Personal banker jobs in Atlanta, GA

Your Job We are seeking a Recycled Fiber Trader in the Southeast for Georgia-Pacific Recycling, which specializes in paper and fiber sales. You will maintain and expand our presence in the global recycling marketplace. Your role will involve pricing products, negotiating contracts, collaborating with internal and external stakeholders, and staying informed on market trends and regulatory changes. This fast-paced, dynamic position requires strong analytical, communication, and problem-solving skills. Location: We are seeking candidates who are based in the Southeast United States. This position offers the flexibility of remote work with a home base. Candidates should expect to travel 30-50% of the time, accommodating domestic business requirements as needed while maintaining effective communications with stakeholders. Visa sponsorship is not available for this position. Our Team At GP Recycling, we are a principle-based commodities trading business that does the right thing for our customers, communities, and society while driving economic performance. Our customer-centric approach is built upon the strengths of our diverse team, leveraging their unique skills and knowledge to cultivate mutually beneficial relationships. As a Recycled Commodity Trader, you will play a pivotal role on our sales trading team, working closely with global partners. Join us in making a positive impact through sustainable recycling solutions. Apply now and be part of our dynamic team! What You Will Do Profitably expand trading business and grows mutually beneficial partnerships. Develop and execute effective sales strategies to sustain and grow business in the paper and fiber sales sector. Price products competitively and negotiate contracts with clients to secure favorable terms. Foster strong relationships with business partners, coordinating sales efforts and ensuring effective collaboration. Collaborate with internal teams, including operations and logistics, to ensure smooth operations and exceptional customer satisfaction. Stay updated on market trends, industry developments, and regulatory changes to identify new business opportunities. Actively maintain thorough market research and analysis to identify potential customers, understand their needs, and develop tailored sales proposals. Who You Are (Basic Qualifications) Experience in a paper or fiber sales role Bachelors Degree OR additional sales, procurement, or international supply chain experience Microsoft Office experience Experience effectively communicating across an organization Experience proactively setting and managing priorities Experience collaborating cross-functionally with sales, supply chain, logistics, exports, etc. Willing to travel 30%+ of the time (domestic travel) based on business needs What Will Put You Ahead 3+ years experience in the recycling industry Experience trading recycled fiber commodities Bilingual Bachelors Degree in Business, Supply Chain, or Finance At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here . Who We Are As a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day -to make everyday products even better. At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information. (For Illinois E-Verify information click here , aquí , or tu ).

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills Sophomore standing (expected graduation date of December 2027 through Summer 2028) Attends college/university in the U.S. (all majors considered) in good standing Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader, you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives, including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations, monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk, supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in trading and market analysis, you will contribute to the overall success of the investment team. Qualifications: Comprehensive knowledge of trading and how that relates to portfolio management and investment operations, with 4 or more years of practical experience Experience with domestic and international trade settlement and reconciliation processes Experience trading or managing portfolios with options Excellent Excel knowledge and strong programming skills, including Python Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment Keen attention to detail Ability to discreetly handle confidential data Strong organizational skills and proactive planning, with an ability to respond to urgent requests Bachelor's Degree in Finance or related field Registered Investment Advisor and ETF experience Familiarity with Bloomberg, AIM, Orion or other portfolio management systems What we offer: PTO plus 10 paid holidays Flexible Working Benefits Daily Paid Lunch for Onsite Employees Onsite Gym Discount Medical, Dental, Vision EAP and Telehealth with Mental Health Support Short and Long Term Disability SIMPLE IRA with up to 3% Match

COUNTRY Financial offers a terrific career opportunity in sales with a dynamic and growing company. We understand the importance of a job that fits you. Take a moment to consider these questions: Do you enjoy helping people? Want to help protect others from life's risks? Take pride in building lasting relationships? Want to work hard to build a successful business? Want to be in control of your own income?

Senator Jon Ossoff's campaign is building a powerhouse digital team and we're looking for digital fundraising staff for every level, senior to junior. Requirements If you have experience running email, SMS, fundraising ad programs-or you're eager to learn, grow, and help break some records-we'd love to hear from you! Benefits The campaign provides benefits, including dental, vision and health insurance. Jon Ossoff for Senate is committed to diversity among its staff and recognizes that its continued success requires the highest commitment to hiring and retaining a diverse staff that provides the best quality services to our mission. Jon Ossoff for Senate is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, protected veterans, marital or familial status or responsibilities, parental status, domestic relationship status, sexual orientation, gender identity or expression, disability status, criminal history status, genetic information, homeless status, matriculation, personal appearance, status as a victim or family member of victim of domestic violence, a sexual offense, or stalking, or any other category prohibited by local, state or federal law.

About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for Branch Banking as part of the Consumer and Small Business Banking division. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering\/negotiating of terms and\/or taking an application for a dwelling secured transaction As such, this position requires compliance with the 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 Requirements Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and\/or education Desired Qualifications: Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud\/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer\/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: 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 (http:\/\/fedregistry.nationwidelicensingsystem.org ) 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. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"682167578","FontFamily":"Arial, Helvetica, sans\-serif","job OtherDetails":[{"field Label":"Department Name","uitype":4,"value":"Wells Fargo"},{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"City","uitype":1,"value":"Atlanta"},{"field Label":"State\/Province","uitype":1,"value":"Georgia"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"30329"}],"header Name":"Personal Banker\- Chattahoochee (GA)","widget Id":"**********00072311","is JobBoard":"false","user Id":"**********00235003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********10379136","FontSize":"15","location":"Atlanta","embedsource":"CareerSite","logo Id":"hs654aa3cf36a6b354ae38f8148a2cfbb79b2"}

MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity * Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient * Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders * Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm * Contribute to the Risk Management framework * Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage * Identify and notify team member on market opportunities both independently and within the trading team * Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution. SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours): * Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role. * Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required. WORK EXPERIENCE/BACKGROUND: Essential * At least 5 years' experience in finance or digital asset market * Experience with trading crypto across spot and derivative products * Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies * Good attitude and proactive * Ability and willingness to build relationships internally and externally Desirable * Experience working at a established crypto trading firm * Traditional asset execution experience TECHNICAL/BUSINESS SKILLS & KNOWLEDGE: Essential * Using OMS systems, particularly related to crypto trading * Experience and understanding of trading systems and trade lifecycle * Using MS Excel * Bloomberg Desirable * Coding experience in python * Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos. OTHER ESSENTIAL REQUIREMENTS: * Superior interpersonal skills and the ability to positively influence outcomes * Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment * Motivation to succeed and deliver results in line with expectations * Self-starter, able to identify and resolve issues within the business * Ability to work under pressure with strong attention to detail * Effective communicator with strong emotional intelligence * Superior organisational skills with the ability to manage tasks effectively * Ability to understand challenging problems, find solutions and drive process improvement * Diverse trading background over a broad asset base

If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today. The Universal Banker I combines the roles of a teller and seller to provide exceptional service to both members and potential members. You will serve as a knowledgeable resource, assisting with a wide range of financial needs, including account openings, transactions, loans, and other credit union services. By building strong relationships, you'll recommend appropriate products, resolve issues, and ensure a seamless, positive experience. ESSENTIAL DUTIES AND RESPONSIBILITIES: Greet members in a welcoming manner and ensure they feel valued and connected to Georgia's Own Credit Union, whether in person, over the phone, or digitally. Receives and processes financial transactions including deposits, withdrawals, check cashing, loan/credit card payments and loan advances, issuing savings/cashier's checks, and redeeming savings bonds. Personally, maintains a balancing record in accordance with the teller balancing standards. Must be familiar with Credit Union policies and procedures in order to effectively handle/direct problems, complaints, and special situations while remaining compliant. Performs a variety of miscellaneous tasks including but not limited to: balancing ATM, executing branch capture, completing branch recap(s), maintenance of member accounts, processing night depository transactions and acting as the vault teller. Demonstrate full working knowledge of all branch technology and systems, including but not limited to ATMs, Cash Recyclers, Debit Card Instant Issue, Check Scanning, ITMs and Glory Teller Machines. Support and contribute to satisfactory branch operational ratings and corporate audits while complying with federal, state and local laws. Opens and closes Consumer and Business Membership accounts. Performs all duties necessary to help members with account maintenance and concern/problem resolutions related to membership. Notarizes, if authorized. Processes loan applications through appropriate system(s). Notifies members of loan decisions, processes and reviews documentation, delivers, and witnesses signing of loan documents. Perform teller transactions by running teller cashbox as needed. Assess each member's financial needs through thoughtful, consultative questions, and recommend deposit products (checking, savings, IRAs, CDs, etc.) that best align with their goals. Go beyond transactional processes by collaborating with internal experts to provide creative solutions to members' needs, resolving issues and improving their overall financial well-being. Document member interactions and financial needs in the IRM system, ensuring that follow-up is timely and relevant to their current or future needs. Educate members on the full range of services available, explaining the credit union difference and how it benefits their membership, while ensuring they understand when and how to utilize these services. Take a consultative approach to lending by asking questions to identify suitable loan products for members' needs, including personal loans, auto loans, and mortgages. Gather necessary member information and submit accurate loan documentation that meets all compliance requirements, working closely with centralized lending teams. Maintain an organized follow-up plan in the IRM system, ensuring timely communication with members regarding loan statuses or any additional service needs. Participate in ongoing training and development to enhance your skills in universal banking, customer service, and compliance requirements. Ensure all financial transactions and loan applications adhere to the Credit Union's operational procedures, regulatory standards, and risk management protocols. Collaborate with branch team members to improve efficiency, increase member satisfaction, and maintain a high standard of service, while supporting operational and safety procedures. Provide inbound and outbound telephone services, as necessary to members including transactions, disseminating information, problem resolution and applicable product/service suggestions. Perform other duties as may be assigned. EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS: High school diploma and equivalent years of experience. Bachelor's degree preferred. Three years' experience in a financial branch environment or experience comparable within the financial industry or a retail sales environment. Provide coverage at other branches when necessary and work Saturday rotation schedule. Ability to communicate with members and others at all levels of the Credit Union, in both written and verbal formats. Experience with the loan application process and standard or typical internal operating policies and procedures. Knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures. Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.). Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues. Working knowledge of Microsoft Word, Excel and Power Point software applications. Candidates must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background. ADDITIONAL/IMPORTANT SKILLSETS: Member Focus - builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving members problems, ensures commitments to members are met, solicits opinions and ideas from members, responds to internal customers Acting with Integrity - Clearly states goals and beliefs; lets people know his/her true intentions; does what he she said they would do; follows through on commitments Teamwork - Has good listening skills; interacts with people effectively and builds strong relationships within own team and across groups; is flexible/open-minded; meets deadlines and responsibilities; listens to others and values opinions; helps team leader to meet goals; puts group goals ahead of own goals; promotes a positive team atmosphere. Solicits performance feedback and handles constructive criticism. Dependability - Reliable to team and credit union; completes work in a timely and consistent matter; meets commitments; works independently and as part of the greater team; takes personal responsibility for job performance and accepts accountability; handles change; sets personal standards; stays focused under pressure; meets attendance/punctuality requirements. Work Standards - Sets and maintains high performance standards; pays close attention to detail, accuracy and completeness of work; is committed to excellence; shows concern for all aspects of the job and follows up on work outputs; looks for improvements continuously and owns/acts on challenges and pro-actively recommends solutions Decision Making/Judgement - Makes sound decisions that impact and support the business, financial or otherwise. Recognizes problems and responds, systematically gathers information, sorts through complex issues, seeks input from others, addresses root cause of issues, makes timely decisions, can make difficult decisions, uses consensus when appropriate, and communicates decisions to others. PHYSICAL REQUIREMENTS: To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily. All employees must be able to communicate face to face or through technology with or without reasonable accommodation. Employee will be in an office environment (well-lighted, heated, and air-conditioned) typically stationed at a desk or table. Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs. Clerical office duties on various forms of technology are required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the Credit Union's policies and procedures related to the SAFE ACT. This includes an obligation on the employee's part to ensure that NMLA registration pertaining to the SAFE ACT is kept current. The employee must notify the Credit Union within 30 days of any changes that need to be reflected on the NMLS registry. Georgia's Own Credit Union is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law. Consistent with obligations under federal law, every company that is a federal contractor or subcontractor is committed to taking affirmative action to employ and advance women, minorities, disabled veterans, special disabled veterans, veterans of the Vietnam era, and other eligible veterans. We are an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. * Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. * Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. * Presents a neat and professional personal appearance, in accordance with bank policy. * Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. * Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. * Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. * FSR Duties: * Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. * Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them. * Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. * Is knowledgeable of financial services offered by the bank. * Shows sincere appreciation for each customer's time and business. Gives business card if not already given. * Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices. * Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. FLOATING UNIVERSAL BANKER FUNCTIONS * One year of teller or cash handling experience and six months customer relationship building or sales experience * Demonstrated expertise in the Teller II and basic FSR job functions * Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities * Float to different offices in an area to accommodate staffing needs * Other duties as assigned Qualifications, Education, and Certification Requirements * Education: High School diploma or equivalent * Experience: Cash handling, sales, customer service. Previous banking experience preferred. * Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES * The SouthState Way New Team Member Orientation * Teller Foundations * Banker Foundations * All assigned Regulatory Compliance Training * Acknowledgement of all policies through DocuSign as assigned * Additional training may be required dependent upon experience PHYSICAL DEMANDS * Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required to come to meetings or training as needed. Equal Opportunity Employer, including disabled/veterans.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 4454 ROSWELL RD NE ATLANTA, GA 30342 Posting End Date: 16 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.

About the Career Modern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified Region. As a fraternal benefit society, we have no stockholders. Were owned and operated by and for the benefit of our members. We specialize in retirement planning, investments, and life insurance. Creating written financial plans for financial protection, retirement planning, retirement distribution, estate planning, business planning, and employee benefits. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their members but their communities too. Finance Financial Advisor Business Insurance Sales What Modern Woodmen offers Beyond a hands-on training program and a flexible schedule, there's more! Your amazing full-time benefits package includes: Company-paid retirement plan Matching 401(k) Plan Medical, Dental, and Prescription drug Insurance. We pay 100% of employee health insurance premiums and 50% of employee dependents premiums. Group Term Life Insurance Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry. What we need: Is honest and has integrity Community-oriented Ability to communicate and network effectively with different audiences Target driven mindset Wants to grow themselves by helping others Wants to build a business for themselves, not by themselves Is looking for continuous self-improvement Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees .

The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization's business model, vision, mission, core values, and behaviors. This position is responsible for performing sales, service and operational functions and executing the Renasant's customer engagement model. In this role, the Universal Banker drives engagement throughout the entire customer interaction, including routine transactions and financial counseling, while championing digital conveniences available through various delivery channels. To do this, the Universal Banker reduces the required steps to as few as possible and can supply full scale banking assistance with no need to refer the customer to another retail team member. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Drive an exceptional customer experience in a branch environment through the execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch * Meet established sales and service performance goals by developing and expanding new and current customer relationships, delivering a wide range of banking solutions and improving customer loyalty * Collaborate with lines of business partners to create a seamless customer experience to fulfill financial needs through lending groups, wealth management, treasury solutions and other financial services * Champion digital delivery in branch by providing our customers with the digital conveniences and on-demand solutions that meet their needs how, when and where they expect to do business * Provide awareness, promote and create a seamless transition across all delivery channels including online, mobile, in branch, virtual branch and customer experience center * Respond with a sense of urgency and intentionality to customer feedback by working to understand the root causes of customer concerns or complaints; make recommendations to improve the customer experience through various process, policy and product enhancements * Ensure proper documentation is obtained and properly completed for all solutions to minimize documentations exceptions * Maintain customer pipeline tracking, including documenting calls and other interactions with customers and referral sources, via the customer engagement platform * Perform teller responsibilities daily to include processing customer transactions (i.e. deposits, withdrawals, transfers, loan payments, official checks, etc.) as well as special tasks such as loan payoffs and draws, redeeming savings bonds, ordering currency and auditing teller drawers. Additionally, execute daily operations (i.e. balancing ATM and vault and performing branch capture procedures, etc.) * Protect the bank from unnecessary risk by following procedures in all areas including CTR, SAR, Reg CC holds, robbery procedures and fraud mitigation * Recognize and navigate fraud attempts and events experienced by customers and individuals attempting to defraud customers and the bank * Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies * Routinely review procedures and processes and complete self-audits using provided tools and resources that are designed to prevent unnecessary risk to customer and bank * Represent the bank in community organizations and activities to increase the bank's outreach and foster relationships for future business development opportunities * Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations * Perform other related duties as assigned Qualifications * High school diploma or equivalent, College education preferred * Minimum of 1 year related customer experience and sales experience required * Minimum of 1 year teller and/or cash handling experience preferred * Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations * Ability to follow stated bank customer sales and service standard processes to ensure achievement of necessary goals and customer standards * Excellent communication skills (written and verbal) * Attention to detail with strong record of accuracy in handling of transactions * Comfortable using a variety of technology software products to process transactions * Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes * Aptitude to read, understand and apply all regulations, policies and procedures related to Universal Banker responsibilities and other branch operations * Ability to travel for training, other development opportunities, and between branches, as needed For all Senior Universal Bankers: * Minimum of 2 years of successful Universal Banker experience * Ability to handle complex transactions and issues with limited assistance or supervision * Operational strength with limited to no account exceptions, outages, or operational losses * Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts Physical Demands The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus. Work Environment The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May". This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. How You Will Make an Impact ● Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. ● Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. ● Enjoy working in a team environment with frequent interactions with fellow teammates and customers. ● Limited origination of simple consumer lending products such as personal loans and credit cards. ● Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. ● Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. ● Cash handling and adherence to proper balancing procedures. ● Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. ● Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. ● Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. ● Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are ● High school diploma required; college coursework preferred. ● Previous banking or demonstrated sales experience in business, retail or other industries. ● 2+ year cash handling experience in a banking or retail environment preferred. ● Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. ● Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. ● This position does NOT require S.A.F.E. registration at the time of employment. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Revenue driven goals, less of a scorecard and buckets to hit versus a BOA or other larger bank. Relationship driven, full wallet share approach. These are subject to change in a good way but gives you guidelines to talk about. We are a secured lender, collateral and insurance. Generalists. One position in Savannah, 5 or two open in the greater ATL area or anywhere in GA for that matter. Quarterly/annual goals: • Quarterly incentive plan- This could be dialed up or dialed in at any time. • 20 new business checking accounts per quarter. ($100 balance and above) • $750k in deposit balances (in your open checking accounts) by end of quarter (yes, we have claw back feature if the customer doesn't use the account and closes it after the BBRM gets a payout) • $1,625,000 in booked loans per quarter. • 5 booked loan referrals to consumer or commercial per quarter. (no, they do not receive the referred loan dollar amount loan credit in their loan goal) • 4 activated merchant referrals • 4 activated TM referrals • 1 T&W referral Onboarding: • First 90 days training on Bank OZK products and services. Lending bootcamp etc. Goal attainment: • Q1 of employment, ramp up period • Q2 of employment, reach 50% of goal • Q3 of employment, reach 50%-75% of goal • Q4 of employment, reach 100% of goal Thresholds: • $5m in revenue / $1m in loan size

Job DescriptionBenefits: Health Stipend 401(k) 401(k) matching Bonus based on performance Competitive salary Opportunity for advancement Training & development Securities Licensed Sales Team Member Location: In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment. Financial Advisor Meaningful Career, Not Just a Job! Join a passionate team where your financial expertise makes a real difference. At Kaitlin Ponce's State Farm Agency we offer a unique model with a base salary, an existing book of clients, and world-class investment productsso you can focus on what you do best: helping people achieve financial confidence. What We Offer: Base salary plus uncapped commission earning potential Access to existing State Farm customer households Wealth Academy Training and professional mentorship Investment options through American Funds and BlackRock What Youll Do: Provide comprehensive financial advice and planning to clients Build lasting relationships through proactive communication and trust Partner with an experienced career agent to grow your business Demonstrate sound judgment, market knowledge, and client-first integrity What Youll Bring/Job Requirements: 6, 63, and 65 Licenses 2+ years of financial services experience Proven relationship-building and advisory skills Bachelors degree preferred Join a team where your skills are valued, your growth is supported, and your work truly matters. **Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**

We are looking to grow our team! RevCycle has been in business for over 30 years, and we are extremely focused on developing our employees allowing them to reach their full potential! Work remotely or from our Marshfield, WI office location. Position Summary: This position is responsible for managing pre-service insurance reviews for our healthcare clients. Representatives will work in a company office or home office environment. The Representative will manage inquiries and concerns related to insurance with the goal of processing each account with accuracy to facilitate successful insurance registration and claims processing. They will learn through classroom training, on-the-job experience and management guidance. They will operate with minimal management guidance to exceed Key Performance Indicators for incoming and outgoing calls, and call review scores. This role is expected to follow company and client policies, procedures, and applicable laws. Hours: Full Time, Mon-Fri 8:00 AM-5:00 PM CST (9:00 AM-6:00 PM EST) Benefits: Paid Medical insurance includes personalized assistance to select from any qualified options in the marketplace. This enables you to select a plan which is most likely to enable you keeping coverage for things most important to you (i.e., Dr., clinic, meds). Additional options for Dental/Vision, paid short-term disability and life insurance benefits. Generous PTO (3 weeks per year) plus holiday pay and make-up time benefits begin within month three of employment 401K Company shares profits through an annual discretionary bonus which employees can have in full or deposit (some or all) into their 401k. Essential Duties and Responsibilities: Take calls from patients, insurance companies, and other outside facilities to resolve complex insurance issues Answers insurance questions on eligibility issues Uses of required scripts/verbatims, skillfully navigating guidelines to maximize potential recovery on each call Meets Key Performance Indicators for accuracy in navigating health plans, outbound calls, and inbound calls. Maintains and performs working understanding of account documentation requirements including notes and codes, making few errors, and requiring less assistance Skillfully works within the systems and programs used for client services in real time Adheres to company Core Values and Strategic Anchors Exceeds performance threshold in annual and/or other performance reviews Required Knowledge, Skills and Abilities: Prior work experience in a call center and healthcare customer service setting is preferred Familiarity with Artiva and Cerner Soarian application is preferred Working knowledge of medical billing and coding is preferred Prior work experience in a medical office and/or general understanding of health insurance is preferred Prior Supervisory experience is welcome in this growing company Able to communicate clearly, both verbally and in writing, and utilize proper grammar and telephone etiquette and provided electronic tools Able to navigate multiple computer applications and databases. Able to communicate on the phone and navigate multiple computer systems simultaneously Reliable and responsible. Arrives on time and uses time productively Possesses and demonstrates professional judgement and client services business acumen Understands sensitive personal information (SPI) and sensitive consumer information (i.e., Protected Health Information (PHI)) while maintaining the confidentiality of this information Able to use tools provided to compute basic math calculations using addition, subtraction, multiplication, division, and percentages Self-motivation and committed to career success Education and Experience, Other: High School Diploma or equivalent (i.e., GED) required. Work Environment: Employee works in a company office and/or home office and sits at a desk during regularly scheduled work hours. Employee will work with an online team utilizing screen monitoring and/or video conferencing. Employee answers and makes telephone calls using a computerized telephone; types on a standard keyboard; reads and comprehends information from a computer terminal and/or written resources. Employee may occasionally be required to stand or walk short distances along with bend or twist to access lower and higher desk drawers.

Job Description Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys. Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply. What Does an Investment Advisor Representative Do? As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments. Your role will also involve: Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions. Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve. Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community. Qualifications No prior experience is necessary; however, a strong desire to learn and succeed is essential. Excellent communication and interpersonal skills. Self-motivated with a positive attitude. Ability to work independently as well as part of a team. Strong interpersonal skills with the ability to communicate complex information clearly. High level of persistence and resilience in overcoming objections. A passion for helping others achieve peace of mind through financial security. Benefits Competitive salary with performance-based bonuses. Monthly performance bonuses based. Stock awards. An opportunity to earn agency ownership. Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!) If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 240 PEACHTREE ST NW ATLANTA, GA 30303 Posting End Date: 9 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.