent Team Member
Personal banker job in Alexandria, VA
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh:
Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients.
Focused on Life Insurance & Other Risk Management
Focused on Relocation of current State Farm customers
Competitive Auto and Homeowners Quotes
Double check Discounts Available
Exotic Travel Qualifier
Chairman's Circle Qualifier
President's Club Qualifier
Million Dollar Round Table Qualifier
Member of Alexandria Rotary Club
Member of Alexandria Chamber of Commerce
Focus in working with local business owners
Long time resident of Northern Virginia
Position Overview:
We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.
Responsibilities:
Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service.
Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances.
Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base.
Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities.
Meet or exceed sales goals and performance metrics while adhering to company policies and procedures.
Qualifications:
Previous sales experience in insurance, financial services, or a related field is preferred but not required.
Excellent communication and interpersonal skills with the ability to connect with diverse clientele.
Strong work ethic and self-motivation to achieve personal and team objectives.
Ability to multitask, prioritize, and work effectively in a fast-paced environment.
Proficiency in basic computer skills and willingness to learn new technology platforms.
Must be able to obtain the Property and Casualty Insurance License
Must be bilingual Spanish or Vietnamese
Benefits:
Competitive base salary plus commission and bonus opportunities.
Comprehensive training and ongoing support to help you succeed in your role.
Career advancement opportunities within the agency and the broader State Farm network.
Paid time off and holidays.
How to Apply:
If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information].
Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
Relationship Banker
Personal banker job in Silver Spring, MD
Job Description
The SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
What You'll Do.
As a Relationship Banker, you embrace SECU's brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing current banking relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other significant life milestone. You may find yourself at a business or other community event talking to participants about financial literacy or SECU offerings. Alternatively, you may head out to SECU volunteer events and earn up to 12 hours paid time off per quarter.
Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse, inclusive relationships and networks within SECU and the communities we serve. In that effort, you will promote financial literacy, the credit union movement and our talent brand. The result: increased member loyalty from your dynamic passion for doing the right thing, showing empathy, compassion and heart, and by being authentic and knowledgeable about SECU banking products and services.
Who knew being a Relationship Banker could be so much fun and impactful? Whatever the occasion calls for, know that at the end of the day, you made a positive difference in the lives of those you touched. Purpose. Meaning. Heart. All differentiators at SECU.
What We're Looking For.
Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.
Demonstrated ability to goal attainment through strong familiarity of retail banking products and services.
What You'll Get.
Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.
SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking.
Apply today and be part of our journey!
In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:
Compensation Information: Based on experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II
Member Advisor I/Relationship Banker I
Hourly Pay Range: Min. $21.35 - Max. $32.02
Member Advisor II/Relationship Banker II
Hourly Pay Range: Min. $24.62 - Max. $39.42
Final offer will be based on years of experience and education
Other Compensation Includes:
Quarterly incentives based on productivity goals
Annual corporate-wide incentives
We provide comprehensive benefits, with a focus on total well-being:
Medical, vision, dental benefits
401k plan with company matching
Generous sick, vacation and personal leave
And moreā¦2025 SECU Benefit Guide
To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers
If you're interested in a challenging and rewarding career, then SECU is for you!
SECU is an Equal Opportunity Employer
Financial Services Representative - State Farm Agent Team Member
Personal banker job in Fairfax, VA
Job DescriptionBenefits:
Life Insurance
Bonus based on performance
Opportunity for advancement
Paid time off
Parental leave
Training & development
ROLE DESCRIPTION:
As a Financial Advisor with Isabel Nguyen State Farm Agency, 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:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
Active SIE, Series 6, Series 63 and Series 65.
WHAT WE OFFER:
Base salary + commission
An existing book of business
In-person role with strong growth potential
Supportive team and positive work environment
If you're passionate about helping clients with their financial planning, we want to meet you!
Private Client Banker - Waverly Woods Branch - Marriottsville, Maryland
Personal banker job in Ellicott City, MD
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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
+ Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
+ 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.
+ 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.
+ Adheres to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
+ 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
+ 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 resolve client issues quickly and effectively 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.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience in cultivating relationships with affluent clients.
**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: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Marriottsville,MD $22.50 - $30.29 / hour